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Upturn AI SWOT - About
Tarsus Pharmaceuticals Inc (TARS)

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Upturn Advisory Summary
12/01/2025: TARS (4-star) is a STRONG-BUY. BUY since 80 days. Simulated Profits (67.13%). Updated daily EoD!
1 Year Target Price $86.11
1 Year Target Price $86.11
| 6 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 321.77% | Avg. Invested days 54 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.39B USD | Price to earnings Ratio - | 1Y Target Price 86.11 |
Price to earnings Ratio - | 1Y Target Price 86.11 | ||
Volume (30-day avg) 8 | Beta 0.76 | 52 Weeks Range 38.51 - 83.47 | Updated Date 12/2/2025 |
52 Weeks Range 38.51 - 83.47 | Updated Date 12/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.99 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-05 | When - | Estimate -0.3645 | Actual -0.3 |
Profitability
Profit Margin -22.17% | Operating Margin (TTM) -12.24% |
Management Effectiveness
Return on Assets (TTM) -12% | Return on Equity (TTM) -28.35% |
Valuation
Trailing PE - | Forward PE 135.14 | Enterprise Value 3064754435 | Price to Sales(TTM) 9.27 |
Enterprise Value 3064754435 | Price to Sales(TTM) 9.27 | ||
Enterprise Value to Revenue 8.37 | Enterprise Value to EBITDA -3.23 | Shares Outstanding 42449105 | Shares Floating 30220367 |
Shares Outstanding 42449105 | Shares Floating 30220367 | ||
Percent Insiders 3.16 | Percent Institutions 111.12 |
Upturn AI SWOT
Tarsus Pharmaceuticals Inc

Company Overview
History and Background
Tarsus Pharmaceuticals was founded in 2016. It is a biopharmaceutical company focused on unmet needs and applying proven science and new technology to revolutionize treatment for patients, starting with eye care.
Core Business Areas
- Eye Care: Develops and commercializes novel therapies for ophthalmic conditions. Their main focus is on treating Demodex blepharitis with XDEMVY (lotilaner ophthalmic solution) 0.25%.
Leadership and Structure
Dr. Bobby Azamian is the Chairman, President, and CEO. The company has a typical structure of a public pharmaceutical company with various departments like R&D, Commercial, and Operations.
Top Products and Market Share
Key Offerings
- XDEMVY (lotilaner ophthalmic solution) 0.25%: XDEMVY is the first and only FDA-approved treatment for Demodex blepharitis. Market share data is evolving as the product was launched in 2023. Competitors include existing off-label treatments like tea tree oil products and eyelid scrubs. Estimated market size for Demodex blepharitis treatment is substantial, with millions of potential patients.
Market Dynamics
Industry Overview
The ophthalmic pharmaceutical industry is growing, driven by an aging population and increasing prevalence of eye diseases. There is significant unmet need for effective and convenient treatments for common conditions.
Positioning
Tarsus is positioned as an innovator in eye care, specifically targeting niche conditions with significant patient populations and limited treatment options. Their competitive advantage lies in the first-mover advantage with FDA-approved XDEMVY.
Total Addressable Market (TAM)
The TAM for Demodex blepharitis is estimated to be in the billions, given the high prevalence and lack of approved treatments. Tarsus is positioned to capture a significant share of this market with XDEMVY.
Upturn SWOT Analysis
Strengths
- First and only FDA-approved treatment for Demodex blepharitis
- Strong intellectual property protection
- Experienced management team
- Clear focus on unmet medical needs
Weaknesses
- Reliance on a single product (XDEMVY)
- Relatively small commercial infrastructure
- Dependence on successful market adoption of XDEMVY
- No revenue from a product before 2023
Opportunities
- Expanding XDEMVY label to include other indications
- Developing additional ophthalmic products
- Partnerships with larger pharmaceutical companies
- International expansion
Threats
- Competition from generic or biosimilar versions of lotilaner
- Negative clinical trial results for future products
- Regulatory changes
- Reimbursement challenges
Competitors and Market Share
Key Competitors
- ALVR
- OCUL
- ZYXI
Competitive Landscape
Tarsus has a strong competitive advantage with XDEMVY, but it faces competition from established ophthalmic companies and generic alternatives. The market is fragmented.
Growth Trajectory and Initiatives
Historical Growth: Growth is driven by the commercial launch of XDEMVY in 2023 and subsequent sales.
Future Projections: Future growth is dependent on the successful market penetration of XDEMVY, pipeline development, and potential partnerships. Analyst estimates vary.
Recent Initiatives: Recent initiatives include expanding the sales force, increasing awareness of Demodex blepharitis, and pursuing additional clinical trials.
Summary
Tarsus Pharmaceuticals is a biopharmaceutical company with a groundbreaking FDA-approved product, XDEMVY, targeting Demodex blepharitis. It holds a significant first-mover advantage but depends heavily on the success of this single product. The company's growth prospects are positive, but challenges lie in market penetration, competition, and managing financial resources. Their AI-Based Fundamental Rating is 3.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Tarsus Pharmaceuticals Investor Relations
- SEC Filings
- Analyst Reports
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and projections are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tarsus Pharmaceuticals Inc
Exchange NASDAQ | Headquaters Irvine, CA, United States | ||
IPO Launch date 2020-10-16 | Co-Founder, President, CEO & Chairman Dr. Bobak R. Azamian M.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 323 | Website https://www.tarsusrx.com |
Full time employees 323 | Website https://www.tarsusrx.com | ||
Tarsus Pharmaceuticals, Inc., a commercial stage biopharmaceutical company, focuses on the development and commercialization of therapeutic candidates for eye care in the United States. The company's lead product candidate is XDEMVY, a novel therapeutic for the treatment of blepharitis caused by the infestation of Demodex mites, as well as to treat meibomian gland disease. It is also developing TP-04 for the treatment of Ocular Rosacea; TP-05 for potential Lyme disease prophylaxis; and community malaria reduction. In addition, the company develops lotilaner active pharmaceutical ingredient (API) to address diseases in human medicine, including eye care and infectious disease prevention. Tarsus Pharmaceuticals, Inc. was incorporated in 2016 and is headquartered in Irvine, California.

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