TARS official logo TARS
TARS 4-star rating from Upturn Advisory
Tarsus Pharmaceuticals Inc (TARS) company logo

Tarsus Pharmaceuticals Inc (TARS)

Tarsus Pharmaceuticals Inc (TARS) 4-star rating from Upturn Advisory
$79.97
Last Close (24-hour delay)
Today's Top Performer logo Top performer
Profit since last BUY67.13%
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Strong Buy
BUY since 80 days
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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!

Upturn Star Rating

Upturn 4 star rating for performance

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Number of Analysts

2 star rating from financial analysts

8 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $86.11

1 Year Target Price $86.11

Analysts Price Target For last 52 week
$86.11 Target price
52w Low $38.51
Current$79.97
52w High $83.47

Analysis of Past Performance

Type Stock
Historic Profit 321.77%
Avg. Invested days 54
Today’s Advisory Strong Buy
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/01/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Tarsus Pharmaceuticals Inc

Tarsus Pharmaceuticals Inc(TARS) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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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
Full time employees 323

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.