US · Healthcare · Biotechnology
EPS came in at -0.78 against a street estimate of -1.43 — a beat of 45.5%.
Analysts rate Tarsus Pharmaceuticals Inc a strong buy (10 buy, 0 hold, 0 sell out of 10) with an average price target of $99.33.
CONFIDENT XDEMVY hit $174M Q2 sales (+69% YoY), on track for $2B+ peak. Tarsus acquiring Alkeus/ALK-001 for Stargardt disease ($450M upfront + $350M milestones). Phase III results expected H2 2029. Raised FY26 revenue guidance. Q2 2026 Call did not segment by geography. Analysts pressed on ALK-001 differentiation, commercial sequencing, and competitive risk (tinlarebant). Management stressed safety/efficacy profile, sales-force synergies, and global enrollment flexibility. No major concerns raised; guidance refinements (R&D up, profitability delayed) offset by confidence in both XDEMVY durability and Stargardt opportunity. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.24% |
| Deep Track Capital, LP | 7.84% |
| RTW INVESTMENTS, LLC | 7.17% |
| Jupiter Topco LLC | 6.00% |
| Paradigm Biocapital Advisors LP | 5.93% |
| Assenagon Asset Management SA | 4.05% |
| Morgan Stanley - Brokerage Accounts | 3.90% |
| Vanguard Capital Management, LLC | 3.83% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $194.569 million, up from $118.697 million in the third quarter of 2025. • Nine-month 2026 revenue | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net product sales were $194.6 million, compared with $118.7 million in the same period in 2025, an increase of | 2026-11-03 |
| Acquisition completed · Q3 2026 TARSUS PHARMACEUTICALS, INC. – FORM 8-K SUMMARY September 4, 2026 Acquisition Completion --- HEADLINE NUMBERS • Acquisition completed: September 4, | 2026-09-10 |
| Quarterly report · Q2 2026 TARSUS PHARMACEUTICALS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Product Sales (Q2 2026): $173.9 million (up 69% vs. $102.7 million in Q2 2025 | 2026-08-06 |
| Results announced · Q3 2026 TARSUS PHARMACEUTICALS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 XDEMVY net product sales: $173.9 million, up 69% year-over-year (vs. $10 | 2026-08-06 |
| Material agreement · Q3 2026 TARSUS PHARMACEUTICALS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Private placement of $125.0 million in gross proceeds (before fees and expenses) | 2026-08-06 |
| Material agreement · Q3 2026 TARSUS PHARMACEUTICALS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Up-front cash consideration: $270,000,000 • Up-front stock consideration: $180,00 | 2026-08-06 |
| Board / officer change · Q3 2026 TARSUS PHARMACEUTICALS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • No financial metrics provided in this filing BUSINESS & SEGMENT HIGHLIGHTS • Tars | 2026-07-13 |
Readable in the app.
| Announcement | Date |
|---|---|
| Agreement and Plan of Merger with Alkeus announced Tarsus Pharmaceuticals announced a merger agreement dated July 31, 2026, with a company called Alkeus. The deal involves a merger subsidiary and includes standard acquisition agreements like | 2026-09-10 |
| Merger agreement entered into to acquire Alkeus Pharmaceuticals Tarsus Pharmaceuticals agreed to acquire Alkeus Pharmaceuticals for up to $800 million total. The deal structure includes: $270 million cash upfront plus $180 million in Tarsus stock (valued | 2026-08-06 |
| Acquires iRenix Medical in merger valued at up to $527.5 million Tarsus Pharmaceuticals acquired iRenix Medical on July 6, 2026, in a deal structured to pay $37.5 million in cash upfront plus 607,093 shares of Tarsus stock. The acquisition includes signif | 2026-07-08 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.