Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TARS
HoldPremium GrowerTarsus Pharmaceuticals, Inc. · Healthcare · United States · $3.1B · Avg Vol: $68M/d
COMPANY DESCRIPTION
Tarsus Pharmaceuticals, Inc. is a late-stage biopharmaceutical company focused on the development and commercialization of novel treatments for ophthalmic and dermatologic conditions. The company's competitive moat stems from its innovative product pipeline, particularly its lead product for Demodex blepharitis, addressing a significant unmet medical need with a differentiated therapeutic approach. Tarsus leverages a targeted R&D strategy to develop first-in-class therapies.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 25.8M | 17.4M | 183.0M | 451.4M | 159.5% | 606.3M | 713.6M | 925.3M | 43.2% |
| EPS | -2.52 | -4.62 | -3.07 | -1.59 | — | -1.07 | -2.13 | 2.33 | — |
| Shares | 26.7M | 34.2M | 38.3M | 42.6M | +59.2% | 43.9M | — | — | — |
| Debt | 20.2M | 30.2M | 72.5M | 72.4M | 53.2% | 88.8M | — | — | — |
| Equity | 192.9M | 197.0M | 224.5M | 343.4M | 21.2% | — | — | — | — |
| Op CF | -49.0M | -117.5M | -83.0M | -12.5M | — | 74.2M | — | — | — |
| Inv CF | -144.6M | 140.6M | -199.2M | -42.1M | — | — | — | — | — |
| Fin CF | 94.0M | 130.2M | 154.7M | 143.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of TARS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TARS | Tarsus Pharmaceuticals, Inc.(you) | $3.1B | 44 | Hold |
| SLS | SELLAS Life Sciences Group, Inc. | $2.7B | 44 | Hold |
| ARQT | Arcutis Biotherapeutics, Inc. | $3.0B | 50 | Hold |
| IOVA | Iovance Biotherapeutics, Inc. | $3.6B | 39 | Hold |
| SRPT | Sarepta Therapeutics, Inc. | $2.2B | 46 | Hold |
| ELVN | Enliven Therapeutics, Inc. | $4.2B | 37 | Hold |
| URGN | UroGen Pharma Ltd. | $2.1B | 51 | Hold |
| BLTE | Belite Bio, Inc | $6.1B | 42 | Hold |
| MBX | MBX Biosciences, Inc. | $3.0B | 28 | Sell |
| ADMA | ADMA Biologics, Inc. | $2.1B | 53 | Hold |
Peer medians: ROE -30.8% · P/E 27.0x · Gross margin 58.1%