Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TARS
SELLTarsus Pharmaceuticals, Inc. · Healthcare · United States · $2.6B · Avg Vol: $72M/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% | 535.1M | 712.7M | 900.3M | 41.2% |
| EPS | -2.52 | -4.62 | -3.07 | -1.59 | — | -1.04 | -2.25 | 1.66 | — |
| Shares | 26.7M | 34.2M | 38.3M | 42.6M | +59.2% | 43.6M | — | — | — |
| Debt | 20.2M | 30.2M | 72.5M | 72.4M | 53.2% | 88.7M | — | — | — |
| Equity | 192.9M | 197.0M | 224.5M | 343.4M | 21.2% | — | — | — | — |
| Op CF | -49.0M | -117.5M | -83.0M | -12.5M | — | -16.5M | — | — | — |
| 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) | $2.6B | 27 | SELL |
| KOD | Kodiak Sciences Inc. | $2.6B | 26 | SELL |
| RARE | Ultragenyx Pharmaceutical Inc. | $2.6B | 26 | SELL |
| NUVB | Nuvation Bio Inc. | $2.2B | 26 | SELL |
| NRIX | Nurix Therapeutics, Inc. | $2.4B | 29 | SELL |
| ATAI | AtaiBeckley Inc. | $2.7B | 31 | SELL |
| CLDX | Celldex Therapeutics, Inc. | $2.8B | 23 | SELL |
| SION | Sionna Therapeutics, Inc. | $2.1B | 28 | SELL |
| IDYA | IDEAYA Biosciences, Inc. | $3.4B | 27 | SELL |
| IRON | Disc Medicine, Inc. | $2.8B | 22 | SELL |
Peer medians: ROE -25.6% · P/E 27.7x · Gross margin 50.5%