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Upturn AI SWOT - About
TARS 
Tarsus Pharmaceuticals Inc (TARS)
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Upturn Advisory Summary
03/27/2025: TARS (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 106.86% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.10B USD | Price to earnings Ratio - | 1Y Target Price 70.62 |
Price to earnings Ratio - | 1Y Target Price 70.62 | ||
Volume (30-day avg) 699357 | Beta 1.06 | 52 Weeks Range 20.08 - 57.28 | Updated Date 03/28/2025 |
52 Weeks Range 20.08 - 57.28 | Updated Date 03/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.05 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -63.16% | Operating Margin (TTM) -36.77% |
Management Effectiveness
Return on Assets (TTM) -23.46% | Return on Equity (TTM) -54.83% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1881983327 | Price to Sales(TTM) 11.48 |
Enterprise Value 1881983327 | Price to Sales(TTM) 11.48 | ||
Enterprise Value to Revenue 10.29 | Enterprise Value to EBITDA -3.23 | Shares Outstanding 41186200 | Shares Floating 29190833 |
Shares Outstanding 41186200 | Shares Floating 29190833 | ||
Percent Insiders 8.28 | Percent Institutions 103.1 |
Analyst Ratings
Rating 4.56 | Target Price 66 | Buy 2 | Strong Buy 6 |
Buy 2 | Strong Buy 6 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Tarsus Pharmaceuticals Inc
Company Overview
History and Background
Tarsus Pharmaceuticals, Inc. was founded in 2016 and focuses on developing and commercializing novel therapies, starting with addressing unmet needs in eye care, particularly Demodex blepharitis.
Core Business Areas
- Pharmaceutical Development and Commercialization: Focuses on the research, development, and commercialization of therapies for ophthalmic conditions, particularly Demodex blepharitis and Meibomian gland dysfunction.
Leadership and Structure
Dr. Bobak Azamian is the Chairman and CEO. The company has a standard organizational structure with departments dedicated to R&D, clinical development, commercial operations, and finance.
Top Products and Market Share
Key Offerings
- XDEMVY (lotilaner ophthalmic solution) 0.25%: XDEMVY is the first and only FDA-approved treatment specifically for Demodex blepharitis. While specific market share data is still developing due to the recent launch, Tarsus aims to capture a significant portion of the blepharitis market. Competitors include off-label treatments and lid hygiene products from companies like Scope Ophthalmics and Bruder Healthcare.
Market Dynamics
Industry Overview
The ophthalmic pharmaceutical market is growing, driven by an aging population and increasing prevalence of eye conditions. There is a rising need for novel treatments addressing conditions like blepharitis and dry eye disease.
Positioning
Tarsus Pharmaceuticals is positioned as an innovator in the ophthalmic space, particularly for Demodex blepharitis, with the first FDA-approved product specifically targeting the root cause. They have a competitive advantage being the first mover with this novel therapy.
Total Addressable Market (TAM)
The estimated TAM for Demodex blepharitis is substantial, with millions of Americans affected. Tarsus Pharmaceuticals is well-positioned to address a significant portion of this market with XDEMVY.
Upturn SWOT Analysis
Strengths
- First and only FDA-approved treatment for Demodex blepharitis
- Novel mechanism of action
- Strong intellectual property protection
- Experienced management team
Weaknesses
- Single product dependency
- Limited commercial history
- Reliance on successful commercialization of XDEMVY
- Relatively small company size
Opportunities
- Expanding XDEMVY into new markets (e.g., international)
- Developing new ophthalmic therapies
- Potential for partnerships or acquisitions
- Addressing other indications with lotilaner
Threats
- Competition from generic or biosimilar products
- Unfavorable regulatory changes
- Failure to achieve commercial success with XDEMVY
- Adverse safety events
Competitors and Market Share
Key Competitors
- ALX Oncology Holdings Inc. (ALXO)
Competitive Landscape
Tarsus has a significant advantage with the first FDA-approved drug for Demodex blepharitis. The landscape will evolve as other companies develop competing therapies or expand the use of existing products.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is limited due to the company's recent founding and product launch.
Future Projections: Future growth is primarily dependent on the commercial success of XDEMVY and the development of new products. Analyst estimates should be consulted for specific projections.
Recent Initiatives: Commercial launch of XDEMVY, expansion of sales force, and continued clinical development programs are recent initiatives.
Summary
Tarsus Pharmaceuticals is a promising biopharmaceutical company with a focus on ophthalmic diseases. The successful launch of XDEMVY, their first FDA-approved product, is critical to their future. While they have a first-mover advantage, they also face risks associated with commercial execution and potential competition. They must carefully manage their cash burn and demonstrate sustainable growth.
Similar Companies
- ALXO
- ITCI
- ACAD
Sources and Disclaimers
Data Sources:
- Tarsus Pharmaceuticals Inc. website
- SEC filings
- Press releases
- Analyst reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is estimated and 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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