Tarsus Pharmaceuticals Gestion
Gestion contrôle des critères 4/4
Le PDG Tarsus Pharmaceuticals est Bobby Azamian, nommé en Nov2016, a un mandat de 9.58 ans. La rémunération annuelle totale est $ 6.62M, composée du salaire de 11% et des bonus 89%, y compris les actions et options de la société. détient directement 2.05% des actions de la société, d'une valeur de $ 55.46M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.1 ans et 5.7 ans.
Informations clés
Bobby Azamian
Directeur général
US$6.6m
Rémunération totale
| Pourcentage du salaire du PDG | 10.98% |
| Durée du mandat du directeur général | 9.6yrs |
| Propriété du PDG | 2.0% |
| Durée moyenne d'occupation des postes de direction | 5.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.7yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 24
TARS: Lyme Disease Prevention Trial Progress Will Drive Future Upside Potential
Analysts have modestly revised their price outlook on Tarsus Pharmaceuticals, citing updated expectations for revenue growth of about 36.9%, a profit margin near 34.5%, and a slightly lower assumed future P/E of roughly 11.7x, which together support the new price target relative to the prior fair value view of $100.00. What’s in the News for Tarsus Pharmaceuticals Tarsus Pharmaceuticals reported that the first participant has been dosed in the Phase 2 Calliope clinical trial evaluating TP-05, an investigational oral therapy intended to potentially prevent Lyme disease by killing infected ticks before transmission.
Mise à jour du récit • Jun 09
TARS: Lyme Prevention Trial Progress Will Support Stronger Long Term Upside Potential
Analysts have lowered their price target on Tarsus Pharmaceuticals by about $1 to reflect updated assumptions for slightly lower revenue growth, a higher discount rate, and a different mix of profit margin and future P/E expectations. What's in the News Achieve Life Sciences appointed Tarsus CFO and Chief Strategy Officer Jeffrey Farrow to its Board of Directors, highlighting his experience with commercial launches and acquisitions.Mise à jour du récit • May 26
TARS: Lyme Disease Prevention Program Will Support Future Upside Potential
Analysts have adjusted their price target on Tarsus Pharmaceuticals to $100, reflecting updated views on its revenue outlook, profit margins and future P/E assumptions. What's in the News Tarsus dosed the first participant in the Phase 2 Calliope trial of TP-05, an oral therapy designed to potentially prevent Lyme disease by killing infected ticks before transmission, with plans to enroll about 700 healthy adults across Lyme-endemic regions in the U.S. (company announcement) The Calliope trial is randomized, double blind and placebo controlled, and is designed to assess safety, tolerability and pharmacokinetics of TP-05 in adults at risk for Lyme disease, where there are currently no FDA approved pharmacological prophylactic options.Seeking Alpha • May 15
Tarsus Q1 Review: Strong Earnings, But Wall Street Wanted A Guidance Raise
Summary Tarsus Pharmaceuticals (TARS) is reiterated as a Strong Buy, with a 12-month price target of $95 per share amid sector-wide healthcare weakness. Xdemvy's Q1 sales more than doubled YoY, but unchanged 2026 revenue guidance ($670–$700M) disappointed, implying 18% annualized growth from the current quarterly run-rate. TARS is building a robust distribution moat, with nearly half of targeted ECPs prescribing Xdemvy weekly and direct-to-consumer activation up 40% QoQ. Two pipeline catalysts—TP-04 for ocular rosacea and TP-05 for Lyme disease—are expected in H1 2027, offering significant upside beyond Xdemvy. Read the full article on Seeking AlphaMise à jour du récit • May 07
TARS: Lyme Disease Prevention Program Will Drive Future Upside Potential
Analysts have adjusted their price target on Tarsus Pharmaceuticals to $100 from $105, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that they see as better reflecting the stock's risk and earnings profile. What's in the News Tarsus started dosing participants in the Calliope Phase 2 trial of TP-05, an oral therapy being evaluated to potentially prevent Lyme disease by killing Lyme infected ticks before disease transmission, in about 700 healthy adults across Lyme endemic regions in the U.S. (Company announcement) Calliope is a randomized, double blind, placebo controlled study focused on the safety, tolerability, and pharmacokinetics of TP-05 in a population considered at risk for Lyme disease, for which there are currently no FDA approved pharmacological prophylactic options.Mise à jour du récit • Apr 21
TARS: Lyme Prevention Pipeline Progress Will Support Stronger Long Term Outlook
Analysts have adjusted their price target on Tarsus Pharmaceuticals to reflect a shift in fair value from $87.50 to about $95.11, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Tarsus began dosing participants in the Phase 2 Calliope trial of TP-05, an oral therapy being evaluated to potentially prevent Lyme disease by killing infected ticks before transmission, with a planned enrollment of about 700 healthy adults across U.S. regions where Lyme is common (Key Developments).Mise à jour du récit • Apr 07
TARS: Lyme Prevention Program And China Milestone Will Support Future Upside
Analysts have raised their fair value estimate for Tarsus Pharmaceuticals from $100.00 to $105.00, reflecting updated assumptions regarding future revenue growth, profit margins, and a higher expected future P/E multiple. What's in the News Tarsus dosed the first participant in the Phase 2 Calliope trial of TP-05, an oral therapy designed to potentially prevent Lyme disease by killing infected ticks before transmission.
Mise à jour du récit • Mar 24
TARS: China Milestone And Margin Outlook Will Support Future Upside
Narrative Update: Tarsus Pharmaceuticals Analyst Price Target Shift Analysts have kept their $88.00 price target for Tarsus Pharmaceuticals steady while updating their models to reflect projected revenue growth of about 30% and a small improvement in expected profit margins, alongside a modestly lower future P/E assumption. Together, these adjustments indicate fine tuning of expectations rather than a change in the overall view.Mise à jour du récit • Mar 09
TARS: Higher Fair Value And Future P/E Will Support Upside
Analysts have lifted their price target for Tarsus Pharmaceuticals from about $60.06 to $88.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. Valuation Changes Fair value was raised from about $60.06 to $88.00, suggesting a higher assessed equity value for Tarsus Pharmaceuticals.Mise à jour du récit • Feb 23
TARS: Higher Earnings Power And Lower Future P/E Will Support Upside
Analysts have adjusted their price target on Tarsus Pharmaceuticals to reflect updated assumptions for revenue growth of about 47.48%, profit margin of about 45.30% and a future P/E of about 9.89x. Together, these factors point to a meaningfully different view on the stock's earnings power under current models.Mise à jour du récit • Feb 09
TARS: Higher Future P/E Assumptions Will Support A More Optimistic Outlook
Analysts have increased their price target for Tarsus Pharmaceuticals from US$92.00 to US$100.00, citing updated assumptions around long term revenue growth, profit margins, and a higher future P/E multiple in their valuation work. Valuation Changes Fair Value: Updated from US$92.00 to US$100.00, reflecting a higher assessed equity value per share.Article d’analyse • Feb 06
Shareholders Should Be Pleased With Tarsus Pharmaceuticals, Inc.'s (NASDAQ:TARS) Price
Tarsus Pharmaceuticals, Inc.'s ( NASDAQ:TARS ) price-to-sales (or "P/S") ratio of 7.2x might make it look like a strong...Mise à jour du récit • Jan 26
TARS: Revenue Guidance And Rich Multiple Will Likely Overstate Future Upside
Analysts now see a slightly lower fair value for Tarsus Pharmaceuticals at about US$60.06 per share, down from roughly US$60.99. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.Article d’analyse • Jan 15
Does Tarsus Pharmaceuticals (NASDAQ:TARS) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Mise à jour du récit • Jan 10
TARS: Elevated Profit Assumptions Will Likely Overstate Future Earnings Power
Analysts have lifted their price target on Tarsus Pharmaceuticals from about $49.58 to roughly $60.99, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Tarsus Pharmaceuticals issued full year 2025 revenue guidance in the range of $440 million to $445 million.Mise à jour du récit • Dec 26
TARS: Future Revenue Guidance And Margins Will Support Balanced Long-Term Outlook
Analysts have modestly reaffirmed their outlook on Tarsus Pharmaceuticals, maintaining the fair value estimate at approximately 87.50 dollars. They continue to anticipate robust, high margin revenue growth supported by strong, long term fundamentals.Mise à jour du récit • Dec 12
TARS: Future Revenue Guidance And Margins Will Support Balanced Long-Term Outlook
Analysts have modestly raised their price target on Tarsus Pharmaceuticals to approximately $88 per share from about $86, citing slightly improved fair value estimates driven by updated assumptions for long term revenue growth, profit margins, and valuation multiples. What's in the News Issued new full-year 2025 revenue guidance, projecting annual revenue of $440 million to $445 million, based on company guidance about anticipated commercial performance.Mise à jour du récit • Nov 28
TARS: Future Revenue Momentum And Margin Shifts Will Support Stable Long-Term Outlook
Analysts have raised their price target for Tarsus Pharmaceuticals, increasing the estimated fair value from $84.25 to $86.11. This change is based on improved expectations for revenue growth, even as other key financial assumptions were adjusted.Mise à jour du récit • Nov 14
TARS: Future Profit Margin Expansion Will Drive Stronger Financial Performance
Analysts have raised their price target for Tarsus Pharmaceuticals from $80.38 to $84.25, citing improved profit margin forecasts and a more favorable valuation outlook. What's in the News Tarsus Pharmaceuticals has issued new corporate guidance for the fourth quarter of 2025, predicting annual revenue in the range of $440 million to $445 million (Key Developments).Mise à jour du récit • Oct 31
TARS: Rising Margins And Patient Demand Will Drive Future Outperformance
Analysts have raised their price target on Tarsus Pharmaceuticals from $78.38 to $80.38, citing expectations for stronger revenue growth and improved profit margins. Valuation Changes Fair Value has increased from $78.38 to $80.38.Article d’analyse • Oct 18
Market Participants Recognise Tarsus Pharmaceuticals, Inc.'s (NASDAQ:TARS) Revenues Pushing Shares 41% Higher
Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) shares have continued their recent momentum with a 41% gain in the last...Mise à jour du récit • Oct 16
Broad Patient Adoption And Global Expansion Will Open Long-Term Opportunities
Analysts have increased their price target for Tarsus Pharmaceuticals, raising the estimated fair value from $76.00 to $78.38. This adjustment is based on updated financial projections and ongoing confidence in the company's growth prospects.Mise à jour du récit • Aug 28
Broad Patient Adoption And Global Expansion Will Open Long-Term Opportunities
With both Tarsus Pharmaceuticals’ future P/E ratio (19.91x) and net profit margin (27.99%) remaining stable, there is no shift in analyst sentiment or valuation, and the consensus analyst price target is unchanged at $76.00. What's in the News Dropped from Russell Microcap Growth Benchmark Index Dropped from Russell 3000E Growth Benchmark Dropped from Russell 3000E Index Dropped from Russell Microcap Index Dropped from Russell 3000E Growth Index Valuation Changes Summary of Valuation Changes for Tarsus Pharmaceuticals The Consensus Analyst Price Target remained effectively unchanged, at $76.00.Article d’analyse • Jul 30
Why Investors Shouldn't Be Surprised By Tarsus Pharmaceuticals, Inc.'s (NASDAQ:TARS) P/S
With a price-to-sales (or "P/S") ratio of 7.2x Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) may be sending bearish...Nouveau récit • May 27
Expanding Ocular And Parasitic Markets Will Drive Future Value
Strong growth driven by expanding XDEMVY adoption, a broader addressable market, favorable demographics, and new indications and geographies diversifying revenue streams.Article d’analyse • Apr 02
With Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) It Looks Like You'll Get What You Pay For
Tarsus Pharmaceuticals, Inc.'s ( NASDAQ:TARS ) price-to-sales (or "P/S") ratio of 10.3x might make it look like a...Seeking Alpha • Mar 11
Tarsus Pharma: Strong Execution In Xdemvy Commercialization
Summary Tarsus Pharmaceuticals' Xdemvy, the first approved treatment for Demodex blepharitis, generated $180M in 2024 sales, with significant growth potential in a large addressable market. Analysts project Tarsus' revenue to reach $352M in 2025, driven by expanding sales, Medicare/Medicaid reimbursement, and increasing consumer awareness. Tarsus' pipeline includes promising candidates TP-04 for Ocular Rosacea and TP-05 for Lyme disease, enhancing long-term growth prospects. With a 12-month price target of $56.25/share, TARS stock is a BUY for aggressive growth investors, poised for profitability by 2026. Read the full article on Seeking AlphaArticle d’analyse • Feb 07
Is Tarsus Pharmaceuticals (NASDAQ:TARS) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Jan 23
Tarsus: Promising Investment, But Timing Is The Key
Summary Tarsus Pharmaceuticals' lead asset, lotilaner (XDEMVY), has shown strong market performance, achieving a 75% stock increase since August despite initial doubts. Lotilaner, approved for Demodex blepharitis, is the only approved treatment, demonstrating high efficacy and strong launch metrics, with $113 million in annual revenue. Despite a Q3 sales dip attributed to seasonality, Tarsus maintains a robust pipeline, including promising phase 2 trials for ocular rosacea and Lyme disease. With a solid financial position and a cash runway of over 10-12 quarters, Tarsus remains a cautious investment due to the lack of near-term catalysts. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
Tarsus Pharmaceuticals: Early Rollout Exceeding Expectations
Summary Tarsus Pharmaceuticals, Inc.'s stock has rebounded to near all-time highs in 2024 after a significant sell-off post-IPO in 2020. The early rollout of XDEMVY has easily exceeded expectations, with the company handily beating consensus estimates with its Q2 and Q3 results. Shareholders have been rewarded with an approximate 55% rally in the stock over the past six months. Can the rally continue? An updated analysis around Tarsus Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking AlphaArticle d’analyse • Nov 16
US$65.33 - That's What Analysts Think Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) Is Worth After These Results
Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) just released its quarterly report and things are looking bullish. The...Article d’analyse • Nov 07
Investors Appear Satisfied With Tarsus Pharmaceuticals, Inc.'s (NASDAQ:TARS) Prospects As Shares Rocket 41%
Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) shares have continued their recent momentum with a 41% gain in the last...Article d’analyse • Nov 05
Here's Why Tarsus Pharmaceuticals (NASDAQ:TARS) Can Manage Its Debt Despite Losing Money
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Sep 05
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) Stocks Shoot Up 35% But Its P/S Still Looks Reasonable
Those holding Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) shares would be relieved that the share price has rebounded...Seeking Alpha • Aug 20
Tarsus Pharmaceuticals: Strong Execution In Eye Disease Treatment
Summary Tarsus Pharma has a drug for Demodex blepharitis and multiple late-stage assets in its pipeline, including lotilaner for various formulations. The company has seen a 65% increase in stock value, with a $1 billion market opportunity in the initial addressable segment alone. TARS has promising data in trials for various conditions, including Lyme disease and Meibomian gland disease, with potential preventive and therapeutic benefits. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$48m |
| Dec 31 2025 | US$7m | US$726k | -US$66m |
| Sep 30 2025 | n/a | n/a | -US$81m |
| Jun 30 2025 | n/a | n/a | -US$92m |
| Mar 31 2025 | n/a | n/a | -US$105m |
| Dec 31 2024 | US$8m | US$673k | -US$116m |
| Sep 30 2024 | n/a | n/a | -US$134m |
| Jun 30 2024 | n/a | n/a | -US$150m |
| Mar 31 2024 | n/a | n/a | -US$148m |
| Dec 31 2023 | US$3m | US$620k | -US$136m |
| Sep 30 2023 | n/a | n/a | -US$108m |
| Jun 30 2023 | n/a | n/a | -US$91m |
| Mar 31 2023 | n/a | n/a | -US$65m |
| Dec 31 2022 | US$4m | US$590k | -US$62m |
| Sep 30 2022 | n/a | n/a | -US$63m |
| Jun 30 2022 | n/a | n/a | -US$56m |
| Mar 31 2022 | n/a | n/a | -US$44m |
| Dec 31 2021 | US$7m | US$550k | -US$14m |
| Sep 30 2021 | n/a | n/a | -US$10m |
| Jun 30 2021 | n/a | n/a | -US$5m |
| Mar 31 2021 | n/a | n/a | -US$15m |
| Dec 31 2020 | US$3m | US$437k | -US$27m |
| Sep 30 2020 | n/a | n/a | -US$17m |
| Jun 30 2020 | n/a | n/a | -US$7m |
| Mar 31 2020 | n/a | n/a | -US$5m |
| Dec 31 2019 | US$416k | US$300k | -US$5m |
Rémunération vs marché: La rémunération totale de Bobby ($USD 6.62M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 6.87M ).
Rémunération et revenus: La rémunération de Bobby a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Bobby Azamian
9.6yrs
Titularisation
US$6,617,979
Compensation
Dr. Bobak R. Azamian, also known as Bobby, MD, Ph D, DPhil, is Director of Vibrato Medical, Inc. Dr. Azamian is Co-Founder of Tarsus Pharmaceuticals, Inc. and serves as its President since November 2016. H...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 9.6yrs | US$6.62m | 2.05% $ 55.5m | |
| CFO & Chief Strategy Officer | 3.2yrs | US$2.68m | 0.13% $ 3.6m | |
| Chief Operating Officer | 5.9yrs | US$2.63m | 0.19% $ 5.2m | |
| General Counsel & Corporate Secretary | 5.4yrs | US$2.56m | 0.15% $ 4.0m | |
| Chief Commercial Officer | 5.8yrs | US$2.79m | 0.14% $ 3.9m | |
| Head of Investor Relations | 4.8yrs | pas de données | pas de données | |
| Senior Director of Corporate Communications | 4.2yrs | pas de données | pas de données | |
| Vice President of Marketing | 4.4yrs | pas de données | pas de données | |
| Vice President of Sales | 4.3yrs | pas de données | pas de données | |
| Chief Human Resources Officer | 5.4yrs | US$3.21m | 0.081% $ 2.2m | |
| Chief Medical Officer | 5.8yrs | US$3.10m | 0.097% $ 2.6m | |
| Senior Vice President of Corporate Affairs | 2.7yrs | pas de données | pas de données |
5.1yrs
Durée moyenne de l'emploi
48yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de TARS est chevronnée et expérimentée (5.1 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 9.5yrs | US$6.62m | 2.05% $ 55.5m | |
| Independent Director | 9.4yrs | US$313.23k | 0.25% $ 6.7m | |
| Independent Director | less than a year | pas de données | 0.022% $ 589.9k | |
| Lead Independent Director | 5.6yrs | US$394.34k | 0.039% $ 1.0m | |
| Independent Director | 6.5yrs | US$315.73k | 0.027% $ 733.3k | |
| Independent Director | 3.7yrs | US$316.73k | 0.032% $ 859.2k | |
| Independent Director | 5.8yrs | US$310.28k | 0.046% $ 1.2m | |
| Independent Director | 1.6yrs | US$306.73k | 0.0052% $ 140.5k |
5.7yrs
Durée moyenne de l'emploi
71yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de TARS sont considérés comme expérimentés (ancienneté moyenne 5.7 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/29 03:37 |
| Cours de l'action en fin de journée | 2026/06/29 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Tarsus Pharmaceuticals, Inc. est couverte par 19 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jenna Davidner | Barclays |
| Jason Matthew Gerberry | BofA Global Research |
| Andrea Newkirk | Goldman Sachs |