NASDAQ$TARS

Tarsus Pharmaceuticals Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Tarsus' financial results for the second quarter of 2022 were reported, along with recent business achievements.

Tarsus Pharmaceuticals reported a net loss of $5.7 million for the second quarter of 2022. License fee and collaboration revenue was $15.3 million, and cash and cash equivalents were $245.4 million as of June 30, 2022. The company is advancing TP-03 for Demodex blepharitis and expanding its commercial team.

  • TP-03 met all endpoints in the Saturn-2 Phase 3 trial for Demodex blepharitis, with NDA submission expected this year.
  • Ersa Phase 2a trial was initiated to evaluate TP-03 for Meibomian Gland Disease.
  • Cash runway is anticipated into at least 2026 for the commercial launch of TP-03 and continued pipeline development.
  • Second quarter net loss for 2022 was $5.7 million.

Headline financials

Total Revenue

$15.3M

Previous: $22M-30.6%
EPS (adj)

-$0.24

Previous: $0.29-182.8%
Capital Expenditures

-$283K

Previous: -$191K-48.2%
Free Cash Flow

-$6.03M

Previous: $6.15M-197.9%
Net Income

-$5.74M

Previous: $6.35M-190.5%
Operating Income

-$5.22M

Previous: $7.28M-171.7%
Gross Profit

$15.3M

Previous: $22M-30.6%
Cash & Equivalents

$245M

Previous: $177M+38.8%
Total Assets

$253M

Previous: $203M+24.3%
Stock-Based Comp

$3.53M

Previous: $2.79M+26.4%

Revenue & EPS history

Tarsus · Revenue · Quarterly

$15.3M

Q2 2022-30.6%vs Q2 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Tarsus is focused on advancing TP-03 for Demodex blepharitis and expanding its pipeline.

Tailwinds

  • NDA submission of TP-03 for Demodex blepharitis expected this year.
  • TP-03 met the primary and all secondary endpoints in Saturn-2 Phase 3 trial.
  • Initiated Ersa Phase 2a trial evaluating TP-03 for the treatment of Meibomian Gland Disease.
  • Data from the Callisto Phase 1b trial of TP-05 expected this year.
  • Cash runway anticipated into at least 2026.

Headwinds

  • Tarsus has incurred significant losses and negative cash flows from operations since inception.
  • Tarsus may need to obtain additional funding.
  • Tarsus is heavily dependent on the success of TP-03.
  • COVID-19 pandemic may affect Tarsus' ability to conduct trials and operations.
  • Market opportunity for Tarsus' product candidates may be smaller than estimated.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+3.2%

Avg return

Earnings day

+4.2%

Avg return

5 days after

+17.8%

Avg return

30 days after

63%

15 / 24 earnings

Positive

+18.3%

Q2 2024

Best reaction

-10.5%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.4%-8.4%-9.0%
Q4 2025+9.6%+8.5%-3.4%
Q3 2025-4.7%+1.8%+14.4%
Q1 2025-6.1%-5.9%-14.6%
Q4 2024-9.3%-2.3%+11.2%
Q3 2024-1.9%-6.2%+10.4%
Q2 2024+18.3%+16.5%+34.8%
Q1 2024-10.5%+0.9%-15.3%
Q4 2023+14.2%+11.4%+9.6%
Q3 2023+5.6%+8.3%+4.5%
Q2 2023-2.5%-1.5%-7.0%
Q1 2023+7.1%+5.8%+25.9%
Q4 2022+0.4%-10.6%-15.8%
Q3 2022-0.1%-0.5%-14.2%
Q2 2022+5.4%+0.6%-8.3%
Q1 2022+7.2%+16.8%+25.4%
Q4 2021-4.9%-4.7%-1.1%
Q3 2021+0.4%-2.9%-13.8%
Q2 2021+6.2%+3.7%+13.3%
Q1 2021+2.9%+5.6%+38.3%
Q4 2020+16.4%+15.8%+8.6%
Q1 2020+7.5%+16.1%+111.4%
Q3 2020+7.5%+16.1%+111.4%
Q2 2020+7.5%+16.1%+111.4%
Q4 2019
Q3 2019
Q2 2018
Q1 2018

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