NASDAQ$TARS

Tarsus Pharmaceuticals Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported third quarter 2022 financial results with NDA acceptance for TP-03 and PDUFA target action date August 25, 2023.

Tarsus Pharmaceuticals reported a net loss of $22.5 million for the third quarter of 2022. The New Drug Application for TP-03 was accepted, with a target action date of August 25, 2023. The company's cash runway is anticipated into at least 2026.

  • NDA for TP-03 for the treatment of Demodex blepharitis accepted by FDA with PDUFA target action date of August 25, 2023.
  • Launched 'Look at the Lids' disease education campaign, generating over 26,000 unique website visits.
  • Launched first all optometrist Medical Science Liaison (MSL) team focused on disease prevalence and diagnosis.
  • Cash, cash equivalents and marketable securities totaled $226.6 million as of September 30, 2022, anticipated to last into at least 2026.

Headline financials

Total Revenue

$0.00

Previous: $1.24M-100.0%
EPS (adj)

-$0.84

Previous: -$0.76-10.5%
Capital Expenditures

-$379K

Previous: -$312K-21.5%
Free Cash Flow

-$22.9M

Previous: -$16M-43.0%
Net Income

-$22.5M

Previous: -$15.7M-43.4%
Operating Income

-$22.9M

Previous: -$15.7M-45.9%
Gross Profit

$0.00

Previous: $1.24M-100.0%
Cash & Equivalents

$169M

Previous: $184M-7.8%
Total Assets

$236M

Previous: $190M+24.2%
Stock-Based Comp

$3.58M

Previous: $2.12M+69.1%

Revenue & EPS history

Tarsus · Revenue · Quarterly

$0

Q3 2022-100%vs Q3 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Tarsus anticipates continued investment in their priorities to deliver innovative drugs to patients and further drive shareholder value and growth. They expect $30 million in milestones through 2024 from China out-license.

Tailwinds

  • Potential approval and commercialization of TP-03
  • Initiation of Phase 2 studies for Lyme disease prevention and the treatment of rosacea
  • Sufficient cash runway
  • Ability to continue investing in the business
  • Commercialization of TP-03 in the Greater China territory

Headwinds

  • Significant losses and negative cash flows from operations
  • Dependence on the success of TP-03 for Demodex blepharitis
  • COVID-19 pandemic may affect ability to complete studies and trials
  • May not be successful in educating healthcare professionals about the need for treatments
  • Sizes of the market opportunity for product candidates have not been established with precision and 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 Q3 2022

Historical avgQ3 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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