NASDAQ$TARS

Tarsus Pharmaceuticals Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Reported strong fourth quarter and full-year 2024 financial results, with XDEMVY net product sales reaching $66.4 million for the quarter and $180.1 million for the year.

Tarsus Pharmaceuticals reported positive Q4 2024 financial results, highlighted by net product sales of XDEMVY reaching $66.4 million. The company continued to advance its pipeline, including TP-04 for Ocular Rosacea and TP-05 for Lyme disease prevention. Broad reimbursement coverage for XDEMVY was established, and a direct-to-consumer campaign was launched.

  • Generated $66.4 million in XDEMVY net product sales during the fourth quarter of 2024.
  • Dispensed more than 58,500 bottles of XDEMVY to patients in the fourth quarter of 2024.
  • Expanded sales force contributed to increased ECP utilization and prescription volumes.
  • Broad commercial, Medicare and Medicaid reimbursement of XDEMVY now extends to more than 90% of covered lives.

Headline financials

Total Revenue

$66.4M

Previous: $13.1M+407.9%
EPS (adj)

-$0.60

Previous: -$1.31+54.2%
Capital Expenditures

-$5.07M

No prior period
Net Income

-$23.1M

Previous: -$41.9M+44.8%
Operating Income

-$24.4M

Previous: -$44.5M+45.1%
Gross Profit

$61.5M

Previous: $11.9M+418.4%
R&D Expense

$16.9M

Previous: $13.3M+26.8%

Revenue & EPS history

Tarsus · Revenue · Quarterly

$66.4M

Q4 2024+407.9%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Tarsus is on track for potential European regulatory approval of a preservative-free formulation of XDEMVY in 2027. In Japan, the Company expects to share results from a DB prevalence study in the first half of 2025, and meet with Japanese regulatory authorities to help determine a regulatory path forward. The Chinese regulatory agency, National Medical Products Administration, accepted the New Drug Application (NDA) submitted by Tarsus’ partner, Grand Pharmaceutical Group Ltd., for TP-03 for DB.

Tailwinds

  • Potential European regulatory approval of a preservative-free formulation of XDEMVY in 2027.
  • Initiated market development work, including Key Opinion Leader engagement, disease education and scientific presentations at major conferences.
  • In Japan, the Company expects to share results from a DB prevalence study in the first half of 2025.
  • The Chinese regulatory agency, National Medical Products Administration, accepted the New Drug Application (NDA) submitted by Tarsus’ partner, Grand Pharmaceutical Group Ltd., for TP-03 for DB.
  • Planning to advance TP-05 for the potential prevention of Lyme disease.

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 Q4 2024

Historical avgQ4 2024

+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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