
Tarsus Pharmaceuticals (TARS) Stock Forecast & Price Target
Tarsus Pharmaceuticals (TARS) Analyst Ratings
Bulls say
Tarsus Pharmaceuticals is expected to continue its strong growth trajectory due to the commercial execution of its candidate XDEMVY in the treatment of Demodex blepharitis (DB). With the management reiterating the full-year 2026 XDEMVY net product sales guidance of approximately $670-$700M, the company is expected to achieve over $100M in quarterly product sales and successfully penetrate the potential market of 9M DB and other eye condition patients. XDEMVY's highly effective symptom relief, ease of identification of DB eyelid mites, and additional indications usage by eye care professionals, along with the active DTC campaign, will further drive growth for the company. The addition of new key account leaders to the salesforce and the anticipated increase in XDEMVY prescriptions will also contribute to the company's growth trajectory.
Bears say
Tarsus Pharmaceuticals is facing a challenging quarter in terms of revenue due to a decrease in XDEMVY inventory and flat prescription tracking. The company's estimated revenue for the quarter has been reduced from $151.8M to $145.0M due to a decrease in inventory and potential impact from insurance resets on bottles dispensed. This could be a cause for concern for investors as it may indicate slow growth and potential issues with fulfilling demand.
This aggregate rating is based on analysts' research of Tarsus Pharmaceuticals and is not a guaranteed prediction by Public.com or investment advice.
Tarsus Pharmaceuticals (TARS) Analyst Forecast & Price Prediction
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