Tarsus Pharmaceuticals(TARS) - 2025 Q2 - Earnings Call Presentation

XDEMVY Performance and Growth - XDEMVY net sales reached $102.7 million in Q2 2025[11, 14, 27, 36] - XDEMVY bottles delivered to patients in Q2 2025 were approximately 91,000[14, 30, 37] - Year-over-year net sales growth was +152%[14, 27, 38] - The company anticipates dispensing approximately 95,000-100,000 XDEMVY bottles to patients in Q3 2025[41] Market and Strategy - The direct-to-consumer campaign has led to a 3X increase in unaided consumer awareness[29] and a ~400% increase in website engagement[29] - Over 20,000 Eye Care Professionals (ECPs) have prescribed XDEMVY to date[29, 33] - XDEMVY has secured coverage for over 90% of commercial, Medicare, and Medicaid lives[32, 33] Pipeline Expansion - Plans to initiate Phase 2 trial for TP-04 (ocular rosacea) in H2 2025[45] - Plans to initiate Phase 2 trial for TP-05 (Lyme Disease Prevention) in 2026[45]