$TARS

Tarsus Pharmaceuticals shares fell 0.8% to $64.79 after Q2 results. The company reported Q2 net product sales of $173.9m from XDEMVY, with a $18.6m net loss. Over the past year revenue was $606.3m, and management raised 2026 XDEMVY sales guidance to $685m-$705m. Cash and securities totaled $449.7m.

Tarsus Pharmaceuticals (NASDAQ:TARS) reported Q2 call updates on XDEMVY adoption, saying daily prescribing by eye-care professionals doubled over the past year and retreatment rates are in the high teens, with stabilization near 20%. It also discussed ALK-001 for Stargardt disease, including Phase III NORTHSTAR enrollment and Phase II lesion reduction of ~29% vs placebo. Tarsus agreed to pay $450M upfront for Alkeus plus up to $350M milestones, and raised 2026 R&D guidance to $190M-$210M.

Biotech roundup reports multiple FDA and EU approvals: Replimune’s TUDRIQEV with Bristol Myers Squibb’s nivolumab for advanced melanoma, Takeda’s ORZEYFUL for narcolepsy type 1, Moderna’s mFLUSIVA flu vaccine for adults 50+, Sanofi’s MenQuadfi expanded EU use, and Novartis’ Pluvicto combo for PSMA+ mHSPC. It also covers Lisata layoffs, Emergent restructuring and Q2 results, and deals including Tarsus-Alkeus and Evotec-Odyssey.

Tarsus Pharmaceuticals agreed to acquire Alkeus Pharmaceuticals in a deal worth up to $800m, including about $450m upfront (around $270m cash and $180m in Tarsus stock) plus up to $350m in milestones. The focus is Alkeus’ Phase III gildeuretinol for Stargardt disease, with topline data expected in 2H 2029.

Tarsus Pharmaceuticals plans to acquire Alkeus Pharmaceuticals and its late-stage Stargardt therapy. The boards and Alkeus stockholders approved. Consideration totals about $450 million, including $270 million cash and $180 million in Tarsus shares at $61.38 per share. Deal expected to close in 2026, subject to conditions, with up to $350 million in milestones and royalties.

Tarsus Pharmaceuticals (TARS) agreed to acquire Alkeus Pharmaceuticals for up to $800 million, including upfront and regulatory milestone payments, expected to close in 2026. Alkeus’ lead ALK-001 is a Phase 3 once-daily oral therapy for Stargardt disease, with pivotal TEASE-1/TEASE-2 and NORTHSTAR results due in 2H 2029. TARS stock closed at $61.29.

Tarsus Pharmaceuticals (Nasdaq: TARS) said it agreed to acquire privately held Alkeus Pharmaceuticals to advance gildeuretinol (ALK-001) for Stargardt disease. The deal includes about $450 million upfront ($270M cash, $180M Tarsus stock) plus up to $350M milestones. Topline Phase 3 NORTHSTAR data are expected in 2H 2029; Tarsus hosts a call Aug. 6, 2026.

Tarsus Pharmaceuticals, Inc. (TARS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991tarsus862026.htm EX-99.1 Document Tarsus Reports Second Quarter 2026 Financial Results, Advances Next Phase of Growth Generated second quarter 2026 XDEMVY ® net product sales of $173.9 million, an increase of more than 69% year-over-year Increased full-year 20

Tarsus Pharmaceuticals, Inc. (TARS) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 3 exhibit101_spa.htm EX-10.1 exhibit101_spa Exhibit 10.1 SECURITIES PURCHASE AGREEMENT This SECURITIES PURCHASE AGREEMENT (this “Agreement”) is dated as of August 5, 2026, by and among Tarsus Pharmaceuticals, Inc., a Delaware corporation (the “Company”), and each of the P

Tarsus Pharmaceuticals, Inc. (TARS) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. tars-20260731 0001819790 FALSE 0001819790 2026-07-31 2026-07-31 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________ FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (date of earliest