Earnings Call Summary | Tarsus Pharmaceuticals(TARS.US) Q1 2024 Earnings Conference
Earnings Call Summary | Tarsus Pharmaceuticals(TARS.US) Q1 2024 Earnings Conference
The following is a summary of the Tarsus Pharmaceuticals, Inc. (TARS) Q1 2024 Earnings Call Transcript:
以下是塔蘇斯製藥公司（TARS）2024年第一季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
Tarsus reported $27.6 million in total revenue, made up of $24.7 million in XDEMVY net product sales and approximately $2.9 million in license fees.
After a near $108 million equity raise and a $200 million non-dilutive financing commitment from Pharmakon Advisors, Tarsus ended the quarter with about $298 million in cash and marketable securities.
The company delivered approximately $26,000 in DB patients and reported almost $25 million in net product sales for the quarter.
Tarsus predicts a quarter-over-quarter gross-to-net improvement with a forecasted increase of 1% to 2% per quarter, pushing the gross-to-net to around 50% once Medicare patients are included in 2025.
Tarsus公佈的總收入爲2760萬美元，其中包括2470萬美元的XDEMVY產品淨銷售額和約290萬美元的許可費。
在Pharmakon Advisors籌集了近1.08億美元的股權和2億美元的非稀釋性融資承諾之後，Tarsus在本季度末獲得了約2.98億美元的現金和有價證券。
該公司爲數據庫患者提供了約26,000美元，並報告了本季度的淨產品銷售額接近2500萬美元。
塔蘇斯預測，總淨收入將同比增長，預計每季度將增長1％至2％，一旦2025年將醫療保險患者包括在內，總淨利潤將增至50％左右。
Business Progress:
業務進展：
Tarsus reported positive clinical data from two Phase 2 studies, one for Rosacea treatment and another for Lyme disease prevention.
The ECP base has grown to over 8,000 professionals who have begun their patients on XDEMVY.
Tarsus plans for business growth include a direct-to-customer (DTC) campaign, a potential expansion of the sales force, and the hiring of about 50 new sales representatives by the end of Q3.
Since the year-end earnings call, Tarsus secured contracts with more payers including two major commercial plans covering approximately 18 million lives that have given XDEMVY a preferred status.
Tarsus plans strategic investments in XDEMVY and the pipeline to develop new categories of medicines.
After a complete analysis of the Phase 2 studies, Tarsus anticipates engaging with the FDA by year-end.
Tarsus報告了兩項2期研究的積極臨床數據，一項針對酒渣鼻治療，另一項用於萊姆病預防。
ECP基礎已發展到超過8,000名專業人員，他們已經開始使用XDEMVY治療患者。
Tarsus的業務增長計劃包括直接面向客戶（DTC）的活動，潛在的銷售隊伍擴張，以及到第三季度末招聘約50名新的銷售代表。
自年底業績電話會議以來，Tarsus與更多付款人簽訂了合同，其中包括兩項涵蓋約1800萬人生活的重大商業計劃，這些計劃使XDEMVY獲得了優先地位。
Tarsus計劃對XDEMVY及其研發渠道進行戰略投資，以開發新類別的藥物。
在對2期研究進行了全面分析之後，Tarsus預計將在年底之前與美國食品藥品管理局合作。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。