)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Tarsus Pharmaceuticals
Tarsus Pharmaceuticals (TARS) investor relations material
Tarsus Pharmaceuticals TD Cowen 46th Annual Health Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 46th Annual Health Care Conference summary3 Mar, 2026
Company overview and recent performance
Building a fully integrated pharmaceutical company focused on pioneering new categories in eye care, with a strong team blending eye care and biotech expertise.
Achieved over $450 million in revenue in the second year of XDEMVY's launch, targeting a $2 billion+ peak sales opportunity by addressing Demodex blepharitis, a disease affecting 25 million Americans.
XDEMVY has established a new standard of care, with broad adoption and significant impact on patient outcomes.
Pipeline includes TP-04 for Ocular Rosacea (in Phase II) and TP-05 for Lyme disease prevention, both aiming to create new therapeutic categories.
Market opportunity and growth strategy
XDEMVY's $2 billion peak sales target is based on less than 10% market penetration of the 25 million US patients with demodicosis.
Adoption is driven by ease of diagnosis, high efficacy, safety, and economic incentives for eye care professionals.
Over 20,000 doctors have prescribed XDEMVY, surpassing the initial target of 15,000, with growth focused on increasing prescribing frequency among existing prescribers.
Sales force expansion underway, adding 15-20 key account leaders to deepen engagement in high-potential territories, expected to be operational in the second half of the year.
Prescriber mix is currently about 60% optometrists and 40% ophthalmologists, with strong adoption among both groups.
Direct-to-consumer (DTC) and patient activation
Invested $80 million in DTC advertising in 2025, with similar plans for 2026, focusing on efficient markets and tailored messaging.
Patient awareness of Demodex blepharitis has risen to 25%, significantly increasing patient-driven demand.
DTC efforts have loaded the top of the funnel, making patient-doctor conversations about the disease more common and comfortable.
DTC launch was timed with achieving 90% payer coverage, including commercial, Medicare, and Medicaid, to ensure broad patient access.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Tarsus Pharmaceuticals earnings date
Barclays 28th Annual Global Healthcare Conference11 Mar, 2026
Tarsus Pharmaceuticals
Next Tarsus Pharmaceuticals earnings date
Barclays 28th Annual Global Healthcare Conference11 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Tarsus Pharmaceuticals Inc. is a biopharmaceutical company primarily engaged in the development and commercialization of novel therapeutic candidates targeted at various ophthalmic conditions. Its leading product candidate, TP-03, is a novel therapy aimed at treating blepharitis caused by the infestation of Demodex mites and is also being developed to address meibomian gland disease. Furthermore, the company is working on TP-04 for the treatment of rosacea and TP-05, an oral tablet intended for the prevention of Lyme disease and community malaria reduction. Tarsus Pharmaceuticals Inc. is headquartered in Irvine, California, and its shares are listed on the Nasdaq.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage