TARS - Earnings call transcript Q2 2024 | Tarsus Pharmaceuticals, Inc.

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Operator

Good afternoon, and welcome to the Tarsus Second Quarter 2024 Financial Results Conference Call.

As a reminder, this call is being recorded. At this time, I would like to turn the call over to David Nakasone, Head of Investor Relations, to lead off the call. David, you may begin.

David Nakasone

Thank you.

be encourage Tarsus go earnings website related we I section the release begin, materials the of to will we everyone to to Investors and Before today. discussing be the

Officer like our session, the joining on I'd us Officer, Operating draw Chief are Chief Mottiwala, this Joining Sesh Officer attention Chief to and Jeff and Officer. me Aziz Farrow, call Chairman; Officer; and question-and-answer Neervannan, Financial your Azamian, our for afternoon X, forward-looking to our the Executive Chief contains which Commercial statements. Strategy our Chief Slide our

During may this and for the are beliefs. over be I materially. to you differ and certain risk forward-looking expectations based are that, will statements turn statements uncertainties, subject to I contained filings encourage call, that SEC we the in will our These risks Bobby. additional consult current results on factors call With actual our detail. and making our to

Bobak Azamian

to transformative of only you in us. X and full for of for special XDEMVY, results important have most also FDA-approved own. thank to and will one With the just what Tarsus of therapy an Demodex for XDEMVY to fully the we expectations the history will as the speed our launch end secured number ECPs XDEMVY this on DB our It and television we impressive moments to forward eye an short. campaign by this consumer on looking the of our creating treatment surpassed everyone, redoubling are this call with being mark in coverage is date. exceed XDEMVY of This the was blepharitis, launch be next or launch. for X-year expect in opportunity success, To in adopted based we providers of reflect just excited afternoon, further while we efforts to of sales are phase I largest quarter which planned to including of first yet on exceptional our our quarter joining be as have the Good continue another categories investing metrics: share the particularly am under we deployed belt, we year. launch we the first-ever we have high-quality payer patients serving, key care expanded eye that well are the accelerate care and one X quarters the later way of or believe force our

which than efforts market are let's Aziz to these QX an XX% in to over exceptional approximately to target patients, more approximately the access You'll multiple and value prescribing XX,XXX XX,XXX dedicated XDEMVY reflects XDEMVY the Currently, ECPs of hear of our XDEMVY ECPs. turn more a That's gross that first, And unique outstanding increasing XX,XXX than our net of $XX delivering of XXXX, patients. But of a to XX% with more in QX more prescribing these team. finally, our recognizing plans base than increase from moment. XX% among about million results, include sales. traction bottles generating discount

seen a bottle. one an That's result, more launches. As now price net standard by recording any is we measure of than $X,XXX impressive that are a rarely therapeutic per other and front-of-the-eye with

more broad value the online. Medicare XXXX improvement throughout XXXX we comes anticipated high remainder expect coverage this of when in maintain to even Importantly, early with

research, that exciting is the the on results, potential the a strong we new strong been Perhaps since delivering And category promise scratching of clinical the are while and educational months relentless pioneer most belief just our prelaunch surface work blockbuster. years mission not XDEMVY. of team, the of unmet medicines a new fast, diseases potential is Our are efforts entire founding Thanks of to Tarsus trial is of we creating to just or easy significant with doing for that. the our need. has element of

have already with in for initial a treatment market X.X both seeking patients traction segment alone diagnosed We reaching DB. opportunity. This in million and $X the made roughly represents potential billion address significant

Not Beyond look believe, eye market that, who success offices DB into visiting who XX who expanding disease, stories struggle conditions ECP of you potential the the million patients help patients. ECPs X.X and with seeking patients cataracts to can Together, of and we opportunity. are excited complementary within enormous at to million as patients be visit is ultimately already to up on additional additional contact served are Any stay remaining dry eye the are their the we the multibillion-dollar segments, make patients Millions with lenses. mention practices actively XDEMVY and their solutions. more identify with potential motivated they way by a it, ECPs represent XDEMVY. clear. such

additional lens support continuum eye, patient prescriber. contact of and DB and consistent increasing more dry are And the ECPs our are teams, along and the in trialing moving championing XDEMVY with to a users. We segments as cataracts field adoption more seeing from the of utilization it

been impact As being who patients. I in for years. with our met of a XDEMVY in Denver, really field, from the enjoy team I listening ECPs has learning practice consistently XX tell physician, about around the recently on whose me a and father-daughter positive their

deliver to force outcomes they and user and an served further the that is hearing accelerate treat. the every of am ECP television our finding And that more established news on day, consumer couldn't of working of with champion, expanded well how people Regardless field in his And our this visit, say patients. I for has promise more career. and is are medicine. good even for planning sentiment an wait their number best the campaign During entire more same the XDEMVY And am to ability hearing whether pull sales everywhere uniformly go. I underway, XDEMVY me I'm now early or the an convinced the the patients my he's is to delivered seen I entering to novel father of aside

I that, details Aziz, focused our rosacea have we to to XDEMVY. to remind commercial robust want pipeline call end by Commercial continue served. in the on that the turn of simultaneously to eye been the progress. you and effectively to on not prevention more Mottiwala, Chief pass call diseases same We year Officer, the FDA bring over leading on lotilaner and look in to With our X this on our used the for that gland creating I'll yet meibomian I programs remain Aziz a molecule and advancing Before lyme track based antiparasitic promising are disease, disease

Aziz Mottiwala

to Bobby We're what delivering date pleased with more obviously echoing the patients a While everything said, just to need. our phenomenal ability launch and XDEMVY to continue in quarter. very

payers such and time are The Bobby which, big development delighted with This which said, secured value rarely significant now significant We of improvement payers, without commercial also seen is eye and payer in care. quality a period is of prior a exciting Medicare brief we've the gross the one largest secured of truly we as authorization. coverage recognition of the a of of remarkable X is of the this primarily in in with XDEMVY discount covering X reflects quarter, net XDEMVY. contracts result

As remain of end to mid-XXs the result, relatively through the stable net the within expect a we rate the year. to discount gross

of our rapid much adoption ECPs quickly anticipated. outcome Another level incredible the among that is target than more happening we is

on take than is X, interactions. of those incredibly made that started remarkable and of multiple so all current proud of to to of ECPs As trialists XX visits of the physicians, rep but numbers changed average prescribing to an X to XX% What but an of mean with a target This have more ECP ECPs, we stark of August approximately XXX than also far I'm ECP XDEMVY with more XX,XXX Champion. we've whom has the the quality sales average, a it move reminder now XDEMVY. know of patients. from on are XX,XXX our importance patients XDEMVY behavior frequent strides metric, is prescribing can each

But both time their level intensity maximizing their at with ECPs already resource. before. is and intentionality is finite team and sales seen time interactions current of never I've Our a a

in This our the potential allow going need is to XDEMVY. us realize we on the full often. people calling field more more of ECPs to So

new with the we the plan was that begin generally to your the the sales That's fully there's take have on in in less But made in business. on with of XDEMVY. And summer that on ECP DP executing feat. employees, our a well motivated field revenue be We when why for deliberate And see sales To ECPs, to team on you loss during be would alongside quarters to up trajectory very which reflected some see by fire. expansion we hiring to and knew general a office fuel deployed, that highly the always be been begin patients the pouring the never continuing and would you particularly strong slow know, dial our onboard such wanted product. are out planned and approximately days the adoption while and really force our are I've the force As XX pull disruptive sales it's this typically and I'm to the a the to on truly upward vacations is the hire, we for timing have responsive disease. down. QX lift sensitive and expansion ECP patients feet, sales to team promotionally it a marketing very under their of each wanted alongside them we aspects we've the numbers there of plans take turn increasing done, good visual interview, easy efforts their train considered. confident We clear, strong decision the to things no least of to their the and continue a now staff needed QX, time heavy once of expanded before, of process the all time our will field, you'll target out ECPs. couple we a call to slowdown summer. those because

field, advertising campaign our our come. the a for payer coverage, to our a of preparing strong to compelling to category opportunities and of of patients With their speak to get consumer doctors we're hard-hitting, more force proposition the closing, a XDEMVY current results acceleration value DTC driving DB. rapid expanded continued this expect to to anticipated strong we In key ongoing years TV be that year and to in for screened enter creation. sales So close the quarter power the will planning and our action-oriented tremendous for growth momentum, campaign

to over always, Farrow, As Jeff Officer, Financial much call thank Strategy for will our outlook for and time financial interest. turn your now you discuss quarter. Chief the and and to second so our I quarter Chief results the third Officer

Jeffrey S. Farrow

Thanks, Aziz.

of a gained be to the recognition by therapeutic understanding improved more unmet as net contracts, high of gross XX% we only exceptional $XX.X burdened to their yet quarter discount, sales, which disease XDEMVY and expect substantial with suspense with generated strong demonstrating highlighted The payers of FDA-approved disease the beginning in Several reflects QX, the commercial team, results anticipated, we driven and the need. strong by for quarter. XDEMVY net discount which hole bottles XX,XXX that impactful lower well of another and the of evolved the quarter estimated Medicare execution significant net second in to As during for commercial donut QX new next patients. to by quarter the the quickly million much net gross primarily to in impact coverage more this product in compared marked in gross a as we improvement payer reflected as than discount XX% a than

to to as characteristics further to most donut anticipate in coverage we we to year. second patient discount commercial an of XX% diseases, of the more see hole have at range. the we now appear X of the discount Medicare Accordingly, to the Due net second end Medicare of approximately in of Given the in whom year. gross our XX%, not impact the gross range exiting related now half hole provided. X-point from end net from general to I and mentioned with expect to the a donut the words, In half XXXX increase higher the expect see this QX other our range of comorbid to to the population, come, the dynamic to potential the lower to earlier, at for many of

Turning to our P&L.

to was in increases Our expenses for of expenses. operating growing launch $X.X XDEMVY sequential force will and second administrative sales royalty approximately in for and and remained selling, number total and expenses primarily the further general of of XDEMVY Gross cost expanded bottles sales quarter to of amortization million to the increase the sales the the the milestones of XX%, margins approximately The the were sold due million approximately and marketing by of driven XXXX. flat at due operating to support costs, in paid quarter Elanco. the $XX.X expenses which second be other corporate of any increases includes

Finally, we approximately in signed Pharmacon approximately net the ended securities, facility the $XXX.X quarter million and in marketable credit XXXX. of with April cash the million drawdown $XX from inclusive

XDEMVY-related to similar other sales levels efforts. quarter, Looking anticipate the and do to the marketing to to expect incrementally the we expenses due ahead second will we inventory expansion operating be force what in third and saw quarter, we increase

And specific Additionally, a and force and very this impact force. made trained would bottles dispensed, some will members We as field year. that onboard the in during ensure and us we likely summer. and there dynamics pulling some months did on of strategic as the during deliberate the to most the to to we sales understood we to we these the team some disruption play productive expansion are interview, namely some representatives and process go Aziz there sales prepared the be and in our sales that begin decision ground hire new were mentioned, of resulted the new This from ready leaders.

could expectations for our further dispensed. factors We impact bottles the following anticipate also

First, the at slowdown that ECP traditional offices. summer occurs

this Over the seen dispensed have bottles a quarter. last years, products new patient eye care several in decrease general in result we the in for during third

The QX, as such these over in With at third the Xth patients the and of approximately holidays grow expect seeing and of the quarter. approximately the benefits yet bottles in to rate meaning delivered new meaningful in dispensed to bottles of to mind, modest we are we Labor be third the Day. July will volumes. to vacations a as summer number bottles of XX,XXX of we to quarter patients Second, XX% retreatment relatively be patients majority vast not expect that

remarks. first I efforts back quarter final more to continue to ECP benefits phase the plan are much launch. accelerating reset and as Bobby their the turn fourth roots resulting into ahead both the our summary, expanded expect on for looking a momentum In And bottles to we and and will XXXX of you with team embark planned our trajectory look maximize launch the field Now patients XXXX. growth quarter, performance of dispensed, making those with in see stronger our from next fully to direct-to-consumer ongoing next updates in in multiple visits metrics sales they launch marketing television financial to finally, the expect of insurance realized. when forward out sharing our we before first will the campaign, we now call we see we pleased with to

Bobak Azamian

stressed and they've our several seen [indiscernible] more own I launch. messages a because describe effective including diagnose this clinics. who met to ever I prescribing on growth about their I also and in how than week, patients limit in how and medicine they never treat see journey no their doctors week, this am you, confident every from where XDEMVY's Thank hear Jeff. with

of near-term XDEMVY. Second, am I serving [indiscernible] DB excited in patients acceleration about the champions

I to We surface [indiscernible] are expect just the campaign. know scratching see with [indiscernible] TV we

Operator

Great.

William Tim conduct Lugo Blair. We session. Instructions] first from question The now question-and-answer [Operator comes will the with

Tim Lugo

on quarter. a Congratulations great

in see to consensus thoughts as I GTA performance for just want in million of QX. $XX.X around quarter million expected hear borrows or $XX I around the your and strong the what about and Given QX. clarity all expense

don't I'd it You give obviously, as in how QX exact to need around well. for but thoughts to QX consensus guidance, and love hear even your looks maybe

Bobak Azamian

the If We provide can that because math the can to you that given would on sales we we expect providing on QX sometime guidance start [indiscernible] explicitly be the that last do We [indiscernible] guidance do QX before. if

Tim Lugo

given in, obviously, that? speak Maybe it in level. the Medicare GTN maybe take the talk fine. hit directionally, GTN to That's just in XXXX, higher when granulation probably Medicare, about a much at the should volumes XXXX, broadly understand. also, kicks you to going but all be I Can is just you can due on directionally

Aziz Mottiwala

Aziz. are year. go It's mentioned also into today. for and that Tim. call that payer that. where earlier and to [indiscernible] Thanks effect will Sure, that we great large the question. coverage, on Medicare that's That's of we're with been later us pleased one really this signed one levers we We've gotten the

that start to to remaining some The expect in, to going do of we're kick coverage we in year. see XXXX. Medicare ones So this

you to year end [indiscernible] think the a based expect can net of [indiscernible]. gross is between I discount essentially what the stable on and the now that

Operator

comes from [indiscernible]. Patel Pavan Next question with

Unknown Analyst

Two Alan This questions is on for Gerberry. Jason from us.

for Firstly, commentary is Or a DTC wondering here second mix discounts evolve longer-term XXs? question expect state payer the you gross year at gross and efforts. changes be the net is and if gain was the steady you And to full regarding I to XXXX I coverage appreciate then beyond? to further likely for discounts. your my as XXXX in that low

So in see to would benefit you that when how those expect patient and do from pick off soon uptake? you

Jeffrey S. Farrow

I'll take DTC. the to first Aziz Happy to it about and over the pass part of [indiscernible] talk the to

seeing in the anticipate net we the to be more issue, we we're given essentially and into had donut a hole coming that anticipate I is to discount, what patients in slight QX. as increase gross So where mentioned, QX,

low sequentially then discount at net the in at, Of that a of reset be in expect gross XXXX, that of that And range beyond gross year, so QX be should pretty and get sort XXXX. consistent XX-ish QX that, we say, to net long-term every the improve of co-pays provided. you our with to course, percent And end period. to discount to subsequent we larger in there's to frequently,

Aziz Mottiwala

Great. And fourth question, so DTC anticipate then of terms in launching the quarter. in the we sometime

takes few see a think impact this take to see but some you'll as repetitions to hold see effort you into to but really year. we some it as that a You'll of start you'll year, to the And year start impact really at can imagine, times. couple scale that next that this for patients we be

Operator

from question. next comes our for Cory with by Stand you. Life Capital. The next question Thank Finance Jubinville

Unknown Analyst

on the is Cory. quarter. This for Congrats on Dennis

XXXX, we more to view, kind do retreatment about retreatment? kind require the near will any we of long likely think start to And term? one patients percent your courses what of a indication in as then or have is patient experience As XDEMVY of more calls of here, to for re-infestation that you dynamics ultimately profile DB which

Aziz Mottiwala

Yes. that Thanks question. for

it's you early as imagine, still So in terms can retreatment the relatively volumes. of

early think confident [indiscernible] the XXXX. of may data, I at [indiscernible] you the with and [indiscernible] bit look if patients durability with in get drug. treated again patients more a come the [IQVIA] sooner types more have which

of the In expect we to term, see we follow-up if our patients the recur Phase long and you XX% III back at studies month terms what XX. go of to did, about

groove that as can get they back I will proportion a essentially come and but some want over time. get then that will time. patients something of it the more again, that's to get something how over the retreated you over patients physicians will time expect more So And about drug, with sorry, retreat. scales -- think don't experience step-up, those and get more patients scale or of their as doctors

still very answer think I it's early. the short So is

dig to see meaningful We to once XXXX. understand able in expect more the be volumes there. start to that, And dynamics we'll and really start be in we retreatment to see

Operator

from Sachs. of with question the comes Tan Andrew Next Goldman line

Unknown Analyst

on quarter. This is us A here. Andrea. Congrats for [indiscernible] couple from the

education ECPs -- The you and the more new the the providers? efforts first, show in been the wondering that bit about you disease from the doctors could the little penetrating quarterly context the in you've if more eager could segments. the those characterize growth number getting of on a especially feedback of And to DB the today,

Aziz Mottiwala

something And of And wow question. performance highlights when look very really date, it physician to Sure. you think in Thanks, terms has of Tolani for the for unique at I the effect I patients. one the performance of been really that's community think the that's XDEMVY. the very gotten has that It's excited.

reasons this we've doctors the continuing XX,XXX of ECP at point. one seen over with approximately adoption writing in that's think scaling our I prescriptions

So the it appeal really speaks utility to broad of the drug the practice. and in as

from beyond start continue about seeing drive getting there's that getting they right? physicians to different the product those factors early is to experience, of more I terms their they to their X As treaters get experience, this. using really that wow think think One in effect practice, In segments, broadly.

start in to practice. of really patient, So they cases, blepharitis a segments other typical about expand then results the they handful see see the start typically patient the they and with think Demodex they utilization that a

think you patient patients. So can recalcitrant about or drive or, cataract say, their screening proactively a

So doctors utilization sales times. often team practice. that and can it, to our them have the we're [indiscernible] the And And that point, really the experience that's physicians level This and positive more excited that Hearing we broadening and of hear very in again reminder of about support expansion. really really factor again, the are to that many message sales really been has other that so a to very education to doctor visits force. repeat the some sales from the and and staff why on the provide your to so create that's use potentiates facilitate force repeat is message, see want the further that going that to many receptive. is constant for be feedback these gets force [indiscernible] only that them our that get capacity

the here on consistent that in doctors multiple on from and the hearing then goal that that consistent and response a I those think, shots our are factors, in team. basis education key X patient getting message seeing So disease are

their these expansion, of that add as our patient if then now And going more I'll the well. patient velocity DTC sort sales our up, first at is of role often. The doctors empowering the and even force happen get can you're the see happening. piece raise And further enhance hand, and team will, this I here, last think proactively to bring dynamic is this that one you having the higher we'll to with

Operator

our One question. next moment for

Frank question Oppenheimer. from with Next comes Brisebois

FranÃ§ois Brisebois

make Congrats on question of more patient the quarter. where of it it they little I wait the practices is there's patient"? it's first you this were entire and and Or on skeptical switched a is in are a conversation? the maybe more dynamics first, -- a where just there? are it these and was a let's and more feedback they on see convinced wondering, it terms what all practices, to starting "Hey, at one sudden, then just patient patients works. I'm how so sure of every is those the put see for or that physicians the say, of Just the a X practice lamp Is and look some working progressive, sure X situations they try of and patients

Aziz Mottiwala

And the obviously It's One, a lot think our are lot in curious see one in we a we Aziz. them see Frank, attention question. is I that lot drug the is as of you field the dig that a great into it's were what getting space. and a of very physicians well.

think cases, by I few So want you write doctors doctors. -- first the varies do those it get that to

results, get see it few have looking it in doctors, where plays the sales in the would many just consistency areas, a that's you and see they with implement first surface role. they predictability could some key their team cases, they that in So because certain they those areas those practice. looking be other even I and but and we're say cases, the for scratching our in for doctors they're

they segment. look do tipping have you so more or cases bit and think happens to see XX want that that can take in about typically, hit And handful where a point is those a time, start I and little more they cases then imagine. cases, they some to doctors it's really You what by as

think having over. got going change doesn't great patients dry [indiscernible] next I'm patient? I patient. are cycling results So am are practice these average that just say, the the through with say, that I've physician in I wholesale who's to Okay, the patients, practice okay, the meds. dry They

look at their Let lids. me

there. Okay, great I've got success All right.

my patients then cataract and cataracts look me let with maybe premium it. start broaden and at Now

So approach And that. forward as observations there's really force. -- as you education, really getting adopt. constant that facilitate definitely and well. which in sales front can step-wise that's out to been the mentioned that more physicians with earlier, quickly, more a the look how in we of happening often doctor we the reminder know, the segments field. That different in know Maybe enhances I some I you've Bob, here in have

Bobak Azamian

Yes.

with patients, their and heard them that's gives just just those the the few, is have patients. first sales that's doctor confidence. time doctors doctors, is treat Frank, becomes point, experience hear easier, they're then deliver conversation X more additional that on amazed. with able and then medicine of not they looking say, wind start the you other segments you And our is reasons one perhaps to I the or know Just to thing it diagnosis the time becomes a the for to to easier, And described. doctors different even than other that patients when and to again that echo, X what work this get again your hear obviously, in and I didn't I

that XX,XXX at on that patients not practices adopters, we're the their that a early broad community. XX,XXX not very to are in limit think clinics this more loop impact high-volume experience notably patients and this finding practices of we've they that's getting in this they great also typically had in then positive means I have finding early and meaningful and serve single very of And adopters. get looking point more of a So doctors rural, their reached own to that very a are for but can and educating more swath

FranÃ§ois Brisebois

maybe that admitting they are that the is the correctly Or that doctors any past? weren't with coming up physicians? in getting you Are not looking

Aziz Mottiwala

actually did from this of obviously becomes Bobby's always to the you it's that are parts a the patients right, I the when now doctors solution colleagues. their of we a right? The but conferences these the And consistent And with And drug hear podium. on the As think practiced missing and that impactful consistent and patients. a piece doctors compelling it almost this experience talking and I compelling really the story job, about missed. come becomes you it, launch testimonial. And outcomes of was think is, we getting say have to on invisible hand I that's story creation, their results. and on predictable hey, gets a and hear of clear the of is we're physician all compelling very We were and think that that it's up the very one that's the I podium know us category the change their for doctors. disappoint, value of to clear other always that doctors hear, things point, very It's healthy being hear doesn't also this from us this are results back But able positive story more to importantly, part hear lids sort time. most to it's through that's for a compelling the change solving think how problem and that hear I is rewarding colleagues being compelling one very we're at for

does really underpin rapid So of part exciting that's adoption launch the we've a seen. that the

Bobak Azamian

the of efforts, medical as whether And powerful another word. these or that, many peer-to-peer spreading the here of amplifier is so we're doing affairs, across engagement our marketing right, it's

Operator

moment Barclays. Balaji One the The next with Prasad our question next from line for comes question. of

Michail Paraskevopoulos

This Balaji. on is Michail for

prescribers the that are versus XX,XXX proportion of newer early wondering, how out, understand able -- actually you out? at are So Just to this how to DB looking you buckets quantify called point? to many called X into you adopters the the fall

Aziz Mottiwala

the for Yes. question, Thanks Michail.

of we obviously, So ways. cut lots data the

it's can As you imagine, very dynamic.

of XX,XXX I these the our we But say, gotten focus XX,XXX. we've into forum. that go think each of detail this level okay, of is doctors, in So to for to don't

majority. So the to we've gotten vast

that force pull Our start our earlier, how going focus prescribers to talked which do frequency increase is routine what really getting sales and expansion experience how early writers, we facilitate that we doctors is do to we those folks our becoming just to about that. be to are routine with from now

going prescribing the I So going about this focus the practice is way utilization And depth we of and the base prescriber think prescriber within a that on that enhanced that got think base. to established. we've forward be now is great

they where in less how the doctor important future but where the they're think segmentation the came to a of terms of in go So layer. we to going on from, move becomes we middle the continue more little important can and

Operator

Hickman The question Securities. from question. next Eddie comes our next for moment One with Guggenheim

Eddie Hickman

It DTC. dynamics So force sales and and on third strong. about be the pretty the is growth, could going I XXXX of and like fourth bottle to us color appreciate what wondering quarter bottle in if you fully growth like the added deployed the should terms I'm sounds but XQ with think help look

So Or annual on like unique out? expect early before level do wondering how is steadies like of many launch? pattern? think you summer that it then the the of that, And quarters be beyond part an growth that this to that holiday do you to I'm slowdown,

Jeffrey S. Farrow

your early it's note Jeff. Rxs during -- in us care it's a know Maybe for the Eddie, question we question general, but for new us if slump to It's second that little quarter. specific eye in I'll there a products answer did or annually, to first was third first.

quarter. likely history in whole for third a again, XDEMVY see lot But So the effect this of a at have it's point. we don't probably we'll similar

sales to drive expect force as see and begins continue I to continue we network couple to that of dynamics will as continue impact visits, the One there's quarter. get growth have In impressive streaming and TV, help and to XXXX, fourth should the should continue some meaning to a docs. continue growth the beyond direct-to-consumer will sales patients result go we'll think incremental their terms of TV see the in campaign, to see that force in full we the of your question frequency of of then those the of a be And secondly, potentially that. -- deployment, online

quarter-over-quarter growth XXXX. throughout to continue we So see

Operator

participation today's We're showing questions does Thank no at the in conference. your time. for further conclude you this This program.

You now disconnect. may

Tarsus Pharmaceuticals (TARS) 8 Aug 242024 Q2 Earnings call transcript