Tarsus Pharmaceuticals, Inc. · NASDAQ:TARS
Tarsus Pharmaceuticals — Corporate Update (July 2023)
21 slides from Tarsus Pharmaceuticals's corporate update, Jul 25, 2023
Slide 1: XDEMVY FDA Approval Conference Call
Tarsus XDEMVY™ FDA Approval Conference Call July 25, 2023 © Tarsus Pharmaceuticals
Slide 2: Webcast Logistics and Information
Webcast Logistics and Information • This webcast is being recorded and a replay will be available for at least 90 days on the Investors and News page of the Tarsus website later today • There will be one Q&A session at the end of today’s program • To ask a question, please submit questions in the “Q
Slide 3: Legal Disclaimer
Legal Disclaimer This presentation contains forward-looking statements that involve risks and uncertainties. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based on our current expectations about future events that we believe may affec
Slide 4: Call Speakers
Call Speakers Bobak Azamian, Aziz Mottiwala David Nakasone M.D., Ph.D. Chief Executive Officer Chief Commercial Officer Head of and Chairman Investor Relations 4 © Tarsus Pharmaceuticals
Slide 5: XDEMVY is Approved in the United States
XDEMVY™ is Approved in the United States The first and only FDA-approved treatment for Demodex blepharitis 5 © Tarsus Pharmaceuticals
Slide 6: Disease Overview & Market Opportunity
Disease Overview & Market Opportunity 6 © Tarsus Pharmaceuticals
Slide 7: Demodex Blepharitis: Pervasive and Damaging Eyelid Disease
Demodex Blepharitis: Pervasive and Damaging Eyelid Disease • Affects ~25M patients in the U.S.1,2: ~1.5M diagnosed and seeking a solution3 • Caused by an infestation of Demodex mites • Patients can suffer inflammation, redness, irritation and a negative impact on daily life • Easily diagnosed during
Slide 8: XDEMVY for the treatment of Demodex blepharitis
XDEMVY for the treatment of Demodex blepharitis 8 © Tarsus Pharmaceuticals
Slide 9: XDEMVY for the Treatment of Demodex Blepharitis
XDEMVY for the Treatment of Demodex Blepharitis Overview of Prescribing Information Indications and Usage XDEMVY is an ectoparasiticide (anti- parasitic) indicated for the treatment of Demodex blepharitis Efficacy • Improvements in lids (reduction of collarettes to no more than 2 collarettes per upp
Slide 10: Significant Benefit in Collarette Improvement Observed in Two Pivotal Trials
Significant Benefit in Collarette Improvement Observed in Two Pivotal Trials Saturn–1: Proportion of Patients with 2 or Saturn–2: Proportion of Patients with 2 Less Collarettes for the Upper Eyelid or Less Collarettes for the Upper Eyelid 60% 60% 56% Proportion of patients with 2 or less collarettes
Slide 11: Mite Eradication, Erythema Cure and Favorable Safety Profile Observed in Two Pivotal Trials
Mite Eradication, Erythema Cure and Favorable Safety Profile Observed in Two Pivotal Trials Proportion of patients with eradication of Demodex mites Proportion of patients with eradication of Demodex mites and erythema cure in the analysis eye at Day 43 in Saturn-1 and erythema cure in the analysis
Slide 12: XDEMVY Commercial Launch
XDEMVY Commercial Launch The Next Blockbuster in Eye Care 12 © Tarsus Pharmaceuticals
Slide 13: XDEMVY: First FDA-Approved Therapeutic for Millions of DB Patients
XDEMVY: First FDA-Approved Therapeutic for Millions of DB Patients Unique ability to treat underlying cause of disease enables opportunity to unlock one of the largest underserved eye care markets Effective and durable therapeutic with no competition Definitive standard of care potential demonstrate
Slide 14: Ophthalmologists & Optometrists See It, Believe it, Intend to Treat it
Ophthalmologists & Optometrists See It, Believe it, Intend to Treat it Key Awareness, Trial, Usage (ATU) Market Research Results 67% 71% 93% Recognize the importance of screening Believe collarettes are Indicated they would prescribe an patients for the presence of collarettes pathognomonic to Demod
Slide 15: Best-in-Class, Data-Driven Sales Force To Be Activated Within Weeks of Approval
Best-in-Class, Data-Driven Sales Force To Be Activated Within Weeks of Approval Seasoned Sales Right-Sized Sales Leveraging Analytics to Force Leadership Force Optimize Launch With combined experience 15 sales leaders and 85 Current diagnosed Demodex of 100+ years territory leaders targeting blephar
Slide 16: XDEMVY WAC Pricing of $1,850 Reflects Category Creating Product Profile
XDEMVY WAC Pricing of $1,850 Reflects Category Creating Product Profile and Pharmacoeconomic Value XDEMVY Glaucoma Dry Eye Anti-VEGF/GA ~$300 ~$600 $1,850 $2,000+ WAC/Rx $200 $400 $600 $800 $1,000 $1,200 $1,400 $1,600 $1,800 $2,000 Value Highly Commoditized Highly Specialized Rx/patient/year ~4 ~4 1
Slide 17: Planned Distribution Model Leveraging High Touch Retail and Digital Pharmacies
Planned Distribution Model Leveraging High Touch Retail and Digital Pharmacies to Ensure Patient Access Broad Patient Simplified prescriber & patient experience Footprint Centric 18K+ 2x Optimizes patient and physician access Pharmacies in network, Fill rate Robust assistance programs to including l
Slide 18: Initial Addressable Demodex Blepharitis Market is an Estimated Multi-Billion Dollar Opportunity
Initial Addressable Demodex Blepharitis Market is an Estimated Multi-Billion Dollar Opportunity $1B+ peak net sales potential with clear segments identified for initial ramp and future growth >7M Proactively seeking treatment for complementary eye conditions / diseases 1.5M Blepharitis patients with
Slide 19: XDEMVY Launch: Clear Pathway to Blockbuster Potential
XDEMVY Launch: Clear Pathway to Blockbuster Potential $1B+ 2025+ Peak Net 2024 Growth Sales Potential 2023 Reimbursement & • Gaining expected broad Medicare coverage Demand Through Revenue Ramp • Accelerating expected net revenue Early Adoption • Gaining expected broad • Optimizing Gross-To-Net comm
Slide 20: Building the Next Potential Multi-Billion Dollar Market and Transforming Into a Leading Eye Care Company
Building the Next Potential Multi-Billion Dollar Market and Transforming Into a Leading Eye Care Company Category creation in Demodex blepharitis with definitive standard of care potential World-class leadership team with decades of biotech, eye care and product launch experience “Pipeline in a Prod
Slide 21: Q&A Tarsus Executives
Q&A Tarsus Executives 21 © Tarsus Pharmaceuticals
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