Tarsus Pharmaceuticals, Inc. · NASDAQ:TARS
Tarsus Pharmaceuticals — Investor Presentation (January 2025)
23 slides from Tarsus Pharmaceuticals's investor presentation, Jan 13, 2025
Slide 1: The Future of Eye Care Begins Here
Exhibit 99.1 The Future of Eye Care Begins Here January 2025 ® Matt, an XDEMVY Patient
Slide 2: Forward-Looking Statements
Forward-Looking Statements Statements in this presentation about future expectations, plans and prospects, as well as any other statements regarding matters that are not historical facts, may constitute “forward-looking statements.” These include statements regarding the potential commercial success
Slide 3: Expert Leadership Team with Broad Range of Eye Care and Biotech Experience
Expert Leadership Team with Broad Range of Eye Care and Biotech Experience Bobby Azamian, MD, PhD Jeff Farrow Aziz Mottiwala Sesha Neervannan, PhD CEO & Chairman Chief Financial & Strategy Officer Chief Commercial Officer Chief Operating Officer Bryan Wahl, MD, JD Dianne Whitfield Elizabeth Yeu, MD
Slide 4: Tarsus: The Next Leader in Eye Care
Tarsus The Next Leader in Eye Care ® Proven Blueprint XDEMVY Ocular Rosacea For Creating Accelerating Toward A New Potentially Transformational Opportunity New Categories Potential Blockbuster Status • Expert leadership team with an • The first and only FDA-approved • Another impactful eye disease 2
Slide 5: XDEMVY Accelerating Toward Potential Blockbuster Status
XDEMVY® Accelerating Toward Potential Blockbuster Status 5 | © Tarsus Pharmaceuticals | For Investor Purposes Only
Slide 6: The Tarsus Opportunity is Real
The Tarsus Opportunity is Real XDEMVY Net Sales ($ in millions) XDEMVY $48.1 $40.8 $24.7 On-track to potentially be $13.1 one of the best launches in eye care Q4 2023 Q1 2024 Q2 2024 Q3 2024 XDEMVY Bottles ECPs Prescribing XDEMVY 1 Delivered to Patients (in thousands) (in thousands) 41.4 37.0 13 11
Slide 7: XDEMVY Launch YTD Q3 2024 Driving One of the Fastest Growing Categories in Eye Care
XDEMVY Launch YTD Q3 2024 Driving One of the Fastest Growing Categories in Eye Care Bottles Delivered to Patients >104K ECPs Have Prescribed XDEMVY >13K Commercial & Medicare Lives Covered >80% Net Product Sales >$113M In Just One Year, XDEMVY has Become One of the Best Launches in Eye Care 7 | © Ta
Slide 8: Demodex Blepharitis: A Pervasive and Damaging Eyelid Disease
Demodex Blepharitis (DB): A Pervasive and Damaging Eyelid Disease 3,4 Corneal manifestations The result of an infestation Easily diagnosed during Potential for serious of Demodex mites, DB can a routine eye exam clinical implications cause eyelid inflammation, through the identification if left untr
Slide 9: Easily Diagnosed Through the Presence of Collarettes
Easily Diagnosed Through the Presence of Collarettes 100% A green arrow in a circle Description automatically generated Of patients with collarettes have Demodex 1 blepharitis Watch Video 9 | © Tarsus Pharmaceuticals | For Investor Purposes Only
Slide 10: Demodex Blepharitis: A Multi-Billion-Dollar Potential Opportunity
Demodex Blepharitis A Multi-Billion-Dollar Potential Opportunity 1,2 1.5M DB Patients Already diagnosed & seeking treatment 1, 2, 3 1.5M MGD Patients With DB 1, 3, 4, 5 1.2M Dry Eye Rx Patients With DB 1, 3, 6 2.2M Cataract Patients With DB 1, 3, 7 2.3M Contact Lens Patients With DB ~9.0M Patients P
Slide 11: XDEMVY: First Pharmacologic Treatment to Demonstrate Improvements in MGD and Patient Symptoms
XDEMVY: First Pharmacologic Treatment To Demonstrate Groundbreaking Improvements in MGD and Patient Symptoms in DB Patients 1 Combined data in patients with DB and MGD Improvement in Objective Improvements in demonstrated statistically significant and Measures of Meibomian Patient Symptoms – clinica
Slide 12: XDEMVY: Delivering for Patients
XDEMVY: Delivering for Patients BEFORE AFTER BEFORE AFTER BEFORE AFTER Patient outcomes and experiences may very 12 | © Tarsus Pharmaceuticals | For Investor Purposes Only
Slide 13: Fully Deployed Sales Force Propelling Continued Growth
Fully Deployed Sales Force Propelling Continued Growth Driving Depth of Adoption Meaningful Increase in ECPs Writing Monthly Weekly Daily Continued Evidence Ease of Access Optimized Sales Force Generation >80% of Commercial and Deepening utilization across Seminal MGD data and Medicare covered lives
Slide 14: Making XDEMVY a Household Name
Making XDEMVY a Household Name Direct-To-Consumer Campaign Driving Patients to ECPs 14 | © Tarsus Pharmaceuticals | For Investor Purposes Only
Slide 15: The Next Impactful Area of Unmet Need: Ocular Rosacea
The Next Impactful Area of Unmet Need Ocular Rosacea Demodex Blepharitis (DB) Ocular Rosacea (OR) • Caused by Demodex mites• Caused by Demodex mites • Eyelid inflammation, redness, irritation, • Eye and eyelid inflammation and redness, collarettes prominent and visible blood vessels • Quick and simp
Slide 16: Ocular Rosacea: Another Clear, Large and Underserved Patient Population
Ocular Rosacea Another Clear, Large and Underserved Patient Population 1 ~15-18M People Affected in the US 1 Caused by Demodex Mites >50% FDA-Approved Treatments 0 Opportunity to Leverage Our Proven Blueprint 16 | © Tarsus Pharmaceuticals | For Investor Purposes Only 1. Source on file
Slide 17: TP-04: Potential to Pioneer the Standard of Care for Ocular Rosacea
TP-04 Potential to Pioneer the Standard of Care for Ocular Rosacea Targets Root Cause of Disease Demodex mites Uniquely Tailored Sterile Ophthalmic Gel Specifically designed to be applied to the eyelid and surrounding tissue Best-in-Class Molecule Lotilaner - poised to deliver another transformative
Slide 18: Clear FDA Guidance and a Defined Path Forward
Clear FDA Guidance and a Defined Path Forward Plans to initiate Phase 2 in 2H 2025 with focus on objective measures of disease – reduction in 1 visible blood vessels and redness Proof-of-concept results expected next year 2 Regulatory path that leverages blueprint for 3 success and proven commercial
Slide 19: Upcoming Potential Value Driving Catalysts
Upcoming Potential Value Driving Catalysts Greater U.S. Europe Japan China* TP-04 for Ocular Rosacea: XDEMVY for DB: TP-03 for DB: TP-03 for DB: Plans to initiate Ph 2 study in 2H 2025 On-track for potential regulatory Initial results from a prevalence New Drug Application accepted approval in 2027
Slide 20: Lyme Disease – A Growing Public Health Crisis
Lyme Disease – A Growing Public Health Crisis No FDA-Approved Prophylaxis Lyme Disease A tick-borne infection caused by the transmission of Borrelia burgdorferi ~27M $1.3B Americans at high-to- Impact to U.S. 1 2 moderate infection risk healthcare system 1. CDC Estimate and Corsica Market Research.
Slide 21: TP-05: Potential First and Only Durable, On-Demand Oral Prophylaxis for Lyme Disease
TP-05: Potential to Be the First and Only Durable, On-Demand Oral Prophylaxis for Lyme Disease ONGOING TP-05 Carpo Phase 2a Study To inform: Safety • Pharmacokinetics • Tick-kill efficacy Prevention is Key: Patient Impact: TP-05: Strong physician/patient interest in a Difficult to manage; long-term
Slide 22: Carpo Phase 2a Trial for Lyme Disease Prevention
Carpo Phase 2a Trial for Lyme Disease Prevention TP-05: Statistically Significant Tick Mortality Observed at Day 1 and Day 30 Compared to Placebo Tick Mortality at Day 1 Tick Challenge Tick Mortality at Day 30 Tick Challenge (Mean +/- SE) (Mean +/- SE) p<0.0001 p<0.001 100 100 p<0.0001 p<0.001 97% 9
Slide 23: Thank You
Thank You Sulma, an XDEMVY® Patient
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