Tarsus Pharmaceuticals, Inc. (TARS) M&A Call Transcript

Tarsus Pharmaceuticals, Inc. ( TARS ) M&A Call July 8, 2026 4:30 PM EDT Company Participants David Nakasone - Head of Investor Relations Bobak Azamian - Co-Founder, President, CEO & Chairman Elizabeth Yeu - Chief Medical Officer Aziz Mottiwala - Chief Commercial Officer Jeffrey S. Farrow - CFO & Chief Strategy Officer Neera Clase - Senior Vice President of Market Access Conference Call Participants Jason Gerberry - BofA Securities, Research Division Yuchen Ding - Jefferies LLC, Research Division Matthew Caufield - H.C. Wainwright & Co, LLC, Research Division Graig Suvannavejh - Mizuho Securities USA LLC, Research Division Truman Dunkley Presentation Operator Good afternoon, and welcome to Tarsus investor call announcing the acquisition of iRenix Medical, Inc. As a reminder, this call is being recorded. [Operator Instructions] 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 Head of Investor Relations Thank you. Before we begin, I encourage everyone to visit the Investors section of the Tarsus website to view the press release and related materials we will be discussing today. Joining me on the call this afternoon are Bobby Azamian, our Chief Executive Officer and Chairman; Liz Yeu, our Chief Medical Officer; Aziz Mottiwala, our Chief Commercial Officer; Jeff Farrow, our Chief Financial Officer and Chief Strategy Officer; and joining us for the question-and-answer session, Neera Clase, Senior Vice President, Market Access and Reimbursement. I'd like to draw your attention to Slide 3, which contains our forward-looking statements. During this call, we will be making forward-looking statements that are based on our current expectations and beliefs. These statements are subject to certain risks and uncertainties, and our actual results may differ materially. I encourage you to consult the risk factors con...