Tarsus Pharmaceuticals, Inc. (TARS) Q2 2026 Earnings Call Transcript

Tarsus Pharmaceuticals, Inc. ( TARS ) Q2 2026 Earnings Call August 6, 2026 8:00 AM EDT Company Participants Sarah Nives Bobak Azamian - Co-Founder, President, CEO & Chairman Neera Clase - Interim Chief Commercial Officer Seshadri Neervannan - Chief Operating Officer Jeffrey S. Farrow - CFO & Chief Strategy Officer Elizabeth Yeu - Chief Medical Officer Conference Call Participants Ryan Ries - Mizuho Securities USA LLC, Research Division Eddie Hickman - Guggenheim Securities, LLC, Research Division Jason Gerberry - BofA Securities, Research Division Lachlan Hanbury-Brown - William Blair & Company L.L.C., Research Division Mazahir Alimohamed - Oppenheimer & Co. Inc., Research Division Matthew Caufield - H.C. Wainwright & Co, LLC, Research Division Anthea Li - Jefferies LLC, Research Division Presentation Operator Hello, and welcome to Tarsus Pharmaceuticals Second Quarter 2026 Financial Results Conference Call and announcement to acquire Alkeus Pharmaceuticals. As a reminder, this call is being recorded. [Operator Instructions] At this time, I would like to turn the call over to Sarah Nives, Investor Relations, to lead off the call.

Thank you. Before we begin, I encourage everyone to visit the Investors section of the Tarsus website to view the press releases issued today and related materials we will be discussing today. Joining me on the call are Bobby Azamian, our Chief Executive Officer and Chairman; Neera Clase, our Interim Chief Commercial Officer; Sesha Neervannan, our Chief Operating Officer; and Jeff Farrow, our Chief Financial Officer and Chief Strategy Officer. And joining us for Q&A is Dr. Liz Yeu, our Chief Medical Officer. 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 contained in our SEC