TARS

TarsusD

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

At close

2026-08-05

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

20%

Probability

Target price

$85.00

+39.1% vs current

Most likely

Base case

55%

Probability

Target price

$65.00

+6.4% vs current

B-

Bear case

25%

Probability

Target price

$48.00

-21.5% vs current

AI sentiment snapshot

Latest data as of 2026-08-05

AI commentary

Primary operating evidence is constructive, but recent negative coverage and insider sales weigh on near-term tone. Social coverage is unavailable, and the stored earnings document is for another company, so earnings surprise, analyst revision, and post-release reaction evidence remain unavailable. Overall sentiment is cautiously neutral.

RankAlpha Sentiment Codex - 2026-08-05

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-11-03eventCalliope TP-05 Phase 2 topline dataHigh impact

The company initiated the Calliope Phase 2 trial of TP-05 for potential Lyme-disease prevention, with topline data expected in the first half of 2027. [#SEC-8K-2026-05-06]

2026-11-03eventTP-04 ocular-rosacea Phase 2 readoutHigh impact

Tarsus stated that its TP-04 Phase 2 trial for potential ocular rosacea treatment was progressing, with topline data expected in the first half of 2027. [#SEC-8K-2026-05-06]

2026-11-03catalystInsider selling and negative headline overhangHigh impact

Multiple directors and officers reported open-market sales in June 2026, while recent coverage included an unverified allegation concerning Medicare copay practices. The packet does not provide primary confirmation of the allegation. [#SEC-FORM4-2026-06-22]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-08-05 • Updated nightlySource: Internal modelMethodology