TARS: Record XDEMVY growth lifted FY 2026 guidance as pipeline programs advanced
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Q3 XDEMVY sales rose nearly 64% YoY to $194.6 million, with record prescriptions and higher FY 2026 sales guidance. Cash of approximately $310 million supports pipeline investment, including several near-term clinical milestones.Based on Tarsus Pharmaceuticals, Inc. [TARS] Q3
Directly affected
- TARS Tarsus Pharmaceuticals+8.2% 30d
Named in this report.
Indirectly affected
- XLV Health Care Select Sector SPDR
Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “pharmaceutical” (pharma and health) in this story.
- XBI SPDR S&P Biotech ETF
SPDR S&P Biotech ETF: it holds drugmakers and health companies. Linked by “pharmaceutical” (pharma and health) in this story.
- LLY Eli Lilly and+25.1% 30d
Eli Lilly and (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “pharmaceutical” (pharma and health) in this story.
- JNJ Johnson & Johnson+12.1% 30d
Johnson & Johnson (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “pharmaceutical” (pharma and health) in this story.
- PFE Pfizer+5.2% 30d
Pfizer (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “pharmaceutical” (pharma and health) in this story.
- MRK Merck+3.5% 30d
Merck (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “pharmaceutical” (pharma and health) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TARS | -0.52% | +3.32% | base | -4.74% | -6.96% | -5.45% | -2.29% |
| XLV | -2.31% | +0.48% | base | +3.08% | +0.53% | +0.43% | +2.39% |
| XBI | +1.67% | +0.67% | base | +2.69% | -4.21% | -1.76% | +1.26% |
| LLY | -8.42% | +0.54% | base | +0.62% | -2.99% | -3.88% | +0.21% |
| JNJ | +1.93% | +2.66% | base | +3.82% | +2.36% | +3.82% | +5.99% |
| PFE | -1.67% | +1.73% | base | +2.70% | -0.33% | -1.98% | -2.45% |
| MRK | -2.47% | +3.37% | base | +3.94% | +1.54% | +1.45% | +2.81% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
TARS: Record XDEMVY growth lifted FY 2026 guidance as pipeline programs advanced TradingView
Source: TradingView
Energy
| Company | When | Move | Status |
|---|---|---|---|
| JNJ | that day | +3.82% | final price |
| JNJ | the next day | +2.36% | final price |
| JNJ | two days later | +3.82% | final price |
| JNJ | three days later | +5.99% | final price |
| JNJ | three days earlier | +2.66% | final price |
| JNJ | five days earlier | +1.93% | final price |
| LLY | that day | +0.62% | final price |
| LLY | the next day | -2.99% | final price |
| LLY | two days later | -3.88% | final price |
| LLY | three days later | +0.21% | final price |
| LLY | three days earlier | +0.54% | final price |
| LLY | five days earlier | -8.42% | final price |
| MRK | that day | +3.94% | final price |
| MRK | the next day | +1.54% | final price |
| MRK | two days later | +1.45% | final price |
| MRK | three days later | +2.81% | final price |
| MRK | three days earlier | +3.37% | final price |
| MRK | five days earlier | -2.47% | final price |
| PFE | that day | +2.70% | final price |
| PFE | the next day | -0.33% | final price |
| PFE | two days later | -1.98% | final price |
| PFE | three days later | -2.45% | final price |
| PFE | three days earlier | +1.73% | final price |
| PFE | five days earlier | -1.67% | final price |
| TARS | that day | -4.74% | final price |
| TARS | the next day | -6.96% | final price |
| TARS | two days later | -5.45% | final price |
| TARS | three days later | -2.29% | final price |
| TARS | three days earlier | +3.32% | final price |
| TARS | five days earlier | -0.52% | final price |
| XBI | that day | +2.69% | final price |
| XBI | the next day | -4.21% | final price |
| XBI | two days later | -1.76% | final price |
| XBI | three days later | +1.26% | final price |
| XBI | three days earlier | +0.67% | final price |
| XBI | five days earlier | +1.67% | final price |
| XLV | that day | +3.08% | final price |
| XLV | the next day | +0.53% | final price |
| XLV | two days later | +0.43% | final price |
| XLV | three days later | +2.39% | final price |
| XLV | three days earlier | +0.48% | final price |
| XLV | five days earlier | -2.31% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Gilbert Cisneros bought Eli Lilly (LLY), worth $1,001 - $15,000 on 20 Oct 2026. That is 15 days before publication. Filed 10 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Eli Lilly (LLY) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Johnson & Johnson (JNJ) (held by a spouse), worth $15,001 - $50,000 on 7 Oct 2026. That is 28 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Johnson & Johnson (JNJ), worth $1,001 - $15,000 on 30 Sep 2026. That is 35 days before publication. Filed 30 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Johnson & Johnson (JNJ) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Pfizer (PFE) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Pfizer (PFE), worth $100,001 - $250,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Merck (MRK), worth $1,001 - $15,000 on 24 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Merck (MRK), worth $15,001 - $50,000 on 19 Aug 2026. That is 77 days before publication. Filed 9 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the energy case looks
12 out of 100
“TARS: Record XDEMVY growth lifted FY 2026 guidance as pipeline programs advanced” scores 12 out of 100. The score uses 1 sources.