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Tarsus Pharmaceuticals & SpringWorks Therapeutics: Jonathan Faison's top 2 picks
Dec 15, 2024
Jonathan Faison, who leads the ROTY Biotech Community on Seeking Alpha, shares why he believes Tarsus Pharmaceuticals and SpringWorks Therapeutics are his top investment picks. He discusses Tarsus's drug Xdemvi, which targets demodex blepharitis, and SpringWorks’s promising treatment for desmoid tumors, Oxivio. Faison also dives into the inherent risks in biotech investments, particularly the competitive landscape surrounding Mirdametinib versus more established players like AstraZeneca, highlighting the unique challenges faced by smaller firms.
06:59
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Quick takeaways
- Tarsus Pharmaceuticals is gaining traction with its drug Xdemvi, which has seen significant price increases and promising early launch metrics.
- SpringWorks Therapeutics is recognized for its potential with the drug Oxivio, capturing a large market share and expected to grow through upcoming launches.
Deep dives
Tarsus Pharmaceuticals: A Promising Investment
Tarsus Pharmaceuticals has emerged as a notable investment opportunity due to its lead drug, Xdemvi, which targets demodex blepharitis. Initially met with skepticism, Xdemvi has demonstrated strong early launch metrics, leading to a significant price increase from $15 to the mid-forties. The company's current market cap of $1.8 billion reflects a valuation that could still appreciate, with only one to one-and-a-half times projected peak sales factored in. Analysts expect that the positive trajectory of launch metrics will continue into 2025, promising further growth for investors who hold their positions.
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