Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.5B
97M shares
52-week range
$35.66 – $72.66
56% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Xenon Pharmaceuticals Inc is a neuroscience-focused biopharmaceutical company committed to improving the lives of people living with neurological and psychiatric disorders. It is advancing a novel product pipeline to address areas of high unmet medical need, including epilepsy and depression. The product candidates of the group include XEN1101, NBI-921352, and XEN496 for Epilepsy and Nav1.7 oral inhibitors for Pain.
www.xenon-pharma.comNo one on the platform currently holds XENE.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 300,500 | $17.5M |
No one on the platform has traded XENE yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | -25.3% | |||||
| Profit Margin % | -4612.1% | |||||
| Free Cash Flow Margin % | -3732.2% | |||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1M | -82.3% | $-4.61 | $-4.93–$-4.26 | — | 13 |
| 2027 | $27M | +1911.8% | $-4.74 | $-5.63–$-3.71 | — | 13 |
| 2028 | $232M | +759.7% | $-3.45 | $-5.42–$0.15 | — | 11 |
| 2029 | $719M | +210.1% | $0.65 | $0.32–$2.04 | 86.2× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $-1.14 | $-1.11 | +2.6% |
| 2026-05-07 | $-1.17 | $-1.17 | +0.0% |
| 2026-02-26 | $-1.20 | $-1.31 | -9.2% |
| 2025-11-03 | $-1.16 | $-1.15 | +0.9% |
| 2025-08-11 | $-1.03 | $-1.07 | -3.9% |
| 2025-05-12 | $-0.94 | $-0.83 | +11.7% |
| 2025-02-27 | $-0.89 | $-0.84 | +5.6% |
| 2024-11-12 | $-0.82 |
| $-0.81 |
| +0.7% |
| $6.4B |
| — |
| CNTACentessa Pharmaceuticals plc | $40.50 | +0.00% | $6.3B | — |
| LEGNLegend Biotech Corporation | $17.84 | +0.99% | $3.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Stifel reiterated $RAPP Buy-$56 $PRAX $XENE OVID ESAIY ABBV BMY ANRO NRXP Stifel said -- We're reiterating our Buy rating on RAPP, where our thesis is driven by (1) our bullish view on RAP-219 in epilepsy, where we think the drug is mostly de-risked and (2) our cautious optimism around upcoming bipolar mania data, which we view as a high risk/high reward readout. Within this note we lay out the 5 key questions ahead of the data, which center around the mechanistic rationale, "bar" for success, considerations around safety, and stock risk/reward. In our view, there is only so much diligence one can do on BPD, which, though a very rational indication for studying '219, is a heterogeneous and complicated condition. KOL feedback does suggest that the efficacy "bar" here is low (just a p-value) and the commercial/revenue upside for '219 could be significant. Conversely, the stock has run into data, and though FOS supports a high floor, BPM is no longer a free option.
View on StockTwits ↗Truist reiterated $RAPP Buy$56 and said -- Assessing the RAP-219 Bipolar Mania Opportunity Ahead of October PoC Data $XENE $PRAX OVID ESAIY ABBV ANRO NRXP Here's what else Truist had to say in its note to investors: https://x.com/Quantumup1/status/2099884951655088252?s=20
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$XENE thoughts on why this didnt go up on the biohaven news?
View on StockTwits ↗Baird reiterated $BHVN Outperform-$42 ~Views partial clinical hold as a fairly common and quickly resolvable issue, and not likely to impact the recently announced SKBP deal—made no change to outlook on regulatory update. $XENE $NBIX AXSM PRAX RAPP ABBV YARW IMVT VRDN ARGX Baird said -- Biohaven announced a partial clinical hold on the opakilim program following findings of certain metabolites identified during rodent testing. Dosing of already-enrolled patients can continue, so this doesn't impact the readout timeline RISE3 pivotal study in FOS (topline on track for 2H26). New patients can't be enrolled until clarifying nonclinical studies can characterize the specific metabolite, but we view this as a fairly common and quickly resolvable issue, and therefore not likely to impact the recently announced licensing agreement with SKBP.
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$XENE The data they put out is literally generational. There's no competition against their drug. I don't think it'll be independent for long. That said, if they somehow get to Nav1.7 readout, this could 5x-10x from here (assuming it hits). Big pharma would want to take a literal best in class drug and take a small gamble with Nav1.7
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$XENE $BHVN $PRAX its gonna be battle with a crowded market with XENE, Biohaven, SK, and also Longboard! Doctors will be so bombarded and overwhelmed on Focal seizure treatments...basicaly all good seizure outcomes... Xenon and bio haven no titration is a big advantage and seizure freedom LT seems good for both. Xenon the soonest approval...Oh now let's throw in Praxis for some more fun!! dammmmm thats a lot of choices. 5 new drugs for Focal....
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Raymond James⬆️ $RAPP's PT to $75, reiterated Strong Buy and said -- We believe RAP-219's bipolar mania readout is one of the most asymmetric catalysts in SMID biotech. $XENE $PRAX OVID ESAIY BHVN Here's what Raymond James went on to say: https://x.com/Quantumup1/status/2089337204015276259?s=20
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Wall St is expecting -1.14 EPS for $XENE Q3 [Reporting 11/11 AMC] http://www.estimize.com/intro/xene?chart=historical&metric_name=eps&utm_c
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$XENE Phase 3 trial w/est Aug completion date NCT06775379: https://www.clinicaltrials.gov/study/NCT06775379 Trial Tracker: https://www.fdatracker.com/trial-tracker/
View on StockTwits ↗RBC Capital y'day⬆️ $BHVN's PT to $23 from $22 and reiterated Outperform after BHVN reported their 2Q26 earnings, with all programs largely on track. $XENE $RAPP PRAX ABBV ARWR - SRPT WVE RBC Capital said -- Despite Kv7 being the near-term catalyst, investor focus has largely been on troriluzole's potential return (no concrete action in today's release), and looking further ahead to the degrader data given what we est. as a >$4B oppt'y by 2035. Still, we think the near-term Kv7 readout is more likely than not to succeed, and our work suggests there is room in the market for multiple agents in the class. While spend remains somewhat elevated, we think the pipeline is attractive on a PoS adjusted basis, and we remain buyers into year-end. PT to $23 on model updates.
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https://www.marketbeat.com/earnings/reports/2026-8-6-xenon-pharmaceuticals-inc-stock/ $XENE Xenon Pharmaceuticals Earnings Transcript
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$XENE Q2 '26 Earnings Results & Recap Reported GAAP EPS of -$1.11 down -3.74% YoY
View on StockTwits ↗William Blair also said in its 7/28, $RAPP 🏁it ests lead asset, RAP-219, could reach $2.2B US peak sales in focal onset seizure (FOS)—w/ possibilities to expand its mkt oppy into the PGTCS population/bipolar mania. $PRAX $XENE ESAIY BHVN OVID Here's what else William blair had to say in its 7/28 initiation report: https://x.com/Quantumup1/status/2084374154929680452?s=20
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.