Xencor, Inc.

Informe acción NasdaqGM:XNCR

Capitalización de mercado: US$835.6m

Xencor Dirección

Dirección controles de criterios 3/4

El CEO de Xencor es Bassil Dahiyat , nombrado en Aug 1997, tiene una permanencia de 28.75 años. compensación anual total es $5.52M, compuesta por 13.5% salario y 86.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.48% de las acciones de la empresa, por valor de $4.03M. La antigüedad media del equipo directivo y de la junta directiva es de 4.3 años y 8.8 años, respectivamente.

Información clave

Bassil Dahiyat

Chief Executive Officer (CEO)

US$5.5m

Compensación total

Porcentaje del salario del CEO13.45%
Permanencia del CEO28.8yrs
Participación del CEO0.5%
Permanencia media de la dirección4.3yrs
Promedio de permanencia en la Junta Directiva8.8yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis May 11

These Analysts Just Made A Huge Downgrade To Their Xencor, Inc. (NASDAQ:XNCR) EPS Forecasts

One thing we could say about the analysts on Xencor, Inc. ( NASDAQ:XNCR ) - they aren't optimistic, having just made a...
Actualización de narrativa May 02

XNCR: Refined Q4 Assumptions And Regulatory Shifts Will Drive Future Repricing

Analysts have kept Xencor's fair value estimate steady at $43.00, while modestly adjusting assumptions for discount rate, revenue growth, profit margin, and future P/E after recent research. This research includes a $1 price target increase to $27 from $26.00, alongside a downgrade based on expectations for fewer near term catalysts.
Actualización de narrativa Apr 18

XNCR: Mixed Catalyst Outlook And Regulatory Shifts Will Shape Future Repricing

Analysts have increased their price target on Xencor by $1 to $27, citing updated models after the Q4 report, even as some see limited near term catalysts to significantly change the story. Analyst Commentary Recent research on Xencor reflects a more cautious tone, with some high profile firms highlighting limited catalysts and execution risk, even as models are refreshed following the Q4 report.
Actualización de narrativa Apr 03

XNCR: T Cell Engagers And Mixed Catalyst Outlook Will Shape Multi Year Repricing

Narrative Update The analyst fair value estimate for Xencor has been reset from $18.00 to $13.00 as analysts factor in a lack of near term, needle moving catalysts highlighted in recent research, along with updated models following the Q4 report and sector wide reassessments of U.S. biopharmaceutical valuations. Analyst Commentary Recent Street research on Xencor reflects a mix of views, and the reset in fair value has been driven mainly by more cautious commentary around the near term outlook and the timing of impactful catalysts.
Actualización de narrativa Mar 20

XNCR: Sector Tailwinds And T Cell Engagers Will Drive Multi Year Repricing

Analysts have nudged their Xencor models after recent sector-wide updates and the latest Q4 report, with Street price targets moving into a roughly $20 to $27 range. The internal fair value anchor in this framework holds near $18, reflecting tempered revenue and margin assumptions offset by supportive biopharma sentiment.
Actualización de narrativa Mar 06

XNCR: Reset Pipeline Milestones And Sector Tailwinds Will Drive Repricing

Analysts have raised their Xencor fair value estimate from $40.00 to $43.00, reflecting refreshed models and higher Street price targets, including recent moves to $27 and $20, supported by updated company assumptions and broader biotech sector drivers cited in recent research. Analyst Commentary Recent Street research on Xencor points to a more constructive stance on the stock, with bullish analysts revisiting their models after the latest quarterly update and broader sector checks.
Actualización de narrativa Feb 20

XNCR: T Cell Engagers In Solid Tumors Will Drive Multi Year Repricing

Analysts raised their Xencor price target to $20 from $17, citing an improving environment for U.S. biotech funding and deal activity, as well as greater market recognition of recent positive data catalysts. Analyst Commentary Recent commentary around Xencor frames the higher US$20 price target within a broader reassessment of U.S. biopharmaceutical names.
Artículo de análisis Feb 13

Xencor, Inc. (NASDAQ:XNCR) Shares Could Be 28% Below Their Intrinsic Value Estimate

Key Insights Xencor's estimated fair value is US$16.09 based on 2 Stage Free Cash Flow to Equity Xencor's US$11.62...
Actualización de narrativa Feb 06

XNCR: Constructive Biopharma Backdrop Will Support Future Oncology Upside

Narrative Update Analysts have nudged their 12 month price target for Xencor higher from US$17 to US$20, citing a more constructive backdrop for U.S. biopharmaceuticals, improving access to capital, supportive M&A activity, and recent positive data catalysts now being reflected in valuations. Analyst Commentary Recent commentary around Xencor centers on how it fits into a broader recovery in U.S. biopharmaceuticals, with the new US$20 price target reflecting both improved sector conditions and ongoing uncertainty about how durable these supports will be.
Actualización de narrativa Jan 23

XNCR: T Cell Engagers And TL1A Pipeline Will Drive Multi Year Repricing

Analysts have nudged their price targets on Xencor higher to a range of US$20 to US$42, pointing to positive recent data readouts, a more constructive view on the T cell engager and TL1A pipeline, and a generally more supportive biotech funding backdrop. Analyst Commentary Recent Street research on Xencor clusters around a more constructive view of its T cell engager and TL1A programs, but opinions are not uniformly bullish.
Actualización de narrativa Jan 08

XNCR: T Cell Engager Pipeline Progress Will Drive Multi Year Repricing Potential

Narrative Update Analysts have lifted their Xencor fair value estimate from US$8.67 to US$18.00. This change reflects higher Street price targets in the US$20 to US$42 range and growing confidence in the company's T cell engager pipeline following recent data updates and conference presentations.
Seeking Alpha Jan 01

Xencor: Fortress Balance Sheet Bodes Well For XmAb819 And XmAb942

Summary XNCR pairs a wholly owned antibody pipeline with XmAb platform partnerships. This way, they get milestones, licensing revenue, and royalties. This approach lets them partially fund their internal R&D. But on top of that, XNCR has ample liquid resources it can tap into as needed. XNCR’s lead immunology asset XmAb942 is in Phase 2b for ulcerative colitis. And this candidate could help validate their ability to advance late-stage assets internally. Management also believes that RCC spending is concentrated in a few branded therapies. This could prove an interesting opportunity for their platform. Thus, I feel XNCR offers compelling upside potential with its drug candidates for long-term investors, despite its inherent early-stage and partner risks. Read the full article on Seeking Alpha
Actualización de narrativa Dec 18

XNCR: Advancing T Cell Engagers Will Drive Future Oncology Upside

We are nudging our Xencor fair value estimate slightly higher to $28.25 from $28.00, reflecting analysts' increased price targets and improved sentiment around the company's T cell engager and TL1A antibody programs following encouraging early stage data and clearer late stage development visibility. Analyst Commentary Recent Street research reflects a constructive but still risk balanced view on Xencor, with multiple firms lifting price targets as they factor in stronger T cell engager data and growing conviction in the TL1A program, while still highlighting execution and clinical readout risks that could impact long term value realization.
Actualización de narrativa Dec 04

XNCR: Advancing T Cell Engager Pipeline Will Drive Future Upside Potential

Xencor's analyst price target has inched higher to about $28.00 from roughly $27.91, as analysts factor in stronger long term value from the company's advancing T cell engager and TL1A antibody programs, despite modest tweaks to growth and margin assumptions. Analyst Commentary Recent Street research reflects a generally improving stance on Xencor, with several bullish analysts lifting price targets as confidence grows in the company’s T cell engager and TL1A programs, while more cautious voices continue to emphasize execution and clinical risk.
Artículo de análisis Nov 25

There's No Escaping Xencor, Inc.'s (NASDAQ:XNCR) Muted Revenues Despite A 27% Share Price Rise

Xencor, Inc. ( NASDAQ:XNCR ) shares have continued their recent momentum with a 27% gain in the last month alone...
Actualización de narrativa Nov 20

XNCR: Advancing Late-Stage Antibody Programs Will Drive Upside Into 2025

The analyst price target for Xencor edged higher to $27.91 from $27.64 after analysts cited improved revenue growth outlook and progress across key clinical programs. Analyst Commentary Recent Street research on Xencor reflects a range of views, with several analysts updating their models and outlooks following new data from clinical programs and company updates.
Actualización de narrativa Nov 05

XNCR: Positive Early Oncology Data Will Accelerate Future Upside Potential

Xencor's analyst price target has increased from $25.73 to $27.64, with analysts citing positive pipeline updates and an improved outlook on novel oncology programs as drivers of the higher valuation. Analyst Commentary Analyst sentiment on Xencor has shifted notably in recent months, reflecting emerging data from clinical studies and evolving perspectives on the company's future growth potential.
Actualización de narrativa Oct 22

Analysts Weigh Xencor Pipeline Progress as Price Targets Inch Higher on Positive Data

The analyst price target for Xencor has increased modestly, rising by $0.18 per share as analysts cite encouraging initial data for its XmAb819 therapy and a slightly improved outlook on pipeline progress, despite ongoing development challenges. Analyst Commentary Recent Street research provides a mixed outlook on Xencor, reflecting both optimism around its emerging therapies and caution due to the company's ongoing development challenges and market execution risks.
Actualización de narrativa Oct 08

IBD Biologics And TL1A Programs Will Forge New Paths

Analysts have raised their price target for Xencor from $24.10 to $25.55 per share. This reflects moderate optimism despite concerns around limited near-term catalysts and extended development timelines described in recent research commentary.
Artículo de análisis Sep 25

There's No Escaping Xencor, Inc.'s (NASDAQ:XNCR) Muted Revenues Despite A 31% Share Price Rise

Xencor, Inc. ( NASDAQ:XNCR ) shareholders have had their patience rewarded with a 31% share price jump in the last...
Artículo de análisis Sep 18

Health Check: How Prudently Does Xencor (NASDAQ:XNCR) Use Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Aug 22

IBD Biologics And TL1A Programs Will Forge New Paths

Analysts have reduced their price target for Xencor to $25.20 amid optimism for key pipeline assets but tempered by concerns over limited data, lack of near-term catalysts, and execution speed. Analyst Commentary Stock price seen as undervaluing Xencor's three main business pillars: IBD franchise led by '942, immunology efforts led by plamotamab, and the oncology bispecific platform.
Artículo de análisis Aug 06

Xencor, Inc.'s (NASDAQ:XNCR) Price Is Right But Growth Is Lacking

NasdaqGM:XNCR 1 Year Share Price vs Fair Value Explore Xencor's Fair Values from the Community and select yours With a...
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Nueva narrativa Jul 06

IBD Biologics And TL1A Programs Will Forge New Paths

Differentiated drug design and flexible development platform position Xencor for increased patient adoption, operational efficiency, and attractive long-term profitability.
Artículo de análisis Apr 26

Is Xencor (NASDAQ:XNCR) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Mar 30

Xencor, Inc. (NASDAQ:XNCR) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

To the annoyance of some shareholders, Xencor, Inc. ( NASDAQ:XNCR ) shares are down a considerable 27% in the last...
Artículo de análisis Feb 04

Some Confidence Is Lacking In Xencor, Inc. (NASDAQ:XNCR) As Shares Slide 27%

Xencor, Inc. ( NASDAQ:XNCR ) shares have had a horrible month, losing 27% after a relatively good period beforehand...
Seeking Alpha Jan 30

Xencor: Substantial Promise, Slow Progress

Summary Today, I revisit Xencor, Inc., a developmental biotech concern for the first time since 2017. The company is advancing a diverse pipeline that consists of both licensed and wholly owned candidates. Xencor has a strong cash position, projecting $707 million in cash and marketable securities by year-end, bolstered by a recent $200 million secondary offering. Xencor's pipeline has some significant promise, but progress has been notably slow over the years. An updated analysis around Xencor follows in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis Dec 31

Is Xencor (NASDAQ:XNCR) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Dec 03

Xencor, Inc.'s (NASDAQ:XNCR) 26% Share Price Surge Not Quite Adding Up

Despite an already strong run, Xencor, Inc. ( NASDAQ:XNCR ) shares have been powering on, with a gain of 26% in the...
Artículo de análisis Nov 10

Xencor, Inc. (NASDAQ:XNCR) Just Reported And Analysts Have Been Cutting Their Estimates

Shareholders of Xencor, Inc. ( NASDAQ:XNCR ) will be pleased this week, given that the stock price is up 11% to...
Seeking Alpha Sep 12

Xencor: Vudalimab Development Along With Hidden Gem Candidate

Summary Monotherapy and combination dose cohort data from the phase 2 study, using vudalimab for the treatment of patients with mCRPC, expected 1st half of 2025. The global metastatic castrate-resistant prostate cancer treatment market size is projected to reach $20.70 billion by 2031. XmAb942 is a candidate in the company's pipeline which has the potential to become the best in class anti-TL1A inhibitor for the treatment of autoimmune disorders like UC and CD. The global market for inflammatory bowel disease is expected to cross $30 billion by 2031. Read the full article on Seeking Alpha
Artículo de análisis Sep 12

Xencor, Inc.'s (NASDAQ:XNCR) 34% Share Price Surge Not Quite Adding Up

Xencor, Inc. ( NASDAQ:XNCR ) shareholders are no doubt pleased to see that the share price has bounced 34% in the last...
Artículo de análisis Sep 06

Calculating The Fair Value Of Xencor, Inc. (NASDAQ:XNCR)

Key Insights The projected fair value for Xencor is US$16.92 based on 2 Stage Free Cash Flow to Equity With US$16.32...
Artículo de análisis Jul 13

Does Xencor (NASDAQ:XNCR) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Jun 16

Lacklustre Performance Is Driving Xencor, Inc.'s (NASDAQ:XNCR) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 7.8x Xencor, Inc. ( NASDAQ:XNCR ) is a stock worth...
Artículo de análisis Mar 27

Is Xencor (NASDAQ:XNCR) Weighed On By Its Debt Load?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Feb 27

There's No Escaping Xencor, Inc.'s (NASDAQ:XNCR) Muted Revenues Despite A 29% Share Price Rise

Despite an already strong run, Xencor, Inc. ( NASDAQ:XNCR ) shares have been powering on, with a gain of 29% in the...
Seeking Alpha Feb 03

Xencor: Standing Out With XmAb Technology

Summary Xencor demonstrates strong YoY revenue growth through achieved milestones with major industry partners. The strategic sale of royalty interests strengthens Xencor's balance sheet and provides flexibility for future strategic moves. Xencor's pipeline developments and clinical trials show a focus on promising therapies in oncology and autoimmune diseases. Read the full article on Seeking Alpha
Artículo de análisis Jan 05

Xencor, Inc.'s (NASDAQ:XNCR) Business And Shares Still Trailing The Industry

You may think that with a price-to-sales (or "P/S") ratio of 9.3x Xencor, Inc. ( NASDAQ:XNCR ) is a stock worth...
Artículo de análisis Nov 13

Xencor, Inc. (NASDAQ:XNCR) Analysts Just Cut Their EPS Forecasts Substantially

One thing we could say about the analysts on Xencor, Inc. ( NASDAQ:XNCR ) - they aren't optimistic, having just made a...
Artículo de análisis Nov 10

Companies Like Xencor (NASDAQ:XNCR) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Artículo de análisis Aug 08

Party Time: Brokers Just Made Major Increases To Their Xencor, Inc. (NASDAQ:XNCR) Earnings Forecasts

Shareholders in Xencor, Inc. ( NASDAQ:XNCR ) may be thrilled to learn that the analysts have just delivered a major...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Bassil Dahiyat en comparación con los beneficios de Xencor?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$172m

Dec 31 2025US$6mUS$743k

-US$92m

Sep 30 2025n/an/a

-US$131m

Jun 30 2025n/an/a

-US$171m

Mar 31 2025n/an/a

-US$208m

Dec 31 2024US$7mUS$721k

-US$233m

Sep 30 2024n/an/a

-US$213m

Jun 30 2024n/an/a

-US$191m

Mar 31 2024n/an/a

-US$146m

Dec 31 2023US$8mUS$700k

-US$133m

Sep 30 2023n/an/a

-US$119m

Jun 30 2023n/an/a

-US$128m

Mar 31 2023n/an/a

-US$140m

Dec 31 2022US$8mUS$670k

-US$55m

Sep 30 2022n/an/a

US$30m

Jun 30 2022n/an/a

US$22m

Mar 31 2022n/an/a

US$109m

Dec 31 2021US$5mUS$625k

US$83m

Sep 30 2021n/an/a

-US$4m

Jun 30 2021n/an/a

US$24m

Mar 31 2021n/an/a

-US$64m

Dec 31 2020US$4mUS$600k

-US$69m

Sep 30 2020n/an/a

-US$83m

Jun 30 2020n/an/a

-US$80m

Mar 31 2020n/an/a

-US$61m

Dec 31 2019US$4mUS$567k

US$27m

Compensación vs. Mercado: La compensación total de Bassil($USD5.52M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD3.71M).

Compensación vs. Ingresos: La compensación de Bassil ha sido consistente con los resultados de la empresa en el último año.


CEO

Bassil Dahiyat (55 yo)

28.8yrs
Permanencia
US$5,521,205
Compensación

Dr. Bassil I. Dahiyat, Ph D., Co-founded Xencor, Inc. in August 1997 and has been its President and Chief Executive Officer since February 2005. Dr. Dahiyat serves as an Independent Director at Terray Ther...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Bassil Dahiyat
Co-Founder28.8yrsUS$5.52m0.48%
$ 4.0m
Bart Cornelissen
Senior VP & CFO2.1yrsUS$1.64m0.037%
$ 312.4k
John Desjarlais
Executive VP of Research & Chief Scientific Officer11.8yrsUS$1.98m0.29%
$ 2.4m
Celia Eckert
Senior VP6.7yrsUS$1.57m0.053%
$ 442.3k
Charles Liles
Associate Director and Head of Corporate Communications & Investor Relationsno datasin datossin datos
Jennifer Sandoz
Senior VIce President of Human Resources4.8yrssin datossin datos
Kirk Rosemark
Senior Vice President of Regulatory Affairs & Quality Assurance4.3yrssin datossin datos
Eric Kowack
Senior Vice President of Program Leadership & Alliance Management3.3yrssin datossin datos
Dane Leone
Executive VP & Chief Strategy Officer2.3yrssin datossin datos
Mark Osterman
Senior Vice President of Clinical Development (Autoimmune)less than a yearsin datossin datos
4.3yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de XNCR se considera experimentado (4.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Bassil Dahiyat
Co-Founder28.8yrsUS$5.52m0.48%
$ 4.0m
Todd Simpson
Independent Director1.2yrsUS$624.80ksin datos
Richard Ranieri
Independent Director8.4yrsUS$344.24k0.0074%
$ 61.9k
Alan Montgomery
lead Independent Director11.2yrsUS$376.74k0.0093%
$ 78.0k
Kevin Gorman
Independent Director9.1yrsUS$336.74k0.0070%
$ 58.8k
Raymond Deshaies
Directorless than a yearUS$537.94ksin datos
Jeffrey Ravetch
Member of Scientific Advisory Board16.9yrssin datossin datos
Ellen Feigal
Independent Director7.5yrsUS$342.24k0.0074%
$ 61.9k
Kurt Gustafson
Independent Director11.8yrsUS$340.74k0.0088%
$ 73.2k
Barbara Klencke
Independent Director2.7yrsUS$337.99k0%
$ 0
8.8yrs
Permanencia media
68yo
Promedio de edad

Junta con experiencia: La junta directiva de XNCR se considera experimentada (8.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 14:37
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Xencor, Inc. está cubierta por 24 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Peter LawsonBarclays
Etzer DaroutBarclays
Zhiqiang ShuBerenberg