X4 Pharmaceuticals, Inc.

Report azionario NasdaqCM:XFOR

Capitalizzazione di mercato: US$377.3m

X4 Pharmaceuticals Crescita futura

Criteri Future verificati 2/6

Si prevede che X4 Pharmaceuticals aumenterà gli utili e i ricavi rispettivamente del 54.6% e 65.9% all'anno, mentre si prevede che l'EPS crescerà del 59.5% all'anno.

Informazioni chiave

54.6%

Tasso di crescita degli utili

59.46%

Tasso di crescita dell'EPS

Biotechs crescita degli utili25.2%
Tasso di crescita dei ricavi65.9%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento06 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione May 04

XFOR: Single CXCR4 Hematology Program Will Drive Future Upside Potential

Analysts have raised their price target on X4 Pharmaceuticals to $12, citing what they view as significant upside potential from mavorixafor as a key value driver for WHIM syndrome and primary chronic neutropenia, along with a current valuation that they see as not fully reflecting this opportunity. Analyst Commentary Recent Street research frames X4 Pharmaceuticals as a focused hematology company, with attention centered on mavorixafor as a potential first in class oral CXCR4 antagonist for WHIM syndrome and primary chronic neutropenia.
Aggiornamento della narrazione Apr 20

XFOR: CXCR4 Program In WHIM And Chronic Neutropenia Will Drive Future Upside

Analysts have reset their price target on X4 Pharmaceuticals to $12, citing Guggenheim's recent initiation, which highlights mavorixafor as a key value driver in WHIM syndrome and primary chronic neutropenia. Analyst Commentary The latest Street research frames X4 Pharmaceuticals as closely tied to the success of mavorixafor in WHIM syndrome and primary chronic neutropenia.
Aggiornamento della narrazione Apr 05

XFOR: Mavorixafor Franchise Is Expected To Drive Future Upside Potential

Narrative Update Analysts have raised their price target for X4 Pharmaceuticals to $12, citing the perceived upside in mavorixafor as a key value driver and updating fair value assumptions to $10.00, along with adjusted growth, margin, discount rate, and future P/E inputs. Analyst Commentary Recent research points to mavorixafor as the central piece of the X4 Pharmaceuticals story, with coverage initiating at a $12 price target that aligns with the view of the drug as a key value driver.
Aggiornamento della narrazione Mar 22

XFOR: WHIM And Chronic Neutropenia Program Will Drive Future Upside

Analysts have adjusted their price target on X4 Pharmaceuticals to $12, noting what they view as potential upside tied to mavorixafor as a key value driver in WHIM syndrome and primary chronic neutropenia. Analyst Commentary Recent commentary from bullish analysts centers on how mavorixafor could reshape the risk reward profile for X4 Pharmaceuticals, especially as the program advances in WHIM syndrome and primary chronic neutropenia.
Aggiornamento della narrazione Mar 07

XFOR: EU WHIM Decision And Chronic Neutropenia Program Will Drive Upside Potential

Analysts have reset their price target for X4 Pharmaceuticals to $13.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that they see as better aligned with the company’s current risk and earnings profile. What's in the News The European Medicines Agency's CHMP adopted a positive opinion recommending marketing authorization, under exceptional circumstances, for mavorixafor to treat WHIM syndrome in the EU (Key Developments).
Aggiornamento della narrazione Feb 21

XFOR: Higher Fair Value Will Reflect Stronger Outlook Despite Margin Headwinds

Analysts have lifted their fair value estimate for X4 Pharmaceuticals from $4.00 to $5.00 per share, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as key drivers of the new price target. Valuation Changes Fair Value was raised from $4.00 to $5.00 per share, an increase of 25% in the modelled estimate.
Aggiornamento della narrazione Feb 06

XFOR: Fair Value View Will Balance Dilution Concerns And Execution Milestones

Analysts have lifted their price target on X4 Pharmaceuticals to $4.00 per share from $4.00, citing updated assumptions around revenue growth, discount rate, profit margin, and future P/E that are now reflected in their models. Valuation Changes Fair Value: Maintained at $4.00 per share, with no change from the prior estimate.
Aggiornamento della narrazione Jan 23

XFOR: Future Outlook Weighs October Financing Dilution Against Execution And Earnings Milestones

Narrative Update Analysts have trimmed their 12 month price target on X4 Pharmaceuticals to US$7.50 from US$9.00, mainly reflecting updated financing assumptions after the recent earnings report and the October capital raise. Analyst Commentary Bearish analysts are using the latest earnings report and the October capital raise to reset expectations on X4 Pharmaceuticals, with the 12 month price target update to US$7.50 at the center of their view.
Aggiornamento della narrazione Jan 09

XFOR: Future Outlook Balances October Financing Dilution With Execution And Earnings Milestones

Analysts have trimmed their 12 month price target for X4 Pharmaceuticals to US$7.50 from US$9.00, citing updated financing assumptions following the October capital raise as well as recent earnings and corporate updates. Analyst Commentary Bearish analysts are framing the lower US$7.50 12 month price target as a reset that reflects updated expectations after recent earnings and the October capital raise.
Articolo di analisi Dec 24

X4 Pharmaceuticals, Inc.'s (NASDAQ:XFOR) Shares May Have Run Too Fast Too Soon

With a median price-to-sales (or "P/S") ratio of close to 12.4x in the Biotechs industry in the United States, you...
Aggiornamento della narrazione Dec 22

XFOR Future Outlook Weighs Financing Dilution Against Long Term Commercial Upside

Analysts have trimmed their price target on X4 Pharmaceuticals by $1.50 to $7.50, citing updated models that factor in revised financing assumptions following the company’s recent earnings report and October capital raise. Analyst Commentary Bearish analysts have pointed to the latest target cut as evidence that X4 Pharmaceuticals faces a more challenging path to value creation than previously modeled, with revised financing assumptions weighing on upside potential.
Aggiornamento della narrazione Dec 07

XFOR: Recent Financing Will Support Key Phase 3 Progress And Upside Potential

Analysts have modestly trimmed their fair value estimate for X4 Pharmaceuticals, cutting the price target from $9.00 to $7.50, as updated models incorporate revised financing assumptions following the company's recent capital raise. Analyst Commentary Analyst updates following the latest earnings report and corporate update emphasize that the lower price target is primarily a function of revised financing assumptions rather than a fundamental shift in the long term outlook for X4 Pharmaceuticals.
Aggiornamento della narrazione Nov 23

XFOR: Leadership Overhaul And Fresh Capital Will Drive Pipeline Progress

Analysts have revised their price target for X4 Pharmaceuticals downward from $8.70 to $7.38. They cite updated financing assumptions and recent corporate developments as key factors behind the adjustment.
Aggiornamento della narrazione Sep 25

US Launch And EMA Approval Will Expand Global Reach

Amid leadership changes and a recapitalization that add near-term execution risk despite long-term potential for mavorixafor in a substantial unmet market, analysts have lowered their price target for X4 Pharmaceuticals from $19.75 to $8.70. Analyst Commentary Leadership overhaul and new senior management introduce execution uncertainty but may improve strategic direction.
Aggiornamento della narrazione Sep 02

US Launch And EMA Approval Will Expand Global Reach

Analysts have lowered their price target for X4 Pharmaceuticals from $23.25 to $19.75, citing increased execution risks and near-term uncertainty from a leadership overhaul, tempered by optimism over recent recapitalization and the long-term potential of mavorixafor. Analyst Commentary Recent complete overhaul of the senior leadership team introduces uncertainty but also the potential for strategic renewal.
Aggiornamento della narrazione Aug 19

US Launch And EMA Approval Will Expand Global Reach

A significant reduction in X4 Pharmaceuticals’ future P/E signals lower growth expectations or improved earnings outlook, while a decreased discount rate indicates lower perceived risk, contributing to a sharp downward revision in the fair value estimate from $41.08 to $23.25. What's in the News X4 Pharmaceuticals completed a private placement, issuing 11,040,776 shares at $1.42 and 48,852,772 pre-funded warrants at $1.419, raising $85 million, led by Coastlands Capital LP and supported by top life science investors.
Articolo di analisi Aug 12

X4 Pharmaceuticals, Inc.'s (NASDAQ:XFOR) Revenues Are Not Doing Enough For Some Investors

You may think that with a price-to-sales (or "P/S") ratio of 0.3x X4 Pharmaceuticals, Inc. ( NASDAQ:XFOR ) is...
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Nuova narrazione Mar 30

US Launch And EMA Approval Will Expand Global Reach

The transition to a commercial-stage pharmaceutical and strategic international partnerships could significantly boost revenue growth and international market presence.
Seeking Alpha Jul 02

X4 Pharmaceuticals: Catch The Falling Knife After Propitious Mavorixafor Data

Summary X4 Pharmaceuticals, Inc. stock price dropped due to the discontinuation of Phase II study for chronic neutropenia, but the potential market for mavorixafor is substantial. X4 Pharmaceuticals is targeting rare diseases with mavorixafor, approved for WHIM syndrome, and moving forward with a Phase III trial for CN. X4 Pharmaceuticals has the potential for significant growth with mavorixafor addressing multiple rare diseases, but faces risks including FDA approval and market penetration. I discuss why I am attempting to "catch the falling knife." Read the full article on Seeking Alpha
Articolo di analisi Mar 26

Is X4 Pharmaceuticals (NASDAQ:XFOR) Weighed On By Its Debt Load?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Articolo di analisi Apr 19

Is X4 Pharmaceuticals (NASDAQ:XFOR) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Oct 07

Is X4 Pharmaceuticals (NASDAQ:XFOR) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Sep 19

X4 Pharmaceuticals: Upcoming Catalysts

Summary X4 Pharmaceuticals is advancing Mavorixafor, a once-daily oral dose, first in class, small molecule antagonist of the CXCR4 receptor in WHIM syndrome and in chronic neutropenia disorders. On Sept 27, topline results will be presented from a Phase 1b trial testing Mavorixafor with or without G-CSF in patients with chronic neutropenia including severe congenital, idiopathic or cyclic. More importantly, in Q4, X4 plans to release results from its global Phase 3 pivotal trial in patients with WHIM syndrome (a rare disease caused by a genetic mutation). Binary outcome. If Ph 3 WHIM trial results successful, possible NDA filing in mid-23; potential FDA approval and Priority Review Voucher in H1 2024; commercially launch in the U.S. X4's market cap approx. $100M, approx. $100M cash (or equiv.), $33MM in secured debt. Sufficient cash to Q3 '23. 51M outstanding $1.095 warrants create a share price overhang. X4 Pharmaceuticals Logo (X4 Website) Headquartered in Boston, MA with research facilities in Vienna, Austria, X4 Pharmaceuticals, Inc. (XFOR) is a late-stage clinical biotech company focused on the discovery and development of CXCR4 targeted small molecule therapeutics to address diseases of the immune system including chronic neutropenic disorders and certain types of cancer. X4' lead drug, Mavorixafor, is an orally administered, first-in-class, small molecule antagonist of the CXCR4 receptor being advanced in a number of clinical trials, with two upcoming significant near-term clinical trial readouts; from a Phase 1b trial on September 27th, and more importantly the results from its pivotal Phase 3 trial in Q4. With approximately 86.5 million shares outstanding (including pre-funded warrants) X4 recently issued 51 million warrants as part of a $55 million financing which closed in early July, which may put a lid on X4's share price for some time. X4 also has $33 million in secured debt which contains some onerous terms. This is not an investment for everyone, but there are some very sophisticated biotech investors, such as Bain Capital, NEA, Orbimed, Lumira and Acorn, who all participated in the recent $55 million private placement. Notwithstanding some issues and the binary aspect of the investment in X4, I thought the upside was sufficient at current share price levels to buy a small X4 share position last week. X4 trades at approximately $1.10 per share which works out to X4 having a market cap of under $100M. The company has an equal amount of cash, or equivalent, and believes that it has sufficient resources to operate to Q3 2023, subject to satisfying terms set out in its secured loan agreement with Hercules Capital, discussed in more detail below. While its upcoming Phase 1b trial results in chronic neutropenia are important, its most significant upcoming event is the read-out from its pivotal Phase 3 trial in WHIM Syndrome expected in Q4. The Company and investors are optimistic that the results will be favourable. If the Phase 3 WHIM Syndrome clinical results meet its endpoints, there could be a significant upside for X4 investors over the next few years. An NDA for Mavorixafor could be filed in mid-2023, and FDA approval as well as a Priority Review Voucher (worth in excess of $100 Million) could be obtained in H1 2024. Commercial sales in the US could begin in 2024. The Company believes it has patent protection to 2038 and beyond. WHIM Syndrome is a serious and debilitating rare disease with a large unmet need. Potential peak sales for Mavorixafor in WHIM Syndrome in the U.S. is in the $200 to $300 million range (my estimate), and European approval could follow 6 to 12 months later. On the other hand, if the Phase 3 WHIM trial results fail to meet their primary endpoints etc. or are otherwise disappointing, it could spell trouble for the company. We should know by year-end. This article sets out my analysis. Founders of X4 X4's five founders are an impressive group with significant biotech credentials. The list includes its current CEO Dr. Paula Ragan, Ph.D. (M.I.T), as well as the late Henri Termeer (who passed away in 2017). Mr. Termeer was the past Chairman, President and CEO of Genzyme Corporation (bought by Sanofi), as well as a former board member of the Massachusetts Institute of Technology Corporation and the Board of Fellows of Harvard Medical School. Senior Management Team X4's senior management team is led by Dr. Paula Ragan whose past experience also includes a senior role at Genzyme (where she had significant involvement in rare diseases). X4 Management Team (X4 August 2022 Corporate Presentation) X4's board of directors includes a very experienced group. For more details, the Company's website includes a short biography of each director found here. Lead Drug Mavorixafor X4's lead drug Mavorixafor is an orally administered, first-in-class, small molecule antagonist of the CXCR4 receptor, which according to X4's August 2022 presentation, "enables the mobilization of immune cells from the bone marrow to the blood to improve immune system function." X4's pipeline is set out in the slide below. X4 Pipeline and Upcoming Milestones (X4 August 2022 corporate presentation) Mavorixafor is being advanced in a number of clinical trials including: 1. WHIM Syndrome (Warts, Hypogammaglobulinemia, Infections and Myelokathexis), an immunodeficiency disease and sub-type of chronic neutropenia. X4 is currently in the completion stages of a global Phase 3 pivotal trial for WHIM Syndrome; 2. Chronic neutropenia disorders including subtypes Congenital, Cyclic and Idiopathic in which X4 is fully enrolled in a Phase 1b trial; and 3. Waldenstrom's Macroglobulinemia ("WM"), a rare form of lymphoma (considered a type of non-Hodgkin's lymphoma) in which a person's bone marrow produces too many abnormal white blood cells; currently in Phase 1b trials. On August 4, 2022, X4 released some very promising Phase 1b trial results in WB (updated September 12). Mavorixafor was also awarded Orphan Drug designation by the FDA for WM disease regardless of CXCR4 genetic mutation. Note, that X4 has recently announced its strategic decision to focus its resources on advancing Mavorixafor in only WHIM Syndrome and Chronic Neutropenia, and will proceed with this WM oncology and other assets only through partnering these assets going forward, although it will complete the Phase 1b WM trial (currently being finalized). Upcoming Catalysts: X4's two upcoming catalysts are: a. the presentation and discussion of the results from its open-label, multi-center Phase 1b clinical trial (ClinicalTrials.gov Identifier: NCT04154488) evaluating Mavorixafor, in 25 chronic neutropenia patients with idiopathic, cyclic, and congenital neutropenia. The presentation is scheduled for September 27, 2022 in the form of an X4 investor webinar. For more details on what type of information will be presented at the September 27 webcast, see X4's August 31, 2022 press release here; and b. the readout of X4's pivotal Phase 3 4WHIM trial (ClinicalTrials.gov Identifier NCT03995108) of once-daily, oral Mavorixafor in individuals aged 12 and older with WHIM Syndrome, is expected to be released in Q4 (no specific date currently provided). The outcome of this pivotal Phase 3 WHIM trial is the most significant upcoming catalyst for the Company as success could lead to Mavorixafor filing an NDA in Q3 2023, obtaining FDA approval and commercial sales beginning in 2024 in addition to a potential Priority Review Voucher ("PRV") which can be sold for $100 million or more (upon FDA approval). The proceeds from the PRV could provide a form of non-dilutive funding for the Company in time for the Company's commercial launch in WHIM Syndrome in 2024. X4: Significant Near-Term Catalysts (X4 August 2022 corporate presentation) As X4 sets out in its website, chronic neutropenic diseases are caused by a dysregulated immune system, and patients who have these diseases suffer chronic immunosuppression, which in turn causes severe and/or life-threatening infections throughout their lifetime. CXCR4 Plays Key Role in Immune Cells (X4 August 2022 corporate presentation) Chronic neutropenic diseases are characterized by low white blood cell counts (cytopenia) and/or dysregulated or dysfunctional immune cells. According to X4 and summarized in the slides below, the CXCR4 receptor plays a key role in "the expansion, maturation and mobilization of immune cells, and its dysfunction can cause a range of chronic neutropenic disorders." As discussed in X4's slides below, the root cause of WHIM Syndrome is the "over-signalling of CXCR4, driven by CXCR4 genetic mutations, that impact all white blood cells". X4 believes that Mavorixafor can "increase the mobilization of white blood cells, including neutrophils, from bone marrow to bloodstream". Root Cause of WHIM Syndrome: Over-signaling of CXCR4 (X4 August 2022 Corporate Presentation) X4: Dysregulated Immune System (X4 August 2022 corporate presentation) While there is no treatment approved specifically for WHIM Syndrome, the current protocol is to treat disease symptoms; antibiotics are prescribed for acute infection and multiple daily injections of granulocyte-colony stimulating factor ("G-CSF") for those with severe neutropenia. Unfortunately, daily injections of G-CSF are often not tolerated well by patients or are discontinued because of the inconvenience/discomfort from taking multiple daily injections. X4 believes that Mavorixafor will provide a safe and efficacious treatment for WHIM and other neutropenia-related diseases and if approved, has the potential of becoming the new standard of care in the treatment of all chronic neutropenia related diseases including WHIM Syndrome. X4's Regulatory Designations (WHIM Syndrome): X4 has been awarded various regulatory designations for Mavorixafor in the treatment of WHIM including: Breakthrough Therapy Designation in the US Fast Track Designation Rare Pediatric Disease Designation (making it eligible for the Priority Review Voucher potentially worth $100 million or more) Orphan Drug Status in the US and Europe Mavorixafor: Realizing potential of CXCR4 Antagonism in oral capsule (X4 August 2022 corporate presentation) Phase 2 WHIM Trial Demonstrates Activity Across Phase 3 Endpoints Looking at X4's earlier Phase 2 WHIM results, X4 is cautiously optimistic that its pivotal Phase 3 WHIM trial will succeed. Phase 2 WHIM trial results showed a 600% increase in neutrophil counts and a greater than 80% reduction in annualized infections. Furthermore, the WHIM patients who continued on in the open-label extension phase of the Phase 2 trial showed continued improvement as seen in X4's slides below. X4 August 2022 Corporate presentation Phase 2 WHIM Open Label Extension: Continued Improvements Across Patients In the Phase 2 WHIM Open Label extension trial, there was a continued benefit among WHIM patients as summarized by X4 in the slide below. WHIM Phase 2 Open Label Extension: Continued Improvements Across Patients (X4 August 2022 Corporate Presentation) Design of WHIM Global Pivotal Phase 3 Trial X4's global pivotal Phase 3 WHIM trial design has two arms; 14 WHIM patients who received daily dosing of Mavorixafor, and a 14 WHIM patient placebo group. Ultimately, the trial was overenrolled and now has 31 patients. The full details of the Phase 3 WHIM clinical trial, in 23 clinical sites in multiple countries in patients ages 12 and over, including the US, Europe and elsewhere, are set out on the clinicaltrials.gov website (ClinicalTrials.gov Identifier: NCT03995108) which was updated on September 14, 2022. The Phase 3 WHIM trial consists of a Randomized Placebo-controlled period (52 weeks) followed by an open-label period in which any participant may continue to receive Mavorixafor (if available in the jurisdiction, until the trial terminates or the drug is approved commercially). In order to be enrolled in this Phase 3 trial, the patient has to have, among other criteria, a "genotype-confirmed mutation of chemokine (C-X-C motif) receptor 4 (CXCR4) consistent with WHIM phenotype". Patients enrolled in the Phase 3 trial are treated for 52 weeks, with absolute neutrophil count measurements being the primary endpoint being measured at Weeks 13, 26, 39 and 52. There are also 52 secondary endpoints listed including infections, wart burdens, quality of life assessments and other measurements. Dosing is 400 mg per day for patients weighting over 50 kg and 200 mg once daily for those under 50 Kg and under 18 years of age. For greater details see the clinicaltrials.gov website (ClinicalTrials.gov Identifier: NCT03995108). During our recent discussion, X4's CEO indicated that X4 has had ongoing rigorous discussions with the FDA (because of its Breakthrough Therapy designation) during which the FDA has indicated that, assuming the clinical trial endpoints are met, the data from the Phase 3 trial will be sufficient to warrant full FDA approval for Mavorixafor in the treatment of WHIM for patients 12 years old and older. Design of Global Phase 3 WHIM Trial (age 12 plus) (X4 August 2022 Corporate presentation) Size of the WHIM Market X4's CEO estimates the WHIM patient population to be in the 1,000 to 3,500 range in the U.S. and probably at least double that number in the rest of the world. She also indicated that based upon her own experience (when she held a senior position at Genzyme in rare diseases), she would not be surprised if the actual number of WHIM syndrome patients in the U.S. turned out to be significantly higher once an effective treatment for WHIM was approved and on the market (such that diagnosing WHIM patients would be a meaningful exercise and genetic testing for such suspected patients paid for by X4). At this point however it is simply speculation. If and when Mavoraxifor for WHIM is approved by the FDA in the US, it will likely be approved in Europe about 6 to 12 months later. As part of their commercial strategy to market Mavoraxifor for WHIM, X4 plans to create WHIM Centres for Excellence, provide ongoing education to medical professionals, work with WHIM patient advocacy groups and also pay for genetic testing to help diagnose WHIM Syndrome patients. In discussing proposed pricing for Mavoraxifor in the U.S., if approved, while the pricing has not yet been finalized, it is anticipated that for a rare disease such as WHIM, pricing of Mavoraxifor, is expected in the range of $200,000 to $400,000 per annum in the US. Analysts covering X4 have used an average of about $300,000 annual pricing in modelling Mavoraxifor's future revenues. If X4 manages to take most of the WHIM market in the U.S. (which if approved, is likely), that could generate peak annual sales of between $200 to $300 million (assuming 1,000 WHIM patients in the U.S. at $200,000 to $300,000 per annum) less the usual discounts. Clearly identifying and expanding the number of WHIM patients, will potentially increase sales revenue projections (assuming diagnosis, prescription and insurance coverage). Sales in Europe and the rest of the world could double that figure (assuming that those markets aren't licensed out under license/distribution agreements in which case other forms of revenues will be expected). As well, if Mavoraxifor is approved for WHIM Syndrome in the U.S. and Europe, expansion to Japan, China and other parts of the world could also follow although more likely those ex-US jurisdictions would be the subject of licensing agreements (another source of potential non-dilutive financing and revenues for X4). Chronic Neutropenia Beyond WHIM Syndrome - Phase 1B trial On September 27th, X4 will be providing a corporate update and updated clinical trial data from its Phase 1b clinical trial with 25 patients being treated for Chronic Neutropenia or "CN", including severe congenital, idiopathic or cyclic CN. Severe CN conditions can flare up a few times per year, with very severe and frequent infections, which may require hospitalization, IV administered antibiotics and potentially severe illness or even death. In order to manage chronic severe CN, current treatments are unsatisfactory such as once or twice daily injections of G-CSF which are not always well tolerated or tolerated at all and which can have serious side effects. The only other alternative is a bone marrow transplant which is painful, inconvenient and expensive. Chronic Neutropenia patients have a very low neutrophil count so potential treatments try to improve the absolute neutrophil count ("ANC") as well as increases in white blood cells, lymphocyte and monocyte counts. Initial Phase 1 studies involving Mavorixafor and CN showed some promising results including data presented at ASH in 2021. As can be seen in the slide below, a single combination dose of Mavorixafor in combination with G-CSF compared to a single dose of G-CSF alone, resulted in a 2 fold increase in Absolute Neutrophil Count, in addition to increases in total white blood cells, absolute lymphocyte counts and absolute monocyte counts. See X4's slide below summarizing its ASH2021 results for more details. ASH 2021: Mavorixafor impact on white blood cells in CN patients (X4 August 2022 corporate presentation) Chronic Neutropenia Beyond WHIM Syndrome (X4 August 2022 Corporate Presentation) Current Treatments for CN have Significant Limitations (X4 August 2022 Corporate presentation) 25% of CN Patients in US experience Serious Infection Events Each Yr. (X4 August 2022 Corporate presentation) X4 estimates that its target market in the US for chronic neutropenia patients are those who suffer more than two serious infection events ("SIEs") per year (approximately 5,000 patients i.e. 25% of all CN patients). An SIE is defined by X4 as an infection that requires hospitalization, IV antibiotics and/or results in disability or death. Presumably, if Mavorixifor obtains FDA approval in WHIM, and if the Phase 1b trial results are encouraging in chronic neutropenia, the odds of obtaining approval for Mavorixafor in all types of chronic neutropenia increase significantly. X4 anticipates that it will have greater clarity on the path forward for Mavorixafor in the non-WHIM CN indications next year. X4 Pharmaceuticals, Inc.: Corporate Summary XFOR data by YCharts Symbol: XFOR (Nasdaq): 52-week share price high and low- $6.18 to $0.86 Share price close of September 14, 2022: $1.12 Market Cap: $91,750,000 assuming 86,516,563 common shares outstanding (including the 13,276,279 pre-funded June 30, 2022 $55 million private placement financing warrants described below, as well as an additional 4.6 million previously issued pre-funded warrants, which I am including as equivalent to common shares for the purpose of this calculation) Common Shares outstanding as of June 20, 2022 - 30,991,198 (Source: X4 Form 10-Q, filed August 4, 2022) X4 Financial Snapshot (X4 August 2022 Corporate Presentation) Cash: Pro-forma of $101 Million following June 30th, 2022 financing. See X4's Slide above. $55 Million Private Placement announced June 30, 2022 (closed July 6, 2022) Unit price of $1.095, under which 37,649,086 common shares were issued, 13,276,279 pre-funded warrants were issued to purchase 13,276,279 common shares at an exercise price of $0.001; and accompanying 50,925,365 warrants were issued with an exercise price of $1.095, with a 60 month expiry period. (Source: X4 Form 10-Q filed with the SEC on August 4, 2022) Summary of Estimated Common Shares (or equivalent pre-funded Warrants) 86,516,563 common shares (including 13,276,279 pre-funded Warrants from the June 30th financing, as well as 4.6 million pre-funded Warrants from earlier financing, which I am treating as common shares for the purposes of calculating market cap and most other purposes) (Foregoing calculation confirmed by X4's CFO by email) 50,925,365 warrants outstanding (from the June 30 private placement) with an exercise price of $1.095 (expiring on or about July 6, 2027) Additional Warrants outstanding: 3.9 million Class A warrants have a 2024 expiry and $13.20 exercise price; 5.4 million Class B warrants have a $1.50 exercise price and an effective expiry date 30 days post Phase 3 WHIM data (which is expected to be released in Q4).(Source: X4 Form 10-Q and email confirmation from X4's CFO) Stock Options Outstanding as of June 30, 2022: 1,746,638 options at a weighted average exercise price of $8.59 and 7.5 years before expiry (Source: X4 Form 10-Q) Long Term Secured Debt: Hercules Loan Agreement, as Amended: $33,097,000 outstanding as of June 30, 2022 to Hercules Capital Inc. ("Hercules") with an effective annual rate as of June 30 of 10.9% per annum. Subject to meeting certain milestone events, the monthly loan payments are interest only until February 1, 2023 (possibly extended to August 1, 2023 or possibly extended to February 1, 2024 as described below); subject to certain amended terms, thereafter monthly interest and principal payments are to be made; the Hercules loan matures on July 1, 2024. (Source: X4 Form 10-Q, Note 7). On June 30, 2022, X4 entered into Amendment No. 4 to the Hercules Loan Agreement which added two milestones: the first was to extend the interest-only payments from February 1, 2023 to August 1, 2023, provided X4 raised $50 million (achieved) and achieve Performance Milestone III as defined in the Hercules Loan Agreement but not disclosed in the Form 10-Q. (Source: Note 7 of Form 10-Q). To achieve the second milestone which would extend the interest-only monthly payment portion of the Hercules loan to February 1, 2024 the Company has to raise an additional $25,000,000 and file a New Drug Application for Mavorixafor for the treatment of WHIM syndrome. In addition, there is a requirement under the Hercules Loan Agreement that X4 maintain a minimum cash balance of $30,000,000 (in which Hercules has a first position security interest security). The $30,000,000 cash minimum can be reduced to $20,000,000 following the achievement of Performance Milestone III. If and when X4 files a New Drug Application for Mavorixafor for the treatment of WHIM syndrome, that covenant is extinguished. (Source: Note 7, Form 10-Q)
Seeking Alpha Jul 20

X4 Pharma to focus resources on lead drug candidate, cut workforce by about 20%

X4 Pharmaceuticals (NASDAQ:XFOR) on Wednesday said it would streamline its resources to focus on its lead drug candidate for neutropenic disorders, discontinue further work on oncology programs and reduce its workforce by about 20%. The company's lead clinical candidate mavorixafor is being evaluated for chronic neutropenic disorders, including WHIM syndrome, which is a rare immunodeficiency disorder. X4 (XFOR) also said it would progress its pre-clinical and clinical oncology efforts only through potential partnerships and would discontinue its own work on oncology programs. XFOR expects these measures to reduce its expenditures by $5M in 2022 and $20M in 2023. XFOR stock -3.5% to $1.10 in aftermarket trading.
Seeking Alpha Jul 01

X4 Pharmaceuticals to raise $55M in stock and warrants offering, debt facility amended

X4 Pharmaceuticals (NASDAQ:XFOR) agreed to sell 50.9M shares and warrants to certain institutional accredited investors in a private investment in public equity financing. The purchase price per share and accompanying warrant is $1.095; warrants may be exercised at any time on or after the closing date and through the fifth anniversary of the closing date. Gross proceeds expected to be ~$55M; if exercised for cash, the warrants would result in additional gross proceeds of ~$55M. Offer closing is expected to occur on or about July 6, 2022. Proceeds to be used for continued clinical development and commercial readiness of its lead candidate, mavorixafor, and for business development activities, working capital, and general corporate purposes. Also, concurrently the company entered into an amendment to its loan and security agreement with Hercules Capital for extending the interest-only period of its loan facility by up to twelve months into 2024. This would lead to a potential reduction of X4's cash burn by $20M over the interest-only period.

Previsioni di crescita degli utili e dei ricavi

NasdaqCM:XFOR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028130-88-76-762
12/31/20279-113-83-833
12/31/20269-99-83-823
3/31/20269-100-93-93N/A
12/31/202535-79-89-86N/A
9/30/202534-95-106-103N/A
6/30/202533-102-112-109N/A
3/31/20253115-120-110N/A
12/31/20243-37-138-131N/A
9/30/20241-17-133-126N/A
6/30/2024118-120-112N/A
3/31/2024N/A-129-104-104N/A
12/31/2023N/A-101-97-97N/A
9/30/2023N/A-111-88-88N/A
6/30/2023N/A-131-86-86N/A
3/31/2023N/A-96-83-83N/A
12/31/2022N/A-96-77-77N/A
9/30/2022N/A-103-77-77N/A
6/30/2022N/A-102-72-72N/A
3/31/2022N/A-100-73-73N/A
12/31/2021N/A-103-72-71N/A
9/30/2021N/A-85-70-69N/A
6/30/2021N/A-82-71-69N/A
3/31/2021N/A-78-63-62N/A
12/31/20203-62-60-59N/A
9/30/20203-55-52-51N/A
6/30/20203-55-50-49N/A
3/31/20203-53-53-52N/A
12/31/2019N/A-53N/A-48N/A
9/30/2019N/A-55N/A-46N/A
6/30/2019N/A-46N/A-39N/A
3/31/2019N/A-40N/A-31N/A
12/31/2018N/A-36N/A-25N/A
9/30/2018N/A-31N/A-23N/A
12/31/2017N/A-25N/A-21N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che XFOR rimarrà non redditizia nei prossimi 3 anni.

Guadagni vs Mercato: Si prevede che XFOR rimarrà non redditizia nei prossimi 3 anni.

Guadagni ad alta crescita: Si prevede che XFOR rimarrà non redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di XFOR ( 65.9% all'anno) crescerà più rapidamente del mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di XFOR ( 65.9% all'anno) crescerà più rapidamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di XFOR è previsto essere elevato tra 3 anni


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 12:33
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

X4 Pharmaceuticals, Inc. è coperta da 8 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Leah Rush CannBrookline Capital Markets
Arlinda LeeCanaccord Genuity
Michael SchmidtGuggenheim Securities, LLC