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Xenon Pharmaceuticals Inc.NasdaqGM:XENE 株式レポート

時価総額 US$5.3b
株価
US$54.12
US$58.58
7.6% 割安 内在価値ディスカウント
1Y77.5%
7D-3.4%
1D
ポートフォリオ価値
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Xenon Pharmaceuticals Inc.

NasdaqGM:XENE 株式レポート

時価総額:US$5.3b

Xenon Pharmaceuticals(XENE)株式概要

神経科学に特化したバイオ医薬品企業であるゼノン・ファーマシューティカルズ・インクは、神経疾患や精神疾患の患者を治療するための治療薬の発見、開発、提供に取り組んでいる。 詳細

XENE ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長2/6
過去の実績0/6
財務の健全性5/6
配当金0/6

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Xenon Pharmaceuticals Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Xenon Pharmaceuticals
過去の株価
現在の株価US$54.12
52週高値US$63.95
52週安値US$28.19
ベータ0.65
1ヶ月の変化-4.04%
3ヶ月変化28.16%
1年変化77.50%
3年間の変化33.60%
5年間の変化186.20%
IPOからの変化415.43%

最新ニュース

Seeking Alpha Apr 22

Xenon's Phase 3 Supports A 'Buy' Despite Its Premium

Summary Xenon Pharmaceuticals Inc.’s bull case improved after X-TOLE2 showed robust focal seizure reduction in a highly refractory patient population. Azetukalner’s differentiated Kv7 mechanism, once-daily dosing, and no-titration profile may help its future adoption, especially for polytreated epilepsy patients. XENE plans its NDA submission in Q3 2026, which would be a key transition toward potential commercialization and revenues. XENE also has ample liquidity after recent equity raises, which I think materially reduces its risk despite the ongoing cash burn. I believe XENE stock’s valuation already reflects its success to some extent. So, further upside likely depends on new indications and commercial execution. Read the full article on Seeking Alpha
新しいナラティブ Mar 27

Epilepsy And Depression Pipeline Will Define Fair Long Term Outlook

Catalysts About Xenon Pharmaceuticals Xenon Pharmaceuticals is a neuroscience focused biopharma company developing ion channel based therapies for epilepsy, depression, bipolar disorder and pain. What are the underlying business or industry changes driving this perspective?

Recent updates

Seeking Alpha Apr 22

Xenon's Phase 3 Supports A 'Buy' Despite Its Premium

Summary Xenon Pharmaceuticals Inc.’s bull case improved after X-TOLE2 showed robust focal seizure reduction in a highly refractory patient population. Azetukalner’s differentiated Kv7 mechanism, once-daily dosing, and no-titration profile may help its future adoption, especially for polytreated epilepsy patients. XENE plans its NDA submission in Q3 2026, which would be a key transition toward potential commercialization and revenues. XENE also has ample liquidity after recent equity raises, which I think materially reduces its risk despite the ongoing cash burn. I believe XENE stock’s valuation already reflects its success to some extent. So, further upside likely depends on new indications and commercial execution. Read the full article on Seeking Alpha
新しいナラティブ Mar 27

Epilepsy And Depression Pipeline Will Define Fair Long Term Outlook

Catalysts About Xenon Pharmaceuticals Xenon Pharmaceuticals is a neuroscience focused biopharma company developing ion channel based therapies for epilepsy, depression, bipolar disorder and pain. What are the underlying business or industry changes driving this perspective?
新しいナラティブ Mar 09

Late Stage Neuroscience Pipeline Will Transform Ion Channel Franchise Over The Coming Years

Catalysts About Xenon Pharmaceuticals Xenon Pharmaceuticals is a neuroscience focused biopharma company developing ion channel targeted medicines for epilepsy, neuropsychiatric conditions and pain. What are the underlying business or industry changes driving this perspective?
分析記事 Oct 01

Xenon Pharmaceuticals (NASDAQ:XENE) Is In A Good Position To Deliver On Growth Plans

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha Apr 18

Xenon- A Later Stage Story

Summary Xenon's lead asset, azetukalner, shows promise in treating focal onset seizures with positive phase IIb results and upcoming phase III data expected by end of 2025. Azetukalner's unique Kv7 potassium channel mechanism and rapid onset of action could address unmet needs in treatment-resistant epilepsy and potentially depression. Financially stable, Xenon is well-funded into 2027, with potential $1Bn market opportunity if azetukalner succeeds in focal onset seizures and expands into other indications. Despite broader biotech market challenges, Xenon's strong efficacy and safety data position it well, with significant interest from major pharma in neurology and neuropsychiatry. Read the full article on Seeking Alpha
Seeking Alpha Jan 16

Xenon Pharmaceuticals: 2025 Could Be Pivotal For Azetukalner's Epilepsy Potential

Summary Xenon Pharmaceuticals' Azetukalner has good Phase 2 data for MDD using Kv7 potassium channels. This also gives it a good safety profile. The company has robust financials with a runway that should last into 2027 or more. So, I think it should have enough resources to take its late-stage pipeline to approval. Epilepsy and MDD have an attractive TAM of several billions of dollars in the US and abroad. XENE could tap into these niche markets over time. I also believe its late-stage IP is diversified with ion channel modulators for pain and other neurological conditions. So it’s not overly exposed to Azetukalner. I concede that XENE has a premium valuation, but I think 2025 will provide significant clinical data that could justify a “Buy” rating at these levels. Read the full article on Seeking Alpha
Seeking Alpha Aug 09

Xenon Pharmaceuticals: Good Data In Epilepsy, But Doubts Remain

Summary Xenon Pharmaceuticals is a Canadian biopharma company targeting neurological diseases with a focus on ion channel-blocking technology. The clinical stage asset, azetukalner, is in late stage development for epilepsy and Major Depressive Disorder, showing promising results in reducing seizure frequency. Despite a history of failures and low trading volume, Xenon has a strong cash position and upcoming catalysts in phase 3 trials for their lead asset. Read the full article on Seeking Alpha
Seeking Alpha Feb 08

Xenon Pharmaceuticals: Analysts Still Positive Despite Recent Trial 'Setbacks'

Summary Today, we focused on Xenon Pharmaceuticals Inc., a clinical-stage biopharmaceutical company focused on developing therapeutics for neurological disorders. The company has experienced "setbacks" in recent trials, but its primary drug candidate, XEN1101, shows significant potential for treating epilepsy. Xenon has initiated Phase 3 clinical trials for XEN1101 and has received myriad positive ratings from analysts, but the stock may be vulnerable to profit-taking. An analysis around Xenon Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Oct 19

Xenon started at outperform at Raymond James on experimental epilepsy drug

Raymond James has initiated Xenon Pharmaceuticals (NASDAQ:XENE) with an outperform rating citing the blockbuster potential of XEN1101, currently in phase 2 for epilepsy. The firm has a $52 price target (~46% upside based on Tuesday's close). Analyst Danielle Brill is confident that XEN1101 will be successful given its strong phase 2 results. She predicted a greater than $1B peak sales opportunity. Xenon (XENE) plans to initiate two identical phase 3 clinical trials. She noted that the the candidate, which is also under development for major depressive disorder, could further benefit from proof-of-concept data in that indication expected in 2023. Brill added that the company's pipeline also presents growth opportunities with XEN496 in KCNQ2 developmental and epileptic encephalopathy (KCNQ2-DEE), and NBI-921352 for SCN8A developmental and epileptic encephalopathy (SCN8A-DEE). XEN1101 is also under investigation for primary generic clonic tonic seizures (PGTCS). In August, BofA started Xenon (XENE) with a buy rating also citing the blockbuster potential of XEN1101 for epilepsy.
Seeking Alpha Sep 06

Putting Xenon Pharmaceuticals Back In The Spotlight

Summary Today, we are revisiting Xenon Pharmaceuticals for the first time in 2022. The company is well-funded and advancing several compounds in its pipeline, one of which might have blockbuster potential. An investment analysis follows in the paragraphs below. "Potential has a shelf life." - Margaret Atwood We last looked in on Xenon Pharmaceuticals (XENE) nearly nine months ago. In the summary of that article, the conclusion was that the company had some promising attributes and was worthy of a small 'watch item' via covered call positions. That turned out to be a profitable trade. Time for another potential round trip? We update the investment thesis on Xenon below. Seeking Alpha Company Overview: Xenon Pharmaceuticals is a clinical-stage biotech company focused on developing therapeutics to treat patients with neurological disorders. The company is based just outside of Vancouver, Canada. The stock trades just under $40.00 a share and sports an approximate market cap just north of $2.4 billion. August Company Presentation The company has several compounds in development as can be seen by the pipeline chart above. August Company Presentation The most important asset in development is a candidate called for the moment XEN1011. This is a next generation Kv7 potassium channel opener with potential applications in treating the focal onset seizures which occurs in epileptics as well as other potential neurological disorders. August Company Presentation A Phase 2b trial produced encouraging results in the fourth quarter of last year. The company then disclosed new, compelling efficacy data from that study 'X-TOLE' in June of this year. A Phase 2 study 'X-TOLE2' should initiate by the end of this year, followed shortly by a Phase 3 trial X-TOLE3. If successful, the company plans to submit a market application around this compound to treat epilepsy. August Company Presentation The compound is also in development for other neurological disorders. The company currently has a Phase 2 'X-NOVA' study underway examining XEN1101 in major depressive disorder or MDD. This trial in parallel with an investigator-led Phase 2 MDD study led by Xenon's collaborators at Mount Sinai. Topline results should be out in 2023. August Company Presentation XEN1101 is also now targeting primary generalized tonic clonic seizures or PGTCS. Management plans to initiate a Phase 3 clinical trial, called X-ACKT, to support potential regulatory submissions in PGTCS. This study should kick soon after initiation of the X-TOLE2 trial. August Company Presentation Another compound 'XEN496' is being developed to treat rare KCNQ2-DEE pediatric epilepsy. A Phase 3 study called EPIK, is ongoing to evaluate the efficacy, safety, and tolerability of XEN496 administered as adjunctive treatment in approximately 40 pediatric patients aged one month to less than six years with KCNQ2-DEE. This trial should complete sometime in 2023. August Company Presentation Finally the company has licensed a selective Nav1.6 sodium channel inhibitor 'XEN901', now known as NBI-921352, to Neurocrine Biosciences (NBIX). That compound is in Phase 2 development for a couple of indications. As the result of this licensing agreement, Xenon has the potential to receive certain clinical, regulatory, and commercial milestone payments, as well as future sales royalties on any eventual commercialization. Analyst Commentary & Balance Sheet: Since second quarter results were posted on August 9th, five analyst firms including Needham and Wedbush have reissued Buy ratings on XENE. Price targets proffered ranged from $46 to $52 a share. On August 29th, Bank of America initiated the shares as a new Buy with a $45 a share price target. Here is the commentary from the bank's analyst at the time of that call.
Seeking Alpha Aug 29

Xenon initiated with Buy at BofA citing potential of anti-seizure drug

Bank of America launched its coverage on clinical-stage biotech Xenon Pharmaceuticals Inc. (NASDAQ:XENE) with a Buy rating on Monday, arguing that the company’s mid-stage epilepsy candidate XEN1101 is poised to become a blockbuster drug. XEN1101 belongs to a class of drugs known as Kv7 potassium channel openers, and the drug is expected to undergo its Phase 3 program in H2 2022, XENE said this month.   The analysts led by Jason M. Gerberry point to the blockbuster potential of XEN1101 ahead of important catalysts for its safety data, second confirmatory, and label expansion studies. The ease of use, novel mechanism of action, and strong efficacy differentiate XEN1101 from other anti-seizure medications, the team with a $48 per share target on XENE argued. Wall Street stands firmly behind the prospects of Xenon (XENE) with eleven Buy ratings and no Hold or Sell ratings.
Seeking Alpha Dec 13

Sizing Up Xenon Pharmaceuticals

Today, we look at Xenon Pharmaceuticals, a clinical-stage biotech concern with several products advancing in its pipeline. The stock recently has surged on top of positive mid-stage trial results. The shares have also seen some insider buying lately as well. A full investment analysis follows in the paragraphs below.

株主還元

XENEUS BiotechsUS 市場
7D-3.4%-1.6%-0.8%
1Y77.5%34.4%27.1%

業界別リターン: XENE過去 1 年間で34.4 % の収益を上げたUS Biotechs業界を上回りました。

リターン対市場: XENE過去 1 年間で27.1 % の収益を上げたUS市場を上回りました。

価格変動

Is XENE's price volatile compared to industry and market?
XENE volatility
XENE Average Weekly Movement14.8%
Biotechs Industry Average Movement11.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

安定した株価: XENEの株価は、 US市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: XENEの 週次ボラティリティ は、過去 1 年間で8%から15%に増加しました。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1996364Ian Mortimerwww.xenon-pharma.com

神経科学に特化したバイオ医薬品企業であるゼノン・ファーマシューティカルズ・インクは、神経疾患や精神疾患の患者を治療するための治療薬の発見、開発、提供に取り組んでいる。同社の製品候補には、焦点発作や一次性全般性強直間代発作などのてんかんや、大うつ病性障害や双極性うつ病などの精神神経疾患の治療薬として第3相臨床開発段階にある、新規の強力なKv7カリウムチャネル開口薬であるアゼツカルナーなどがある。さらに、フェーズ1の単回/複数回投与の製品には、疼痛治療薬としてナトリウムチャネルを標的とするXEN1701とKv7カリウムチャネルを標的とするXEN1120がある。同社はNeurocrine Biosciences, Inc.と、Nav1.2/1.6ナトリウムチャネル阻害剤NBI-921355の開発に関するライセンスおよび共同研究契約を結んでおり、特定のてんかんの治療薬として臨床第1相試験を実施中。ゼノン・ファーマシューティカルズ・インクは1996年に設立され、カナダのバーナビーに本社を置いている。

Xenon Pharmaceuticals Inc. 基礎のまとめ

Xenon Pharmaceuticals の収益と売上を時価総額と比較するとどうか。
XENE 基礎統計学
時価総額US$5.29b
収益(TTM)-US$383.16m
売上高(TTM)n/a
0.0x
P/Sレシオ
-13.7x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
XENE 損益計算書(TTM)
収益US$0
売上原価US$328.25m
売上総利益-US$328.25m
その他の費用US$54.92m
収益-US$383.16m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-3.96
グロス・マージン0.00%
純利益率0.00%
有利子負債/自己資本比率0%

XENE の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 11:38
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Xenon Pharmaceuticals Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Brian SkorneyBaird
Jason Matthew GerberryBofA Global Research
John NewmanCanaccord Genuity