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Xenon Pharmaceuticals Inc.NasdaqGM:XENE 주식 보고서

시가총액 US$5.2b
주가
US$53.90
US$58.58
8.0% 저평가 내재 할인율
1Y89.2%
7D-1.4%
1D
포트폴리오 가치
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Xenon Pharmaceuticals Inc.

NasdaqGM:XENE 주식 리포트

시가총액: US$5.2b

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Xenon Pharmaceuticals Inc. 경쟁사

가격 이력 및 성과

Xenon Pharmaceuticals 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$53.90
52주 최고가US$63.95
52주 최저가US$28.19
베타0.65
1개월 변동-0.66%
3개월 변동19.99%
1년 변동89.19%
3년 변동39.89%
5년 변동187.77%
IPO 이후 변동413.33%

최근 뉴스 및 업데이트

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
새로운 내러티브 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
새로운 내러티브 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?
새로운 내러티브 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?
분석 기사 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.

주주 수익률

XENEUS BiotechsUS 시장
7D-1.4%2.9%2.5%
1Y89.2%33.0%26.4%

수익률 대 산업: XENE은 지난 1년 동안 33%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: XENE은 지난 1년 동안 26.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is XENE's price volatile compared to industry and market?
XENE volatility
XENE Average Weekly Movement14.9%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

안정적인 주가: XENE의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.

시간에 따른 변동성: XENE의 주간 변동성은 지난 1년간 8%에서 15%로 증가했습니다.

회사 소개

설립직원 수CEO웹사이트
1996364Ian Mortimerwww.xenon-pharma.com

신경과학에 중점을 둔 바이오 제약 회사인 제논 파마슈티컬스는 신경 및 정신 질환 환자를 치료하기 위한 치료제의 발견, 개발 및 공급에 종사하고 있습니다. 이 회사의 제품 후보로는 국소발작, 원발성 전신 강직성 간대성 발작을 포함한 뇌전증과 주요 우울 장애 및 양극성 우울증과 같은 신경정신질환 치료를 위해 임상 3상 개발 중인 새롭고 강력한 Kv7 칼륨 채널 개방제인 아제투칼너가 있습니다. 또한 회사의 1상 단일용량/다중용량 상승형 제품으로는 통증 치료를 위한 나트륨 채널을 타깃으로 하는 XEN1701과 Kv7 칼륨 채널을 타깃으로 하는 XEN1120이 있습니다.

Xenon Pharmaceuticals Inc. 기초 지표 요약

Xenon Pharmaceuticals의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
XENE 기초 통계
시가총액US$5.22b
순이익 (TTM)-US$383.16m
매출 (TTM)n/a
0.0x
주가매출비율(P/S)
-13.6x
주가수익비율(P/E)

XENE는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
XENE 손익계산서 (TTM)
매출US$0
매출원가US$328.25m
총이익-US$328.25m
기타 비용US$54.92m
순이익-US$383.16m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)-3.96
총이익률0.00%
순이익률0.00%
부채/자본 비율0%

XENE의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 23:20
종가2026/05/27 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Xenon Pharmaceuticals Inc.는 25명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brian SkorneyBaird
Jason Matthew GerberryBofA Global Research
John NewmanCanaccord Genuity