NASDAQ$XENE

Xenon Pharmaceuticals Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Xenon Pharmaceuticals reported its financial results for the fourth quarter and full year ended December 31, 2024.

Xenon Pharmaceuticals reported a net loss of $65.7 million for Q4 2024, an increase from $44.7 million in Q4 2023, primarily due to higher research and development expenses. The company anticipates having sufficient cash to fund operations into 2027.

  • Net loss for Q4 2024 was $65.7 million, compared to $44.7 million for the same period in 2023.
  • Research and development expenses increased to $59.5 million in Q4 2024 from $41.1 million in Q4 2023.
  • General and administrative expenses rose to $18.0 million in Q4 2024 from $12.6 million in Q4 2023.
  • Cash and cash equivalents and marketable securities stood at $754.4 million as of December 31, 2024.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.84

Previous: -$0.64-31.2%
R&D Expenses

$59.5M

No prior period
G&A Expenses

$18M

No prior period
Other Income

$7.94M

No prior period
Income Tax Expense

$3.85M

No prior period
Unrealized Gain on Securities

-$2.95M

No prior period
Weighted Avg Shares

78.4M

No prior period
Net Income

-$65.7M

Previous: -$44.7M-46.8%
Operating Income

-$77.5M

Previous: -$53.7M-44.3%

Revenue & EPS history

Xenon Pharmaceuticals · Revenue · Quarterly

$0

Q4 2024
Beat estimate in 3 of 11 quarters(27%)
ActualEstimate

Forward guidance

Xenon Pharmaceuticals anticipates a catalyst-rich period over the next 12 to 24 months, with significant advancements in its pipeline and potential commercial launch of azetukalner.

Tailwinds

  • Phase 3 topline data from azetukalner FOS epilepsy program planned for H2 2025, supporting NDA filing and potential commercial launch.
  • First of three planned Phase 3 azetukalner MDD studies underway, with a second study on track to initiate mid-year.
  • Phase 3 azetukalner bipolar depression program planned for clinical trial initiation mid-year.
  • Early-stage portfolio advancing with Kv7 and Nav1.7 IND filings anticipated in 2025.
  • Neurocrine collaboration achieved a milestone with the initiation of a Phase 1 study of Nav1.2/Nav 1.6 inhibitor, triggering a $7.5 million milestone payment.

Headwinds

  • Sherry Aulin, CFO, plans to step down by June 30, 2025, which may lead to a transition period.
  • Clinical trials may not demonstrate safety and efficacy of product candidates.
  • Promising preclinical or early clinical trial results may not be replicated in later clinical trials.
  • Assumptions regarding planned expenditures and cash sufficiency may be incorrect.
  • Regulatory agencies may impose additional requirements or delay clinical trial initiation/completion.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-1.2%

Avg return

Earnings day

-1.4%

Avg return

5 days after

+0.8%

Avg return

30 days after

39%

19 / 49 earnings

Positive

+15.8%

Q2 2018

Best reaction

-17.5%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.5%-6.1%-11.8%
Q4 2025-3.7%-4.2%+21.3%
Q3 2025-4.9%-7.0%+8.5%
Q2 2025+5.5%+12.1%+9.1%
Q1 2025+2.3%+0.7%+5.7%
Q4 2024-3.4%-3.0%-10.6%
Q3 2024-4.8%-9.6%-10.5%
Q1 2024-5.6%-5.5%-12.2%
Q4 2023-2.1%-3.8%-10.0%
Q3 2023-5.6%-6.6%+20.6%
Q2 2023+8.6%+6.2%+7.9%
Q1 2023-3.2%-5.5%+0.0%
Q4 2022-5.3%-5.9%-9.3%
Q3 2022-4.9%-1.0%+5.1%
Q2 2022+0.1%-4.4%-3.3%
Q1 2022+5.9%+17.1%+16.7%
Q4 2021+3.3%-4.6%-3.6%
Q3 2021-10.1%-10.1%-26.7%
Q2 2021+6.3%+5.6%+3.9%
Q1 2021-4.0%-4.5%+4.6%
Q4 2020+8.2%+6.6%-4.2%
Q3 2020-2.3%+1.1%-0.4%
Q2 2020-2.1%-3.6%-1.9%
Q1 2020+4.3%-3.6%-9.4%
Q4 2019-9.3%-18.7%-10.3%
Q3 2019+0.9%-0.2%+53.9%
Q2 2019+0.6%+4.0%+10.2%
Q1 2019-4.6%-6.6%+8.7%
Q4 2018+7.3%+6.3%+18.8%
Q3 2018-5.7%-9.7%-29.4%
Q2 2018+15.8%+23.7%+38.4%
Q1 2018+0.0%-1.7%+5.0%
Q4 2017+6.2%+17.3%+22.2%
Q3 2017-17.5%-22.2%-25.4%
Q2 2017-4.8%-7.9%+1.6%
Q1 2017-2.4%-1.2%-7.1%
Q4 2016+0.0%+0.0%-54.2%
Q3 2016-2.5%-1.3%-0.6%
Q2 2016+1.5%+3.6%+9.6%
Q1 2016+0.7%
Q4 2015-1.1%
Q3 2015-1.7%
Q2 2015-6.0%
Q1 2015+0.7%
Q4 2012+6.1%
Q3 2014+6.1%
Q4 2014-5.5%
Q3 2013-9.7%
Q4 2013-9.7%
Q1 2014
Q2 2013
Q1 2013
Q3 2012

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