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XEXENE

Xenon Pharmaceuticals Inc.

$XENE·$3.7B·Biotechnology·Healthcare
$36.41-0.4%YTD-19.1%1Y-7.0%
Price updated 12h ago·X counts updated 3d ago
XEXENE
$XENEXenon Pharmaceuticals Inc.
$36.41-0.44%77 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $XENE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

77X posts · last 7 days
Sep 21Oct 4
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $XENE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-02

Xenon Pharmaceuticals rallies +7% on a strong CNS-basket day and community members point at 'sus movement' in early July as evidence a takeout thesis may still be building, especially given no CNS acquisitions in 1.5 years. Six data sets — including Phase 3 X-TOLE2 clinical data on azetukalner and rational polytherapy work — are set for the 16th European Epilepsy Congress in Athens. The Nav1.7 non-opioid pain market at $97B underscores the long-term angle.

Read what X is saying about $XENE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $XENE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Xenon just filed azetukalner NDA and paused psych trials — the European epilepsy congress and Nov 2 earnings are the next two catalysts.

Xenon Pharmaceuticals is a CNS-focused biopharma whose lead asset is azetukalner (potassium channel opener) for focal epilepsy. The 2026 story has been pipeline validation meeting specific regulatory progression — NDA just filed, psychiatry trials paused for tolerability review.

  • The P&L is pre-commercial: zero quarterly revenue with EPS of -$1.17 and trailing EPS prints essentially in-line on each of the last two — this is a company funded through launch, with the stock trading on data readouts and FDA progress.
  • The specific catalyst stack is clean: six data sets including Phase 3 X-TOLE2 data on azetukalner plus rational-polytherapy work at the 16th European Epilepsy Congress in Athens, the just-filed azetukalner NDA, and takeout-rumor community chatter (no CNS acquisitions in 1.5 years).

At 5.6% of its 52-week range and 28% below the 200-day going into Nov 2 earnings and the Athens congress, this is a classic drawdown-plus-catalyst coil. Positive Phase 3 X-TOLE2 data plus NDA-review timeline commentary is the trigger; a tolerability-related safety signal from the paused psych trials is the invalidation.

Agrees with X sentimentThe bullish six-data-set catalyst stack plus the takeout-rumor speculation is grounded on specific pipeline milestones. The psychiatry trial pause is a legitimate flag worth sizing around.

What to watch: Nov 2 Q3 earnings plus the European Epilepsy Congress — Phase 3 X-TOLE2 data, NDA review timeline, psychiatry trial tolerability update, and cash runway. Positive data plus NDA progress is the trigger; safety signal is the invalidation.

On the calendar: 2026-11-02 — Q3 earnings

event ahead 30dclinical catalysts

Read the AI verdict on $XENE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage neurology biotech developing Kv7 potassium channel activators (XEN1101, XEN496) for epilepsy and other neurological conditions.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $XENE.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $XENE

Neutral — Clinical-stage neurology biotech developing Kv7 potassium channel activators (XEN1101, XEN496) for epilepsy and other neurological conditions.

Top industry ETF

$IBBiShares Biotechnology ETF
+19.7%YTD
+34.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-14.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-30.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-49.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-1.11$-1.14+2.6%
Q1 2026May 7, 2026$-1.17$-1.170.0%
Q4 2025Feb 26, 2026$-1.31$-1.20-9.2%
Q3 2025Nov 3, 2025$-1.15$-1.16+0.9%
Next earningsMon, Nov 2·consensus EPS $-1.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0-100.0%——$-1.17$-89.0M
Q4 FY25$0———$-1.31$-81.8M
Q3 FY25$0———$-1.15$-72.0M
Q2 FY25$0———$-1.07$-64.4M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3M$2.1M – $2.6M-$4.75-$5.74 – -$4.1611
FY27$36.4M$28.5M – $45.6M-$4.89-$5.62 – -$3.8211
FY28$257.3M$255.7M – $258.9M-$3.28-$5.61 – $0.8614
FY29$776.7M$694.4M – $871.8M$1.18$1.02 – $1.379
FY30$1.2B$1.1B – $1.3B$4.43$3.82 – $5.1313

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-34.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 90.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.605-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 30Kelly Thomas PatrickCFO15.0K sh$560KBuySep 30Ian MortimerCEO30.0K sh$1.1MSellAug 28Kenney Christopher JohnChief Medical Officer7.1K sh$426KSellAug 11Steven GannonDirector10.0K sh$641KSellJun 5Gary PatouDirector1.3K sh$70KSellJun 5Gillian CannonDirector1.2K sh$63K
+ 18 other (9 exempts · 7 awards · 2 inkinds) in window

See when $XENE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

XENON PHARMACEUTICALS INC. (XENE) reported Q2 2026 financial results on 2026-08-06, reporting financial results details in attached press release. The press release notes: mission. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Xenon Pharmaceuticals' shareholders approved the new 2026 Equity Incentive Plan at the June 2, 2026 Annual Meeting, replacing the Amended and Restated 2014 plan, along with electing directors and voting on other annual meeting matters. Routine annual meeting — new equity plan approval refreshes the compensation structure; plan size and terms are described in the proxy statement.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeApr 138-K — Item 5.02: Officer or director change
+ 23 other (10 S-8 POSs · 6 13Gs · 2 10-Qs · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Wolf Popper LLP Continues Investigation on Behalf of Xenon Pharmaceuticals Inc. Investorsglobenewswire.com·22h agoXenon Pharmaceuticals Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·6d agoDefence Therapeutics Appoints Finance Executive Sherry Aulin to Its Board of Directorsnewsfilecorp.com·9d agoXenon Files Azetukalner NDA as It Pauses Psychiatry Trials for Tolerability Reviewmarketbeat.com·11d agoXENE Investors Have Opportunity to Join Xenon Pharmaceuticals Inc. Fraud Investigation with SBS Lawbusinesswire.com·15d ago

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Voices on X · last 7 days

No standout posts about $XENE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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