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XEXENE

Xenon Pharmaceuticals Inc.

$XENE·$6.1B·Biotechnology·Healthcare
$60.61-0.3%YTD+41.6%1Y+59.2%
Mentions · last 7 days
2026-08-16: 5 posts2026-08-17: 10 posts2026-08-18: 3 posts2026-08-19: 1 posts2026-08-20: 3 posts2026-08-21: 9 posts2026-08-22: 3 posts34+24%
Price updated 4m ago·X counts updated 2d ago
XEXENE
$XENEXenon Pharmaceuticals Inc.
$60.61-0.26%34 posts+24%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $XENE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-20

Catching its breath after a run — could pick back up or fade from here.

CNS biotech with an azetukalner NDA filing ahead and buyout chatter fueling the tape — the run has paused as the M&A speculation cools.

Xenon Pharmaceuticals is a clinical-stage CNS biotech built around azetukalner (an oral Kv7 potassium channel opener) targeting focal-onset epilepsy with an NDA filing pending, and a follow-on major depressive disorder (MDD) expansion program. The stock is up 42% year-to-date on a combination of pipeline progression and CNS-sector M&A speculation (ATAI/Lilly deal was called out as the trigger).

  • The pipeline setup is real: azetukalner is at the NDA stage for focal-onset epilepsy, and the MDD expansion program (a $10B+ addressable market) is the growth optionality on top of the base epilepsy franchise — the sell-side model has the drug hitting commercial in 2027-2028.
  • The M&A chatter has been driving the tape: the stock traded up to $70+ intraday on buyout speculation last week after the ATAI-Lilly deal, and one poster spent $100K+ in the past week — CNS-space M&A is a real theme, but the buyout timing is unknown and speculation is not underwriting.
  • The valuation prices near-term commercial success: $6.1B market cap with zero revenue and roughly $4.75 annual loss per share on the FY26 consensus — this only sustains if the azetukalner NDA approval and launch executes cleanly or a strategic buyer bids.

Trajectory is cooling at 72% of the 52-week range as the buyout chatter has faded from last week's spike; the Nov 2 print needs to confirm the NDA filing timing plus MDD trial progress — an NDA delay or a soft MDD Phase 2 signal breaks the setup, and the M&A chatter alone won't sustain the current tape.

Agrees with X sentimentX's grouping of XENE with RAPP/CMPS/PRAX and the ATAI-Lilly-triggered CNS-M&A framing is on the tape — the stock has ridden that theme. The unpriced tension: the M&A chatter drove the recent spike to $70+ but has cooled, so fundamentals-only need to deliver from here (NDA filing plus MDD progress) or the recent run gives back.

What to watch: Nov 2 Q3 earnings plus any azetukalner NDA filing update or MDD Phase 2 signal — clean NDA filing confirms the commercial pathway; an NDA delay or a soft MDD signal breaks the buyout thesis and drops the stock materially.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-24

Xenon Pharmaceuticals ran 40% in a month with a clean chart breakout of a recent base plus a super mini-base breakout, and posters are picking XENE as a top focus name for the coming week with buyout speculation last week that traded up to $70+. Someone reportedly spent over $100K on XENE in the last week. XENE is grouped with RAPP (+180% 1Y), CMPS (+240% 1Y), and PRAX (+480% 1Y) as CNS names doing well, with ATAI's $LLY acquisition being the beginning and more CNS M&A possible by year-end.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $XENE

Neutral — Clinical-stage neurology biotech developing Kv7 potassium channel activators (XEN1101, XEN496) for epilepsy and other neurological conditions; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+52.3%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.1.0×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.68%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.-2.2%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.+17.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.635-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

SellAug 11Steven GannonDirector10.0K sh$641KSellJun 5Gary PatouDirector1.3K sh$70KSellJun 5Gillian CannonDirector1.2K sh$63KSellMar 13Kenney Christopher JohnChief Medical Officer1.4K sh$78KSellMar 13Ian MortimerCEO7.3K sh$404KSellMar 13Andrea DifabioChief Legal Officer1.3K sh$74KSellMar 10Kenney Christopher JohnChief Medical Officer2.8K sh$167KSellMar 10Andrea DifabioChief Legal Officer2.6K sh$157K
+ 24 other (13 exempts · 9 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
8-KMaterial agreementMar 128-K — Item 1.01: Material agreement · Item 8.01: Other event
424B5Prospectus supplement (offering)Mar 12424B5
424B5Prospectus supplement (offering)Mar 9424B5
8-KPress release / Reg FDMar 98-K — Item 7.01: Press release / Reg FD
+ 28 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.

Xenon Pharmaceuticals: Strong Buy On Azetukalner NDA And MDD Expansion Opportunityseekingalpha.com·13d agoXenon Pharmaceuticals Q2 Earnings Call Highlightsmarketbeat.com·17d agoXENE's Q2 Loss Narrower Than Expected, Sales Nil, Pipeline in Focuszacks.com·17d agoXenon Pharmaceuticals Inc. (XENE) Q2 2026 Earnings Call Transcriptseekingalpha.com·18d agoXenon Reports Q2 2026 Financial Results and Provides Business Updateglobenewswire.com·18d 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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