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XEXENE

Xenon Pharmaceuticals Inc.

$XENE·$5.4B·Biotechnology·Healthcare
$68.92-2.9%YTD+52.5%1Y+109.0%
Mentions · last 7 days
2026-07-04: 0 posts2026-07-05: 0 posts2026-07-06: 2 posts2026-07-07: 7 posts2026-07-08: 47 posts2026-07-09: 24 posts2026-07-10: 6 posts86
Price updated 13h ago·X counts updated 13h ago
XEXENE
$XENEXenon Pharmaceuticals Inc.
$68.92-2.87%86 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-11

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

CNS biotech near 52-week highs with a $22M fresh institutional buy ahead of an FDA filing.

Xenon Pharmaceuticals is a clinical-stage biopharma developing therapies for neurological disorders — with a lead epilepsy candidate approaching a specific FDA filing milestone that dominates the equity's forward story.

  • The $22M institutional buy is the specific structural signal: a fund made a fresh $22M Xenon Pharmaceuticals buy ahead of an FDA filing — the specific institutional-conviction move that reflects informed positioning into a real regulatory catalyst.
  • Fundamentals confirm this is entirely catalyst-driven: pre-revenue with a -30% ROIC and -6% FCF yield — the equity is priced against the FDA filing outcome and the subsequent commercial-launch trajectory, and the FY26 EPS estimate of -$4.75 reflects continued burn.
  • The tape is at 91% of the 52-week range: shares 23% above the 50-day and 43% above the 200-day moving average — momentum-ratifying conviction into the catalyst window, though the setup is heavily loaded ahead of a specific regulatory event.
  • The insider signal is quiet: no open-market officer sales or buys in the file — no negative tell, though the inducement-grants filings reflect standard management-compensation activity.

The August 10 earnings is a burn-rate check but the real forward driver is the FDA filing outcome. A confirmed FDA filing with clean review-cycle commentary restarts the trend and validates the $22M institutional-buy signal. A filing delay or a soft regulatory-milestone update turns event-ahead into a real cooling — catalyst-driven biotechs at 91% of the 52-week range have limited cushion for a soft regulatory update.

What to watch: August 10 earnings and the FDA filing — a confirmed FDA filing with clean review-cycle commentary restarts the trend and validates the $22M institutional-buy signal; a filing delay or soft regulatory-milestone update turns event-ahead into real cooling, and catalyst-driven biotechs at 91% of 52-week range have limited cushion.

On the calendar: 2026-08-10 — Q2 2026 earnings

no sentimentpre revenue

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)
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What it does

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

Xenon Pharmaceuticals Inc. is a clinical-stage biopharmaceutical company dedicated to discovering and advancing innovative treatments for individuals living with neurological disorders. The company operates primarily from its headquarters in Burnaby, Canada. Its robust clinical pipeline showcases several promising candidates: XEN496, an activator of Kv7 potassium channels, is currently in Phase III clinical trials for KCNQ2 developmental and epileptic encephalopathy. Another Kv7 potassium channel activator, XEN1101, is progressing through Phase II trials, targeting epilepsy and a range of other neurological conditions. The portfolio also includes NBI-921352, a selective inhibitor of the Nav1.6 sodium channel, which is undergoing Phase II clinical evaluation for SCN8A developmental and epileptic encephalopathy, alongside investigations for adult focal epilepsy and other potential indications. Furthermore, XEN007, a central nervous system-acting calcium channel modulator, is also in Phase II development. Beyond its internal development, Xenon Pharmaceuticals has established strategic collaborations. This includes a licensing and development agreement with Neurocrine Biosciences, Inc. focused on epilepsy treatments, and a partnership with Flexion Therapeutics, Inc. to advance PCRX301 (also known as XEN402), a Nav1.7 inhibitor, for post-operative pain management. Established in 1996, the company continues its mission to address significant unmet medical needs in neurology.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

IBB +2.9% on GLP-1 pipeline momentum and MRNA's post-9-0 FDA vote continuation — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+13.2%YTD
+43.7%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
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%
Q2 2025Aug 11, 2025$-1.07$-1.03-3.9%
Next earningsMon, Aug 10·consensus EPS $-1.16

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.0.8×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.91%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.+22.6%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.+43.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 78.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% 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.β0.615-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

SellJun 5Gary PatouDirector1.3K sh$70KSellJun 5Gillian CannonDirector1.2K sh$63KSellMar 13Kenney Christopher JohnChief Medical Officer1.4K sh$78KSellMar 13Andrea DifabioChief Legal Officer1.3K sh$74KSellMar 13Ian MortimerCEO7.3K sh$404KSellMar 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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Recent news

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

Xenon Pharmaceuticals Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·9d agoXenon Pharmaceuticals Stock Gains 22% in Six Months: Here's Whyzacks.com·18d agoXenon Pharmaceuticals Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·43d agoXenon Pharmaceuticals Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·43d agoWhat to Know About This Fund’s New $22 Million Xenon Pharmaceuticals Buy Ahead of an FDA Filingfool.com·54d ago

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