Dec 31, 2022

Xenon Pharmaceuticals Q4 2022 Earnings Report

Xenon Pharmaceuticals reported financial results for Q4 2022, highlighting the advancement of the XEN1101 Phase 3 epilepsy program and anticipated clinical milestones.

Key Takeaways

Xenon Pharmaceuticals reported no revenue for the fourth quarter of 2022. Research and development expenses were $34.8 million, and general and administrative expenses were $8.5 million, resulting in a net loss of $37.4 million. Cash and cash equivalents and marketable securities were $720.8 million as of December 31, 2022.

XEN1101 Phase 3 epilepsy program continued to advance in focal onset seizures and primary generalized tonic clonic seizures.

Topline data from XEN1101 Phase 2 X-NOVA clinical trial in major depressive disorder expected in third quarter.

Cash and cash equivalents and marketable securities were $720.8 million as of December 31, 2022.

Based on current operating plans, Xenon anticipates having sufficient cash to fund operations into 2026.

Total Revenue
$8.77K
Previous year: $3.74M
-99.8%
EPS
-$0.57
Previous year: -$0.48
+18.7%
Cash and Equivalents
$592M
Previous year: $176M
+237.0%
Free Cash Flow
-$34.5M
Previous year: -$21.2M
+62.5%
Total Assets
$754M
Previous year: $572M
+31.8%

Xenon Pharmaceuticals

Xenon Pharmaceuticals

Forward Guidance

Xenon anticipates topline results from the XEN1101 Phase 2 X-NOVA study in major depressive disorder in the third quarter and data from Neurocrine's Phase 2 study in adult patients with focal onset seizures in the second half of the year. They also expect to complete the EPIK study in 2024.

Positive Outlook

  • Advancement of XEN1101 Phase 3 epilepsy program.
  • Anticipated topline data from XEN1101 Phase 2 X-NOVA clinical trial in major depressive disorder in Q3.
  • Data read-out from Neurocrine's Phase 2 study in adult patients with focal onset seizures expected in H2.
  • Sufficient cash to fund operations into 2026.
  • Ongoing X-TOLE Phase 2b OLE continues to generate important long-term data for XEN1101.

Challenges Ahead

  • Clinical trials may not demonstrate safety and efficacy of product candidates.
  • Assumptions regarding planned expenditures and sufficiency of cash to fund operations may be incorrect.
  • Product candidates may fail in development or not receive regulatory approvals.
  • Regulatory agencies may impose additional requirements or delay clinical trials.
  • The impact of the ongoing COVID-19 pandemic on research and clinical development plans and timelines and results of operations.