Dec 31, 2024

Xenon Pharmaceuticals Q4 2024 Earnings Report

Expected Revenue:$313K
-83.5% YoY
Expected EPS:-$0.89
17.1% YoY

Key Takeaways

Xenon Pharmaceuticals reported a net loss of $65.7 million for the fourth quarter of 2024. The company's cash and cash equivalents and marketable securities totaled $754.4 million as of December 31, 2024. Research and development expenses were $59.5 million for the quarter.

Phase 3 azetukalner FOS epilepsy program planned for H2 2025, supporting NDA filing and potential commercial launch.

First of three planned Phase 3 azetukalner MDD studies is underway, with the second study expected to start mid-year.

Phase 3 azetukalner bipolar depression program is planned for clinical trial initiation mid-year.

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 to Xenon.

Cash and Equivalents
$627M
Previous year: $638M
-1.8%

Xenon Pharmaceuticals

Xenon Pharmaceuticals

Forward Guidance

Xenon anticipates a catalyst-rich period over the next 12 to 24 months, driven by advancements in its late- and early-stage programs across neurological and neuropsychiatric indications.

Positive Outlook

  • Topline data readout expected from Phase 3 study in focal onset seizures in H2 2025.
  • Potential commercial product launch in epilepsy.
  • Advancing azetukalner in neuropsychiatric indications.
  • Multiple regulatory filings expected in 2025 from early-stage portfolio.
  • Nav1.2/Nav1.6 sodium channel inhibitor progressed into a Phase 1 study as part of the Neurocrine collaboration.