Added to YB: 2025-12-16
Pitch date: 2025-11-11
XERS [bullish]
Xeris Biopharma Holdings, Inc.
-6.24%
current return
Author Info
Alpha Talon Investment Research is a Hong Kong–based private family office deploying only proprietary capital across biotech, value turnarounds, and catalyst-driven shorts, focused on intrinsic value, regulatory odds, and mispriced fundamentals. Sign up for the newsletter.
Company Info
Xeris Biopharma Holdings, Inc., a commercial-stage biopharmaceutical company, engages in developing and commercializing therapies for chronic endocrine and neurological diseases in Illinois.
Market Cap
$1.2B
Pitch Price
$7.53
Price Target
28.00 (+291%)
Dividend
N/A
EV/EBITDA
36.31
P/E
-68.68
EV/Sales
5.09
Sector
Pharmaceuticals
Category
turnaround
How Xeris Biopharma Broke the Small-Cap Curse
XERS: Completed rare financial turnaround from cash burn to profitability. $287M revenue (+42% YoY), 80%+ gross margins, $25-30M FCF in 2025. Three marketed products (Recorlev doubling sales, Gvoke stable, Keveyis niche). XP-8121 weekly thyroid injection targets $150-200M opportunity via 505(b)(2) pathway, Phase 3 2026. Net-cash by 2027, trades 11x EBITDA vs peers at 12-14x. Base case $17-18/share (+120% upside).
Read full article (31 min)