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1. Company Snapshot

1.a. Company Description

XOMA Corporation operates as a biotechnology royalty aggregator in Europe, the United States, and the Asia Pacific.The company engages in helping biotech companies for enhancing human health.It acquires the potential future economics associated with pre-commercial therapeutic candidates that have been licensed to pharmaceutical or biotechnology companies.


The company focuses on early to mid-stage clinical assets primarily in Phase 1 and 2 with commercial sales potential that are licensed to partners.It has a portfolio with approximately 70 assets.XOMA Corporation was incorporated in 1981 and is headquartered in Emeryville, California.

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1.b. Last Insights on XOMA

XOMA Corporation's recent performance was negatively impacted by the sale of its Kinnate pipeline assets, which may have resulted in a one-time gain but also reduced its royalty and milestone portfolio. The company's decision to sell these assets may have been driven by a desire to monetize its existing portfolio and focus on new opportunities. Additionally, the recent milestone payment earned by BioInvent, a company with which XOMA has a royalty agreement, may have been a positive development for XOMA's investors, but its impact on the company's short-term performance is unclear.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Mural Oncology Announces Sanction of the Scheme by the High Court

Dec -03

Source: globenewswire.com

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Mural Oncology Announces Final Cash Consideration Payable on Closing of Acquisition by XOMA Royalty

Nov -26

Source: globenewswire.com

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XOMA Royalty Announces Closing of Transactions to Acquire LAVA Therapeutics N.V.

Nov -21

Source: globenewswire.com

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XOMA Royalty (XOMA) Reports Q3 Loss, Lags Revenue Estimates

Nov -12

Source: zacks.com

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XOMA Royalty Reports Third Quarter and Year to Date 2025 Financial Results and Highlights Recent Business Achievements

Nov -12

Source: globenewswire.com

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LAVA Therapeutics N.V. Shareholders are Reminded to Tender Shares for XOMA Royalty Transaction Before November 12, 2025 Deadline

Nov -10

Source: globenewswire.com

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Financial Survey: Cognition Therapeutics (NASDAQ:CGTX) versus XOMA Royalty (NASDAQ:XOMA)

Oct -26

Source: defenseworld.net

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Compass Therapeutics (NASDAQ:CMPX) & XOMA Royalty (NASDAQ:XOMA) Head-To-Head Survey

Oct -22

Source: defenseworld.net

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.50%)

6. Segments

Pharmaceutical

Expected Growth: 8.5%

XOMA Corporation's 8.5% growth in pharmaceuticals is driven by increasing demand for novel therapies, strategic partnerships, and a strong pipeline of candidates in late-stage development. Additionally, the company's focus on rare diseases and immunology has led to significant revenue growth. Furthermore, XOMA's business model, which involves licensing its products to other companies, has provided a steady stream of income.

7. Detailed Products

XOMA 002

A novel, high-affinity, fully human monoclonal antibody that binds to the interleukin-2 receptor alpha subunit (IL-2Ra), which is expressed on activated T cells and regulatory T cells.

XOMA 089

A novel, high-affinity, fully human monoclonal antibody that binds to the insulin receptor, which is involved in glucose metabolism.

XOMA 052

A novel, high-affinity, fully human monoclonal antibody that binds to the interleukin-6 receptor, which is involved in inflammation and immune response.

XOMA 3AB

A novel, high-affinity, fully human monoclonal antibody that binds to the CD40 ligand, which is involved in immune response and inflammation.

8. XOMA Corporation's Porter Forces

Forces Ranking

Threat Of Substitutes

XOMA Corporation's products are moderately substitutable, as there are alternative treatments available for the diseases they target. However, the company's focus on rare diseases and its proprietary technology may reduce the threat of substitutes.

Bargaining Power Of Customers

XOMA Corporation's customers, primarily pharmaceutical companies, have limited bargaining power due to the company's specialized products and services.

Bargaining Power Of Suppliers

XOMA Corporation's suppliers, including contract research organizations and manufacturers, have moderate bargaining power due to the availability of alternative suppliers and the company's dependence on them.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the biotechnology industry, including the need for significant capital investment and specialized expertise.

Intensity Of Rivalry

The biotechnology industry is highly competitive, with many established companies and new entrants vying for market share. XOMA Corporation faces intense competition from companies with similar products and technologies.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 58.31%
Debt Cost 3.95%
Equity Weight 41.69%
Equity Cost 6.78%
WACC 5.13%
Leverage 139.89%

11. Quality Control: XOMA Corporation passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Nektar

A-Score: 4.5/10

Value: 8.0

Growth: 4.2

Quality: 4.8

Yield: 0.0

Momentum: 10.0

Volatility: 0.0

1-Year Total Return ->

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Stock-Card
Xoma

A-Score: 4.3/10

Value: 6.4

Growth: 2.0

Quality: 4.6

Yield: 0.0

Momentum: 9.0

Volatility: 3.7

1-Year Total Return ->

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Werewolf Therapeutics

A-Score: 3.9/10

Value: 7.4

Growth: 4.4

Quality: 5.8

Yield: 0.0

Momentum: 5.0

Volatility: 0.7

1-Year Total Return ->

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Altimmune

A-Score: 3.3/10

Value: 6.8

Growth: 3.4

Quality: 3.2

Yield: 0.0

Momentum: 5.5

Volatility: 1.0

1-Year Total Return ->

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Capricor Therapeutics

A-Score: 2.7/10

Value: 6.6

Growth: 4.3

Quality: 4.9

Yield: 0.0

Momentum: 0.0

Volatility: 0.3

1-Year Total Return ->

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Nurix Therapeutics

A-Score: 2.6/10

Value: 6.6

Growth: 1.9

Quality: 4.8

Yield: 0.0

Momentum: 0.5

Volatility: 2.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

29.91$

Current Price

29.91$

Potential

-0.00%

Expected Cash-Flows