Xenon Pharmaceuticals Inc. (XENE) FY2025 10-K Annual Report

Filed: Feb 26, 2026
Health Care
Pharmaceutical PreparationsSEC EDGAR

Xenon Pharmaceuticals Inc. (XENE) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 26, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Xenon Pharmaceuticals Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: neuroscience-focused biopharma discovering and commercializing novel ion channel modulators for neurological and psychiatric disorders
  • New emphasis on azetukalner in Phase 3 for epilepsy (FOS and PGTCS) and depression (MDD and BPD), with multiple late-stage studies ongoing
  • Strategic shift: advancing first Kv7 potassium channel opener with potential rapid onset and once-daily dosing, targeting difficult-to-treat epilepsy and neuropsychiatric indications
  • Notable metric: 380 patients enrolled in pivotal Phase 3 FOS study (X-TOLE2), seizure reduction up to 52.8% at 25 mg dose, ongoing 7-year open label extension with 46% retention at 48 months
  • Early-stage pipeline expansion into pain with initiation of Phase 1 studies for two novel candidates targeting Nav1.7 and Kv7 channels, exploiting genetic validation for new pain treatments

Management Discussion & Analysis

  • Revenue and profitability details not disclosed in provided section
  • No segment performance data available
  • Cash flow, buybacks, dividends, or capital expenditure figures not included
  • Forward-looking statements involve risks and uncertainties, no specific guidance or outlook provided

Risk Factors

  • Regulatory risk: alignment with Japan’s PMDA to enroll ~60 of 360 X-TOLE3 participants in Japan, affecting regulatory submission timing
  • Macroeconomic risk: foreign exchange exposure to Canadian dollar fluctuations impacting monetary assets and liabilities
  • Operational risk: reliance on successful completion of late-stage Phase 3 clinical trials for azetukalner, including X-TOLE2 topline data expected March 2026
  • Competitive risk: collaboration with Neurocrine Biosciences on NBI-921355, targeting epilepsy, poses potential competitive or partnership dependency risks
  • Financial risk: accumulated deficit $1.245 billion, net losses increasing to $345.9 million in 2025, requiring ongoing equity/debt financing with no product sales revenue yet

Xenon Pharmaceuticals Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$8M

Net Income

-$346M

-47.6% YoY

Operating Margin

-4974.3%

Net Margin

-4612.1%

ROE

-59.5%

-2842bp YoY

Total Assets

$633M

-20.7% YoY

EPS (Diluted)

$-4.36

-44.9% YoY

Operating Cash Flow

-$279M

-53.9% YoY

Source: XBRL data from Xenon Pharmaceuticals Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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