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XOMA Corporation
XOMA Corporation (XOMA) investor relations material
XOMA Corporation TD Cowen 46th Annual Health Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 46th Annual Health Care Conference summary2 Mar, 2026
Company overview and strategy
Holds an enterprise value of ~$550M, market cap ~$450M, and $80M in cash, with a large portfolio of over 120 assets, including 15 in phase III development.
Focuses on building a diversified royalty portfolio across all drug development stages, taking on more risk than competitors who focus on late-stage or commercial assets.
Uses a barbell approach to balance early and late-stage assets, seeking mispriced opportunities and special situations to add value.
Wind-down transactions generated ~$12M in net capital and $500M in tax deductions, shielding profits from federal taxes for several years.
Strategic asset swaps, such as with Takeda, have expanded the portfolio and diversified risk.
Portfolio milestones and catalysts
15 phase III programs are expected to read out over the next 24–30 months, providing significant news flow.
Recent phase III readouts for Rezolute (congenital hyperinsulinism) and Gossamer were negative, but upcoming data for tumor hyperinsulinism and Velixabat in PSC are anticipated.
Regulatory decisions for MIPLYFFA and OJEMDA outside the U.S. are expected, with ONIVYDE receiving a positive CHMP opinion in Europe.
Royalties from commercial products are covering operating expenses, with milestones and tax advantages expected to drive profitability from 2026 onward.
Share buybacks have reduced outstanding shares by 5% since 2023, while asset count has grown.
Product and market insights
Tumor hyperinsulinism market is believed to be larger than congenital hyperinsulinism, with potential for a drug exceeding $500M in sales if pricing and regulatory paths align.
MIPLYFFA launch in Niemann-Pick has exceeded expectations, aided by weight-based dosing and identification of adult patients.
Ovaprene, a non-hormonal contraceptive, is expected to benefit from market trends favoring non-hormonal options, with phase III data expected next year.
OJEMDA and MIPLYFFA royalties alone are projected to make the company profitable by 2027, with VABYSMO also contributing.
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Next XOMA Corporation earnings date
Q4 20259 Mar, 2026
XOMA Corporation
Next XOMA Corporation earnings date
Q4 20259 Mar, 2026
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Frequently asked questions
XOMA Corporation is a biotechnology company that operates primarily as a royalty aggregator. The company focuses on acquiring the economic rights to potential milestone and royalty payments associated with pre-commercial and commercial-stage therapeutic candidates. XOMA's strategy involves building a diversified portfolio of royalty interests in drugs being developed by other pharmaceutical and biotech companies. This approach allows the company to mitigate risk by spreading its investments across multiple therapeutic areas and stages of development, without bearing the costs of research and development itself. The company is headquartered in Emeryville, California, and its share are listed on the NASDAQ.
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