Xeris Biopharma (XERS) Corporate presentation summary

Strategic vision and growth trajectory

• Focus on addressing serious, unmet medical needs with innovative therapies and proprietary formulation technologies.

• Long-term value creation driven by proven execution, financial strength, and a robust pipeline, notably XP-8121.

• Commercial excellence demonstrated through successful launches and market preparedness across rare, ultra-rare, and retail segments.

• Purpose-built commercial model supports rapid, continuous growth and market expansion.

Product portfolio and market impact

• Recorlev® is a growth engine for hypercortisolism, offering a unique mechanism of action and patent protection to 2040.

• Gvoke® HypoPen addresses severe hypoglycemia with a ready-to-use, easy-to-administer solution, protected to 2036+.

• Keveyis® leads in primary periodic paralysis, providing proven efficacy and comprehensive patient support.

• XP-8121, a once-weekly subcutaneous levothyroxine, targets hypothyroidism with consistent drug exposure and high patient preference.

Financial performance and outlook

• FY2025 total revenue reached $291.8M, up 44% YoY, with Recorlev revenue more than doubling to $139.3M.

• Gvoke and Keveyis revenues grew to $94.1M and $47.6M, respectively, with strong patient demand.

• Q4'25 Adjusted EBITDA was $25.1M, a $16.8M improvement YoY; FY2026 revenue guidance is $375M–$390M, a 30% increase at midpoint.

• Gross margin expected to improve in 2026, with increased R&D and SG&A expenses to support pipeline and commercial investments.