Feb. 24 at 3:30 PM
$XERS Take note-> a groundbreaking guidance from Xeris regarding ~
$400M in revenues (~85% gross margins) would signal a better, or far better, year than the superb 2025 for Xeris (a year in which it tripled its valuation while reaching a peak of
$10). Such performance could easily translate into a potential peak of ~
$20-30 in 2026.
It would also indicate phenomenal QoQ potential growth for Xeris. It would mean that Recorlev has become the central standard of care in hypercortisolism/Cushing's syndrome.
Add to that XP-8121 entering Phase 3, and I believe market forces will understand at that point that Xeris is heading toward billions of dollars in revenue with very high margins, and the valuation will adjust accordingly.
I personally expect around ~
$400M in revenue. However, knowing Xeris management, they tend to guide conservatively and then exceed their initial guidance. So if they declare anything at or above
$370M level, it would be a very strong statement, to say the least.
