May. 22 at 1:28 PM
$XERS If the script for 2026 is ->
A)RECORLEV rapid uptake (Real BB potential)
B)~
$400M Revenues (outstanding growth)
C)~87% Margins (elite margins)
D)+EPS strengthening consistently QoQ
E)XP-8121 (Strong
$1-3B potential) phase 3
Reasonable rerate would be ~
$20-30 at that stage (
$3-5B Market Cap). I would guess that till eoy review Xeris would get there (based of course on fulfillment of the above data, which is pretty reasonable at that stage, after watching Q1 results + forward-looking guidance)
And growing from there, of course-> based on RECORLEV growth, strength of the other drugs(Gvoke, Keveyis), XP-8121 getting closer. Xeris has also exclusive global Glucagon agreement with Beta Bionics, for the first and only Dual-hormone pump.
**Please keep in mind that this is a reasonable projection based on the strong progress, but no one can guarantee the exact share price at any given point**
