Oct. 24 at 4:23 PM
$XERS "Food for thought"
During 2024, we witnessed ADMA’s MC surge to ~
$4.7B, supported by
$420M in annual revenue, but just 51.5% gross margins(~ 40% less than Xeris). MC of
$4.7B would translate to roughly
$30 PS for XERIS !
Keep in mind, however, that the overall numbers of Xeris 2026 are very likely to be better than of Adma's in 2024. Therefore we can not exclude surge to ~ 30$ per share along 2026, before further growth.
Objectively speaking(to be honest), keep in mind also, that forward-looking wise, XERIS revenue growth are better, gross margins are way better, shares outstanding count also far better and the pipeline of XERIS with XP-8121 ahead is seems better also.
Just some food for thought to reflect why Xeris is possible to surge to ~ 30$ along 2026, while it has the legs to reach possibly 130$ per share 4-5 years afterwards.
-> and to be clear, this takes nothing away from ADMA, which remains a strong and well-executed bio company in its own right.
