XERS Xeris Biopharma Holdings Inc

$XERS $20.27 *I’m not posting because there’s nothing to post. Steady growth. Big catalyst incoming. It’s not sexy but I don’t need sexy, I need sustainable returns that beat market baskets.

$XERS Maybe it was me seeing things, but I noticed some signals for Q3 from the HC Wainwright call: - John: We expect a 33% growth this year (pause) at least - Steve: We invested in the beginning of this year to double our sales team. We are now seeing Recorlev growth play out as we expected, maybe even better than we anticipated Both said this while smiling.

$XERS First time upgrade by Barclays - this is extremely positive news.. I have never seen Barclays follow Xeris..hoping this finally propels us past $9.00 today.

$XERS no doubt someone large is pushing this up, every EOD last 10 minutes large orders of 50k or 100k pushing bid/ask up into the close, regardless whether it's green or red at that time

$XERS Take this into account... -> If ~$400M in revenues by year-end. -> Therefore, based on just 17% YoY growth from 2027–2030, Xeris will reach the trajectory of $750M, with nearly 90% margins! (Corcept reached a peak valuation of $11–12B based on $650–750M in revenue last year, with a quite similar structure to Xeris, even without Xeris' XeriJect & XeriSol ecosystem). With 20% YoY growth, we are already talking about $830M in 2030, with ~90% margins. And then, likely by 2030, Xeris should already have commercial XP-8121 ($3B potential in the U.S. alone), which could generate who knows how much revenue already in 2030. And yes... Gvoke, Keveyis & glucagon (supplier fees + royalties) for the first dual-hormone pump is likely to contribute as well. Theoretically, apart from finishing the XP-8121 Phase 3 trial, Xeris doesn't have to invest heavily in R&D until it generates billions of dollars. It can concentrate on multiplying its assets and becoming one of the strongest biotechs.

$XERS I haven't tossed in my 2 cents in a while so here goes. IMO the current MC of 1.5B seems to be assigning zero value to XP-8121. However, this Ph3 will be a slam dunk because: 1 Oral Levo has been around for decades, is widely used and well known; 2 Ph1 and 2 established SubQ effective (like most drugs that go from oral to SubQ), just a matter of dosing; 3 Variable dosing pens have been around now for years and will happen; 4 Xerisol is also a known delivery solution, so nothing for the FDA to get hung up on. A drug with a TAM of 1B, even if they capture just 20%, or 200M revenues, is worth well over 1B or 1.2B. Even discounting for the few years to get past the Ph3, we should be adding somewhere in the neighborhood of 400M-600M to our MC as the value starts to be realized. In other words, the stock price *should* be going up 30-40% in the short/mid-term based on XP-8121 alone. Then factor in the growth of Recorlev, and the future looks bright! GL!

$XERS We ain't seen nothing yet... Last year's peak -> $10 - November 2025 Based on the following fundamentals: A)$285–290M revenue (finished at $293M) B)Recorlev reached $139M by year-end C)A very successful Phase 2 trial for XP-8121. This year's main fundamentals -> A)$385–390M revenue B)QoQ-growing profits at this stage C)Recorlev approaching $250M (massive growth) D)XP-8121 should begin Phase 3 (multibillion-dollar blockbuster potential) Xeris in 2026 is double (possibly more) the asset it was in 2025. Keep it in mind.

$XERS Agreed, the stock is not sexy but will “slowly” grow. People underestimate Recorlev and overestimate the Phase 3 expenses. The team highlighted that Phase 3 will be 70M total, of which 25M in 2026, half of the remaining in 2027 and the other half in 2028. If we add those expenses in, consider the 0.65M in quarterly savings from paying of the convertibles, and assume a relatively slow growth for Recorlev for coming quarters (10.9% avg) even though we will start seeing the sales force effects, you would have only 1 quarter of a “bad” EPS around 0 or 0.01. And that is if quarter 3 already has 12.5m in Phase 3 expenses. I was pleased to hear Levo is only going to cost 70M in R&D in coming years. Lets see how they execute in Q3 which probably will be the turning point.

$XERS lots of complaining on here, but if you invested 5 years ago, you have an annualized appreciation of 24.5%, beats most other stocks and any savings account or market index. This is now a de-risked, boring, steady riser, with few swings in between that you can play as well or not. Fully commericalized, profitable, mid-cap biotech with a potential new blockbuster commencing phase 3.

$XERS All you need here is patience. I’m sitting on roughly 65k shares around a 3 dollar average. Not selling any until 12. The fact that Levo isn’t priced into this stock is a miss by the institutions. This company has proven they know how to execute this type of drug. Just look at Gvoke. Same story. The Xeri Ject side is disappointing as I thought we’d get some traction there because of how in demand that tech is. But who knows. What’s going on with regeneron??? Haven’t heard anything about that possible collaboration in a while. If this company gets that type of surprise we’re gonna fly. I’m more than happy watching this stock now find a home in the 8s. Recorlev is growing nicely. Keyvis patent news will help a little. I hoped Gvoke would have taken a bigger bite by now but even that is going ok. And remember it’s back to school season. I remember when we used to count Gvoke scripts on here every month. Let’s gooooooo.

$XERS I'm tempering my expectations short term, but the fact that this stock is clawing back for the last 3 months in this environment of economic trouble, the lingering war, inflation, health department and FDA uncertainty, and now rising interest rates is something not to be taken for granted. GL longs!

$XERS In my view, what is interesting about XP-8121 is that it could be the only once-weekly injectable levothyroxine option domestically&globally for many years once commercialized. Xeris is modelling only a portion of its potential. 10% of levothyroxine patients in the US using XP-8121 could translate into nearly $3B And what if it exceeds 10% domestically? After all, Phase 2 showed that 72% of patients preferred XP-8121... It could also become one of the most sought-after treatments globally. So yes, I completely understand Xeris management taking a professional and modest approach by stating that XP-8121 currently has up to $3B in US upside. They did something similar with Recorlev before raising the bar. But the opportunity could ultimately be much larger, both domestically and globally. Like Ozempic, XP-8121 could become the only once-weekly injectable option for a very broad patient population. Either way, the potential ranges from big to absolutely enormous.

$XERS Xeris Biopharma price target raised to $16 from $12 at Leerink Leerink raised the firm's price target on Xeris Biopharma to $16 from $12 and keeps an Outperform rating on the shares. The firm comes away with more conviction in Xeris' XP-8121 after the recent update, which outlined a relatively straightforward registrational path and well-defined patient population, and it reinforced the asset's significant opportunity in poorly controlled hypothyroidism.

$XERS Just a reminder that everyone has been wrong here(myself included) on short term predictions, especially on stock price including analysts. Analysts have been way off too on revenue projections as they have the same information we have. This is why personally, I don't trade very often. I am sure some people make decent money after taxes trading and it fits their situation/personality. I have been targeting around $20 for 2028-2030 regardless of any posts I make in the moment. This is why I keep the pinned post I have on my profile. It keeps me grounded and anyone can take a look and see a realistic price target here outside of emotions. Like analysts do I will update that pinned post as new information becomes available. Here is a snapshot from March 2025 on rev projections as a reminder that no one really knows exactly how things will play out. I wonder what these will start to look like in 2-3 years if levo starts getting added in.

$XERS why is everyone acting so confused they said 2030 on the last earnings call. this is not new

$XERS interesting to note : short interest has fallen from nearly 17.4M to 8.7M in six months. that is almost 50% reduction in short positions. just from june 30 to Aug. 14 it dropped from 12.76M to 8.73M. 10+ soon

$XERS 100% agreed. With a 500MM yearly revenue amd profitability fair valuation alone is 1.5 to 3.5 billon, completely discounting the blockbuster 4 years out. 1 year trading range roughly $8-$15, and climbing as levo grows nearer. Derisked.

$XERS I am really surprised that some of the "longs" here are so surprised about the 2030. This have been told already long ago. And what did you really expect from todays presentation? Always sell before any presentation Xers have. Even sell before earnings. Just buy in again 1-2 days later and you will increase your share count. Same pattern over and over. Never hold this when they will open their mouth. The market never likes it. And this is dead money for a long time. Upp some, down some. Expenses goes up every quarter, and add the levo trial cost to this now. Even with increased Recorlev sales, this will do around +-0 for several quarters. But some people never learn. The pattern is the same every presentation/ER 😆 I believe in this in the long run, sure. But I increased my share count by about 30 % last year just by selling every ER/presentation and buy in again the next day. But, oh well..

$XERS listen take it for what its worth but I’m a pharmacist and I’ve asked dozens and I literally mean DOZENS of patients over the past 2 years about XP-8121 who are on oral levo/synthroid and I’ve never gotten a no. every single patient has said yes they would try it and majority I would categorize as very interested. just like GLP-1s, I think if we market it correctly, xp-8121 can become trendy and the demand will explode. thyroid issues affect millions and we have the potential to capture a significant portion of that market and exceed the 3 billion peak currently being projected.

$XERS I am not holding my breath for a date like September 9, 2026. Why would you ? If I had a deal I would just announce it and let the market do what it does. I have been riding this roller coaster for too long not be a bit jaded. Hope I have but tempered in history of this stock. We are doing well Oh brother