XOMA Royalty Corp(XOMA)— Stock Profile, AI Score & Financials
Healthcare · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
XOMA Royalty Corp (XOMA) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores XOMA at 69.7/100 on a 32-signal composite quality model, placing it at rank #250 of 2,961 stocks — the top 10% of the AI-ranked universe. XOMA scores in the top quartile across institutional flow (99.2), profitability (99.1), revenue growth (98.4). Areas of concern include revenue scale (8.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 10.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), XOMA Royalty Corp reports quarterly revenue of $12.3M, net income of $4.5M. Top institutional holders of XOMA by reported 13-F value include BVF, MORGAN STANLEY, FMR, based on the most recent SEC filings. XOMA trades on the Nasdaq exchange and files with the SEC under CIK 791908. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate XOMA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for XOMA Royalty Corp directly from SEC EDGAR.
AI Quality Score
69.7/100
AI Rank
#250
Revenue
$12.3M
Net Income
$4.5M
XOMA key financials by period
XOMA Royalty Corp reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$52.1M
$31.7M
21.8%
FY 2024
10-K
$28.5M
$-13.8M
-140.3%
FY 2023
10-K
$4.8M
$-40.8M
—
FY 2022
10-K
$6.0M
$-17.1M
—
FY 2021
10-K
$38.2M
$15.8M
45.9%
FY 2020
10-K
$29.4M
$13.3M
42.3%
Institutions holding XOMA
Institutional investors reporting a position in XOMA Royalty Corp on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-05-12 — Q1 FY2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
XOMA's total income and revenues fell 23% YoY to $12.3M as a prior-year $4.0M Takeda milestone did not repeat, while the company agreed to be acquired by Ligand for $39.00/share (~$739M equity value) announced April 27, 2026.
Biggest Revenue Drivers
Income from purchased receivables under the EIR method$9.2M+52% YoY
Higher estimated income from VABYSMO, plus newly reliably-estimable MIPLYFFA cash flows
Income from purchased receivables under the cost recovery method$2.8M-50% YoY
Prior year included a $4.0M Day One MAA-filing milestone plus royalties; this quarter reflects OJEMDA royalties only
Biggest Revenue Drivers
Total revenue: $12.3M-23% YoY
Income from purchased receivables under the EIR method$9.2M+52% YoY
Higher estimated income from VABYSMO, plus newly reliably-estimable MIPLYFFA cash flows
Within Income from purchased receivables under the EIR method
Affitech (VABYSMO)$6.7M+15% YoY
Roche VABYSMO commercial payments under the Affitech CPPA
LadRx (MIPLYFFA)$2.3M
Reclassified to EIR method in Q4 2025 once Zevra sales data allowed reliable cash-flow estimation
Income from purchased receivables under the cost recovery method$2.8M-50% YoY
Prior year included a $4.0M Day One MAA-filing milestone plus royalties; this quarter reflects OJEMDA royalties only
Revenue from contracts with customers$0-100% YoY
Prior-year quarter included a $4.0M payment under the Takeda Collaboration Agreement that did not recur
Largest Expense Items
General and administrative$11.9M+46% YoY
Increases in salaries, lease expense, tax services, legal fees, stock-based compensation, and litigation costs from the Janssen lawsuit
Amortization of intangible assets$892K+64% YoY
Amortization of Pulmokine/seralutinib and BioInvent contract-based intangible assets
Research and development$49K-96% YoY
Prior year included pass-through licensing fees tied to a Takeda milestone and Kinnate KIN-3248 wind-down costs
Margins: The company swung from operating income of $5.9M in Q1 2025 to an operating loss of $0.5M in Q1 2026, as lower milestone/contract revenue combined with higher G&A (litigation, lease, tax and legal costs) outpaced growth in EIR-method royalty income.
Watch Items from the Filing
Three partners represented 54%, 22% and 19% of total income and revenues for the quarter, indicating high revenue concentration.
XOMA agreed to be acquired by Ligand for $39.00/share in cash (~$739.0M equity value) plus a CVR; deal expected to close Q3 2026 subject to stockholder and regulatory approval, with a $40.0M termination fee in specified circumstances.
Two portfolio Phase 3 assets recently missed endpoints: Rezolute's ersodetug (Dec 2025) and Gossamer Bio's seralutinib PROSERA trial (Feb 2026), though no impairment was recorded on related XOMA assets.
Merger CVR value depends entirely on the outcome of ongoing Janssen litigation over TREMFYA, which is still in early discovery; the CVR could expire worthless.
Revenue from contracts with customers dropped to zero from $4.0M a year ago, highlighting the lumpy, milestone-dependent nature of that revenue line.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
