Xilio Therapeutics
Develops masked immuno-oncology therapies designed to activate within tumors.
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Profile
Develops masked immuno-oncology therapies intended to concentrate activity in tumors. The model combines internal pipeline development with collaboration-led programs, including XTX101, XTX301, and XTX501; Gilead holds rights to XTX301 under a license agreement.
Builds masked immuno-oncology therapies intended to activate within the tumor microenvironment, aiming to concentrate anti-tumor activity while limiting peripheral effects. The company develops its own pipeline alongside selected collaboration-led programs.
The active portfolio centers on XTX101, XTX301, and XTX501. It discontinued further monotherapy investment in XTX202 when it reprioritized the portfolio.
Under its XTX301 agreement, Gilead holds an exclusive global license to the candidate and related IL-12 molecules. Xilio remains responsible for development through an initial clinical trial, after which Gilead may take on development and commercialization.
The business depends on clinical development, access to financing, and execution of its Gilead collaboration.
Company facts
Key statistics
Year to date −3.2% · Average volume (30d) 16.4K
Analysts
Ratings
Target range
Latest analyst notes
No analyst notes in the last 24 months.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | −$0.59 | −$0.33 | +44.1% | $12.7M | $18.7M | +46.9% | −0.44% |
| Aug 12, 2026Q2 FY26 | −$0.59 | −$0.33 | +44.1% | $12.7M | $18.7M | +46.9% | −1.42% |
| May 12, 2026Q1 FY26 | −$0.66 | −$0.58 | +12.1% | $8.5M | $12.7M | +48.5% | +0.39% |
| Mar 23, 2026Q4 FY25 | −$1.68 | −$0.85 | +49.4% | $10.9M | $13.7M | +25.6% | +6.49% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.9M | $8.1M | $19.1M | $13.7M | $12.6M | $18.7M | |
| Gross profit | $2.9M | −$7.2M | $19.1M | $13.7M | $12.3M | $18.7M | |
| Operating income | −$13.9M | −$14.4M | −$1.9M | −$11.8M | −$14.1M | −$3.5M | |
| Net income | −$13.3M | −$15.8M | −$16.3M | $10.4M | −$9.5M | −$6.4M | |
| Diluted EPS | −$2.52 | −$4.34 | −$1.54 | $0.81 | −$0.58 | −$0.33 | |
| Gross margin | 100.0% | -89.6% | 100.0% | 100.0% | 97.3% | 100.0% | |
| Operating margin | -472.7% | -177.7% | -10.1% | -86.5% | -111.6% | -18.7% |
Fiscal years (4-quarter sums)FY21 $0 · FY22 $0 · FY23 $0 · FY24 $6.3M · FY25 $43.8M
Balance sheet, Jun 30, 2026Cash & short-term investments $136.0M · Total debt $6.3M · Total assets $154.3M · Shareholders' equity $72.3M
Dividends
No dividends on record.
Ownership
Shares outstanding 6.58M · Float 2.36M · 35.8% free float
A split settled inside the quarter being compared, so quarter-on-quarter change is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Sirenia Capital Management LP | 1.14M | 9.90% | 13G | May 15, 2026 |
| Bain Capital Life Sciences Investors, LLC | 664.0K | 10.10% | 13F | May 15, 2026 |
| BCLS II Equity Opportunities, LP | 664.0K | 9.99% | 13G | May 15, 2026 |
| Gilead Sciences, Inc. | 650.4K | 9.89% | 13F | May 8, 2026 |
| Orbimed Advisors LLC | 642.0K | 9.99% | 13G | May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 26, 2026 | James Samuel Shannon | director | +5,000 | $8.79 |
| Feb 13, 2026 | Gilead Sciences, Inc. | 10 percent owner | +3,739,000 | $0.0001 |
| Jan 2, 2026 | Christopher James Frankenfield | officer: Chief Financial Officer | −7,030 | $0.6432 |
| Jan 2, 2026 | Kevin M. Brennan | officer: SVP, FINANCE AND ACCOUNTING | −1,826 | $0.6432 |
Peers
- Adagene (ADR)
Masked anti-CTLA-4 program in MSS colorectal cancer
- Agenus
Fc-enhanced CTLA-4/PD-1 combination in MSS colorectal cancer
- BioAtla
Conditionally active anti-CTLA-4 program for solid tumors
- Bristol-Myers Squibb
Approved CTLA-4/PD-1 checkpoint regimen across solid tumors
- AstraZeneca (ADR)
CTLA-4 and PD-L1 combination immunotherapy in solid tumors
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Xilio Therapeutics | $9.02 | −0.82% | $59.2M | — | — | 0.9 | +131.2% |
| Adagene (ADR) | $3.68 | +0.55% | $138.5M | — | — | 14.9 | — |
| Agenus | $7.66 | 0.00% | $319.0M | 2.9 | — | 2.4 | +34.3% |
| BioAtla | $1.76 | −0.56% | $2.9M | — | — | 0.3 | — |
| Bristol-Myers Squibb | $66.60 | +0.05% | $136.00B | 14.7 | 10.5 | 2.8 | +5.7% |
| AstraZeneca (ADR) | $161.79 | −0.55% | $252.33B | 24.4 | 15.2 | 4.1 | +6.4% |
| Median | 14.7 | 12.8 | 2.8 | +6.4% |