earnings
confidence high
sentiment positive
materiality 0.75
Xilio Q3 net loss $16.3M; cash $103.8M; vilastobart 40% ORR in MSS mCRC subset
Xilio Therapeutics, Inc.
2025-Q3 EPS
reported -$0.43
vs consensus -$0.42
▼ miss
(-1.4%)
- Net loss $16.3M for Q3 2025 vs $14.0M in Q3 2024; collaboration revenue $19.1M (up from $2.3M YoY).
- Cash $103.8M at Sep 30, 2025; plus $17.5M milestone from Gilead in Q4; runway into Q1 2027.
- Vilastobart Phase 2 data: 40% ORR in heavily pretreated MSS mCRC without liver metastases and high plasma TMB (≥10 mut/Mb).
- Efarindodekin alfa Phase 1 data showed monotherapy activity; RP2D selected; $17.5M milestone from Gilead achieved.
- XTX501 IND planned mid-2026; masked T cell engagers advancing with PSMA, CLDN18.2, STEAP1 candidates.