XOMAOHIGH SIGNALFINANCIAL10-K

XOMA Royalty Corporation demonstrated substantially higher revenue performance while simultaneously reducing operational expenses and expanding its asset base.

The company's revenue growth reflects strong performance across its royalty portfolio, suggesting successful execution of its asset acquisition strategy. The concurrent reduction in R&D expenses and modest decrease in SG&A costs indicates improved operational efficiency, though the meaningful increase in current liabilities warrants monitoring for potential near-term obligations.

Comparing 2026-03-18 vs 2025-03-17View on EDGAR →
FINANCIAL ANALYSIS

XOMA delivered substantially higher revenue while reducing both R&D expenses by 40.5% and SG&A expenses by 11.1%, demonstrating strong operational leverage in its royalty business model. Total assets expanded meaningfully to $272.7M, though this growth was accompanied by a notable increase in current liabilities and an 18.4% decline in cash reserves. The overall picture suggests a company successfully scaling its royalty operations while managing costs, though the cash reduction and liability increase indicate heightened financial activity requiring investor attention.

FINANCIAL STATEMENT CHANGES
Revenue
P&L
+83.1%
$28.5M$52.1M

Strong top-line growth of 83.1% — accelerating demand or successful expansion into new markets.

Current Liabilities
Balance Sheet
+42.9%
$24.4M$34.8M

Current liabilities surged 42.9% — significant near-term obligations; verify ability to meet short-term debt.

R&D Expense
P&L
-40.5%
$2.9M$1.7M

R&D spending cut 40.5% — could signal cost discipline or concerning reduction in innovation investment.

Total Assets
Balance Sheet
+23.2%
$221.3M$272.7M

Asset base grew 23.2% — expansion through organic growth, acquisitions, or capital deployment.

Total Liabilities
Balance Sheet
+21.1%
$139.4M$168.7M

Liabilities increased 21.1% — monitor debt-to-equity ratio and interest coverage.

Cash & Equivalents
Balance Sheet
-18.4%
$101.7M$82.9M

Cash decreased 18.4% — monitor burn rate and upcoming capital needs.

SG&A Expense
P&L
-11.1%
$20.6M$18.3M

SG&A reduced 11.1% — improved cost efficiency or headcount reduction improving operating margins.

LANGUAGE CHANGES
NEW — 2026-03-18
PRIOR — 2025-03-17
ADDED
Broadridge Broadridge Corporate Issuer Solutions, LLC BVF Biotechnology Value Fund, L.P.
Cash-Out Agreement Cash-Out Agreement between the Company and Thomas M.
Burns dated October 22, 2025 cGMP current Good Manufacturing Practice Company XOMA Royalty Corporation (formerly XOMA Corporation), including its subsidiaries DoD U.S.
Food and Drug Administration FDCA The Federal Food, Drug, and Cosmetic Act, as amended FDIC Federal Deposit Insurance Corporation GAAP Generally accepted accounting principles G A General and administrative HCRP Healthcare Royalty Partners II, L.P.
Wainwright Co., LLC IP Intellectual Property IPR D In-Process Research and Development IRA Inflation Reduction Act Leerink Leerink Partners LLC MAA Marketing Authorization Application NDA New Drug Application NOL Net operating loss PSU Performance stock unit R D Research and development Regeneron Regeneron Pharmaceuticals, Inc.
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REMOVED
Riley dated August 5, 2021 40 Act Investment Company Act of 1940 AAA Assignment and Assumption Agreement ACA The Patient Protection and Affordable Care Act of 2010, as amended by the Health Care and Education Reconciliation Act of 2010 Affitech Affitech Research AS Affitech CPPA The Company's Commercial Payment Purchase Agreement with Affitech dated October 6, 2021 Agenus Agenus, Inc.
and certain affiliates Agenus RPA The Company's Royalty Purchase Agreement with Agenus dated September 20, 2018 Alora Alora Pharmaceuticals Alexion Alexion Pharmaceuticals Alexion License Agreement Exclusive License Agreement between the Company and Alexion (formerly Amolyt Pharma SAS, Amolyt ) dated December 19, 2024 Aptevo Aptevo Therapeutics Inc.
cGMP current Good Manufacturing Practice Chiesi Chiesi Farmaceutici S.p.A.
Company XOMA Royalty Corporation (formerly XOMA Corporation), including its subsidiaries CPPA Commercial Payment Purchase Agreement CVR Contingent value right Dar Organon License Agreement Exclusive License Agreement between Dar and Organon, dated March 31, 2022, as amended July 4, 2023 Dar RPAs The Company s Traditional Royalty Purchase Agreement and Synthetic Royalty Purchase Agreement, both with Dar dated April 29, 2024 Day One Day One Biopharmaceuticals, Inc.
Department of Defense EC European Commission EIR Effective interest rate EMA European Medicines Agency ESPP 2015 Employee Stock Purchase Plan, as amended EU European Union Exchange Act U.S.
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