A semi-thorough DD on $XFOR - 03-06-2021

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Hello everyone, welcome to another research, I hope everyone is having a great weekend or will have a great weekend. Please be responsible with your money, this is plain research and please advise me on any mistakes. I am not advising anyone about anything, you are responsible for your own money. With that said, let's take-off!

ALL: PLEASE READ THE DISCLAIMER AT THE END OF THIS POST

Ticker: XFOR
Company Name: X4 Pharmaceuticals Inc.
Trading @ ~8.39 Friday close.
Price Target: $14 - $23 (low to high)

From BioPharmCatalyst & Official Site (https://www.x4pharma.com/pipeline/pipeline/)
Upcoming Drugs:
  1. Mavorixafor and ibrutinib — Waldenström macroglobulinemia
  2. Mavorixafor (X4P-001) — Phase 1/2 Severe Congenital Neutropenia (SCN)
  3. Mavorixafor (X4P-001) — Phase 3 WHIM syndrome
Drug Pipeline:
4. Mavorixafor and axitinib — Phase 2a Renal Cell Carcinoma (RCC) - cancer ***Note: please review the information on the company’s official website to grasp the idea of where they are heading.*
Additional information from the notes on the pipeline page:
X4’s core rare disease business strategy is to apply our CXCR4-targeted drug candidates to certain rare primary immunodeficiency (PI) diseases and lymphomas in which genetic mutations in CXCR4 create abnormal trafficking of white blood cells and play a role in disease processes. Our foremost clinical programs are for the treatment of the rare, genetic PI diseases, specifically WHIM syndrome and Severe Congenital Neutropenia, as well as for the genetically-driven lymphoma, Waldenstrom’s Macroglobulinemia.

  • X4’s immuno-oncology clinical program for Mavorixafor includes a clinical collaboration with Pfizer for Phase 1/2 in RCC. In addition, two successful oncology pilot studies in combination with checkpoint inhibitors have concluded: a Phase 1b biomarker study in melanoma and a Phase 1b in RCC.  X4’s strategy in immuno-oncology is focused on strategic collaborations and non-dilutive funding opportunities.
Definition(s):
Waldenstrom macroglobulinemia (WM) is a rare form of blood cancer that causes too much abnormal white blood cells, known as lymphoplasmacytic cells, in the bone marrow. Also known as Waldenstrom’s disease, WM is considered a type of lymphoplasmacytic, or slow-growing non-Hodgkin’s lymphoma.
SEC Goodies:
Financials:
As of September 30, 2020, the Company had $88.8 million of cash and cash equivalents and an accumulated deficit of $175.8 million. As of the issuance date of these condensed consolidated financial statements, the Company expects that its cash and cash equivalents will be sufficient to fund its forecasted operating expenses, capital expenditure requirements and debt service payments for at least the next twelve months from the issuance date of these condensed consolidated financial statements.
Warning (from 10-Q):
If the Company is unable to obtain future funding when needed, the Company may be forced to delay, reduce or eliminate some or all of its research and development programs, product portfolio expansion or pre-commercialization efforts, which could adversely affect its business prospects, or the Company may be unable to continue operations. There is no assurance that the Company will be successful in obtaining sufficient funding on terms acceptable to the Company to fund continuing operations, if at all.

Personal thoughts: I see it reaching $18-20 mark and personally will exit there. The company has had success in the past with it's drugs as seen on clinicaltrials.gov and I am confident that it has the potential to be able to produce positive results - however - this is just speculation, not a recommendation or anything like that... please do go over the links listed below to see for yourself and make your own mind up with your own money.
Clinical Trials:
  1. Trial of X4P-001 in Patients With Advanced Renal Cell Carcinoma - Active, not recruiting
  2. A Dose Determination and Safety Study of X4P-001 (Mavorixafor) in Participants With Warts, Hypogammaglobulinemia, Infections, and Myelokathexis (WHIM) Syndrome - Active, not recruiting
  3. A Study of Mavorixafor in Combination With Ibrutinib in Participants With Waldenstrom's Macroglobulinemia (WM) Whose Tumors Express Mutations in MYD88 and CXCR4 - Recruiting
  4. A Study of Mavorixafor in Participants With Severe Congenital Neutropenia and Chronic Neutropenia Disorders - Recruiting
  5. Efficacy and Safety Study of Mavorixafor in Participants With Warts, Hypogammaglobulinemia, Infections, and Myelokathexis (WHIM) Syndrome - Recruiting
Disclaimer: I do not own any shares in this company as of this 02/06/2021 - I will be purchasing the about $400 worth on Monday open. My portfolio is very small at 4.6K with most of my money held up with GTHX (G1), ALDX, AQST, and ETTX. I hope you can extend and add on to the research posted here, and I hope you can make a few bucks. Think smart, be smart, be well, and good luck out in this cruel world.

My twitter: https://twitter.com/shakespear941
The reddit thread: https://www.reddit.com/r/EducatedInvesting/comments/le6hr5/a_semithorough_dd_on_xfor_03062021/

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