XOMA XOMA Royalty Corp Insider Trading

CEO Hughes Owen purchased 100,000 XOMA shares at $25.05 for $2.5M, expanding position 5000.0% from 2,000 to 102,000 shares

Hughes Owen, the CEO, executed a substantial 100,000-share purchase at $25.05 on 2025-12-04, increasing his holdings from 2,000 to 102,000 shares—a 5000.0% increase that signals material personal investment in the company. The stock currently trades at $30.49, up from the transaction price, though it remains -23.2% from its 52-week high of $39.72 and down -8.1% over 30 days. Within same-ticker history, Owen has demonstrated strong buy timing: his prior three purchases at XOMA (2023-09-25, 2023-09-26, and 2023-10-02) each yielded positive 90-day returns of +20.0%, +21.9%, and +38.3%, and 4 of his 5 prior XOMA trades were well-timed at the 90-day mark. The company posted recent-quarter net income of $14,051,000.00 and annual revenue growth of +498.7%, though it was unprofitable on a full-fiscal-year basis. The magnitude of this purchase and the CEO's historical success timing at this ticker contrast with near-term price weakness, warranting close observation of subsequent earnings and operational execution.

CIO Sitko Bradley purchases 2,000 shares of XOMA at $25.39; third consecutive buy in two months amid 498.7% revenue growth.

Sitko Bradley, Chief Investment Officer, purchased 2,000 shares at $25.39 on 2025-06-30, increasing his XOMA holdings by 39.6% to 7,045 shares. This transaction marks his third distinct buy at XOMA within a narrow two-month window (prior buys on 2025-04-07, 2025-03-31, and 2025-03-21). At the same-ticker level, his prior four measurable XOMA trades showed 3 of 4 were well-timed at the 90-day mark, suggesting pattern recognition at this stock. The company's fundamentals show dramatic revenue expansion (+498.7% year-over-year to $15,912,000.00 in the latest quarter) and recent profitability ($2,367,000.00 net income in the latest quarter), though it remains unprofitable on a full-year basis, indicating a turnaround-stage business. The accumulation pattern coupled with strong growth momentum warrants observation of whether this insider activity tracks the stock's recovery trajectory.

CEO Owen sold 25,637 XOMA shares at $25.38 for $650.7K, reducing stake 29.0%

Hughes Owen, CEO of XOMA Royalty Corp, executed a substantial reduction of his position, selling 25,637 shares (29.0% of his pre-transaction holdings) at $25.38, bringing his stake down to 62,701 shares. The sale occurred when the stock was trading 25.9% below its 52-week high of $33.88, despite a positive 13.7% move over the prior 30 days. Examining Owen's prior trade outcomes at XOMA specifically, he has demonstrated consistent timing acumen: 4 of his 5 prior trades at this ticker achieved the 90-day outcomes that define success (positive returns for buys, negative returns for sells), most notably a prior sell on 2024-11-13 that achieved -9.4% 90-day return. The current sale represents a material reduction, though the company's fundamentals—revenue of $15,912,000 in the latest quarter and gross annual growth of 498.7%—contrast with its history of full-year unprofitability. This disclosure merits attention given the CEO's consistent execution in timing decisions at this specific ticker and the substantial proportion of holdings liquidated.

10% owner BVF Partners sells 392,723 shares at $27.10 for $10.6M, reducing stake by 23.7% while stock trails 52-week high by 21.5%

BVF Partners, a 10% shareholder in XOMA Royalty Corp, executed 2 separate sales totaling 392,723 shares (392.7K shares) for $10,642,793.30 ($10.6M) at $27.10 per share on 2025-05-16, reducing holdings from 1,660,268 shares to 1,267,545 shares (a 23.7% reduction). At the filing date, XOMA's stock was trading at $26.60, down 21.5% from its 52-week high of $33.88 but up 25.6% over the prior 30 days. Critically, across BVF Partners' prior 4 sales at XOMA specifically, all were well-timed: each achieved 90-day negative returns, with the most recent January 2025 sales posting -7.2% 90-day performance—meaning the stock fell after those sales, as happened in this case. This pattern of well-timed exits at the ticker level, combined with a 76.92% well-timed rate across the insider's 13 prior cross-ticker sales, suggests experienced capital allocation decisions. The fundamental context shows XOMA swung from unprofitability in the full prior fiscal year to $2.4M net income in the latest quarter, alongside massive 498.7% annual revenue growth, but these improvements have not yet arrested a general retreat from the 52-week high.

XOMA CIO Sitko Bradley bought 2,000 shares at $24.70 on 2025-04-07; stock now $20.19, -40.4% from 52-week high

Sitko Bradley, Chief Investment Officer, purchased 2,000 shares of XOMA on 2025-04-07 at $24.70, representing a 65.7% increase in his holdings. The stock has since declined to $20.19, down 40.4% from its 52-week high of $33.88. His cross-ticker track record shows a 12.50% win rate on prior buys over 90 days, with an average 90d return of -16.9%, and his prior trade at this same ticker (buy on 2025-01-08) returned -26.7% over 90 days. The company generated $7.2M in quarterly revenue with net income of -$17.2M and remains unprofitable, though it has posted 498.7% annual revenue growth. This purchase occurs within a 14-day cluster in which 2 other insiders also bought XOMA shares.

Director Joseph M Limber bought 30.0K shares at blended average $25.34; stock now $19.23, down 43.2% from 52-week high; part of cluster pattern with 2 other insiders.

Joseph M Limber, a Director, executed 5 separate purchases totaling 30,000 shares for $760,144.68 between April 3–7, 2025, at a blended average price of $25.34. The stock is currently trading at $19.23, down 43.2% from its 52-week high of $33.88. Notably, a cluster of insider buying activity occurred within the past 14 days, with 2 other insiders also purchasing shares during this period. The company reported negative net income of $-17,243,000.00 in its latest quarter, though it showed substantial annual revenue growth of 498.7% year-over-year. The timing of these coordinated insider purchases near multi-month lows, combined with the company's sharp drawdown and operating losses, creates a factual pattern warranting investor scrutiny into the company's current operational trajectory and insider assessment of intrinsic value.

XOMA CFO Thomas M. Burns purchased 1,000 shares at $25.46; stock down 41.6% from 52-week high and trading at $19.78

CFO Thomas M. Burns doubled his shareholding from 1,000 to 2,000 shares with a $25,460 purchase at $25.46 per share on April 1, 2025. The transaction occurred as XOMA's stock has declined 41.6% from its 52-week high of $33.88 and is trading 28.7% below the purchase price at $19.78 currently. XOMA reported a net loss of $17.2M on revenue of $7.2M in its latest quarter and remains unprofitable on a full-year basis, despite exceptional 498.7% annual revenue growth, suggesting the company is in a high-growth but still pre-profitable phase. This insider equity commitment at an elevated price relative to current valuation merits monitoring against actual near-term operational progress and margin trajectory.

CIO Bradley buys 1,245 shares of XOMA in 2 transactions at blended avg $21.04 on 2025-03-31; holdings rise to 3,045 shares (+69.2%)

Bradley's purchase of 1,245 shares across 2 separate transactions on 2025-03-31 represents a significant 69.2% increase to his holdings at XOMA, with a blended average price of $21.04. The timing coincides with recent weakness: the current price is $19.78 (down 8.0% over 30 days and 23.9% over 90 days from a 52-week high of $33.88). Bradley's own cross-ticker track record shows a 15.38% win rate on buys at the 90-day mark with an average 90-day return of -13.5%, and his 5 prior buys at XOMA show mixed near-term results (-1.4%, -0.2%, -0.2% 30-day outcomes, with 90-day outcomes still not measurable on most). The company is unprofitable ($-17.2M net income in the latest quarter) but shows sharp revenue growth at +498.7% year-over-year, creating a contrast between growth and profitability that warrants closer examination.

CIO Sitko Bradley buys 4,134 XOMA shares in 2 transactions for $98,751.10 amid -23.6% 90-day decline

Sitko Bradley, Chief Investment Officer of XOMA Royalty Corp, executed 2 separate purchases totaling 4,134 shares for $98,751.10 at blended average price $23.89 on 2025-03-21. The stock has declined -23.6% over the past 90 days and -38.8% from its 52-week high of $33.88, currently trading at $20.74. Bradley's cross-ticker track record shows 17 prior buys with an average 90-day return of -12.7% and a 16.67% win rate, while his prior 5 trades at XOMA (all buys from December 2024 through January 2025) have shown mixed near-term returns, with only 1 of 5 showing a positive 30-day outcome. The company faces structural headwinds: it reported quarterly revenue of $7,197,000 against net income of -$17,243,000, indicating significant unprofitability despite 498.7% year-over-year revenue growth.

10% owner BVF PARTNERS L P/IL exits 650.7K shares (100% of stake) for $16,983,713.70 at $26.10

BVF PARTNERS L P/IL completed the total liquidation of its 650.7K share position in XOMA via 4 separate sales on 2025-01-24, raising $16,983,713.70 at $26.10 per share. The company is unprofitable with quarterly revenue of $7,197,000.00 and negative net income of $-17,243,000.00, alongside annual revenue contraction of -21.1%. The insider's cross-ticker track record shows strong buy timing (11 prior buys with 100% 90-day win rate averaging +45.0% return) but less reliable sell execution (9 prior sells with 66.67% well-timed rate and flat average 90-day return of -1.2%), meaning this exit follows a pattern of inconsistent timing on sale decisions. The complete exit removes a significant 10% stakeholder from the cap table and eliminates any ongoing downside protection for remaining shareholders.