X4 Pharmaceuticals, Inc. (XFOR) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript

SA Transcripts158.42K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call X4 Pharmaceuticals, Inc. (XFOR) Guggenheim Securities Emerging Outlook: Biotech Summit 2026 February 12, 2026 12:30 PM EST Company Participants Adam Craig - Executive Chair Conference Call Participants Michael Schmidt - Guggenheim Securities, LLC, Research Division Presentation Michael SchmidtGuggenheim Securities, LLC, Research Division All right. So welcome to this fireside chat with X4 Pharmaceuticals. I'm Michael Schmidt, Senior Biotech Analyst with Guggenheim. And it's my great pleasure to welcome Adam Craig, Executive Chair of X4 Pharmaceuticals. Adam, thanks for joining us today. Adam CraigExecutive Chair Thank you, Michael. Thanks for having us. Question-and-Answer Session Michael SchmidtGuggenheim Securities, LLC, Research Division So maybe just starting off with a high-level question. So you and the management team have been in place now for about 6 months or so at X4 Therapeutics. Maybe just remind us of your broader vision for the company and what you're trying to accomplish. Adam CraigExecutive Chair What we're trying to accomplish is being a leading company in the development of new therapies for patients with rare blood disorders. What we're focused on at the moment is the development of our compound mavorixafor for chronic neutropenia for patients who have low white counts and are very exposed to infections. Over the last 6 months, we spent a lot of time focusing the team on that goal. We've reduced costs. We've reduced headcount, and we've really become a company that's focused on completing our Phase III trial successfully so that we can bring that new indication to patients. Michael SchmidtGuggenheim Securities, LLC, Research Division Okay. Yes. Maybe then a few questions about mavorixafor. So this therapy targets CXCR4, which has been shown to have bone marrow mobilizing effects. And so yes, maybe remind us what is the value proposition of mavorixafor relative to other CXCR4 inhibitors or antagonists that -- and also G-CSF, which