XFOR Stock Forecast & Price Target

X4 Pharmaceuticals Inc. has a robust outlook due to the anticipated label expansion of its lead product, mavorixafor, into additional primary immunodeficiency disorders, which is expected to broaden its market reach significantly. The company's financial position has been strengthened by a recent PIPE transaction that raised $85 million, contributing to a projected cash position of approximately $130 million by the end of 3Q25, enhancing its operational flexibility. Additionally, the compelling biological validation of CXCR4 inhibition and the positive data trends observed in ongoing clinical studies provide a solid foundation for future growth and commercialization opportunities in a multi-billion-dollar market addressing significant unmet medical needs.

The financial outlook for X4 Pharmaceuticals Inc. is negatively impacted by extended enrollment timelines for the 4WARD trial, which have been prolonged by approximately 12 months, leading to significantly reduced sales estimates for WHIM syndrome therapies. The anticipated peak sales for WHIM have decreased from $140 million to around $75-80 million, despite modest increases in projections for chronic neutropenia, now estimated at $850 million, up from $775 million. Additionally, concerns regarding the company's balance sheet persist, as ongoing financing challenges and the need for further capital infusions are likely to pressure the stock until new management implements strategic changes and addresses funding needs.