Asset Manager

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XOMA Royalty Corp

XOMA Royalty Corp began in 1981 as a biotech company developing antibodies, but a series of clinical setbacks in the 2010s reshaped it entirely.

XOMA Royalty Corp

XOMA Royalty Corp began in 1981 as a biotech company developing antibodies, but a series of clinical setbacks in the 2010s reshaped it entirely. Under CEO Owen Hughes, the firm pivoted to acquiring royalty streams, completing a reverse merger and capital raise in 2017 that left it as a pure-play royalty aggregator. The wealth it generates is corporate, not family-sourced — it is a publicly traded entity (NASDAQ: XOMA) that earns royalties from drugs commercialized by other companies. The firm targets royalty interests, milestone payments, and synthetic royalty structures across pre-commercial and commercial-stage biotech assets. Its portfolio is weighted toward immunology, oncology, and rare disease indications, with geographic exposure concentrated in the US and Europe. Confirmed positions include royalties tied to assets developed by Novartis, Bayer, and Rezolute. XOMA structures deals as direct purchases of future payment streams, avoiding equity dilution and operational burn — a posture closer to specialty finance than venture capital. XOMA reported a cash and royalty portfolio valued at approximately $200 million in its 2023 financial filings. The firm operates from Emeryville, California, and as of early 2025, Brad Sitko serves as Chief Investment Officer. In December 2023, XOMA acquired royalty and milestone interests from DarioHealth for approximately $12 million, adding to a portfolio that had grown from roughly 50 assets in 2020 to over 70 by early 2024. Structurally, XOMA functions as a royalty monetization vehicle — not a traditional biotech, family office, or fund. It raises capital on public markets, then deploys into biopharma royalties, creating a tradeable pool of uncorrelated healthcare cash flows. This architecture separates scientific risk from financial engineering: the firms it partners with still run the trials, while XOMA holds the economic rights to specific revenue triggers.

Website
xoma.com

General information

Firm type

Asset Manager

Year founded

1981

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Emeryville

Corporate office

Emeryville, CA, United States

Principals

Owen Hughes

Chief Executive Officer

Brad Sitko

Chief Investment Officer

Sector focus

BiotechnologyHealthcare Services

Frequently asked questions

How does XOMA Royalty Corp generate returns?

XOMA acquires royalty interests and milestone payment rights on drug candidates developed by other biotech companies. It does not run clinical trials or sell products. Instead, it contractually earns a percentage of revenue or lump sums when drugs hit regulatory or commercial milestones, creating a portfolio of uncorrelated biopharma cash flows.

Who runs investment decisions at XOMA Royalty Corp?

Owen Hughes is the CEO, and Brad Sitko serves as Chief Investment Officer. Sitko leads the evaluation and structuring of royalty acquisitions, which range from single-digit-million milestone purchases to larger portfolio transactions involving multiple assets.

Is XOMA a family office or a biotech company?

XOMA is a publicly traded royalty aggregator listed on Nasdaq under the ticker XOMA. It is not a family office. While it originated as a biotech drug developer in 1981, it now operates as an asset manager that acquires future payment streams from drug candidates, making it closer to a specialty finance firm.

What kinds of assets does XOMA typically target?

The firm targets royalty interests and milestone payment rights on pre-commercial and commercial-stage drugs. Its portfolio concentrates on immunology, oncology, and rare disease indications. XOMA acquires these rights from small and mid-cap developers that need non-dilutive capital to fund operations.

Does XOMA invest in private biotech companies directly?

XOMA acquires economic interests in drug candidates through royalty purchases, not equity stakes. This means it does not take board seats or influence company operations. The structure is contractual: XOMA pays cash today for a claim on future drug revenues or regulatory milestones, without direct company ownership.

How large is XOMA's royalty portfolio?

XOMA reported holding over 70 royalty and milestone assets as of early 2024, up from roughly 50 in 2020. Its cash and royalty portfolio was valued at approximately $200 million in its 2023 financial filings.

Where do XOMA's royalty assets generate revenue?

The portfolio is geographically concentrated in the United States and Europe. Confirmed royalty positions are tied to drugs developed by partners including Novartis, Bayer, and Rezolute, covering commercial and clinical-stage assets across multiple therapeutic areas.

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