Added to YB: 2026-03-31
Pitch date: 2026-03-27
LXRX [bullish]
Lexicon Pharmaceuticals, Inc.
-8.48%
current return
Author Info
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Company Info
Lexicon Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the discovery, development, and commercialization of pharmaceutical products for the treatment of human disease.
Market Cap
$699.1M
Pitch Price
$1.65
Price Target
5.00 (+203%)
Dividend
N/A
EV/EBITDA
-14.28
P/E
-11.90
EV/Sales
13.35
Sector
Pharmaceuticals
Category
growth
DD: Lexicon Pharmaceuticals ($LXRX)
LXRX (new position): Dual SGLT1/2 inhibitor sotagliflozin targeting 3 indications. Core catalyst: Zynquista NDA resubmission mid-2026 for type 1 diabetes (65% POS), peak sales est $650M by 2030. SONATA-HCM Phase 3 data Q1 2027 (45% POS), peak sales $900M by 2032. $220M cash extends runway to mid-2027. rNPV model yields $5.00 PT vs $1.63 (207% upside) at 12% WACC. Bear case: T1D/HCM failures = $0.60-0.80 floor on cash+Inpefa label. Key risk: DKA safety threshold from STENO-1 data.
Read full article (11 min)