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Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-05-02 | 2024-03 | -0.18 | -0.2 | -0.02 | -11.11% |
2024-03-11 | 2023-12 | -0.23 | -0.2 | 0.03 | 13.04% |
2023-11-08 | 2023-09 | -0.22 | -0.21 | 0.01 | 4.55% |
2023-08-03 | 2023-06 | -0.17 | -0.22 | -0.05 | -29.41% |
2023-05-02 | 2023-03 | -0.17 | -0.17 | N/A | N/A |
2023-03-02 | 2022-12 | -0.14 | -0.16 | -0.02 | -14.29% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-05-30 | Citigroup | Upgrade | Buy | Buy |
2023-05-29 | Needham | Upgrade | Hold | |
2023-03-06 | Jefferies | Upgrade | Hold | |
2022-11-21 | Citigroup | Upgrade | Buy | Buy |
2022-08-11 | Piper Sandler | Upgrade | Overweight | |
2022-06-30 | Citigroup | Upgrade | Buy |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-04-25 | AMOUYAL PHILIPPE J | Director | 248.36K | Conversion of Exercise of derivative security |
2024-05-09 | ARTAL INTERNATIONAL S.C.A. | Beneficial Owner of more than 10% of a Class of Security | 0.00 | Conversion of Exercise of derivative security |
2024-04-25 | BARKER SAMUEL L | Director | 87.65K | Conversion of Exercise of derivative security |
2024-02-27 | COATS LONNEL | Chief Executive Officer | 1.10M | Conversion of Exercise of derivative security |
2024-04-25 | DEBBANE RAYMOND | Director | 6.80M | Conversion of Exercise of derivative security |
2024-04-25 | LEFKOWITZ ROBERT J | Director | 48.36K | Conversion of Exercise of derivative security |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Artal Group S.A. | 117.55M | 269.20M | 48.00% |
2023-06-29 | BVF Inc. | 20.00M | 45.79M | 8.16% |
2023-06-29 | FMR, LLC | 8.51M | 19.49M | 3.47% |
2023-06-29 | Vanguard Group Inc | 6.46M | 14.79M | 2.64% |
2023-06-29 | Blackrock Inc. | 6.38M | 14.61M | 2.60% |
2023-06-29 | JP Morgan Chase & Company | 2.93M | 6.71M | 1.20% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Vanguard Total Stock Market Index Fund | 3.70M | 8.48M | 1.51% |
2023-08-30 | Fidelity Growth Company Fund | 2.53M | 4.35M | 1.03% |
2023-08-30 | iShares Russell 2000 ETF | 2.15M | 3.69M | 0.88% |
2023-06-29 | JP Morgan Small Cap Value Fund | 1.43M | 3.27M | 0.58% |
2023-06-29 | Vanguard Extended Market Index Fund | 1.42M | 3.25M | 0.58% |
2023-08-30 | Fidelity Select Portfolios - Biotechnology | 1.09M | 1.87M | 0.44% |
Split | Date |
---|---|
1 : 7 | 2015-05-21 |
The current consensus EPS estimate is -$0.24 on $1 million in revenues for the coming quarter and -$0.86 on $26.87 million in revenues for the current fiscal year.
Only 1M? Seems low based off Q4, considering hospital formularies 6 month waiting period ended and several big plans have picked up Impefa starting Jan 1 or around there.
I expect revisions to estimate to at least double.
Am I off base?
What is going on ? Are these guys afraid to post their earnings or what !
Yahoo shows LXRX next earning call 4/30-5/6
Anyone know where this would come from ?
If so I good with that because in all likelihood it will be a blow out. Sales inflection is happening right now to what degree not sure, so if they need another month to make that statement, all good with me….
Folks , Lexicon is ramping up , a few bump in the road perhaps but they are definitely not failing.
Since holding LXRX I can’t recall any upside surprises. Let’s hope they can pull one out of the hat with earnings. Sad to say but I doubt it.
Nasdaq LXRX analyst research this morning
Buy
Price target $7
High $10 and low $4
Let’s hope they are right!!!
https://www.nasdaq.com/market-activity/stocks/lxrx/analyst-research
Earning report taking some time as they likely are gathering the last bit of scripts , as they mentioned before they come from multiple places and need to be tallied up. This is why it is in March, to get as much Feb data as possible .
I expect financials to miss but guidance to push this higher, they have a lot of momentum building, and likely more focused on positioning the company to be sold than on solid financials . All about coverage and new scripts, paid for/ filled or not , all about how many Dr are writing and how many scripts get written.
With Sgl2 HF generics hitting the shelf, you gotta think a sgl 1 and 2 HF drug is highly desirable for a large pharma company. That point of differentiation is huge going forward.
Know what you hold!
I don’t think it was said together but ….big pharma would be crazy to touch us until we hit sales inflection…….. then also it was said …….we will be hitting sales inflection by the middle of the year …
So buyout or partnership could be very likely by mid year.
Regardless Lexicon has very strong financial backing , a top notch CCO, differentiated heart failure medication, and strong pipeline in a T1 approval and LX9211 up coming S3 trials.
All for under a billion.. I love this stock!
Shorts oddly drove price up to only make it drop like a rock in hopes to shake the tree and get more people to get frustrated and dump their shares so the shorts don’t get trapped.
Not many shares left to borrow and short so they needed to pull out this manipulation.
The only reason the SP is dropping is because more people are selling than buying, STOP SELLING……
It won’t go up unless this changes or there is positive news. I don’t believe there is any support levels that are really in play. Will continue to drop into the earning call unless people quit selling…..
Don’t be foolish, know what you hold. Research this company and know what the end game is here. Regardless of next earnings call by end of year this thing will be at least 3x where we are at now.
I think the recent run up was them opening up the ATM so Invus could buy up their allocation of share on the cheap before earnings call drives the price way up, at which time they will turn the ATM back on and sell to the rest at the new valuation.
Not sure if it works like that but makes perfect sense because you want them to average down their SP so they can find a spot to sell at that meets their expectations
Added- no insider selling their RSUs
And curious how Q4 bonuses were, if good perhaps an indication results will look good too?
Truth of the matter is that if you’re not an AI bio stocks nowadays you’re nothing but an old economy stocks. AI is driving
Whole bio sector is on fire. By the time they have their FDA approval product on the shelfs someone will offer better one at lower cost.
PR department is an oxymoron for this company
Here is why Lexie is down… everyone freeking out . How much do you expect the SP500 to be up this year? Regardless of the upcoming earning call and sales from Q4, there is little doubt that by the end of 2024, we will be 2-3x higher SP than we are now with real support.
Need to stop living by the minute on LXRX , sales are building rapidly for sure, little to stop that for the next year or so