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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 |
Hope Cathy Wood has this one on her radar.
Put my mouth where my words were. Bought the $2.40 level I had in mind. Now what who knows.
Where do we see support that is a very good question. I’m long at higher cost and will add up to my position at $2.40. Is that a support who knows? If you think technical analysis work with a stock like that good luck. Put your helmet on and drive on.
Smart money is increasing their holdings
https://www.marketbeat.com/instant-alerts/nasdaq-lxrx-volume-advance-2024-02-20/
Know what you own. Lexicon is a top bio tech company
One date, 2 messages
……Jan 2021
Short- You may have over played your hand, you do know we are going to hit a sales inflection point very soon?
Longs- hold strong, your gonna kick yourself if you sell in the 3s or 4s in the next couple weeks, and let the shorts off easy
Noticed a very large dump at 3:26 at around $3.17, I’m sure they are smarter than I as they control a ton of shares, but funny how it likely did not cause the outcome they were hoping for, a mad panic of selling and an even lower share price…they picked about the very worst time to sell today, not sure what that was all about.
Will be interesting to see how we open up Tuesday, that person, I bet will be paying more to get their position back.
Lexi is strong, great volume as of late, and still very under valued.
Overbought by technicals perhaps, but do your DD and you will see we were way over sold and undervalued.
The run up started about a week after the JPM Healthcare conference. What does that tell you? Tells me that the investors would met with Lexicon liked what they heard, believe the sales inflection is happening, and everyone who bailed in May 2023 is piling back in.
The volume we have seen in last few weeks is huge, I think we get well into the $4 range before the earning call and we will see from there, but the sales inflection is happening, to what degree we will soon see, but it’s hard to see Lexicon valued at less that a billion right now with the runway in front of it.
Where do we go from here given we are an inch from a 1 year high, up 142 % in a month, the short situation and what could be 3 more weeks til the earning call?
The 5 year chart makes this recent run look like it could unwind any time but this is a much different company and situation this time around, hype and risk is largely in the past and this is the real deal now, if not this earning call, by next we will undoubtably see a stock, price, skyrocketing, and in my honest opinion, but a certainty, not just a pump or hype.
Who has a crystal ball they could share a read out from what we could see in the next 2-3 weeks before the call.
When I look at the one year chart, as excited as I am to have seen this run the last few weeks, I realize the huge upside still yet to come.
We are just touching the SP zone of where we were at when they announced the FDA approval.
From there the shorts took us down hard but I don’t see that happening again as we have solid sales momentum and several key catalysts to take us much higher.
Do you research as I have, and you quickly realize this company is still way undervalued at only 714 million market cap . Should easily be a multi billion dollar company with the runway it has in front of it.