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Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-08-01 | 2024-06 | -0.18 | N/A | N/A | N/A |
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 |
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 |
I’m excited about this weeks pop too, but still well below the last round at $2.50…..I still need another dime to get to break even.
Hopefully is this another Dec 2020 moment… without the drop that came in Feb ( and without the pandemic that swept across the world in March)
Lexi is legit this time, only the beginning of the value that’s being built.
Great to see but I don’t think it means much, ( not big event coming) other than it was under valued and now it’s coming back and getting some attention. I don’t see any additional dilution until it doubles from here at least or til we get mid year. They don’t need the money now and the SP will go much higher, they have already sold enough stock dirt cheap, next round will be over $5 I am thinking.
Hoping it drops next week so I can buy back my shares I sold to harvest losses in 2023. If you’re holding shares in a IRA account consider converting shares to Roth. Personally I can’t wait to clear a million in profit and not have to pay a penny to the IRS!!! FJB!
Can Artal use this recent news to increase their % ownership, or can they only maintain ~48%
Trying to read in some positive to what will be more dilution, hopeful the last as I’d think it will cover them past sales inflection and the beginning to profitability vs cash burning.
Anyone feel like this makes it really risky to be shorting this stock right now? Not going to be so easy to buy the stock in a downturn with Artal able to step in and add to their position, which given their SP average price , they probably would love to buy millions more at under $2.
Once Lexicon release 5 m shares at current price, they can jump in, and with 23 m shares shorted right now…..gives them a great chance to get in cheaper. Or am I reading this wrong?
Are they getting ready for 1-11-24 , JPM HC conf announcements or just positioning themselves up for 2024 with this ATM?
I’d like to think they would not risk driving the SP down again near $1 or less and risk getting delisted? Any thoughts? I don’t like to see this ATM without a much stronger SP.
Good to see they still have that loan as an option, depending on sales and cash burn, they may or may not need it. They are threading the needle with the launch and value creation, if any one can do this it’s their new CCO. The fact they have not pulled the X US lever hopefully indicates possible BO in near term , if they go X US , it will likely be a longer term play to get LX9211 to market.
Let’s not taunt the shorts they’re smarter than most of us here. Let’s hope they move on to other opportunities. They’ve had their fun with LXRX, I’d like to think there would be too much risk in shorting us anymore as there is nothing but growth/ strong growth on the horizon.
Agree with you both, I’m gonna sleep a lot better once I see a path to the end of 2024 without the need to raise more money and become sustainable/ not be burning money. Even with just Impefa this should be a winner for the next few years, looking forward to hearing 9211 goes to stage 3 and beyond, should really set this thing up well!