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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 |
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!
Sad to say but this guy doesn’t know how to dance with the rest of the bio sector.
You can tell a lot about how this group talks about different topics, “ we are having talks” about outside US sale, felt like not likely to happen anytime soon.
Regarding access, felt like they feel there is a lot of progress and potential upside surprises coming. About 50% exiting 2023… all we are going to need first half of 2024. I do t think you make statements like this unless your having some really great discussions .
Also, feels clear that they are looking to take this as far as they can before thinking of selling it or entering any partnerships. Just like Shark Tank, you want a hefty price , better have hit that inflation point first.
I do t think we are going to see anything but opened up access and a hockey stick sales trajectory for the next 6 month. Will be a different story in second half of 2024
I’m just surprised we have not gotten out of the 1.10 range yet. With Tom steering the ship, this rocket will launch!