Q1 estimates feel low based on Q4, no?
dbatcl
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Looking dam sexy Lexi !!
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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.
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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
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Not at all worried about earnings, all about guidance; number of Dr writing, scripts written and scripts filled, LX9211 progress.
They are not trying to build a profitable company, they are looking to sell likely .
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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!
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Last they spoke they said they would hit sales inflection by mid year , if that’s the case it feels like still being short is a massive risk with the earning call coming up soon?
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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!
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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.
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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?
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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
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Does not look like any insiders sold their RSUs. Paying taxes on them and holding, feels like a positive
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Smart money is increasing their holdings
https://www.marketbeat.com/instant-alerts/nasdaq-lxrx-volume-advance-2024-02-20/
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Know what you own. Lexicon is a top bio tech company
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Fidelity called me today looking for me to lend my share out, said no thanks.
Wondering if this was a wide spread occurrence today, big houses trying to find more shares to lend out?
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I just a call from Fidelity looking for me to lend my share out, said no thanks.
Anyone know what the share available to borrow look like? Lending rate update?
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Generic Sglt2 HF in the next couple of years… what major pharma would not want to buy a Sglt 1 and 2 HF med? Impefa will be #1 branded HF med in 3-4 years , you watch
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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
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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.
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