Lexicon Pharmaceuticals Inc (LXRX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$1.61+8.78%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · LXRX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 20.7% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| -53.9% |
Growth built into the price is above our model estimate.
The price assumes 74.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 66 industry peers
LXRX — earnings in line
Dated 2026-08-06
Results of Operation and Financial Condition On August 6, 2026, we issu ed a press release to report our financial results for the quarter ended June 30, 2026. A copy of the press release is attached to this current report on Form 8-K as Exhibit 99.1. The information in this Form 8-K and the Exhibit attached to this Form 8-K shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section…
Why it matters: The filing depends on safety data from the STENO1 study. A timely filing would move the US review forward.
Watch forLexicon resubmits the ZYNQUISTA NDA by Q4 2026. It includes the needed STENO1 safety data.
Also watch forLexicon does not resubmit by Q4 2026, or says STENO1 data do not meet FDA needs.
Why it matters: This Phase 3 study tests sotagliflozin in people with HCM. The results can show if it helps ease symptoms.
Watch forQ1 2027 results show a clear improvement in the main symptom measure versus placebo.
Also watch forQ1 2027 results show no clear symptom improvement versus placebo, or the readout slips past Q1.
Why it matters: Q2 INPEFA sales were $0.7 million. A rise would show stronger sales of Lexicon's marketed heart failure drug.
Watch forThe Nov. 5 report shows INPEFA sales above $0.7 million for Q3 2026.
Also watch forThe Nov. 5 report shows INPEFA sales at or below $0.7 million for Q3 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$180 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $710 loss on $10,000 · 7.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,621 loss on $10,000 · 46.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.