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Lexicon Pharmaceuticals (LXRX) investor relations material
Lexicon Pharmaceuticals H.C. Wainwright 27th Annual Global Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Portfolio and R&D pipeline progress
Focus shifted to core cardiometabolic R&D portfolio, with strong progress in 2023 and multiple late-stage assets advancing.
Pilibapadin completed phase 2 trials in diabetic peripheral neuropathic pain (DPNP) and post-herpetic neuralgia, with positive results and phase 3 preparation underway.
LX9851 R&D studies nearing completion, with a global license to Novo Nordisk for obesity and related conditions.
Sotagliflozin phase 3 SONATA trial for hypertrophic cardiomyopathy (HCM) is accelerating enrollment, with global expansion outside the U.S. and Europe.
Licensing strategy includes ex-U.S./EU deals with Vieitrace and ongoing partnering discussions for pilibapadin.
Clinical data and scientific validation
Pilibapadin demonstrated strong biological activity and clinical benefit in neuropathic pain, with a clear phase 3 dose and favorable safety profile.
Advisory board and scientific data support pilibapadin's differentiation, with three positive phase 2 trials and broad potential beyond neuropathic pain.
Preclinical data show pilibapadin's activity in chemotherapy-induced neuropathy and multiple sclerosis pain, suggesting further indication expansion.
Upcoming data presentations at major conferences (Neurodiab, AASD, Pain Therapeutic Summit) will showcase comprehensive phase 2 results.
Market opportunity and regulatory updates
Pilibapadin is positioned as a leading non-opioid oral candidate for DPNP, with potential to be the first approval in 20 years.
Sotagliflozin targets a large unmet need in HCM and HFpEF, with unique mechanisms and potential as a first-line agent due to recent ESC findings.
Beta blockers' efficacy in HCM is being questioned, increasing sotagliflozin's relevance.
SONATA and SOTA-CROSS trials address both obstructive and non-obstructive HCM, with complementary endpoints and strong enrollment trends.
Regulatory submissions for sotagliflozin in HFpEF are progressing, and additional data for Zynquista in type 1 diabetes have been submitted to the FDA.
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