Jul. 13 at 9:30 PM
$LXRX The sad reality is that the SGLT-inhibitor class of drugs had made AstraZeneca (Farxiga) and Boehringer Ingelheim & Eli Lilly (Jardiance) 00s of
$B's over the past 10 years - similar to the runaway successes of GLP-1 class of drugs (ozempic, wegovy, mounjaro, zepbound, trulicity, rybelsus), both are hormonal therapies.
RD got involved in Sotagliflozin at Lexi about 2 to 3 years behind the other SLGT2-i compounds, but he totally missed the major timing window for the entire drug class. During the period, he got Zynquista approval at EMA for T1D and Inpefa at FDA for HF, but both fail to make any noticeable impact to him, Lexci, us investors/followers, and much-needed patients..
The last and only window left for Zynquista/Inpefa is T1D and HCM with monetization potential in the
$B's - not 10s or 100s of
$B's.
Ray is 71, and Eric Wittouck is 79, whose money ray's managing. Ray, time to PUT UP or SHUT UP.
(BTW, you've probably overpaid your people short on deliveries!)
