macrossluvsrobotech
Sep 11, 4:04 PM
$LXRX — count the VALUE/estate, not just the 'ticker'.
Novo LX9851 (oral obesity / fat-metabolism pill): up to
$1B headline.
$75M already in. Rest = milestones (goal payments) + royalties (sales cut). Easy minimum, floor value per share ≈
$0.80/sh.
Zynquista T1D (type 1 diabetes): ~1M US adults. No approved *oral* add-on to minimize need 4 daily painful insulin jab. FIRST OF ITS KIND- IN THE U.S. Q4 FDA file (Oct–Dec). Efficacy accepted!!!!!!!!. Gate was DKA (dangerous acid buildup). STENO-1 (Denmark safety study) was that gate. Minimum value in sales per share: ≈
$2.20/sh.
SONATA + AAK1 appx minimum value per share ≈
$1.45/sh.
SONATA = P3 (late trial) in HCM (thick stiff heart), Q1’27. Camzyos ( another similar brand, inferior ) already banks ~
$1B+/yr; no nHCM .
AAK1 = pilavapadin, non-opioid for DPNP (diabetic nerve pain). P3 = partner’s check, but could be 1.80-3.80 minimum value per share in royalties.
Add: ~
$6.80–8.80+ vs ~
$2. Not a promise. A ledger.
$NVO $VTRS $BIB $SPY
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