May. 19 at 1:37 PM
$LEXX
Free-Riding Partner: Why grant PharmaCO a zero-cost MTA extension? Retail bore 100% of the
$15M R&D risk; why do they get a free ride to wait for data without an upfront option fee?
The Tablet Pivot: Why ditch capsules to mimic Novo’s tablet tech just now? Does this mean previous capsule data was deemed commercially unviable by big pharma?
Hypertension Abandonment: Why gamble all leverage on a single GLP-1 binary? Why isn't our advanced hypertension asset being shopped for a non-dilutive valuation floor?
Success Metrics: What specific PK targets equal a "win"? If we only match Wegovy instead of beating it, what is the actual value?
Scripted Avoidance: Why fund slick, scripted videos instead of an open Q&A call?
Why hasn’t one insider bought shares?