Jan. 3 at 3:54 PM
$LEXX Hearing additional MTA partner speculation on my end.
$LLY stands out as the best potential additional MTA partner because DehydraTECH directly addresses Lilly’s biggest unmet need: making large, complex incretin peptides orally viable without unacceptable GI side effects. Unlike Novo, Lilly is not locked into SNAC or a proprietary oral delivery solution, giving it flexibility to evaluate an external platform. Tirzepatide and next-generation dual or triple agonists are larger and harder to absorb than semaglutide, increasing the value of a lipid-based delivery system that can improve absorption efficiency and smooth exposure. GI tolerability is a known limitation for incretins, and Lexaria’s human data already shows meaningful reductions in GI adverse events. Strategically, Lilly has shown willingness to partner externally when it accelerates timelines, and oral incretins remain a major growth opportunity.
Things could heat up fast with
$NVO &
$LLY involved here 💰