Jan. 15 at 8:41 PM
$LXRX JP Morgan presentation was a big nothingburger in my view. Nothing new. blah blah blah, same ol same ol. Let’s hear about a 9211 partnership. Waiting on minutes of the FDA meeting? How long does it take to produce the minutes of a meeting? Usually an hour. Without a partner, they need to raise hundreds of millions of $ to fund the P3 trial. Dilution to infinity. The lack of a partner is also a signal that the industry, i.e., BP, does not think that 9211 is a viable neuropathic pain drug. And let’s hear about acceleration of selling Inpefa for HF in the US and Europe.
