Feb. 5 at 2:50 PM
$LEXX $MRK $TEVA $JAZZ 🔥 💰
There are several reasons partnership discussions aren’t just possible, but logical right now:
1. The asset is now “partner-ready.” Pharma wants human safety, tolerability, and comparability data — Lexaria has delivered that.
2. The 505(b)(2) pathway lowers risk with shorter timelines, lower cost, and a known molecule and market, which is attractive in a capital-constrained environment.
3. Liraglutide’s patent expiry shifts incentives — an oral, IP-protected reformulation offers a way to re-monetize an aging injectable.
4. The study design looks partner-aware: conservative dosing, tolerability focus, and clear regulatory framing generate discussion-grade data.
Why no announcement yet: if discussions are active, silence is normal. Companies don’t announce exploratory talks or non-binding terms — they announce funded follow-up studies or formal collaboration and development deals.
