Jun. 1 at 3:09 PM
$LXRX .... heading into Jefferies Healthcare on June 4th at 2PM feels more important than the market realizes.
This isn’t some random small-cap conference. Jefferies is one of the top healthcare investor events globally. Big pharma BD teams, biotech hedge funds, institutions, analysts — they all attend.
Key things
• SONATA-HCM enrollment commentary
• Pilavapadin partnership discussion updates
• Any Novo/LX9851 obesity commentary
• T1D NDA/FDA language changes (
$VTRS expansion of Inpefa)
• Cash runway & strategic direction
$NVO already signed a potential
$1B obesity deal with LXRX.
Pilavapadin is Phase 3-ready after positive FDA interactions.
Insider buying earlier this year was significant.
Mike Exton called this “an important meeting at an important time.”
Could be one of the more important fireside chats LXRX has had in years.
https://www.jefferies.com/wp-content/uploads/sites/4/2025/10/10_24_25_Jefferies_2025_2026_Conference_Summit_Calendar.pdf
