NASDAQ$LXRX

Lexicon Pharmaceuticals Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported first quarter 2024 financial results and provided a business update.

Lexicon Pharmaceuticals reported a net loss of $48.4 million, or $0.20 per share, for the first quarter of 2024. Revenues were $1.1 million, primarily from INPEFA. The company is advancing its pipeline, including a planned NDA resubmission for ZYNQUISTA and initiation of a Phase 3 study for sotagliflozin in HCM. They had $355.6 million in cash and investments as of March 31, 2024.

  • INPEFA launch in heart failure continues to progress with net sales of $1.1 million, a 63% increase from the previous quarter.
  • NDA resubmission for ZYNQUISTA as an adjunct to insulin in people with type 1 diabetes and CKD is expected mid-year 2024.
  • Start-up ongoing for Phase 3 study of sotagliflozin in Hypertrophic Cardiomyopathy, with enrollment expected to begin mid-year 2024.
  • Enrollment in Phase 2b PROGRESS study of LX9211 in Diabetic Peripheral Neuropathic Pain is on track for expected Q2 2025 topline data.

Headline financials

Total Revenue

$1.13M

Previous: $0.00
EPS

-$0.20

Previous: -$0.17-17.6%
R&D Expenses

$14.4M

Previous: $12M+19.5%
SG&A Expenses

$32.1M

Previous: $19.1M+67.5%
Total Operating Expenses

$46.5M

No prior period
Weighted Avg Shares

245.4K

No prior period
Capital Expenditures

$0.00

Previous: -$248K+100.0%
Free Cash Flow

-$48.4M

Previous: -$32.2M-50.4%
Net Income

-$48.4M

Previous: -$31.9M-51.6%
Operating Income

-$45.3M

Previous: -$31.1M-45.6%
Gross Profit

$1.1M

Previous: $0.00
Cash & Equivalents

$96.5M

Previous: $26M+271.1%
Total Assets

$417M

Previous: $163M+156.4%
R&D Expense

$14.2M

No prior period
Stock-Based Comp

$4.3M

Previous: $3.42M+26.0%

Revenue & EPS history

Lexicon Pharmaceuticals · Revenue · Quarterly

$1.13M

Q1 2024
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Lexicon Pharmaceuticals · $162K total across 2 segments · Q3 2023

  • Net Product Revenue
    $148K
  • Royalties and Other
    $14K

Forward guidance

Lexicon is focused on the commercial launch of INPEFA, resubmission of the NDA for ZYNQUISTA, and advancing its pipeline programs.

Tailwinds

  • Expansion of market access for INPEFA expected to begin around the middle of this year.
  • Planned mid-year resubmission of NDA for ZYNQUISTA.
  • Commencement of Phase 3 study of sotagliflozin in hypertrophic cardiomyopathy.
  • PROGRESS study of LX9211 in diabetic peripheral neuropathic pain remains on track.
  • Selection of LX9851 development candidate for obesity and weight management, now entering IND-enabling studies.

Headwinds

  • The company reported a net loss for the quarter.
  • Increased research and development expenses compared to the corresponding period in 2023.
  • Increased selling, general and administrative expenses compared to the corresponding period in 2023.
  • Commercial success of INPEFA is dependent on market access, which is still expanding.
  • Clinical development programs are subject to regulatory approvals and potential delays.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.4%

Avg return

Earnings day

+2.8%

Avg return

5 days after

-0.4%

Avg return

30 days after

56%

36 / 64 earnings

Positive

+30.6%

Q3 2015

Best reaction

-26.0%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.4%+50.0%+19.4%
Q4 2025-0.6%+1.8%-2.5%
Q3 2025+3.0%+13.0%+1.4%
Q1 2025+3.1%+22.2%+24.1%
Q4 2024+6.6%+2.7%+13.5%
Q3 2024-14.2%-22.8%-35.4%
Q2 2024-24.4%-27.1%-23.1%
Q1 2024+5.5%+7.3%+3.0%
Q4 2023+16.1%+19.8%-6.9%
Q3 2023-17.2%-14.4%+0.0%
Q2 2023-1.1%-3.7%-10.6%
Q1 2023+12.3%+43.0%+11.1%
Q4 2022+21.8%+17.3%+10.5%
Q3 2022+8.7%+13.1%-1.0%
Q2 2022+13.5%+19.4%+16.5%
Q1 2022-7.2%-9.8%-6.7%
Q4 2021-26.0%-25.3%-26.3%
Q3 2021-11.2%-9.8%-25.5%
Q2 2021+2.0%-4.7%+28.8%
Q1 2021-0.4%-3.7%-3.5%
Q4 2020-1.4%-2.6%-23.8%
Q3 2020-9.0%-9.8%+32.8%
Q2 2020+11.5%+12.6%+0.0%
Q1 2020+3.4%-7.3%-1.0%
Q4 2019-10.6%+3.5%-17.2%
Q3 2019-8.6%-8.8%+26.5%
Q2 2019-21.1%-19.9%-20.5%
Q1 2019+4.7%+20.9%-7.2%
Q4 2018+2.2%+6.3%-15.3%
Q3 2018+8.4%+8.8%+3.4%
Q2 2018-3.0%-11.8%-6.2%
Q1 2018+8.4%+17.3%+52.2%
Q4 2017+1.3%+4.5%-1.3%
Q3 2017-6.3%+0.8%+8.4%
Q2 2017-4.4%-3.7%-7.1%
Q1 2017+2.4%+2.2%-9.5%
Q4 2016+9.0%+11.0%-4.8%
Q3 2016-4.2%-3.0%-1.3%
Q2 2016+1.6%+0.6%-11.8%
Q1 2016-15.6%
Q4 2015+24.4%
Q3 2015+30.6%
Q2 2015-8.6%
Q1 2015-5.7%
Q4 2014+14.3%
Q3 2014+2.1%
Q2 2014-6.6%
Q1 2014+1.4%
Q4 2013+3.8%
Q3 2013-2.6%
Q2 2013+7.8%
Q1 2013+2.5%
Q4 2012+1.9%
Q3 2012-9.6%
Q2 2012+3.7%
Q1 2012+1.3%
Q4 2011+5.6%
Q3 2011-9.9%
Q2 2011-7.1%
Q1 2011+1.9%
Q4 2010+6.3%
Q3 2010-3.7%
Q2 2010-0.7%
Q1 2010+8.0%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro