LXRX - Lexicon Still Working Hard To Maximize The Value Of Sotagliflozin

• Sotagliflozin won't die, and in the absence of a marketing partner, management is committed to pursuing FDA approval for the heart failure indication on their own.
• Upcoming studies of rival drugs Farxiga (DELIVER) and Jardiance (EMPEROR-Preserved) in HF patients with preserved EF will go a long way to shaping the ultimate heart failure opportunity for sotagliflozin.
• A go-it-alone marketing strategy against well-entrenched rivals would be a tough, tough road for Lexicon, but it may be hard to secure a good partnership without a meaningful marketing/labeling edge.
• The shares have retreated back to a point where the risk-adjusted opportunity looks appealing, but this is a high-risk stock.

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