Update shared on 22 Aug 2025
Fair value Decreased 9.84%Lexicon Pharmaceuticals' price target was revised down to $2.75 as analysts weigh mixed signals: strong Q2 results and management confidence against heightened reliance on positive upcoming PROGRESS trial data as a near-term share catalyst.
Analyst Commentary
- Upward price target revision follows recent Q2 results exceeding expectations.
- Anticipation of full data release from the PROGRESS Phase 2b study in Q3 seen as a near-term catalyst.
- Management expressing strong confidence in the company’s opportunity within the pain therapeutic market.
- Potential for a positive re-rating of shares hinges on favorable PROGRESS trial outcomes.
- Short-term “upside catalyst watch” established, reflecting heightened expectations for upcoming clinical data.
What's in the News
- Post-hoc analysis of Phase 3 clinical trials showed sotagliflozin, added to optimized insulin therapy, reduced hypoglycemia events in people with type 1 diabetes, with consistent benefits across varying levels of kidney function.
- Lexicon Pharmaceuticals' stockholders approved an amendment allowing a potential reverse stock split at a ratio of 1-for-10 to 1-for-50, at the board's discretion, any time before the 2026 annual meeting.
Valuation Changes
Summary of Valuation Changes for Lexicon Pharmaceuticals
- The Consensus Analyst Price Target has fallen from $3.05 to $2.75.
- The Consensus Revenue Growth forecasts for Lexicon Pharmaceuticals has significantly fallen from -2.9% per annum to -6.6% per annum.
- The Net Profit Margin for Lexicon Pharmaceuticals has significantly risen from 14.12% to 16.25%.
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