Lexicon Pharmaceuticals, Inc.

NasdaqCM:LXRX Stock Report

Market Cap: US$945.9m

Lexicon Pharmaceuticals Future Growth

Future criteria checks 1/6

Lexicon Pharmaceuticals is forecast to grow earnings and revenue by 4.7% and 18% per annum respectively. EPS is expected to grow by 21.7% per annum. Return on equity is forecast to be -52.6% in 3 years.

Key information

4.7%

Earnings growth rate

21.75%

EPS growth rate

Pharmaceuticals earnings growth14.3%
Revenue growth rate18.0%
Future return on equity-52.64%
Analyst coverage

Low

Last updated09 May 2026

Recent future growth updates

Analysis Article May 17

Earnings Update: Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) Just Reported And Analysts Are Boosting Their Estimates

Lexicon Pharmaceuticals, Inc. ( NASDAQ:LXRX ) investors will be delighted, with the company turning in some strong...

Recent updates

Narrative Update May 11

LXRX: Phase 3 Pain Readiness And Partnership Prospects Will Drive Repricing

Analysts have lifted their fair value estimate for Lexicon Pharmaceuticals from $3.36 to $3.72, pointing to higher price targets from multiple firms and increased confidence in the pilavapadin program following recent clinical and regulatory progress. Analyst Commentary Recent Street research on Lexicon Pharmaceuticals highlights a mix of optimism around pilavapadin and caution around execution and deal timing, which feeds directly into fair value assumptions and risk assessments.
Narrative Update Apr 25

LXRX: Phase 3 Pain Program And Partnership Expectations Will Drive Repricing

Narrative Update Analysts have raised their price targets on Lexicon Pharmaceuticals to a range of about $2.30 to $6.00. They cite increased confidence in the pilavapadin program, particularly a higher assessed probability of success and expectations for a potential partnership on the Phase 3 ready asset.
Narrative Update Apr 06

LXRX: Phase 3 Pain Program Progress And Partnership Expectations May Support Upside

Analysts have raised their average price targets for Lexicon Pharmaceuticals, with moves such as Citi's shift from $2.10 to $2.30 and H.C. Wainwright's adjustment from $4 to $6, citing a higher assumed probability of success for pilavapadin and progress on clinical and regulatory work that they see as reducing program risk. Analyst Commentary Recent Street research on Lexicon Pharmaceuticals points to a generally constructive tone, with higher price targets linked to views on pilavapadin and the perceived risk profile of the pipeline.
Narrative Update Mar 21

LXRX: Phase 3 Pain Program And Key Partnership Potential May Drive Upside

Analysts have nudged the fair value estimate for Lexicon Pharmaceuticals higher to $3.36 from $3.32, reflecting updated assumptions around revenue growth, profit margins and future P/E multiples following recent price target increases to $2.30 at one firm and $6 at another. Analyst Commentary Recent research updates offer a mixed picture on Lexicon Pharmaceuticals, with higher price targets tied closely to progress on its pipeline, particularly pilavapadin, and expectations around future execution.
Narrative Update Mar 07

LXRX: Phase 3 Pain Program And Partnership Prospects Will Support Future Upside

Analysts have raised their price targets on Lexicon Pharmaceuticals, with one moving from $4 to $6, citing a higher assumed probability of success for pilavapadin and the potential for an important partnership on this Phase 3 ready program. Analyst Commentary Bullish Takeaways Bullish analysts see the higher assumed probability of success for pilavapadin, at 30% versus the prior 15%, as a key input to higher valuation for Lexicon, particularly as the program is described as Phase 3 ready.
Narrative Update Feb 21

LXRX: Phase 3 Pain Program Progress Will Support Stronger Future Earnings Power

Analysts have raised their price target on Lexicon Pharmaceuticals by $0.20, citing updated assumptions around discount rates, profit margin expectations, and future P/E levels that refine their view of the stock's risk and earnings power. Analyst Commentary Analysts raising the price target by $0.20 are fine tuning their models rather than making a sweeping call, and their commentary gives you a sense of what they think could go right or wrong from here.
Narrative Update Jan 27

LXRX: Phase 3 Pain Program Progress Will Support Higher Future Earnings Power

Analysts have nudged their price target for Lexicon Pharmaceuticals higher, with fair value moving from US$2.75 to US$2.92 as they factor in updated views on discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Analysts updating their models around Lexicon Pharmaceuticals are using the new fair value estimate of US$2.92 as a reference point, linking it to assumptions on discount rates, revenue trajectories, margins and future P/E levels.
Seeking Alpha Jan 22

Lexicon Pharmaceuticals: 'Hold' As FDA Feedback Allows Pilavapadin For DPNP To Go Forward

Summary Lexicon Pharmaceuticals is downgraded to a 'Hold' rating due to repeated FDA rejections of ZYNQUISTA for T1D and uncertain near-term catalysts. LXRX plans to resubmit ZYNQUISTA’s NDA in 2026, contingent on positive safety data from the ongoing STENO1 study. Positive FDA feedback enables pilavapadin to advance into two short, registrational Phase 3 studies for diabetic peripheral neuropathic pain (DPNP). Strong cash position ($125.2M) and potential milestone payments provide runway into 2027, but execution and regulatory risks remain material. Read the full article on Seeking Alpha
Analysis Article Jan 22

Lexicon Pharmaceuticals, Inc.'s (NASDAQ:LXRX) Shares Climb 28% But Its Business Is Yet to Catch Up

Lexicon Pharmaceuticals, Inc. ( NASDAQ:LXRX ) shares have had a really impressive month, gaining 28% after a shaky...
Analysis Article Dec 18

Here's Why Lexicon Pharmaceuticals (NASDAQ:LXRX) Can Manage Its Debt Despite Losing Money

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Oct 02

Revenues Not Telling The Story For Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) After Shares Rise 28%

Despite an already strong run, Lexicon Pharmaceuticals, Inc. ( NASDAQ:LXRX ) shares have been powering on, with a gain...
Narrative Update Aug 22

Pilavapadin Trials And LX9851 Development Will Expand Treatment Options

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.
Narrative Update Aug 07

Pilavapadin Trials And LX9851 Development Will Expand Treatment Options

Despite a sharp downgrade in revenue growth forecasts, Lexicon Pharmaceuticals’ consensus analyst price target has increased notably, supported by a lower future P/E ratio and now stands at $3.05. What's in the News Post-hoc analysis of clinical data showed sotagliflozin reduced hypoglycemia events without increased risk across kidney function subgroups in type 1 diabetes patients using optimized insulin therapy.
Analysis Article Jul 28

There's Reason For Concern Over Lexicon Pharmaceuticals, Inc.'s (NASDAQ:LXRX) Massive 34% Price Jump

Despite an already strong run, Lexicon Pharmaceuticals, Inc. ( NASDAQ:LXRX ) shares have been powering on, with a gain...
Analysis Article Jun 13

Revenues Not Telling The Story For Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) After Shares Rise 31%

Lexicon Pharmaceuticals, Inc. ( NASDAQ:LXRX ) shares have continued their recent momentum with a 31% gain in the last...
Analysis Article May 19

Analysts Just Made A Noticeable Upgrade To Their Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) Forecasts

Shareholders in Lexicon Pharmaceuticals, Inc. ( NASDAQ:LXRX ) may be thrilled to learn that the analysts have just...
Analysis Article May 17

Earnings Update: Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) Just Reported And Analysts Are Boosting Their Estimates

Lexicon Pharmaceuticals, Inc. ( NASDAQ:LXRX ) investors will be delighted, with the company turning in some strong...
User avatar
New Narrative Apr 01

Pilavapadin Trials And LX9851 Development Will Expand Treatment Options

Advancing novel medicines like pilavapadin and LX9851 could significantly impact revenue growth and open high-demand markets.
Seeking Alpha Mar 28

Lexicon's Drug Discovery Engine Validated By Novo's $1 Billion Obesity Drug Deal (Upgrade)

Summary Lexicon's stock rose 60% after securing a potential $1 billion deal with Novo Nordisk for preclinical obesity drug LX9851. The company abandoned its underperforming heart failure drug and shifted focus to becoming a clinical development-focused company. Lexicon's Phase 2b neuropathy trial technically failed but the company plans to advance to Phase 3 trials. With $238 million in cash, Lexicon has financial runway into early 2027 despite monthly burn of $7 million. I upgraded my rating from "Sell" to "Hold" but remain cautious until Lexicon establishes signs of sustainable revenue generation in the future. Read the full article on Seeking Alpha
Analysis Article Mar 26

Investors Don't See Light At End Of Lexicon Pharmaceuticals, Inc.'s (NASDAQ:LXRX) Tunnel And Push Stock Down 50%

The Lexicon Pharmaceuticals, Inc. ( NASDAQ:LXRX ) share price has fared very poorly over the last month, falling by a...
Seeking Alpha Oct 16

Lexicon Faces Uphill Battle As Inpefa Launch Disappoints, Eyes Type 1 Diabetes

Summary Lexicon's Inpefa faces fierce competition from established SGLT2 inhibitors, like Farxiga and Jardiance, making market penetration difficult. Inpefa’s early commercial results are underwhelming, with Q2 revenue of only $1.6 million and rising SG&A costs. Lexicon has pivoted from heart failure to type 1 diabetes, where sotagliflozin could be the first SGLT2 approved for T1D in the U.S. The company’s pipeline includes LX9211 for diabetic peripheral neuropathic pain, though Phase 2 results indicate mixed efficacy and safety concerns. Given strong competition, limited market penetration, and pipeline risks, Lexicon presents a high-risk, low-reward investment opportunity. Read the full article on Seeking Alpha
Analysis Article Aug 08

Here's Why Lexicon Pharmaceuticals (NASDAQ:LXRX) Can Manage Its Debt Despite Losing Money

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Aug 03

Lexicon Pharmaceuticals Needs To See Real Revenue Acceleration And Clinical/Regulatory Success

Summary Lexicon Pharmaceuticals' launch of Inpefa continues to progress very slowly; prescriptions grew nearly 50% QoQ, but revenue is still below $2M and missing sell-side expectations. New leadership and cash reserves provide opportunities for Lexicon to improve commercial execution and drive revenue growth, and improved patient access and payer coverage are 2H'24 priorities. The company has resubmitted its application for Zynquista in Type 1 diabetes, a commercially significant opportunity, but one where regulatory and execution risk are still very present. Lexicon's pipeline is getting more interesting, with LX9211 in diabetic neuropathy and a new candidate for obesity and/or metabolic disease in preclinical testing, but effectively commercializing Inpefa remains critical. Lexicon shares appear undervalued on the basis of Inpefa's commercial opportunity and the risk-adjusted opportunities in Type 1 diabetes, diabetic neuropathy, and hypertrophic cardiomyopathy, but execution risk is very high. Read the full article on Seeking Alpha
Seeking Alpha May 28

Lexicon Pharmaceuticals: Blue Sky Aplenty, Revenue Not So Much

Summary Lexicon Pharmaceuticals has a strong cash position and multiple late-stage assets. However, the company is facing low revenues and high expenses. Overall, Lexicon Pharmaceuticals' financial situation presents a mixed outlook for the company. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NasdaqCM:LXRX - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202876-58N/AN/A5
12/31/202720-88N/AN/A5
12/31/202638-67N/AN/A5
3/31/202670-26N/AN/AN/A
12/31/202550-50-68-68N/A
9/30/202571-69-73-72N/A
6/30/202558-121-103-102N/A
3/31/202531-177-168-167N/A
12/31/202431-200-180-179N/A
9/30/20245-216-208-208N/A
6/30/20244-202-196-196N/A
3/31/20242-194-186-185N/A
12/31/20231-177-162-162N/A
9/30/20231-158-135-133N/A
6/30/20230-131-112-111N/A
3/31/20230-110-99-97N/A
12/31/20220-102-90-89N/A
9/30/20220-97-90-90N/A
6/30/20220-97-88-88N/A
3/31/20220-90-87-85N/A
12/31/20210-88-88-87N/A
9/30/20210-68-100-98N/A
6/30/202173838-122N/A
3/31/202116-1314-146N/A
12/31/202024-5917-143N/A
9/30/202033-10427-133N/A
6/30/2020320399898N/A
3/31/202032185117117N/A
12/31/2019322130N/A114N/A
9/30/2019330164N/A111N/A
6/30/201943-89N/A-102N/A
3/31/201947-101N/A-127N/A
12/31/201863-121N/A-149N/A
9/30/201881-126N/A-155N/A
6/30/2018101-129N/A-167N/A
3/31/201899-130N/A-147N/A
12/31/201792-123N/A-185N/A
9/30/201780-133N/A-200N/A
6/30/201781-138N/A-202N/A
3/31/201789-141N/A-217N/A
12/31/201679-131N/A-176N/A
9/30/2016188-22N/A139N/A
6/30/2016160-22N/A149N/A
3/31/2016141-11N/A165N/A
12/31/2015130-5N/A185N/A
9/30/201524-94N/A-86N/A
6/30/201524-100N/A-81N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: LXRX is forecast to remain unprofitable over the next 3 years.

Earnings vs Market: LXRX is forecast to remain unprofitable over the next 3 years.

High Growth Earnings: LXRX is forecast to remain unprofitable over the next 3 years.

Revenue vs Market: LXRX's revenue (18% per year) is forecast to grow faster than the US market (11.6% per year).

High Growth Revenue: LXRX's revenue (18% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: LXRX is forecast to be unprofitable in 3 years.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/20 22:07
End of Day Share Price 2026/05/20 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lexicon Pharmaceuticals, Inc. is covered by 12 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yigal NochomovitzCitigroup Inc
Joseph PantginisH.C. Wainwright & Co.
Andrew TsaiJefferies LLC