Lexicon Pharmaceuticals, Inc.

NASDAQ•LXRX

CEO: Mr. Brian T. Crum

セクター: Healthcare

業種: Biotechnology

上場日: 2000-04-07

Lexicon Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the discovery, development, and commercialization of pharmaceutical products. Its orally-delivered small molecule drug candidates under development comprise Sotagliflozin that completed Phase III clinical trials for the for the treatment of heart failure and type 1 diabetes; and LX9211, which is in Phase II clinical development for the treatment of neuropathic pain and LX2761, which is in Phase I clinical development for gastrointestinal tract. Lexicon Pharmaceuticals, Inc. has strategic collaboration and license agreements with Bristol-Myers Squibb Company and Genentech, Inc. The company was incorporated in 1995 and is headquartered in The Woodlands, Texas.

連絡先情報

2445 Technology Forest Boulevard, 11th Floor, The Woodlands, TX, 77381, United States

281-863-3000

www.lexpharma.com

時価総額

$676.25M

PER (TTM)

-9.1

18.8

配当利回り

52週高値

$1.83

52週安値

$0.32

52週レンジ

92%

順位58Top 85.6%

2.3

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 2.3 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$14.18M+710.40%

直近4四半期の推移

EPS

-$0.04-77.78%

直近4四半期の推移

フリーCF

-$23.83M-100.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Jump Total revenues reached $49.8 M, driven by $45.0 M licensing revenue from Novo Nordisk deal in 2025.

Net Loss Significantly Reduced 2025 net loss narrowed to $50.3 M, a major improvement from $200.4 M loss reported in the prior year.

Operating Expenses Cut SG&A expenses dropped 74% to $37.3 M following late 2024 restructuring and reduced marketing efforts.

Pipeline Advancement Continues Advancing sotagliflozin HCM Phase 3 trial; preparing NDA resubmission for ZYNQUISTA in Type 1 Diabetes indication.

リスク要因

Pilavapadin Phase 3 Capital Needs Requires substantial additional capital for pilavapadin DPNP Phase 3 development; current resources fund only 12 months.

ZYNQUISTA Regulatory Hurdles ZYNQUISTA Type 1 Diabetes NDA review remains ongoing following multiple FDA complete response letters received.

Concentrated Stock Ownership Invus affiliates own 50.6% post-conversion, exerting substantial control over corporate governance and decisions.

Reliance on Third-Party Manufacturing Manufacturing relies on CMOs; supply chain disruptions or non-compliance pose material risks to product availability.

見通し

Advance Key Drug Candidates Continue funding R&D for sotagliflozin (HCM) and pilavapadin (neuropathic pain) development through collaborations.

Potential NDA Resubmission Planned Preparing ZYNQUISTA NDA resubmission for Type 1 Diabetes pending STENO1 study data completion and safety review.

LX9851 Development Transfer Novo Nordisk is responsible for LX9851 clinical development following IND-enabling studies completion by year-end 2025.

Maintain Cash Runway Current cash balances plus expected collaboration revenues sufficient to fund currently planned operations for next 12 months.

同業比較

売上高 (TTM)

RGNX

$170.44M

+104.5%

ADCT

$75.21M

+6.4%

LXRX

$70.86M

+1255.2%

粗利益率 (最新四半期)

OCGN

1337.8%

+0.0pp

BCYC

100.0%

+1705.8pp

GOSS

100.0%

+0.0pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
CRVS	$1.32B	-86.8	-25.8%	1.3%
RAPT	$959.26M	-14.8	-61.8%	1.6%
OMER	$818.19M	-6.3	57.3%	103.2%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-18.9%

成長鈍化

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

25%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年4月30日

EPS:-$0.07

売上高:$5.65M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし