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Mar 31, 2020

Lexicon Pharmaceuticals Q1 2020 Earnings Report

Lexicon Pharmaceuticals reported financial results for Q1 2020, which included a 17% increase in XERMELO U.S. net sales and progress in their pipeline development.

Key Takeaways

Lexicon Pharmaceuticals reported a decrease in revenues to $8.0 million, driven by lower collaborative revenues, although XERMELO net sales increased by 17%. R&D expenses significantly increased due to sotagliflozin development costs. The net loss was $66.6 million, or $0.63 per share, compared to a net loss of $21.8 million, or $0.21 per share, in the prior year.

XERMELO U.S. net sales increased by 17% to $7.9 million in Q1 2020.

The company has fully enrolled the first efficacy cohort of 20 patients in the Phase 2 telotristat ethyl study in biliary tract cancer, with top-line data expected later this year.

Lexicon is advancing LX9211 into a proof-of-concept study in diabetic peripheral neuropathic pain, expected to initiate mid-year.

Progress is being made on the close-out of the two sotagliflozin outcome studies, SCORED and SOLOIST.

Total Revenue
$8M
Previous year: $9.22M
-13.2%
EPS
-$0.63
Previous year: -$0.21
+200.0%
Research and development expenses
$55.2M
Previous year: $12M
+359.0%
Selling, general and admin expenses
$14.7M
Previous year: $14.1M
+4.1%
Gross Profit
$7.43M
Previous year: $8.66M
-14.2%
Cash and Equivalents
$249M
Previous year: $45.8M
+444.2%
Free Cash Flow
-$22.1M
Previous year: -$25.7M
-14.2%
Total Assets
$371M
Previous year: $259M
+43.3%

Lexicon Pharmaceuticals

Lexicon Pharmaceuticals

Lexicon Pharmaceuticals Revenue by Segment

Forward Guidance

Lexicon anticipates several near-term milestones, including the initiation of a Phase 2 study for LX9211 in diabetic peripheral neuropathic pain in mid-2020 and data from the first efficacy cohort of the Phase 2 study of telotristat ethyl in biliary tract cancer in Q4 2020.

Positive Outlook

  • Initiation of the Phase 2 study for LX9211 in diabetic peripheral neuropathic pain in mid-2020
  • Data from the first efficacy cohort of the Phase 2 study of telotristat ethyl in biliary tract cancer in Q4 2020
  • Manuscript publications for XERMELO in carcinoid syndrome diarrhea in 2020

Revenue & Expenses

Visualization of income flow from segment revenue to net income