Jun. 26 at 12:40 PM
$LEXX $LLY $NVO $TEVA
By September to October 2026, Lexaria’s available cash balance will naturally drift into that
$1.5M to
$1.8M range.
Management's structural back is against the wall by September 2026 if they want to maintain that
$1.5M+ safety net.
They know this, which is exactly why the summer study data drops are engineered as a compressed countdown:
They cannot easily raise right now at
$0.54 because the dilution would destroy the company's capital structure and outrage retail shareholders.
They are forcing the timeline. Dosing for Human Study #7 finishes in mid-July.
If that steady-state tablet data hits a home run in late July or early August, the resulting price surge is designed to push the stock organically past
$1.00, triggering the outstanding
$1.19 and
$1.37 warrant tranches.
Warrants cash in, and business development talks heat up going into late 2026.
If this works out, we are looking at a huge winner here.
