Jun. 4 at 10:31 PM
$LXRX $NVO $VTR curious why you state "ever expanding sales of inpefa"? 2025 Q1 sales were 1.3 million, while 2026 Q1 sales were 1.1 million. Go back to Q4 2024, net sales were 1.6 million.
Are you aware inpefa sales are actually contracting? And you have the audacity to brag in point A, that Inpefa for HCM "is OURS no partnerships". I know you are new to this company, so maybe you aren't aware, but LXRX disbanded their entire sales department in late 2024. So no sales department, they've halted all marketing for Inpefa, so how exactly do you plan to sell if if approved? Hint, it involves finding a partner.
And you think drug companies involved with diabetes are going to line up to partner on Sota for T1D after the FDA rejected 3 times already?
Take off the rose colored pumper glasses, and realize if pilavapadin fails to meet it's Phase 3 endpoint like it did already for Phase 2, this company is dead in the water.