Back To 'Hurry Up And Wait' With Lexicon [Seeking Alpha]
Sanofi - American Depositary Shares (SNY)
US:NYSE Investor Relations:
sanofi.com/en/investors
Company Research
Source: Seeking Alpha
SummaryXermelo sales didn't disappoint this quarter, and I'm looking forward to seeing if management can effectively market recent publications tying Xermelo to tumor reduction/control in patients with neuroendocrine tumors.Management may pursue a formal dispute resolution process with the FDA on sotagliflozin; most of these appeals fail, but it's a "why not try?" option right now.Investors should see initial efficacy data on a label expansion study of Xermelo in biliary tract cancer in the fourth quarter of 2020.Lexicon has speculative appeal, but these new pipeline assets have to show exciting efficacy.The frustrating reality for a lot of biotech shareholders is that while these stocks can enjoy strong runs on thesis-altering data announcements, a lot of time as a biotech investor is spent waiting. Such is the case forLexicon PharmaceuticalsLXRXThe “but” is that Lexicon’s clock is ticking. The company has the cash to see if there’s something to the idea of using Xermelo in those exp
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News
- Press Release: Sanofi completes acquisition of VicebioGlobeNewswire
- Sanofi (SAN:CA) Presents at Evercore 8th Annual Healthcare Conference Transcript [Seeking Alpha]Seeking Alpha
- Deutsche Bank Maintains a Buy Rating on Sanofi (SNY) [Yahoo! Finance]Yahoo! Finance
- Sanofi Stock Drops After Confirming Raid, Tax Fraud Investigation [Yahoo! Finance]Yahoo! Finance
- AI won't cure cancer, says Sanofi CEO [CNBC]CNBC
SNY
Sec Filings
- 12/3/25 - Form 6-K
- 11/18/25 - Form 6-K
- 11/14/25 - Form SCHEDULE
- SNY's page on the SEC website