LEXICON PHARMACEUTICALS, INC.

LXRX

Held by 4 specialist biotech funds

High ConvergenceHigh short interest · No specialist buying

4 funds opened new positions. Short interest: 11.0% of float.

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BiotechnologyCEO: Michael S. ExtonIPO: 2000Website ↗

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. The company has strategic collaboration and license agreements with Bristol-Myers Squibb Company, and Genentech, Inc. Lexicon Pharmaceuticals, Inc. was incorporated in 1995 and is headquartered in The Woodlands, Texas.

Signal Score

5.0/10

4 funds opened new positions●●

No recent insider activity●●

No upcoming catalysts●●

Held by 4 specialist funds●●

See how each signal contributes— fund overlap, insider activity, catalyst timing, short interest (free trial)

Fund Holdings

4 fund convergence

OrbiMed Advisors

Tang Capital Management

Deerfield Management

BVF Partners

Position history (shares)

OrbiMed Advisors

2Q

Tang Capital Management

3Q

AI Signal

SIGNAL NOTE: LEXICON PHARMACEUTICALS (LXRX)

BVF Partners' exit contrasts with sustained conviction from three specialist funds (Deerfield, OrbiMed, Tang Capital), suggesting divergent thesis on pipeline risk/timing rather than fundamental deterioration. Convergence among OrbiMed and Deerfield—typically long-duration holders—indicates focus on sotagliflozin (SGLT1/2i for HF) and earlier-stage programs, though execution risk remains material given LXRX's historical development challenges and cash runway constraints warrant monitoring for potential dilution.

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4 quarters

Position Trend

May 15, 2025

$530K

1 fund

Aug 14, 2025

$0

0 funds

Nov 14, 2025

$0

0 funds

Feb 17, 2026

$0

0 funds

-100% total institutional value over 12 quarters

Short Interest

High short interest

Short Shares

23.67M

Change

+4.3%

Days to Cover

10.2

% of Float

11.0%

Settlement

Apr 15, 2026

Short interest over 2 periods

Catalysts

No catalysts tracked.

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Position Details

OrbiMed AdvisorsEXITFeb 17, 2026

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Insider Signals

No insider purchases or sales detected in the past 90 days.

Also Held by These Funds

EXAS1 fund CTMX1 fund IRON1 fund CRVS1 fund QTTB1 fund RLMD1 fund ADCT1 fund ACET1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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