Every material Form 8-K LEXICON PHARMACEUTICALS, INC. has filed with the SEC since May 07, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lexicon Pharmaceuticals reported third-quarter 2026 revenue of $11.3 million, down from $14.2 million a year earlier, and a net loss of $14.0 million, up from $12.8 million. The company completed enrollment in its Phase 3 SONATA-HCM study and expects topline results in the first quarter of 2027.
Total revenues were $11.3 million, including $10.0 million of development milestone revenue from Novo, versus $14.2 million in the third quarter of 2025.
Net loss was $14.0 million, or $0.03 per share, compared with $12.8 million, or $0.04 per share, a year earlier.
Cash and investments were $183.2 million at September 30, 2026, and SONATA-HCM enrolled 542 patients.
Lexicon Pharmaceuticals reported second-quarter 2026 revenue of $0.7 million, down from $28.9 million a year earlier, when licensing revenue from Novo Nordisk was recognized. The company swung to a net loss of $31.8 million, or $0.07 per share, from net income of $3.3 million, or $0.01 per share, in the prior-year quarter, which matters to shareholders because the company reported no licensing revenue this quarter and held $190.6 million in cash and investments at June 30, 2026.
Total revenues were $0.7 million in Q2 2026, versus $28.9 million in Q2 2025, which included $27.6 million in licensing revenue.
Net loss was $31.8 million, or $0.07 per share, versus net income of $3.3 million, or $0.01 per share, a year earlier.
R&D expenses rose to $17.4 million from $15.7 million, and SG&A expenses rose to $9.8 million from $9.4 million.
Cash and investments were $190.6 million as of June 30, 2026; a $100 million Hercules Capital loan facility was entered into in May 2026.
Lexicon Pharmaceuticals reported first quarter 2026 results, with total revenues of $21.1 million, including $20.0 million of development milestone revenue from Novo Nordisk, compared with $1.3 million a year earlier. The net loss narrowed to $1.0 million, or less than $0.01 per share, from $25.3 million, or $0.07 per share. The company also disclosed a $100 million Hercules Capital loan facility, which repaid its prior Oxford Finance loan.
Total revenues were $21.1 million for Q1 2026, versus $1.3 million in Q1 2025; net product revenue from INPEFA was $1.1 million
Research and development expenses fell to $12.8 million from $15.3 million, and SG&A expenses fell to $9.2 million from $11.6 million
Cash, investments and restricted cash were $199.7 million at March 31, 2026, up from $125.2 million at December 31, 2025, reflecting $96.5 million in net proceeds from a February 2026 stock sale
In May 2026 Lexicon announced a $100 million Hercules Capital loan facility; an initial $55 million tranche repaid its Oxford Finance loan
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