At the end of Jan 2026, Mike Exton ran the Nasdaq Closing Bell to celebrate Lexicon Pharmaceuticals' 30th anniversary.
A recent positive end-of-Phase 2 meeting with the FDA now positions pilavapadin to advance into Phase 3 trials.
At JPM 2026, Mike caught up with Onyx and delivered a clear message to investors: get in!
"85% of failures are us having failed the molecule, not the molecule having not delivered."
Capital is available, but only for companies with clean data, clear differentiation, and a believable commercial path.
A fully funded pharma study plus multiple R&D collaborations signals rising strategic pull.
Cema-cel is already in the pivotal Phase 2 ALPHA3 frontline lymphoma trial, with manufacturing capacity sized for tens of thousands of annual doses (up to ~60,000 across products).
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