Lexicon Pharmaceuticals Inc Q1 2022 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Carly Nicole Kenselaar - Citigroup Inc., Research Division - Analyst : This is Carly on for Yigal. I know we don't have too many details at this stage, but we wanted to get your thoughts on this morning's announcement that the DELIVER study for DAPA in has HFpEF worked, does that impact at all how you're thinking about a marketing angle for sotagliflozin?

Question: Carly Nicole Kenselaar - Citigroup Inc., Research Division - Analyst : Great. That's really helpful. Yes. And I guess just one follow-up related to that. We also wanted to get your latest perspective on the Impulse data from Lilly as it seems they now have data for EMPA in a pretty similar patient population to SOLOIST. So I guess, how do you make the argument that sota is the better choice when initiating therapy in the hospital or very soon after discharge.

Question: Carly Nicole Kenselaar - Citigroup Inc., Research Division - Analyst : Got it. And then just one last question, I guess, in terms of the NDA resubmission, have there been any unexpected hurdles or issues in that process?

Question: Jessica Macomber Fye - JPMorgan Chase & Co, Research Division - Analyst : I wanted to ask on 9211 heading into the Phase II data. What's the effect size or the delta that you want to see to have confidence that this will be a product that can drive a clinically meaningful benefit once you move into a Phase III, right? Like do you want to have some cushion in the Phase II result to kind of give you that increased confidence? And what is that number?