Transactions sur Actions Propres de Compagnie Lebon en Juillet 2025

Compagnie Lebon, a French company, has reported transactions on its own shares in July 2025. The company's capital self-held directly and indirectly at the beginning of the program was 39,163, representing 3.34% of the capital. The solde as of June 30, 2025, was 41,160. In July, the company bought 2,474 shares and sold 967 shares, with no transfers or cancellations. The company did not disclose any transactions with persons holding more than 10% of the capital or directors during the month.

Lexaria Bioscience (NASDAQ: LEXX) has recently provided an update on the expanding GLP-1 and obesity drug market, highlighting the potential role of its DehydraTECH technology [1]. The market is expected to exceed $150 billion by 2030, with 39 new GLP-1 drugs in development from 34 companies. This intense competition is marked by several major industry deals, including Novo Nordisk's $2.2 billion collaboration with Septerna, Roche's $5.3 billion rights acquisition from Zealand Pharma, and Regeneron's $1.93 billion licensing deal with Hansoh Pharmaceutical [1].

Lexaria's DehydraTECH platform has demonstrated significant reductions in gastrointestinal adverse events across major GLP-1 drugs, showing improvements ranging from 31% to 100% in various studies. The company's internal studies claim substantial reductions in adverse events across all three major GLP-1 drugs currently on the market - semaglutide (Rybelsus), tirzepatide (Zepbound), and liraglutide (Saxenda) [1].

The GLP-1 market is dominated by Eli Lilly and Novo Nordisk, with differentiation crucial for new entrants. If DehydraTECH can genuinely reduce the notorious side effects while maintaining or improving efficacy in larger, more rigorous trials, it could represent a meaningful advance in patient experience. Lexaria highlights DehydraTECH's adverse events improvement opportunity [1].

Meanwhile, pharmaceutical companies are jockeying for position in what has effectively become a technological arms race. Recent transactions include Novo Nordisk's $2.2 billion deal with Septerna, Roche's $5.3 billion acquisition of rights to Zealand Pharma's petrelintide, Regeneron's $1.93 billion licensing deal for Hansoh's GLP-1/GIP receptor agonist, and Merck's $493 million non-exclusive licensing deal for Cyprumed's oral peptide delivery technology [1].

Lexaria, with its extensive wholly-owned patent portfolio protecting DehydraTECH worldwide, continues to take steps to unlock the value of its robust drug delivery platform. The company remains confident that DehydraTECH is valid for utilization with the right commercial partner(s) [1].

References:
[1] https://www.stocktitan.net/news/LEXX/glp-1-arms-race-broadens-to-include-dozens-of-rmom11ye8qzm.html