Investor with Legal background. Learning to be better every day. Always do DD and protect your money. Patience 🤜🤛
Joined May 2024
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I'd be horrified to see a CEO I've invested in tweeting like that.
How naive and emotional does he look?!
$LLY @DaveARicks : Thanks for the rewteet amigo.
$VKTX is definitely open to a partnership. It doesn't need to be a BO.
$NVO and $PFE will watch on with envy.
And, yes, this is absolutely, exactly how I think investment works on a global scale 🤭
One month (or so) on @X , a platform unlike any other. Energy, speed, smarts and stupidity.
-The best thing in BioX - Rapid and divergent takes on new clinical data, on balance usually right..wisdom of crowds
-The worst thing on BioX - Shameless replies and reposts pumping your own book, praying for M&A about your favorite name, plane stalking…do people actually think this is how a real drug company or serious investor makes decisions? Maybe it just makes you feel like you have some agency, then ok.
What in the name of we are both human beings is this : piece of info....
$VKTX
$VKTX for those who know better than me, does end of Sept 2027 sound right for Ph.3 to wrap up?
$VKTX 10/10 for the naming of these VK2735 trials.
💉 SubQ is VANQUISH
💊 Oral is SUNRISE
Not a lot to cheer about right now so im enjoying the naming 😄
$NVO $LLY
🔔 Apparently Viking Therapeutics’ SUNRISE-1 (w/o T2D) and SUNRISE-2 (with T2D) Phase 3 weight management trials for the oral formulation of VK2735 (GLP-1/GIP) went live on clinicaltrials.gov on Friday.
▪️3 treatment arms, plus placebo
▪️27.5mg, 35mg, and 55 mg daily
▪️Everybody starts at 17.5mg daily
▪️Trial sites have not yet been disclosed
Pics: trial listing and Phase 2 results.
New pill format relative to P2.
Wondering if there may also have been some bioavailability improvement. Anyone named @bioinvestor24 care to comment? 😉
SUNRISE-1
clinicaltrials.gov/study/NCT…
$LLY CEO, Dave Ricks, is on X ?
@DaveARicks, for the love of all things sacred - buy $VKTX !
Many thanks in advance 😄
$NVO
My interview with @DaveARicks will be up on @BiotechTV in about 30 minutes. Check it out!
$VKTX all this talk about CEO just being a "science guy" ?
He holds an MBA in Finance & Accounting.
His career just prior to starting Viking was as a research analyst.
This isn't some fella sitting around playing with test tubes.
I think the guy understands the market.
$VKTX I love Antonio, he's put me on to some smart moves.
But this is the sort of talk that got a lot of people in trouble in 2024.
The offering then was $85.
It then went to 19$ and is currently at $30.
Just be careful amigos.
$VKTX $LLY For those of you, like me, who find it hard to visualise things like this when it is written, here's a visual of @Pharmdca's tweet :
$NVO
$VKTX vs $LLY in terms of Safety and tolerability so far based on available data.
Conclusion- $VKTX 17.5 mg Is the best Commercial Dose (de-risked PH3) with best tolerability-to-efficacy ratio and is competitive with retatrutide in efficacy and best in class in safety vs retatrutide.
Data here ⬇️⬇️
Retatrutide-
Safety
TRIUMPH‑1 shows:
Nausea: 4 mg: 28.6% 9 mg: 38.4% 12 mg: 42.4%
Diarrhea: 4 mg: 25.2% 9 mg: 34.1% 12 mg: 32.0% Placebo: 13.5%
Constipation: 4 mg: 23.8% 9 mg: 25.9% 12 mg: 26.1% Placebo: 10.9%
Vomiting: 4 mg: 10.6% 9 mg: 22.8% 12 mg: 25.3% Placebo: 4.8%
Dysesthesia: 4 mg: 5.1% 9 mg: 12.3% 12 mg: 12.5% Placebo: 0.9%
Keep in mind- Skin sensitivity event is not a class-wide GLP/GIP feature, could likely be linked to this molecule.
Discontinuation due to AEs 4 mg: 4.1% 9 mg: 6.9% 12 mg: 11.3% Placebo: 4.9%
Basically, a double-digit discontinuation at 12mg dose a real risk for commercial take.
$VKTX Based on Maintenance data reported last week. My focus is primarily on $17.5mg dose
Nausea
Placebo: ~10–12%
10 mg: ~15–18%
15 mg: ~18–22%
17.5 mg: ~20–25%
20 mg: ~22–28%
22.5 mg: ~25–30%
Vomiting
Placebo: ~2–3%
10 mg: ~4–6%
15 mg: ~5–7%
17.5 mg: ~6–8%20 mg: ~7–10%
22.5 mg: ~8–12%
Diarrhea
Placebo: ~8–10%
10 mg: ~10–12%
15 mg: ~12–14%
17.5 mg: ~12–15%
20 mg: ~14–17%
22.5 mg: ~15–18%
Discontinuation Due to AEs
Placebo: ~3–4%
10 mg: ~3–4%
15 mg: ~4–5%
17.5 mg: ~4–6%
20 mg: ~5–7%
22.5 mg: ~6–8%
Key point: The 17.5 mg discontinuation rate is essentially placebo‑like safety.
$VKTX Are these Reta results legit?
Fair play.
I'd be bouncing off the walls if Viking delivered those sort of results, which it seems they won't quite reach ( I think 27% is absolute best case bull expectation).
Poor unfortunates on placebo...
$LLY $NVO
$VKTX @Doctor_Salomon put together a comparison between $LLY's Reta and $VKTX's VK2735.
Sharing for those who don't want to click through to Google Drive links.
$NVO
