cloudwalker

$abbv still actively looking for obesity assets, and as expected, is positioning China as one of its key strategic focus in terms of external innovation $vktx $gpcr $lly $nvo $pfe

$abbv BD strategies - China’s presence is getting stronger and stronger

I'm experimenting with 5-MeO-DMT because it may be most underrated longevity molecule no one is talking about. + Accelerated neurogenesis: a single dose more than doubled brain cell proliferation and neuronal regeneration in the hippocampus within 12 hours, alongside measurable increases in synaptic density and firing frequency in rodent models. + Proteomic reorganization: in human cerebral organoids, 5-MeO-DMT triggers rapid proteomic shifts favoring cellular reorganization and synapse formation. Early evidence of structural brain renewal at the molecular level. + Default Mode Network reset: The DMN calcifies with age locking us into rigid, repetitive patterns of thought. 5-MeO-DMT disrupts these patterns, restoring bottom up connectivity between sensory and creative brain regions. A forced return to neurological flexibility and youthfulness. + Systemic anti-inflammation: suppresses pro-inflammatory cytokines (IL-1β, IL-6, TNF-alpha) while upregulating IL-10, the anti-inflammatory signal. Mediated through the Sigma-1 receptor, suggesting a mechanism distinct from other psychedelics.

$atai $dftx $cmps

@PCM_bio @stockassassin74 Only two late-stage oral candidate in the market that’s tradable? Hengrui/Kailera’s also starting ph3 by EOY probably

$zeal headline number fail. Scarcity value of $vktx / $gpcr rises globenewswire.com/news-release/2…

$abvx the only thing that delivers oral convenience + subQ-like safety

@StockSavvyShay @VanquishTrader The CEO did state deployable capital towards M&A can range from $20 billion to over $40 billion in 2026, but I have not yet seen any biotech buyout over 300% premium

@VanquishTrader $NVO needs to spend $15B and just buy out $VKTX already

$NVO will cut U.S. list prices for Ozempic and Wegovy to $675/month starting 2027. That’s a ~50% cut for Wegovy and ~34% for Ozempic, extending to pill versions like Rybelsus.

@RNAiAnalyst i think the logic makes sense in almost any other TA, but obesity is quite different. time to market can be the decisive factor here if an MNC is considering to enter this field. Furthermore, the time window to fill LOE gaps between 2028-2032 is also a crucial factor

$vktx there must be dozens of China Glp1 deals over last 2 years. Market cap for Viking sits at $4B. I just dont see it being acquired.

@CapitalShipyard @A_May_MD if you have RedNote or other Chinese social media accounts, you can look up mazdutide, Innovent, and its pivotal studies, and see for yourself

@cloud_walker200 @A_May_MD wut?

Cross trial and China data caveats, but 19.7% at 24 weeks for $NVO triple G looks quite good. Probably a few % points better than $LLY triple G at 24-week timepoint.

@A_May_MD Look this up - 100% real, Innovent’s GLP/GCG phase 3 trial

@A_May_MD You know obesity trial conductors in China give out free gym memberships to particioants in the Tx arm and McDonald’s gift cards to ppl on placebo

@drrichjlaw So easy to fix… buy an American company that has an obesity asset that’s non-inferior/potentially better than tirzepatide. That’s it

Novo $NVO have round tripped about half a trillion $ in value over the last 5 years! Quite remarkable! Has any pharma, or indeed company in any sector, ever done that before?

$nvo cagrisema probably won’t even outsell semaglutide’s peak. LOE approaching. Only shot is to bet big on a late stage contender. Not ao many options $vktx $lly $gpcr

@PCM_bio 100%

Worth repeating for $vktx .. looking at you $abbv .. VK2735 combo studies make quite a bit of sense, esp as anecdotal evidence crosses threshold of obviousness investor.lilly.com/news-releases/…

@bioinvestor24 Interesting - any idea on how far the DD has gone?

The word out ( from Pharma chatters ) there is more than one big pharma looking for late stage GLP1 GIP dual agonist and all are concerned if anyone can ever outbid $NVO ( that may go all in ) $BMY $MRK $ABBV $LLY $JNJ

@PsychedVantage Dose-response in heavily pre-treated psychiatric disorders is tough

$CMPS

@financebully @richtrades100 I don’t see this market as a zero sum game, non-responders to Spravato can potentially benefit from psilocybin and vice versa. Can be used cross-lines of therapy imo

@cloud_walker200 @richtrades100 correct, but cmps won't be able to take on jnj with this drug profile.

$CMPS For context, FDA-approved antidepressants typically show differences of around 2-3 points vs. true placebo on similar scales, so -3.8 vs. a 1mg active comparator isn't dramatically better than existing drugs...Maybe some value there, in hard to treat pop. Np

@financebully @richtrades100 Agreed a single session is long, but the dosing frequency after that initial intensive session is far less than Spravato, which requires 20-40 clinic visits per year?

@cloud_walker200 @richtrades100 the difference is 5+ hours of clinic time. i don't think bretisilocin iv admin (even if it is a 2 hr procedure) will be successful either.

@financebully @richtrades100 what’s the fundamental difference between value drivers of $cmps and Gilgamesh’s Brestisilocin? Do you consider AbbVie a major pharma?

@cloud_walker200 @richtrades100 a major pharma company will not acquire this. mid-sized biopharmas should know that they don't have the commercial strength to launch this.

@financebully @richtrades100 It’s up for MNC grabs - a first in class treatment that offers some alternative options for patients

@richtrades100 even if the delta had been larger, this drug 'procedure' would be commercially constrained. people really don't appreciate how difficult it was for $jnj to launch spravato - a small biotech like $cmps will not be able to gain much of the market with their current product profile.