Ronald Baker

@RedwaveDawg @RonFilipkowski Why has he stopped saluting. Multiple occasions failed to salute and not a peep from anyone.

Walking in a straight line is hard.

@WallStSai That’s not good for VKTX.

$LGND Ligand has issued a formal notice to terminate its license agreement with $VKTX Viking Therapeutics for the TR-Beta Program, which includes Viking’s lead MASH candidate VK2809 and VK0214 as Viking materially breached the terms of their License Agreement. The termination is set to take effect on May 4, 2026. Viking is now obligated to grant Ligand a non-exclusive, worldwide, royalty-bearing license back for the patent rights and technical know-how necessary to continue developing or utilizing that technology. This is a significant development for the MASH (Metabolic Dysfunction-Associated Steatohepatitis) landscape 2014 Master Service Agreement between $LGND and $VKTX sec.gov/Archives/edgar…

@BiotechAnalysst @adamfeuerstein Enron CEO in the 20th century, I voted SGMO CEO for the 21st century.

@AscendingBio True. He’s alive, there’s hope for others, we revel in this fact for all who don’t garner the headlines, celebrate the oncology community for persistent pursuit of better treatments and cures. All the best

@bavariaron This person had a blood cancer and received standard CAR-T therapy. Nothing sounds new here and no relation to $IOVA

$IOVA ** Actor Sam Neill: Cancer Free ** Actor Sam Neill announces he’s beaten cancer with revolutionary treatment ktla.com/entertainment/… Great story for Sam Neill, his family, fans, Oncology community.

@Franca_ole Welcome to IOVA.

$IOVA has been granted three new patents - I bought an initial position today (1´500 shares in Germany).

@MeadowCapital Multiple CNBC Fast Money panelists and guest opined that NVO is undervalued, not getting credit for positive results while LLY gets positive consideration for every move.

$NVO What's up with $NVO after hours? $LLY $VKTX

@Doctor_Salomon @ASchulz888 @bioinvestor24 Intriguing…VKTX CCO Neil Aubuchon’s previous company.

@ASchulz888 @bioinvestor24 My prediction is that $VKTX first partnership will be with $ABCL and very soon. Then multiple partnerships will unfold with giant pharma

I would have just liked and re-posted this, but unfortunately I am blocked... I agree with @bioinvestor24 that it is quizzical that $VKTX has not explored the benefits of combination therapies between VK2735 and VK2809 / VK5211. Would it be that expensive to run a ph1 "proof of concept?" And why has BL downplayed the potential utility of VK5211, when many patients are so concerned about muscle loss with obesity drugs. Just look at all the attention bimagrumab combination trials have received. Seems like a pretty big potential opportunity loss given the potential for improved outcomes across cardiovascular, liver, body composition, ... What makes this even worse is that all three agents are orally available, while oral Wegovy has demonstrated that oral is a massive market. $VKTX could conceivably create a single metabolic disease super pill without any competition, and they are not even trying... From a purely medical point of view $VKTX is my favorite biotech. But questions like these explain why it is not my largest biotech position, even though I badly want it to be...

@BIOTECHSCANNER 😂🤣 “IOVA will be a Monster” is the exact expression I used when my wife asked “why should I buy 7k shares in this stock.” She bought it… That was Nov 4, 2025 @ $1.87.

$IOVA - Dr. Brian Gastman being interviewed on TV about cellular therapy for metastatic melanoma on 3/20/2026. This is part of the unbranded awareness campaign that I was waiting to be completed before announcing the event. I just didn’t know the exact timing except that it would be soon. Chris White @MucosalMelanoma was invited to take part in the campaign. He did a fantastic job. It’s important to note that this was an unbranded campaign. The company has to be very careful with what they can say. Note that Amtagvi wasn’t mentioned. Amtagvi is now becoming a standard of care. This is every pharma company’s dream when the drug is almost automatically chosen as a default first and then ruled out only if the patient doesn’t qualify due to physical limitations or other factors. It’s the opposite of what happens when a drug is not a standard of care when doctors have to give reasons for not using standard of care treatment first. When a physician is not using standard of care treatments, they are basically going “off script” and when things go awry, they have to answer to the patients, insurance and their own hospitals. Amtagvi being a standard of care is a game changer for a company with only 1 drug. By the time NSCLC sBLA is approved, oncologists are already aware of the treatment. Again, this is a dream scenario for $IOVA. $IOVA will be a monster in solid tumors. It’s just getting started with advanced melanoma. youtu.be/KKAUFRPaFFE?si…

@justpavankumar @Pharmdca 💯Percent

@Pharmdca **With CNPV Pilot Program:** NDA filing: Late 2027/early 2028 FDA approval: 60 DAY Commercial launch: EARLY 2028 Time acceleration: 12-18 months earlier Revenue impact:$2-5B+ in early revenue. This news is so under-looked. $VKTX fda.gov/news-events/fd…

$RVMD market cap over $31 Billion now if not wrong Another successful story in small cap biotech space. $VKTX very well be the next when they report full phase 3 results for obesity next year. All that noise regarding cogs, late to market etc will disappear

@Wayne81573 @bioinvestor24 @Pharmdca If data is “good” — yes, Ph 3 is end game; But, if data is exquisite (competitive w/ or even “slightly” better than Tirzepatide), then VKTX is taken out before Ph 3 results imo.

@bioinvestor24 @Pharmdca Do you think it makes to p3 readout if maintenance data is good? $vktx

@Jerom10_21 @BIOTECHSCANNER What people?

@BIOTECHSCANNER People think 4001 results are not good? $IOVA should release the results.

$IOVA - The drop today is the most ridiculous move I’ve seen in biotech in a while. One of the potential “competitor” is basically ELIMINATED and its stock plummeting by 60%, $IOVA is also dropping by 6%. It should be up by 20% today. This is how senseless the market can be. The stock is not the company, and the company is not the stock! Focus on the longevity of the company and its business.

@jtheppasandra @BIOTECHSCANNER I agree w/ 99% of your statement. But “all” companies do not provide guidance. •Berkshire Hathaway •Alphabet •Amazon •Coca-Cola •Apple •Meta •Disney And many more…

More PR is needed and lots of skepticism on the future . We don’t even have the revenue projection for 2026 and if past is any indicator, only disappointment awaits us. I don’t understand why the management can’t come out with a projection after 3 months in the financial year - all companies do it.

@kaysaaa81 Concur with deal discussion thesis with BP saboteurs and Sangamo’s baffling radio silence on business and portfolio status keeping investors guessing (Nature abhors a vacuum).

$SGMO, nothing adds up unless a deal is in motion. Here's my read on how we got here. For 18 months, my guess is CEO trusted discussions being led by the CFO with a Big Pharma partner. My guess? It was an ERT incumbent a company with a recurring revenue stream directly threatened by a one-time gene therapy cure. Their playbook was textbook: start with a strong enough offer to crowd out non-ERT pharma competitors, drag diligence across 18 months while SGMO's cash burned, then walk away in December 2025 once the balance sheet was sufficiently destroyed. Mission accomplished, SGMO is now in the most vulnerable position possible. But I believe December was the turning point. CEO took the lead, pivoted to new discussions, and on the earnings call indicated the company is now talking to multiple potential partners and/or acquirers. There is no logical reason SGMO would allow its IP, pipeline, and a partially filed BLA to walk into bankruptcy or delisting. My gut says they are working to lock a term sheet before April 27. What frustrates me most is the silence. SGMO has a fiduciary duty to update the market via 8-K before end of April. Ditch the historical pattern of going dark and go on the offensive, weekly updates, clear communication, transparency. Sunshine is the best counterpunch to the back-room tactics that Big Pharma uses to corner small biotech companies. The science is real. The asset is scarce. Stop letting the narrative be written by the absence of information. SGMO can win! Not financial advice, just one shareholder's opinion.

@Tirzepjunkie @PK_Fund We will see. SQ likely to be approved 2027 or 2028. PO by 2028. PO smaller study, shorter duration due to VKTX alignment with FDA on use of SQ data. KOLs projecting PO likely approved closer to SQ. SQ likely to enter market 2028, with PO approval close to SQ.

@bavariaron @PK_Fund we're talking oral here -- phase 3 supposed to start Q3 this year, completed by Q4 2028, approval earliest Q3 2029 but possibly not until Q1 2030. That's between 3.5 and 4+ years

$VKTX the Guy Adami shout out on CNBC about Viking being BO is really just a signal that we are probably on a lot of people’s radar. This is just the start of something significantly bigger. We are potentially BIC of the WL products out there and closer then people realize to getting P3 done. It’s not always who is first to market that wins! Look at the statin drugs! I have a sneaky suspicion that we are heading for some very big times ahead. You don’t have to believe me and you are all entitled to your own opinions. You are starting to see the sleeze ball shorts and FUDsters coming out of the wood work. That should give you a clue they are scared.

@Tirzepjunkie @PK_Fund 2 Years—VK2735 projected to be approved by end of 2027.

@PK_Fund well, we can see how things look when they start selling product 4 years from now

I concur, NVO needs something. It’s abundantly clear why NVO launched a bidding war for Metsera. Mike Doustdar dodged a bullet on that deal or he played Pfizer like a fiddle goading them to overpay for a portfolio Pfizer could have owned for $4.9B. KLRA or VKTX likely on NVO Dance card. Mike is medieval.

@A_May_MD Seems pretty obvious they need $VKTX

$NVO registers its lowest daily close since before the launch of Wegovy going into its AGM tomorrow. What an incredible disaster. Let's see what they've got to say tomorrow.

@A_May_MD Yep

$TERN up fam

@Doctor_Salomon I believe it’s highly “probable” along with CNPV.

@bavariaron Dear @bavariaron do you think this is likely?

Approval 44 Days after CNPV Award!

@rhoman1996 @HarpA70278288 Note: VKTX Stock — 63% to 76% Institutional ownership. Fact or guess: The qualifier “seems” in your post infers you are guessing “everyone” long bought under $20. Statistically possible, highly unlikely, difficult to prove, and most certainly irrelevant in the long-term.

@HarpA70278288 the only way it changes in my opinion is if the stock price goes up ! nothing seems to move the stock up , now it seems that everyone who is long bought under 20$ if that's the case those ppl are happy ! peace Harp !

$VKTX viking did a capitol raise FEBRUARY 2024 stock price of $85 , $85 !! so if a company now offered a buyout at 100 %premium , that puts it roughly 70$ /share ! who would pay that premium ?? why aren't institutions buying here ??? asking ??