Jim Hansen

@sainsburys Fillet steak. Really? How’s your quality control 🤮

$VKTX on partnership from earnings call. Summary:

$VKTX 12-18 months ahead on oral now. Saving …. 2b design + startup: 3–4 months •Enrolment: 4–6 months •24–36 week treatment period •Data readout + analysis: 3–4 months •FDA meeting to align on Phase 3: 2–3 months That’s roughly: +12 to 18 months

$VKTX. Interesting that this new job went up at the weekend. Senior clinical data manager recruiting.paylocity.com/Recruiting/Job…

$VKTX Full reversal from HIMs “Since launching the compounded semaglutide pill on our platform, we’ve had constructive conversations with stakeholders across the industry. As a result, we have decided to stop offering access to this treatment,” Hims said” From Apple News

$VKTX For me it’s interesting that this year the wording from Viking has changed from “Concurrently, the company is evaluating an oral formulation of VK2735 in a Phase 2 trial” to now saying “Concurrently, the company is evaluating an oral formulation of VK2735 in obesity”

$VKTX ir.vikingtherapeutics.com/2026-02-04-Vik…

@lipa0902 @MeadowCapital Yeah, just ignore the positive meeting and no Ph2b for 2735 Subq. This is a really poor example of trying to find negative context. Very poor, must to better.

@MeadowCapital Meadow, it will help you a lot to gain a better overall sense about BL and the Viking management if you talk to someone who previously worked at FDA and dealt with $VKTX on 2809 0214 5211 etc.

$VKTX I genuinely don't get the CEO criticism. What's the issue? He's not "promoting" it? Do people genuinely - like GENUINELY - think that $VKTX isn't known? Really!? I think that's extremely unlikely. Everyone who needs to be aware of $VKTX is already aware of it.

$VKTX clearly going straight to Ph 3

$VKTX onlinelibrary.wiley.com/doi/10.1002/ob… Looks like a full report on Venture just published

@morton1984 @sicollins7723 And don’t forget the key tactic at the bar “Get across the front!” 😂

The transition from shopping to the first bar was on point today, everything we had worked on across training this week with @sicollins7723… 🤣

$VKTX literally hundreds of posts from this guy, since he first appeared spouting “single figures” and “FDA issues”. Viking moved +46% since he started posting negatively. That must hurt and is just stupid; money lost with every post.

@PGainz96934 @vtcarguy81 @pacha_8x They have no money to take this through Ph3 and your posting is desperate now

Fair question and it really comes down to timing, perception, and visibility, not fundamentals. $VKTX valuation is largely momentum + association: they’re riding off $LLY and $NVO’s sector tailwinds, and institutions have piled in early on the “next GLP-1” narrative. Their market cap reflects that optimism not necessarily differentiated data. $ALT, on the other hand, has been under-the-radar, but it’s sitting on a more advanced, derisked program: •48-week Pemvidutide data with durable fat loss, muscle preservation, and fibrosis improvement. •MASH + obesity indications with proven dual-agonist biology (GLP-1 + glucagon). •Strong balance sheet (~$200M cash + 90M LOC) and no dilution pressure going forward. The market hasn’t fully repriced it yet because the Street still treats Altimmune as an “obesity Phase 2 story,” when in reality it’s entering late-stage readiness with dual catalysts (obesity + MASH), something Viking doesn’t have. In biotech, valuation lags validation and once larger players or partnerships recognize Pemvidutide’s breadth, the gap will close fast.

Everything $nvo does, $vktx does better 🤷‍♂️

@PGainz96934 @jp_sed @jimmckay132 @PK_Fund Why don’t you even mention the lack of money ALT have to get to Ph 3

@jp_sed @jimmckay132 @PK_Fund Unfortunately for you and other $VKTX holders most of yall bought on the pump 🤣 in the $40-$100 range and are now down 50-75%… all the smart early holders from many years ago already sold

$VKTX Viking confirm they are getting interest from multiple parties, some are non household names and some are BP who have so far publicly stated they are not chasing Obesity.

@Mufaso7 @mark1eddie He did say in an update q&a about amylin and 2735 being special. Said the first trial would be amylin alone then a quad. I think

The reality in this is that $VKTX has to turn over the Amylin card in the form of data in human trials, not just animal models for the market and potential acquirers to more accurately value Viking . Also, while Viking has presented standalone pre clinical data on their research to date on their compound, I suspect they have pre-clinical data on their amylin compound in combination with VK2735. BL may know that Viking may really have something special. Everything is relative. Take a look at LLY and NVO market caps. Take a look at what PFE just paid for compounds that haven't even entered ph3. Regarding what Viking is worth, IDK other than to say it's worth a lot more than the current share price IMO. I think Brian Lian who owns about 2.5 million shares of Viking, is a former biotech analyst and has a PHD in organic chemistry might have a better idea on what VKTX is worth than anybody. He is having some patience with this, and I'm good that. If he decides to sell for the right price great. If he decides going it alone is better, I'm good with that too.

$VKTX - Fascinating report by Piper! Several important quotes but I found the following commentary especially interesting: "On strategic interest (given all the Metsera news), mgmt. believes there’s broad interest, including from companies that are not household names and from pharma that publicly express no interest in obesity" Big Pharma that has publicly expressed no interest in obesity include $JNJ and Novartis. You could add in those that have expressed an interest in Obesity acquisitions which add $NVO, $BMY. Because Viking can reasonably get to market without big pharma (they don't need Big Pharma manufacturing capability or back end sales/distribution/insurance networks) there are a number of large private equity firms that are not household names who could make an offer. Think KKR, Blackstone, Bain Capital, Carlyle, etc. or maybe a consortium group that gets together to make a bid. Overall, I don't know if Viking gets bought out or maybe partners. IMO, if it goes it alone, that offers the greatest possible return but BL has stated a preference for a 3rd party involvement (but only at the right price). We shall see. I'm staying long term focused.

@0xPasserby @WallStSai Or the company rightfully values itself at a higher level.

@WallStSai Unfortunately the price war over $MTSR just confirms what the market has known about $VKTX for some time now (reflective in its very weak share price), that their drug is just not attractive.

$VKTX Viking has good edge to get a bid from $PFE Pfizer now

@Mufaso7 Great post. I think what also completely surprised some of the analysts was that there is no second titration on the switch from subq to oral. This makes ViK2735 in my opinion. Imagine a subq weight loss and then just one pill a week to keep the weight loss off!

@jilllives York Sour. York Minster Gin, Rhubarb Liqueur, Fresh Lemon, Egg White, Raspberry Dust xx (Sitting infront of York Minster of course)

@jayabacus 26th August for me

I would not be surprised to see $VKTX oral after the close today or tomorrow am.

Shorts inadvertently positioned themselves as coiled spring and amplify any news. Shorts thought to be retail, hedges betting on VKTX “too late” and technical traders on chart breakdowns. Positive Ph2 (8-12%) plus BO rumour creates up to $12bn loss for shorts from resulting BO

$VKTX Cash deal (PFE, Merck, J&J) doesn’t need shareholder approval. Triggers immediate share price to BO price as 28m shares cover (26% of float) No rolling of short positions to acquirers stock. Immediate margin calls see short cover in open market and stock returned to lender

$VKTX Talk me out of this scenario: VKtX release Ph2 on 26 Aug prior to 4 major pre planned Sept presentations which give BP opportunity to deal All short reasons, obesity overcrowding, VKTX lateness, production, LLY/NVO superiority now flipped TAM of $100bn+ sees $50bn BO