@bioinvestor24 How about an update on amylin and a solid partnership announcement on VK2809 with $1B payment upfront with milestones and royalties.
English
mark1eddie
87 posts
Update on oral amylin by $VKTX this month is a strong catalyst. Market still likes Amylin and oral .. and if any oral is enticing it is the Amylin due to low API demand and minimal nausea with escalation. Potentially combinable with oral Vk2735. Will be ahead of even $LLy and $NVO on this angle.
English
@Pharmdca Avoro Capital was in both and also in Terns. They are on fire.
English
@bioinvestor24 I beleive Brian is low keying everything as he does want to GIA. He knows they have something big and distribution through Amazon or something as effective could be huge. He probably wants $17B to $20B right now if he were to sell. GPCR appears not in the same league as VKTX
English
U should hear $GPCR CEO assertive statements today .. vs the conservative $VKTX CEO. It is hilarious 😆
English
Starting at 2.5 mg $GPCR will reduce vomit rate but will also reduce wt loss ( partially triggered by vomit ). U lose at 20 wks 6.4-6.8% vs 10% when u start at 5 mg as I predicted. This is less competitive wt loss vs $NVO sema..
$LLY orforglipron showed more wt loss at 20 wks. Recall total vomit rate was 24% at 72 wks. Structure continues escalation at this point but for how long ?
please stop emphasizing DC rate ( due to AEs ..) when doing 10 pt arm studies .. u can load them up all with preventive zofran and paying them a lot to stay . It is a joke
Bioinvestor24@bioinvestor24
From HC wainwright on $GPCR “Our modeling and KOL feedback validate the 2.5 mg titration strategy, projecting "injectable-like" efficacy of ~17.5-19.0% in Phase 3 without the plateau seen in competitors, and with a discontinuation rate below 5%.” Not clear if projections are based on KOLs or analyst opinion but beware of the KOLs opinions in many cases in biotechs. Another example is in $SMMT lung ca OS prediction , if you exclude the top 1% lung ca real experts ( like the Emory dude ) , you see a lot of excitement among oncologists including ASCO people.
English
$VKTX at LR - Neil CCO very involved in the call after only 2 months - definitely nice to see Brian bring him on board - experience all ready showing on call
dough@semodough
$VKTX autoinjector in phase 3 trials being implicated now & has been awhile
English
@Quantumup1 Very surprised that the Truist price target of $75 is so low with all the good points they made
English
Truist reiterated $VKTX Buy/$75, and said, We hosted VKTX mgmnt for NDR.
LLY $NVO $GPCR
Truist added—The mood was upbeat as VK2735 was riding high on a winning combo of GLP+GIP as demonstrated by the recent REDEFINE4 toplined by NOVO. In this backdrop, mgmnt is executing on ongoing and forthcoming Ph3 programs for both SQ & oral VK2735. Offering of SQ and oral as well as monthly maintenance regimen of VK2735 could offer a comprehensive "closed-loop obesity ecosystem" with a commercial edge.
Bottom line, VKTX is marching towards what could very well be the most consequential data readout in the obesity pipeline over the next 12 to 18 months. We encourage investors to revisit the story as we see near-term catalysts for the stock. Reit BUY.
quantumup@Quantumup1
Laidlaw reiterated $VKTX Buy/$110: $NVO $GPCR LLY AMGN PFE Morgan Stanley⬇️the PT to $99 from $102 and reiterated at Overweight: Laidlaw said: VKTX reported 4Q25 financial results and corporate updates today after the close. Our take is that VKTX has provided clearer pathways for a more comprehensive VK2735 in obesity advancement on many fronts. Specifically, in addition to the completion and the later data readout of subQ VK2735 VANQUISH studies, oral VK2735 is expected to enter Phase III study in 2H26 and we estimate topline readout possibly in 2028. The potential to incorporate maintenance regimen(s) as a treatment option could also add more versatility for treating obesity. The addition of seasoned management on the commercial side can generate more optionality to maximize VK2735's potential for VKTX shareholders. Morgan Stanley said: Momentum continues as oral VK2735 advances straight to Ph3 (vs. Ph2b) based on FDA feedback, notably shortening time to market, while data from the Ph1 maintenance study, highlighting flexible dosing options, remains on track for 3Q26. Reiterate Overweight rating. Key Takeaways 🟩Oral VK2735 trials advancing directly into Ph3 (vs Ph2b) from Ph2a based on positive FDA feedback, with study expected to begin in 3Q26. 🟩Ph3 VANQUISH-2 study for VK2735 is nearing full enrollment, with completion expected this quarter, and continued strong interest in VK2735. 🟩Planning to introduce autoinjector in 1Q26 for all participants in VANQUISH; expected to reduce clinic visits by 75% and lower discontinuation rates. 🟩Ph1 maintenance dosing study data on track for 3Q26, with same GLP-1/GIP molecule for both routes of administration expected to support seamless transition. 🟩Ended 4Q25 with $706M in cash which fully funds the Ph3 VANQUISH studies and Ph1 maintenance study as well as the oral Ph3 studies.
English
@bioinvestor24 @SteveWagsInvest @Banjo5474969708 Is there data that VKTX can share today from the maintenance study with prospective buyers?
English
$ABBV done crazy deals before. I am hoping $NVO does not take them lightly.
Also all abbv management aligned on GLP1 GIP from CEO to CMO and chief strategist ( the last is going crazy on obesity ) .. CMO cares the most about tolerability and maintenance. Abbv can pull a lot on its MC and they have made bold moves in past
English
$ABBV MC and even SP today vs $NVO
Two opposite stories. Both now vying for late stage GLP1 GIP .. novo views obesity as existential.. ABBV views it as growth engine for 2030s and even 2040s per CEO ( also given abbv strength in consumer business and aesthetics)
Rumors they may be looking at same asset. A bold move by ABBV could really derail @maziardoustdar efforts in company resurge. Don’t believe we will wait long to hear some big news.
Is @mroliverbarnes going to break the news ?
Bioinvestor24@bioinvestor24
$ABBV raising $8 B. Can’t be all for debt repay $VKTX vs kailera. ..
English
@bioinvestor24 What are your thoughts on GPCR? It appears to me that their tolerability is poor and drug is nothing special. I appreciate your insight.
English
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
English
@bioinvestor24 @cloud_walker200 They filed last Friday. No info on when and how much.
English
$nvo $lly $pfe Thread: Why AbbVie is the Perfect Acquirer for $VKTX 🧵
1/ AbbVie CEO explicitly said they’re “still searching for a competitive entry into the obesity space” after the Gubra deal. Gubra’s amylin won’t launch until 2032+. Viking launches 2028. They NEED a near-term asset.
English
@bioinvestor24 @cloud_walker200 What about AMGN? They filed an automatic mixed security shelf on Feb 13. Looks they are going to do a raise to have money to do something in the M&A space.
English
@cloud_walker200 $ABBV making a deal with $VKTX will make $NVO # 3 in 2030. I believe novo is getting to their senses these days and moved beyond CagriSema / amycretin delusions and may not allow that deal to happen. Will see.
English
@Pharmdca Building out the company. Sounds like the are willing to go it alone and possibly have a direct to consumer model. That could all change with the right offer.
English
@ScatmanGL I said that at $30, then $20 and then $10. It is so cheap now that they won't take a 2x offer from private equity. The CEO and Board should all go.
English
$RPD Company is a total mess lead by a CEO that probably turned down an offer from Thoma Bravo in the $40/sh or more. Janus has to be furious, no accountability by the Board.
English
@bioinvestor24 The guy has 20+ yrs of experience. He could position VKT better than Brian.
English
@mark1eddie CCO has to learn. U don’t want him to talk a lot 😂
English
$NVO CEO confirmed that most oral sema users are on 1.5 mg indicating likely new users and not ones on full dose injectable GLP1. ( same highlighted by $LLy Ricks ).
This is clearly a wave of humans who are jumping to discounted GLP1 and who likely could not afford tirzepatide ( BTW there is no price pressure on Lilly or war , novo is voluntarily , and not forced by Trump , cutting price .. but seems not impacting tirzepatide demand even ex USA )
As most will not lose much on 1.5 mg first month , we have to wait and see how much patients adhere with 30% vomit rate and double nausea.
This is not to bash novo. This is to set your expectations and hope that new novo management learned from previous mistakes.
Again Lilly EC today shows no issues with tirzepatide adherence.
Pts care about efficacy , GI issues and then price …. everything else is very marginal.
With $VKTX the story now is how sc phase 3 is progressing ( what is leaking excellent conduct ) and we should hear about that next week
English
@Pharmdca The new CCO needs to talk on the call and promote the goodness of the company and how well they are posiitoned. Brian has been a major dud.
English
$VKTX next Wednesday, management will discuss if Oral drug goes through PH2B or PH3 trial.
If they have to do a ph2B trial first, then think of another catalyst this year besides the Maintenance study updates.
Management stated a slow titration in a future trial like p2B or ph3 (lesson learned from aggressive titration during P2 trial) yields much better safety profile vs LLY oral drug. The reason stock dropped significantly post PH2 results was linked to high incidence of safety issues with faster titration during the early phase even though efficacy handsomely beats $LLY drug.
English
$VKTX My 2 cents is Brian want $16B-$18B for the co. which means $135-$150/sh. That is 4-5x of current SP and no Board will approve this. Brian believes that stock will bump hard on the data release in Q3 and is in no hurry to sell until then as he believes he has the goods.
English
@bioinvestor24 Don't you find it interesting that VKTX has no announced an earning release date and several of the big Pharma companies (AMGN, NVO, ABBV) are reporting this week? 😀 Also I don't get the hype around GPCR, tolerability looks poor.
English
$ABBV at JPM is “all in “ obesity without explicitly stating that. I believe they are beyond their most recent busted 2 large deals.
I can’t see Abbv repeating verbal enthusiasm for years on phase1-2 assets. They are looking to renter ASAP
I am expecting a big show down with $NVO and possibly $MRK , $BMY and even $LLY next weeks and not months.
ABBV cares about tolerability and efficacy and not oral versus sc ( seen it with ABVX ) so please the oral and bio fund followers camp don’t get too excited
Bioinvestor24@bioinvestor24
This was my post predicting $ABBV entry to obesity prior to GUBRA deal , but never heard management this aggressive with their obesity ambition as they were at JPM today. Read below X community focus now on $NVO @maziardoustdar statement about potentially massive BD .. but people under estimate ABBV will to spend particularly if $VKTX BL shares emerging blinded data from phase 3 that point to BIC tolerability and efficacy. Abbv is all about tolerability. Now ready to invest $100 B in 10 years with a lot in obesity infrastructure Can’t get more clear. They could become big contender to $LLy with right assets.
English
@bioinvestor24 @semodough The guy has low energy and isnt a salesman. Maybe the new CMO can help. The trials and their completions are far away. Disappointing update, again.
English
$VKTX he gets nervous and misses opportunities to highlight drug superiority. But he works hard with team and moving fast. Data speak for itself. It is not rocket science. Very basic clinical data.
If vk2735 were in ownership of Metsera team they would have sold the company right now for > $20 B before phase 3.
English
$VKTX has had its FDA phase 3 oral drug meeting. But still waiting on minutes
Bioinvestor24@bioinvestor24
$VKTX CEO highlighted at JPM better PK profile of Vk2735 vs $LLy tirzepatide.. this consistent profile from preclinical ( mice , primates ) to phase 1-2 in humans is predictive of excellent phase 3 outcome.
English