Mufaso

$LLY's entire marketing pitch for Foundayo is "no food or water restrictions." Let's talk about what that actually means in real life. Here's the Wegovy pill routine: 1. Wake up 2. Take pill with a sip of water 3. Shower 4. Brush teeth 5. Get dressed 6. Eat breakfast That's it. That's the "restriction" Lilly says justifies choosing a pill that is: • 48% less effective (11% vs 16.6% weight loss) • 14x higher GI discontinuation • Metabolized through the liver daily • Interacts with statins, turmeric, garlic, vitamin D, birth control, and 20+ more • Liver enzymes 3x elevated in trials • Dose capped forever at 17.2mg The "convenience" of Foundayo costs you 48% of the weight loss and a daily audit of your supplement cabinet. The "inconvenience" of Wegovy pill is doing what most people already do: taking a pill before their morning shower. 65% of patients in the OPTIC study said the 30-minute wait would NOT disrupt their daily lives. Because it doesn't. You already wait 30 minutes between waking up and eating. Every single day. You just don't think about it. Lilly spent billions marketing a solution to a problem that doesn't exist. $NVO $LLY #GLP1 #SNAC #Wegovy #Foundayo

$MDGL - Just hired their 1000th employee according to their LinkedIn acct. Just one year ago they were at 500 employees. (Rezdiffra was approved May 2024.) Small Biotech startups can become become big market cap companies (MDGL now at ~12B and growing). Many small biotechs have hit it big -> $AMGN $REGN $GILD Genentech and others have become industry leaders with market caps many times their first drug pre-approval size. Could $VKTX be next as @Pharmdca suggests? 🤔

@bioinvestor24 @ResearchPulse1 I believe PH1 on the Amylin will start as a Subq and then possibly add "arms" like VK2735 did.

@ResearchPulse1 @Mufaso7 It is starting phase 1 next month as u know and very likely oral.

$VKTX - Only a week left in the quarter. We should see Viking announce the IND for their DACRA (amylin calcintonin) compound any day now. BL has teased that this compound could have better Weight Loss efficacy than VK2735 and that if ph 1 is successful, Viking will immediately start a combo study between #VK2735 and their DACRA which could set a new bar for all to shoot for in both Obesity AND T2D. BTW- We could also hear any day that the ph3 T2D study for the VK2735 subq has completed enrollment. 😀

@semodough Viking continues forward with focus. Completing enrollment in PH3 for VK2735 is a huge milestone that they did quickly. They just are executing very well. $VKTX

$VKTX Completing enrollment in the VANQUISH-2 study is an important milestone for Viking as it is the second of our two registration studies to be fully enrolled," said Brian Lian, Ph.D., chief executive officer of Viking. "As with the VANQUISH-1 study, we are happy to see a study of this size enroll quickly, which we believe speaks to the enthusiasm for new obesity treatments beyond those currently available. We look forward to completing the VANQUISH studies in 2027."

$GPCR does “no plateau” still mean no plateau these days, or nah? Because 4 weeks at 180 mg followed by 12 weeks at 240 mg delivering the same weight loss as 16 weeks at 180 mg, but with worse safety looks a lot like… a plateau.Actually, it is the clear pattern for a plateau, but carry on I guess

$VKTX CEO on $NVO 💊 "Fastest drug launch in history. Bodes well for anyone developing a peptide. It puts to bed that nonsense about how bad 30mins is to consume anything. It's just kind of a joke that that's a big deal." Most colorful language I've ever heard Brian Lian use😅

FDA will take swift action against companies mass-marketing illegal copycat drugs, claiming they are similar to FDA-approved products. The FDA cannot verify the quality, safety, or effectiveness of non-approved drugs.

There are 105 US sites participating in $VKTX vanquish trial. We are talking about 200-300 investigators and they all do trials and compare drugs. After a few thousands pts are followed you can’t hide tolerability and efficacy as 78% will get at least 7.5 mg which is a powerful dose. Big pharma that have an obesity interest ( $ABBV $BMY $MRK $AMGN $NVO and others ) for sure are hearing about trial progress and CEO can share confidential blinded data. This is from one pt who lost 25% wt at 26 wks , responding to a question if other pts are quitting for excessive loss or side effects “No. Actually the doctor that I saw last week said that it’s been her favorite study to work because so many people are having such great results.” “What is happening in our trial?! This form come out last week recommending to increase calories? “ “The new consent form says that once you hit a certain bmi the dose will go down and then if you keep losing they will have you up your calorie intake.”

$NKTR Jefferies PT $121 caught up w/ NKTR ahead of their self-imposed quiet period for upcoming Ph2b Rezpeg AD maintenance results in Feb. In addition to the maintenance phase data, Co will release data from the crossover / escape arm at the 52-wk point from the Ph2b AD trial.

$PFE VESPER-3 is finally out, and to me these results suggest the following: 10% weight loss is the apparent plateau for 0.8 mg QW and 3.2 mg QM (4 × 0.8 mg) on the efficacy estimand. 12.3% weight loss is the apparent plateau for 1.2 mg QW and 4.8 mg QM (4 × 1.2 mg) on the efficacy estimand. At week 28 sema 2.4 mg achieved a WL of -12% (pbo-unadjsted) and -9.07% WL ( pbo-adjusted). $pfe reported pbo-adjusted results only, so the context matters, especially because with $MTSR the pbo arm seemingly gained weight (a weird pattern I’ve only really seen in their trials, as I mentioned in my earlier post here: x.com/GilaMonstrum/s… I wouldn’t be surprised if the placebo arm gained weight in this trial too. If that’s the case, the efficacy starts to look pretty sema-like, which is exactly what I’ve been saying since the first time I saw their data. Of course, the real verdict depends on safety, which they still haven’t reported (because… naturally). That said, take a look at the ITT population results: "For the treatment policy estimand, using all available weight measurements regardless of treatment adherence, placebo-adjusted weight loss was 8.4% for Arm 1 and 10.5% for Arm 3" at 28 weeks. businesswire.com/news/home/2026…

A one-shot gene therapy to make a lifetime's worth of GLP-1 (like Ozempic) @FractylHealth. But it requires direct injection to the pancreas and there are lots of unknowns. A clinical trial is starting soon. Front page @washingtonpost today gift link washingtonpost.com/health/2026/01…

Doesn’t get much clearer than this

Okay so, 1) an American citizen exercises his First Amendment right to peaceably assemble and his Second Amendment right to bear arms, out of apparent concern that a tyrannical federal government is violating basic protections afforded under the Constitution 2) after coming to the aid of an unarmed woman who's been shoved to the ground by a masked federal agent, the citizen -- impaired by pepper spray, holding nothing but a cell phone -- is dragged to the ground by a group of other masked agents 3) during the scuffle, shortly after one masked agent removes the weapon from the restrained citizen's person, several other masked agents open fire, unloading 10 shots from close range and killing the unarmed citizen 4) despite video evidence, a spokesman for the federal government says the citizen approached agents with a gun, provoked a violent confrontation, and planned to "massacre" law enforcement You really want to defend this? Go ahead. Just know, you look like an absolute fool.

$VKTX OPPY hosted CEO Brian Lian &new CCO Neil Aubuchon for a group call, discussing recent progress and key catalysts ahead. Neil highlighted promising profiles of both subQ and oral VK2735 and views VKTX's unique setting, having both subQ and oral formulations, as an important competitive advantage for future commercialization. He also believes the steps taken by VKTX to explore the maintenance strategy are prescient. With the recent completion of enrollment in the maintenance study, we expect readouts likely in 3Q26. Meanwhile, the first Ph3 program, VANQUISH-1, completed enrollment in Nov. 2025, with the second Ph3 VANQUISH-2 study in obese+T2D patients expected to complete enrollment in 1Q26. remain enthusiastic about VKTX with several catalysts in 2026 that could inform additional opportunities.

$ARDX OH B0Y… indiainfoline.com/news/companies…

I would not be happy with a $16 price. $OCUL is a stock with 10x or better potential if things go right.

$NVO @maziardoustdar was not positive on Resefine 4 on Bloomberg as he emphasized Redefine 11. They got to get GIP. He touted amylin tolerability but was balanced in not overstretching that. While his background is not in biology, I believe he gets it well. Good execution so far. While people on X started celebration $GPCR deal ( which was not presenting at JPM ) it is obvious that this company doesn’t provide anything close to tirzepatide to compete well and the molecule is not derisked from liver toxicity. Will see how it goes. Don’t r/o jojo doing multi acquisitions. But they have to be careful on cash.

While we are putting in request…I would love the opportunity to become the next People magazine “Sexiest Man Alive”