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@GilaMonstrum Noumena Analysis

Noumena Analysis posts on X about $gpcr, $lly, weight loss, $nvo the most. They currently have XXXXX followers and X posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

• X Week XXXXXX +325%
• X Month XXXXXX -XX%
• X Months XXXXXXX -XX%
• X Year XXXXXXX +60%

Mentions: X #

• X Week X -XX%
• X Month XX -XX%
• X Months XXX +22%
• X Year XXX +57%

Followers: XXXXX #

• X Week XXXXX +1%
• X Month XXXXX +6.30%
• X Months XXXXX +53%
• X Year XXXXX +106%

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence stocks XXXXX% currencies XXXXX% finance XXXXX%

Social topic influence $gpcr #5, $lly #18, weight loss #435, $nvo #20, $vktx #5, arms 11.11%, $pfe 11.11%, $mtsr 11.11%, guess XXXXX%

Top accounts mentioned or mentioned by @bioinvestor24 @dragonmaxgoku @researchpulse1 @optimistic24228 @doctorsalomon @trentkelp @rpjb

Top assets mentioned Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Viking Therapeutics, Inc (VKTX) Pfizer, Inc. (PFE) Metsera, Inc. Common Stock (MTSR)

Top Social Posts

Top posts by engagements in the last XX hours

"$gpcr $lly $nvo $vktx Based on the PK/PD data I dont expect $gpcr to achieve more than 10.5%-ish weight loss (placebo-unadjusted) in ACCESS and ACCESS X. Using orforglipron as the benchmark my base case for aleniglipron is a pbo-unadjusted weight loss in the range of XXX% to XXXX% with nausea XXXX% vomiting XXXX% diarrhea XXXX% and constipation 25.4%. Considering the larger plasma concentration fluctuations seen with aleniglipron my hypothesis is that any aleniglipron dose achieving weight loss similar to orforglipron should also produce a higher rate of adverse events than orforglipron. I"
X Link 2025-12-06T13:27Z 2144 followers, 20.8K engagements

"$gpcr beat my expectations on weight loss but its clearly more toxic than $lly orforglipron just as I anticipated. Two arms technically reached best in class territory (on WL vs diarrhea and vs constipation) though I view those as outliers. In any case here are the actual results versus my projections. Orfo is clearly the better drug"
X Link 2025-12-08T20:53Z 2144 followers, 14K engagements

"@ResearchPulse1 @Doctor_Salomon @bioinvestor24 Why do you think $PFE went after a Chinese oral GLP-1 small molecule We still havent seen any oral data from $MTSR even though they claim to have the highest bioavailability"
X Link 2025-12-09T20:20Z 2144 followers, XXX engagements

"@DragonMaxGoku @bioinvestor24 Due to cogs I guess. I am confused as well"
X Link 2025-12-09T22:06Z 2144 followers, XXX engagements

"Based on my PK/PD model I expect $GPCR to underperform in both ACCESS and ACCESS X especially with $LLY orforglipron P3 as the benchmark. Orforglipron has a longer T1/2 (approx. XX hours) and a later Tmax (7.4 hours) compared with aleniglipron (T1/2 approx. XXX hours Tmax XXX hours). This leads to meaningful differences in their PK profiles (slide X for aleni slide X for orfo): aleni produces larger plasma concentration fluctuations and higher peak-to-trough ratios (slide 3) which likely translates into a worse safety profile than orforgliprons despite similar titration schemes. Using"
X Link 2025-11-17T19:25Z 2143 followers, 25.3K engagements

"Their amylin looks very promising but its still preclinical. And theyre not the only ones with a small-molecule amylin AZN has a smol SARA as well. Theres a decent chance the AZD5004 P2 data will come out by the end of this year or early next year. That will be interesting to see. I actually expect the AZD data to look better than aleni"
X Link 2025-12-08T22:01Z 2141 followers, XXX engagements

"@bioinvestor24 Look at the persistence of nausea and vomit in the XXX mg cohort"
X Link 2025-12-08T22:26Z 2144 followers, XXX engagements

"@DragonMaxGoku @bioinvestor24 Expectations were very low (mine included) and aleni ended up delivering more weight loss than most people anticipated. Now the usual buyout narrative has kicked in"
X Link 2025-12-09T22:13Z 2144 followers, XXX engagements