@cloud_walker200 Avatar @cloud_walker200 cloudwalker

cloudwalker posts on X about $vktx, $nvo, $lly, $hims the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 53% finance 13% countries 4% cryptocurrencies 3% currencies 3% financial services 1% technology brands 1%

Social topic influence $vktx #5, $nvo #16, $lly #6, $hims #151, $pfe #29, $mtsr 9%, $abbv #2, $gpcr #3, $amgn 5%, $rhhby 5%

Top accounts mentioned or mentioned by @bioinvestor24 @idomeneus_og @eganpeltan @pharmdca @mark1eddie @amaymd @wallstengine @doctorsalomon @bastianellilore @mikumyhoney @biohazard3737 @idomeneusog @exbridgewater @evaluatepharma @gilamonstrum @mikej36 @wyv123 @msollender @whitehartpains @leaoka

Top assets mentioned Viking Therapeutics, Inc (VKTX) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Hims & Hers Health, Inc. (HIMS) Pfizer, Inc. (PFE) Metsera, Inc. (MTSR) AbbVie Inc (ABBV) Structure Therapeutics Inc. (GPCR) Amgen, Inc. (AMGN) SPDR S&P [---] ETF Trust (SPY) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Viking Holdings Ltd (VIK) Synthetify (SNY) Merck & Co., Inc. (MRK) GLP1 (GLP1) Summit Therapeutics Inc. Common Stock (SMMT) Regeneron Pharmaceuticals Inc (REGN) Akropolis (AKRO) Born in [--] (19) BlackRock Inc (BLK) Goldman Sachs (GS) Morgan Stanley (MS) Bristol-Myers Squibb Co (BMY)

Top Social Posts

Top posts by engagements in the last [--] hours

"4/ AbbVie just invested in peptide manufacturing facilities (2025). Viking is a peptide drug. Theyre building capacity for exactly this type of asset. Vertical integration makes sense"
X Link 2026-02-15T12:14Z [---] followers, [---] engagements

"6/ Obesity = consumer product not traditional pharma. AbbVie has 20+ years experience marketing self-pay products. They understand the psychology of elective spending better than any big pharma peer"
X Link 2026-02-15T12:14Z [---] followers, [---] engagements

"$lly $nvo $hims if both semaglutide and tirzepatide has a vial option why would compounders still be legal to sell their own GLP-1s Prescribers should only be able to prescribe FDA approved products since both come either a customizable option"
X Link 2026-02-15T11:33Z [---] followers, [---] engagements

"$nvo $lly $pfe Thread: Why AbbVie is the Perfect Acquirer for $VKTX 🧵 1/ AbbVie CEO explicitly said theyre still searching for a competitive entry into the obesity space after the Gubra deal. Gubras amylin wont launch until 2032+. Viking launches [----]. They NEED a near-term asset. https://twitter.com/i/web/status/2023007430259720497 https://twitter.com/i/web/status/2023007430259720497"
X Link 2026-02-15T12:12Z [---] followers, [----] engagements

"2/ Allergan Aesthetics = built-in cross-sell machine. Millions of patients already paying $300-600/treatment for Botox/Juvderm every 3-4 months. Vikings $300-400/month obesity drug is the SAME price point. Instant customer base"
X Link 2026-02-15T12:12Z [---] followers, [---] engagements

"3/ The All loyalty program has millions of members conditioned for self-pay. Obesity drugs will be 70%+ self-pay market. No other pharma has this DTC infrastructure. Pfizer/Lilly selling through traditional channels - AbbVie has consumer playbook"
X Link 2026-02-15T12:13Z [---] followers, [---] engagements

"@Doctor_Salomon $abbv if anyone AbbVie is the company that understands the importance the combo of convenience+safety+efficacy in chronic diseases. Skyrizi has safety and efficacy Rinvoq has convenience"
X Link 2026-02-15T13:34Z [---] followers, [---] engagements

"the gap between market cap and NPV is simply too big and realistically speaking it's not likely to see anyone spend over 300% premium on any acquisitions (at least unheard of to me). It's almost a paradox as if $vktx does not show exceptional interim data market won't react thus less bargain for a $15B+ deal https://twitter.com/i/web/status/2023053968709169203 https://twitter.com/i/web/status/2023053968709169203"
X Link 2026-02-15T15:17Z [---] followers, [---] engagements

"That would be unheard of but not impossible. But my stance on $vktx regardless of its future commercialization capability is way too cheap sitting at $3B. If the treatment rate for obesity in USA alone rises to 30% by [----] thats roughly 50M patients. If the topline revenue from each patient is only $300 per month per [--] months DoT then the TAM is $180B for US alone. Just hard to ignore a late stage player (even without differentiation) here. If we look at PD-(L)1 market its obvious that Lilly=Merck and Novo=BMS but drugs like Tecentriq and Atezo exist and share some market. So I think even a"
X Link 2026-02-04T18:25Z [---] followers, [---] engagements

"$lly $vktx $nvo if people don't buy into today's weakness then i think this market is a bit crazy. obviously $hims is selling the oral sema illegally and obviously they do not have the oral capsule tech to reach an effective peptide absorption rate just the same old gig they used a while ago and look where that led them to - i do think $hims can evolve into a great personalized health monitoring/assistant type of ecosystem but definitely not through selling illegal drugs https://twitter.com/i/web/status/2019424547725013169 https://twitter.com/i/web/status/2019424547725013169"
X Link 2026-02-05T14:55Z [---] followers, [----] engagements

"whether it's $vktx or kailera $abbv will be a top [--] contender next to $lly if they launch an obesity program. direct-to-patient channel build through their I&I as well as dermatology products in addition to their marketing capabilities seen with Humira and Skyrizi i think it can possibly surpass $1T market cap if they roll it out https://twitter.com/i/web/status/2019437207598297471 https://twitter.com/i/web/status/2019437207598297471"
X Link 2026-02-05T15:45Z [---] followers, [---] engagements

"$lly $nvo $vktx $hims i think you have to either short $hims and long other obesity names or do the vice versa - price actions of $hims retracting yet other obesity names still hitting daily lows is incomprehensible"
X Link 2026-02-05T15:58Z [---] followers, [----] engagements

"$lly $nvo bouncing back and $hims -30% from yesterdays $29.6 high - expecting other names to recover as well $vktx $gpcr $lly $nvo $vktx $hims i think you have to either short $hims and long other obesity names or do the vice versa - price actions of $hims retracting yet other obesity names still hitting daily lows is incomprehensible $lly $nvo $vktx $hims i think you have to either short $hims and long other obesity names or do the vice versa - price actions of $hims retracting yet other obesity names still hitting daily lows is incomprehensible"
X Link 2026-02-06T10:18Z [---] followers, [---] engagements

"Global obesity market is beyond what you think $lly $nvo $vktx"
X Link 2026-02-06T18:16Z [---] followers, [----] engagements

"Based on [----] data roughly 15% of $hims total revenue came from compounded GLP-1 weight-loss drugs which was a primary driver for its 69% revenue surge. Carving out that piece the rest of the business grew 45% https://twitter.com/i/web/status/2020036299042787681 https://twitter.com/i/web/status/2020036299042787681"
X Link 2026-02-07T07:25Z [---] followers, [---] engagements

"$hims forward P/E still over [--] - overall revenue growth is expected at around 35% if GLP-1 business gets carved out its YoY EBITDA growth rate is likely somewhat in the low 20% range in addition the wegovy pill launch was most likely a forced act given their underwhelming Q4 performance so they need a monstrous Feb to succeed which obviously is going to fail. i think from now on to earnings call on 2/23/2026 we see $12-$14 and likely further downside from there after the earnings report that clarifies stagnant growth without GLP-1 https://twitter.com/i/web/status/2020039883306463702"
X Link 2026-02-07T07:40Z [---] followers, [---] engagements

"define "already very low" - is 45x FWD PE considered very low when the business segment with the highest growth rate gets shut down their only way out of this is to partner with a small biotech/foreign biopharma who wants to commercialize and distribute through their direct-to-patient platform but no other GLP-1s have imminent launch timeline that can fill this gap $hims $nvo $lly"
X Link 2026-02-07T07:53Z [---] followers, [--] engagements

"@BastianelliLore @mikumyhoney Id suggest looking back at the time pre-GLP1 launch May [----]. The stock price back then is a more logical valuation compared to the current level"
X Link 2026-02-07T08:34Z [---] followers, [--] engagements

"$qqq $spy As of February [----] reports indicate that Chinas holdings of U.S. Treasury securities have fallen to their lowest level in roughly [--] to [--] years dropping to approximately $680 billion$682.6 billion"
X Link 2026-02-10T15:14Z [---] followers, [---] engagements

"$hims much further downside. Refer back to May 20th [----]. The day they announced GLP-1 sales was live. Stock price was $14. Not still at $19. The core growth pillar behind its business is now dead. I see another 25% downside at minimum"
X Link 2026-02-07T05:11Z [---] followers, [---] engagements

"$vktx Geode increased its position by 23.99% from 1.6M shares to 2M shares ($70M) highest level since 2024"
X Link 2026-02-10T01:43Z [---] followers, [----] engagements

"$spy $qqq high chance that the market closes red. Big event at 1pm with the 3-year note suction. Based on 1)Chinas attitude 2)European countriess statement on less dependency on US I think they would need a higher yield rate to attract bidders and buyers. Thus short on $qqq and $spy"
X Link 2026-02-10T15:03Z [---] followers, [---] engagements

"The U.S. Department of the Treasury auctioned $58 billion in 3-year notes on February [--] [----] featuring a high yield of 3.518% and a [----] bid-to-cover ratio indicating average demand Market sentiment was specifically impacted by recent actions and geopolitical tensions involving both China and Europe. $qqq $spy As of February [----] reports indicate that Chinas holdings of U.S. Treasury securities have fallen to their lowest level in roughly [--] to [--] years dropping to approximately $680 billion$682.6 billion. $qqq $spy As of February [----] reports indicate that Chinas holdings of U.S. Treasury"
X Link 2026-02-10T21:23Z [---] followers, [---] engagements

"$vktx institutional holdings update: BlackRock: [-------] (+18.15%) Geode: [-------] (+23.99%) Jane Street: [-------] (+89.10%) BNP Paribas: [------] (+535.08%) Goldman Sachs: [------] (+210.99%) Group One Trading: [-------] (Calls)"
X Link 2026-02-14T03:25Z [---] followers, [----] engagements

"another overhaul is market perceives oral small molecule to be much more favored by MNC over oral peptides (hence $gpcr market cap $5B) bc it's easy to make and sell without the fasting requirement. There's a concern that others are afraid to deploy capex like $lly does to build peptide plants in order to scale https://twitter.com/i/web/status/2023059613344813108 https://twitter.com/i/web/status/2023059613344813108"
X Link 2026-02-15T15:39Z [---] followers, [---] engagements

"Think the key here is GLP-1 is going to have more like consumer healthcare products rather than drugs. No doubt the intrinsic value is going to rise with 4000+ patients ph3 data on hand but in the end the chance of BL taking vk2735 to the market alone is quite low and almost impossible imho. A lot of folks use $mdgl as a reference but key difference is that MASH is still a fatal disease with no existing treatments before Rezdiffra"
X Link 2026-02-04T17:15Z [---] followers, [---] engagements

"@EganPeltan @Biohazard3737 MASH is much easier to scale than obesity given 1) patient population 2) disease burden 3) FIC vs somewhat saturated market"
X Link 2026-02-04T17:54Z [---] followers, [---] engagements

"$vktx now vk2735 is officially the most advanced oral peptide in the clinic as well as the only oral version of GLP-1/GIP dual agonist that is going to enter U.S. phase [--] trials this year $lly $nvo $pfe"
X Link 2026-02-13T06:41Z [---] followers, [----] engagements

"$vktx refreshing what the Corden Pharma deal pact could mean for vk2735 at max potential ($20B) Injectable Revenue Capacity: 200M units/year (100M autoinjectors + 100M vials) Weekly dosing = 200M [--] weeks = 3.8M patients/year at full capacity Realistic pricing: $300-350/month (competitive with Wegovy $349 Zepbound $449) Annual injectable revenue: $13.7-16.0B at full capacity Oral Revenue Capacity: 1B tablets/year Daily dosing = 1B [---] days = 2.7M patients/year at full capacity Realistic pricing: $200-250/month (competitive with Wegovy oral $149-299) Annual oral revenue: $6.5-8.1B at full"
X Link 2026-02-15T12:06Z [---] followers, [----] engagements

"5/ Cash flow king: $40B+ annual revenue from Skyrizi/Rinvoq alone. $13B cash manageable debt. Just did $10B (ImmunoGen) + $8.7B (Cerevel) deals. Can easily afford $10-15B for Viking without breaking a sweat"
X Link 2026-02-15T12:14Z [---] followers, [---] engagements

"@bioinvestor24 what's your take on 1) then retatrutide's safety profile prevents high real-world adoption rate and vk2735 can achieve higher than tirzepatide WL but maintains tirzepatide safety profile"
X Link 2026-02-15T15:58Z [---] followers, [---] engagements

"@bioinvestor24 @mark1eddie $amgn peptide legacy and infrastructure actually makes sense as a potential suitor. Not sure if they are gonna openly admit that GIP antagonism is wrong by acquiring $vktx tho"
X Link 2026-02-15T18:39Z [---] followers, [---] engagements

"@Idomeneus_OG @bioinvestor24 Theres nothing for them to defend tho. Only market leaders can buy something to defend $nvo is not the leader"
X Link 2026-02-16T05:50Z [---] followers, [---] engagements

"$lly $nvo $vktx $amgn $pfe Morgan Stanley - By [----] as much as 9% of the U.S. population (30 million people) could be on GLP-1 1% of the GLP market = 300K patients $1.8 B net sales Source: https://www.morganstanley.com/ideas/obesity-drugs-market-expanded-opportunity#::text=Analysts%20expect%20a%20significant%20increaseand%20fitness%20equipment%20and%20services Can go higher Realistic Impossible https://www.morganstanley.com/ideas/obesity-drugs-market-expanded-opportunity#::text=Analysts%20expect%20a%20significant%20increaseand%20fitness%20equipment%20and%20services Can go higher Realistic"
X Link 2025-04-09T01:02Z [---] followers, [---] engagements

"$nvo $lly $vktx Base case U.S. GLP-1 market revenue forecast by product [--------] (in billions). Semaglutide includes all Novo Nordisk GLP-1 formulations (injections and oral) Tirzepatide includes Mounjaro/Zepbound. Orforglipron is Lillys oral GLP-1 (launch 2026) Retatrutide (Lillys triple agonist) launches [----] VK2735 includes Vikings injectable (2027) and oral (2031) formulations combined Other GLP-1s include older drugs and new entrants In the base scenario total U.S. GLP-1 market revenue climbs from $26.5B in [----] to accelerating to $ 62.7B by [----] and then accelerates to $148B by [----] and"
X Link 2025-04-09T01:35Z [---] followers, [--] engagements

"$nvo $lly $vktx Base case U.S. GLP-1 market revenue forecast by product [--------] (in billions) In the base scenario total U.S. GLP-1 market revenue climbs from $26.5B in [----] to accelerating to $ 62.7B by [----] and then accelerates to $148B by [----] and $252B by [----]. This reflects that higher volumes might offset some price decline from generics both the rapid growth in treated patients and sustained high therapy prices (we have not assumed major price erosion by [----] in this scenario in reality higher volumes might offset some price decline from generics) VK2735 (injectable) is assumed to"
X Link 2025-04-09T01:50Z [---] followers, [----] engagements

"$vktx something that probably nobody noticed on this newly amended form [--] about the recent stock purchase made by Rouan Sarah Kathryn: She violated a Section 16(b) rule but voluntarily returned the profit to the company. i Section 16(b) rule is a short-swing profit rule that says If an insider buys and sells (or sells and buys) company stock within [--] months any profit must be returned to the company even if the trades were legal or unintentional. - The insider bought shares recently (at a much lower price) - She had sold shares back on October [--] [----] for $80.89/share - This creates a"
X Link 2025-04-09T03:52Z [---] followers, [----] engagements

"Knowing that obesity will stay for the drop to be rationale one or multiple of the below must be true: 1) GLP-1s will be replaced by new MoAs 2) none of these drugs are gonna win even 1% of the market share bc of formulary placement against $nvo and $ 3) they have a high likelihood of failure To point #1 lol but what And more importantly whats the time frame they are talking about if this is the case When will the true next-gen muscle preserving treatments become available Even when they become available is there a possibility that those become add-ons rather than replacing GLP-1s To point #2"
X Link 2025-04-09T04:42Z [---] followers, [---] engagements

"$vktx tbh i think P3 initiation may not be a price driver but P2 oral data for sure and if they make clear statements to better clarify their oral supply contract from Corden to the investors to show that they can sell as much as $40 B if there's demand then the optics would be very different imho"
X Link 2025-04-09T19:28Z [---] followers, [---] engagements

"$smmt Textbook play of giving the market confidence as a clinical-stage biotech amidst significant market volatility When Co-CEOs re-invest in their own company after the core asset demonstrated great clinical results that's incredibly powerful"
X Link 2025-04-10T14:20Z [---] followers, [---] engagements

"$smmt expect another 25-50% runup to readout The question now is not whether or not ivonescimab will get approved but more so how quickly can it take market share from Keytruda after approval"
X Link 2025-04-11T18:24Z [---] followers, [---] engagements

"Probably they think Amgen has the capital and sale force and marketing resources to quickly distribute their product. Undeniably Viking doesnt but neither did $mdgl before they launched Rezdiffra. Ofc being FIC was a huge value prop to the patients and physicians but so is being BIC. We will see if vk2735 delivers"
X Link 2025-04-12T00:36Z [---] followers, [---] engagements

"$vktx Obesity positively correlates with numerous incidence rate of diseases including some of the ones that are costing payers the most every year. Long term outcome studies will prove by covering GLP-1 they save more rather than spend more because the probability of them having to pay for obesity-correlated diseases drop as patients maintain their weight. Vk2735 hits market in [----] and likely by then I think glp-1s would already have wide coverage"
X Link 2025-04-13T03:02Z [---] followers, [---] engagements

"$mtsr rebound with over 34% off the $pfe danu news wow"
X Link 2025-04-14T15:18Z [---] followers, [---] engagements

"$vktx The President Chief Executive Officer and a member of the Board of Directors of OmniAb Matthew W. Foehr exercised his options and did not sell immediately afterwards unlike the historical insider trend with "M" immediately followed by "S""
X Link 2025-04-15T17:05Z [---] followers, [----] engagements

"$mtsr a 25% intra day move from $20.47 to $16.68 wow. think this is mainly attributed to the chip breakdown shown below with over 20% already profiting from yesterday's surge"
X Link 2025-04-15T17:08Z [---] followers, [--] engagements

"$vktx Friday 04/11 close was $22.22 Monday high was $27.09 Tuesday currently trading at $22.67 The question to interested investors / current holders is if you knew $pfe would discontinue Danu last Friday would you have bought $vktx If your answer is yes today and perhaps days to come are great opportunities to add because fundamentals and price actions may not always be parallel. If your answer is no then perhaps its time for you to consider what future validations do you think are worth owning the stock at this moment If there isnt something that you can convince yourself with putting up"
X Link 2025-04-15T17:31Z [---] followers, [---] engagements

"$vktx one of the biggest reason for today's price action is probably $mrk's deal with Cyprumed: Efinopegdutide (a GLP-1/glucagon dual-agonist) is a phase [--] candidate for metabolic dysfunction-associated steatohepatitis thats being studied as an injection and falls under one of Cyprumeds focuses of GLP-1 analogues"
X Link 2025-04-15T22:02Z [---] followers, [----] engagements

"$lly $nvo I think the power of marketing and advertising is extremely huge when it comes to chronic non-fatal diseases like obesity where some patients may seek just Ozempic prescriptions because of a personal preference. Also assuming physicians have no incentives to prescribe Zepbound otherwise"
X Link 2025-04-16T04:19Z [---] followers, [---] engagements

"$mtsr +10% rebound from yesterday's drop the only obesity name that's green today so far $lly $nvo $vktx"
X Link 2025-04-16T15:59Z [---] followers, [---] engagements

"$vktx ✅CagriSema and Orfo data out the way ✅Danu discontinued ✅Scalability issue resolved (up to [--] million patients under current contract) Remaining threats: ❓BP acquiring/licensing other GLP-1 options such as $mtsr and $gpcr ❓Payer coverage (3 more years til approval vk2735) ❓ Commercial salesforce and distribution channels (this one imho is the biggest remaining overhang that we'd like to see BL address as we approach P3 PCD)"
X Link 2025-04-17T19:27Z [---] followers, [---] engagements

"IMHO Investors may indiscriminately sell early-stage or hype-driven biotech stocks even if not directly affected. $vktx is in Phase 2/3 aiming at FDA-validated targets (GLP-1 GIP). And there's no accelerated approval reliance and theyre following standard cardiovascular/metabolic endpoints Prasads criticisms are mostly aimed at oncology cell therapy and precision medicine (where surrogate endpoints like PFS are common"
X Link 2025-05-06T19:17Z [---] followers, [----] engagements

"$vktx Fidelity Management & Research decreased their share in Viking by [-------] or 33%"
X Link 2025-05-12T15:27Z [---] followers, [----] engagements

"$vktx interesting AH trading volume"
X Link 2025-05-13T22:26Z [---] followers, [----] engagements

"$vktx Ph [--] oral data comes out in [--] months. Thats all that matters at this stage. Dont think the announcement of P3 initiation is gonna drive up prices given its already clearly stated and priced in. Anticipate more moves from BP into the obesity space and given the policy changes to enforce U.S. based manufacturing $vktx s deal with Corden could be even more lucrative for MNCs granted their Colorado facility can be used for manufacturing VK2735"
X Link 2025-05-26T09:10Z [---] followers, [----] engagements

"Starting to feel that M&As are defined by these two criteria now: [--]. Commercialized asset (or at least high conviction of near-term launch) [--]. No alternatives in China that can be bought for cheaper prices Very bullish on $vktx but I dont think the name fits into either of the trends that weve seen with recent biopharma buyouts. Despite the low likelihood of an imminent buyout with the manufacturing deal signed even if they go alone I still believe $vktx is heavily undervalued at $3B"
X Link 2025-06-02T05:59Z [---] followers, [----] engagements

"$regn I think this deal once again proves the point stated below @Pharmdca Starting to feel that M&As are defined by these two criteria now: [--]. Commercialized asset (or at least high conviction of near-term launch) [--]. No alternatives in China that can be bought for cheaper prices Very bullish on $vktx but I dont think the name fits into either of @Pharmdca Starting to feel that M&As are defined by these two criteria now: [--]. Commercialized asset (or at least high conviction of near-term launch) [--]. No alternatives in China that can be bought for cheaper prices Very bullish on $vktx but I dont"
X Link 2025-06-02T13:24Z [---] followers, [---] engagements

"$vktx $xbi normally wouldnt read too much into an intraday move or single day action. But I think the reason why other obesity names like $mtsr and the broader biotech market $xbi is up significantly is obviously because the big news from $regn $bmy and $sny that boosted confidence in deal flow with smaller companies. However the fact that $vktx is down 3-4% could only mean that more traders today believe its not a candidate for either a partnership or acquisition. Somewhat validating bc of the $regn China deal alongside other 100+ mid-late stage GLPs in China. Speed to market is key in a"
X Link 2025-06-02T18:20Z [---] followers, [----] engagements

"$mtsr 8.4% placebo-adjusted weight loss at Day [--] However there was no dose titration in the Metsera trial a decision that would typically boost efficacy at the cost of tolerability"
X Link 2025-06-09T14:08Z [---] followers, [---] engagements

"$mtsr key information that interested investors/current holders should consider: Metsera's lock-up period expires on Wednesday July 30th. Metsera had issued [--------] shares in its public offering on January 31st. The total size of the offering was $275000004 based on an initial share price of $18.00"
X Link 2025-06-09T14:42Z [---] followers, [---] engagements

"$vktx A little frustrating to see the weekly closes below $27 but we are getting close to the August primary completion date. That being said Id suggest ppl to not count on BD or imminent buyouts because theres a huge misalignment between what BL perceives vs. what big pharma perceive as the underlying value of VK2735. Theres no way board agrees to purchase any biotech for 300% premium and theres no way for BL to settle for $10B or less. Only invest if you 1) believe the clinical differentiation of Vk2735 will drive meaningful uptake 2) have the patience for another [--] months of price"
X Link 2025-06-13T15:19Z [---] followers, [----] engagements

"$vktx I dont think scarcity is the right framing especially when you factor in Chinese assets even limiting to those with completed PoC. The real differentiator is speed to market In my view the [---] year delay between Phase [--] and Phase [--] was likely driven by behind-the-scenes BD conversations potential co-development or licensing deals. Unfortunately nothing materialized. That delay ultimately fueled negative investor sentiment: $vktx appears to be standing still while competition intensifies and the payer landscape becomes more crowded and uncertain Now the BD environment is even less"
X Link 2025-06-15T07:41Z [---] followers, [---] engagements

"I'm just saying anyone's thesis on $vktx should not be based on BD or buyouts. No matter how convinced you are we are seeing a trend from MNCs licensing Chinese GLP-1s. You can talk down as much as you want about these pharma management teams but you are not the one making decisions they are meanwhile you say every one of them is making a wrong move by licensing Chinese asset"
X Link 2025-06-15T08:15Z [---] followers, [---] engagements

"$vrna estimated peak sales for Ohtuvayre is around $4 billion by the mid-2030s and thats their only asset across the entire pipeline So if you are differentiated and are in a market thats big enough one asset alone is enough to support a $10B+ valuation $mrk $vktx"
X Link 2025-07-09T09:45Z [---] followers, [----] engagements

"$vktx not only is $40 the highest level since Jan [----] but it was also the level phase [--] oral data release in 2/26/2024. Went from $38.48 to $99.41 at highest. That was all before the upsetting data from all competitors including $AMGN MariTide $nvo CagriSema $lly Orfo $pfe danu $rhhby Carmot assets etc That was also before the CDMO contract with Corden Pharma that clears a path for commercialization You could argue the obesity market was at its peak back then thus drove up the prices of all relevant stocks. But if you believe the GLP-1 market is going to grow to $150B+ by [----] then $vktx is"
X Link 2025-08-11T14:54Z [---] followers, [--] engagements

"$vktx not only is $40 the highest level since Jan [----] but it was also the level prior to the phase [--] oral data release in 2/26/2024. Went from $38.48 to $99.41 at highest. That was all before the upsetting data from all competitors including $AMGN MariTide $nvo CagriSema $lly Orfo $pfe danu $rhhby Carmot assets etc That was also before the CDMO contract with Corden Pharma that clears a path for commercialization You could argue the obesity market sentiment was at its peak back then thus drove up the prices of all relevant stocks. But if you believe the GLP-1 market is going to grow to $150B+"
X Link 2025-08-11T15:00Z [---] followers, [----] engagements

"$vktx Inspiring to see the 🐐 Druckenmiller entering this name. But hes not alone - two sigma increased their positions by $62M Millennium by $25M and theres more to come as the data matures"
X Link 2025-08-16T04:45Z [---] followers, 14.3K engagements

"@ExBridgewater Two sigma+ Millennium + Druckenmiller added around 3.6M shares which is 3% of total free float. IMHO I wouldnt call this irrelevant"
X Link 2025-08-16T06:12Z [---] followers, [---] engagements

"$gdrx $nvo $hims $lly GoodRx Announces Collaboration with Novo Nordisk to Expand Access to Ozempic and Wegovy for $499-Per-Month"
X Link 2025-08-18T13:25Z [---] followers, [---] engagements

"1.2M shares block order on 08:01 $vktx"
X Link 2025-08-19T12:05Z [---] followers, [---] engagements

"@A_May_MD Think probably the low dose maintenance path is the most viable way forward for oral vk2735. Though i still believe oral has its places in the future GLP1 treatment paradigm just not as significant as people think based on the data we've seen so far whether it's vk2735 or orfo"
X Link 2025-08-19T13:28Z [---] followers, [----] engagements

"i imagine the graph would look pretty different if the data is not adjusted to placebo. Also totally agree the trial limitation is probably the underlying reason for the puzzling results. That being said whether it's stock valuation or actual patient uptake (at least in the first few years before RWE studies) trial result is the only driving factor. We will most likely see better tolerability profiles as titration slows down but just based on this phase [--] oral trial speficially i think using a placebo-adjusted method may produce overly optimistic expectations"
X Link 2025-08-19T19:51Z [---] followers, [---] engagements

"Based on @evaluatepharma glp-1 drug sales in 2030: $lly orfoglipron - $12.7B Retatrutide - $5.6 B $nvo CagriSema - $15.2 B $amgn MatiTide - $3.7B"
X Link 2025-08-20T12:19Z [---] followers, [---] engagements

"Agreed if it was a short trial like [--] wk or even [--] wk slower titration would translate into lower weight loss because you are giving each patient less drug in a relatively short timeframe. But I think given that weight loss eventually plateaus as seen in RWE and other obesity trials a slower titration would most likely have non material reduction in weight loss if at all. You mainly trade a bit of early slope for much better tolerability and persistence Think of it as time at goal dose. If you lengthen the ramp by say +8 weeks youve just shifted the curve right I think $vktx team wanted to"
X Link 2025-08-23T21:20Z [---] followers, [---] engagements

"$nvo Omeros ($OMER) will receive $340M in upfront and near-term milestone payments and up to $2.1B in payments including development and commercial milestones IN ADDITION to tiered royalties on potential net sales With the upfront they will roughly have $370M cash and probably with new offerings it should help them pay the $365.5M debt as milestone rolls out"
X Link 2025-10-15T14:41Z [---] followers, [---] engagements

"$vktx needs to start enrolling patients and get their trial design posted"
X Link 2025-02-11T15:48Z [---] followers, [----] engagements

"$mdgl MGL-3196(Rezdiffra) completed its Phase [--] trial in mid-2018 and received approval in early [----] seems like gap of 5-6 years in between $vktx VK2809 completed Ph2B in early [----] (unsure about continuation) $akro efruxifermin completed Ph2B in early 2025"
X Link 2025-02-12T06:34Z [---] followers, [---] engagements

"$vktx ISRCTN only has the Ph [--] trial info for their subQ which rules out the possibility that they are running their trials in Australia/U.K. affiliated countries https://www.isrctn.com/searchq=vk2735 https://www.isrctn.com/searchq=vk2735"
X Link 2025-02-14T15:50Z [---] followers, [---] engagements

"$vktx Balyasny Asset Management re-enters with 860k shares - they cleared their position previously in Q4 2024"
X Link 2025-02-14T17:05Z [---] followers, [---] engagements

"$vktx finally there PCD Aug [----] - I think we likely see some accumulation before that pending competitor's data"
X Link 2025-02-15T02:33Z [---] followers, [----] engagements

"@Pharmdca [----] ET - Hims & Hers Health says it will stop offering compounded semaglutide a version of the active ingredient in weight-loss drugs Wegovy and Ozempic after the first quarter"
X Link 2025-02-24T23:51Z [---] followers, [---] engagements

"$vktx besides partnering out VK2809 (forecast still projects Dec [----] first launch - granting they continue the asset within the year) to get a steady revenue stream by the time of vk2735 commercialization what else can Viking do to avoid further dilution"
X Link 2025-02-25T01:25Z [---] followers, [---] engagements

"@GilaMonstrum @mikej36 Correct me if Im mistaken but your thesis in $vktx does not change regardless of partnership or not I personally think it is hard for small biotechs to compete in a price and reimbursement driven large Medicare market (if history-high cholesterol for eg- repeats itself)"
X Link 2025-02-25T01:50Z [---] followers, [---] engagements

"🚨 Big Pharma steps into psychedelics 🚨 $abbv AbbVie just struck a $1.2B deal for Gilgameshs experimental depression drug bretisilocin a next-gen psychedelic-inspired therapy designed to shorten trip time while keeping the therapeutic punch. 👉 Not the first psychedelic M&A (Cybin Beckley Psytech got there earlier) but this is one of the first major pharma plays in the space. Signals growing validation of psychedelics as a real frontier in mental health. 💡 Will AbbVies move open the floodgates for more big pharma to follow #Psychedelics #Biotech #MentalHealth #Pharma"
X Link 2025-08-25T15:47Z [---] followers, [---] engagements

"$vktx $nvo $lly $pfe Obesity: Kailera raised $600M in series B (Kailera licensed GLP from its parent company Hengrui for $6B) $mtsr Metsera got bought at $7.3B $mrk Hansoh preclinical deal at $2B $AZN Eccogene's deal at $2B $RHHBY Roche bought Carmot at $2.7B Roche partnered with Zealand for $5.6B MASH: $akro Akero bought at $5.2B $etnb 89bio bought at $3.5B Boston pharma bought at $2B"
X Link 2025-10-14T13:46Z [---] followers, [----] engagements

"$nvo the fact that the market actually gave $20B+ valuation to semaglutide's potential in Alzheimer's is unreal. plus $lly dropping by 2% another $20B risk-adjusted potential for tirzepatide in Alzheimer's make it make sense $vktx"
X Link 2025-11-24T11:52Z [---] followers, [---] engagements

"$gpcr tell me there was liver enzyme elevation without telling there's liver enzyme elevation"
X Link 2025-12-08T13:18Z [---] followers, [----] engagements

"@Pharmdca what's your thesis for longing both at this price if you believe $gpcr has a place in the oral glp-1 market then you should sell some $vktx and vice versa not sure about a 40+% vomit rate drug with potential elevated ALT and AST in longer trials can drive patient adoption"
X Link 2025-12-08T15:22Z [---] followers, [---] engagements

"$vktx touching the 200-day MA at 30.59"
X Link 2026-01-13T14:58Z [---] followers, [---] engagements

"$vktx $lly $nvo the future of weight loss belongs to oral peptides - and imho long-acting options unless demonstrating a 100% clean safety profile will not be easily adopted given patients reluctance to exposing themselves for 1-month long side effects without the capability to stop/change dose in between https://twitter.com/i/web/status/2015331876014293121 https://twitter.com/i/web/status/2015331876014293121"
X Link 2026-01-25T07:52Z [---] followers, [---] engagements

"@wyv_123 @MSollender Add $BMS $GSK and $SNY to the list"
X Link 2025-04-13T03:08Z [---] followers, [--] engagements

"$mtlx $mrk $sny $xbi sincerely asking peoples opinions on nanobody assets and VHH platform technologies. Biggest acquisition in the space is probably Ablynx but with MoonLake and Mercks talk reignited could there be more interest in this specific technology"
X Link 2025-06-03T04:49Z [---] followers, [---] engagements

"Players who are serious about obesity dont stop at [--] asset: $lly tirzepatide orfoglipron Brenipatide retatrutide etc $nvo more than just semaglutide $rhhby more than just CT-388 $pfe more than just $mtsr acquisitions Window of opportunity for late-stage obesity assets $gpcr and $vktx still open https://twitter.com/i/web/status/2016132756699599089 https://twitter.com/i/web/status/2016132756699599089"
X Link 2026-01-27T12:54Z [---] followers, [---] engagements

"$nvo CaggriSema disappoints sales guidance drops and Wegovy LOE approaching. Judging by Metseras data the failed bid actually came out to be a positive result for $nvo other wise its share price would drop by another 20% vs. today. They need something that can fill that gap ASAP whether itd be obesity or something else. Oral Ozempic cant save them as they hinted further semaglutide price reductions https://twitter.com/i/web/status/2018749359144554775 https://twitter.com/i/web/status/2018749359144554775"
X Link 2026-02-03T18:12Z [---] followers, [---] engagements

"@WhiteHartPains @wallstengine think the only reason they can do this to $nvo but not $lly is because one is a Danish company the other is an American one"
X Link 2026-02-05T14:59Z [---] followers, [---] engagements

"@lea_oka @wallstengine it's not illegal to make a compounded version of a drug that still holds active patent"
X Link 2026-02-05T15:06Z [---] followers, [---] engagements

"@A_May_MD what's the technical barrier of entry for such a capsule tech i mean vk2735 definitely has one but just not sure if $hims has the technical capabilities of making their own"
X Link 2026-02-05T15:43Z [---] followers, [----] engagements

"They have the distribution network the cash flow the incentive and a very smart portfolio strategy/BD team. I think their acquisition of Gilgamesh was also a bold one into CNS with a very high R/R If they pick up vk2735 its pretty much game over for other players. Oral/subQ peptide + DACRA + the LAI amylin from Gubra + VK2809 mash asset cant think of a better fit into their blank in CVM https://twitter.com/i/web/status/2019457535259124146 https://twitter.com/i/web/status/2019457535259124146"
X Link 2026-02-05T17:06Z [---] followers, [--] engagements

"$hims is there a way to figure out what % of hims and hers current user base use X want to short it but at the same time not sure if the user base is well-educated/informed enough to not use their drugs 15% of revenue came from GLP-1 in [----] expect this number to be higher in [----] and the upcoming earnings report https://twitter.com/i/web/status/2019581490418667649 https://twitter.com/i/web/status/2019581490418667649"
X Link 2026-02-06T01:18Z [---] followers, [---] engagements

"$rhhby Actually has quite a few metabolic assets that may place them as a contender in the obesity/MASH market $2.7B Carmot $5.3B Zealand $3.5B 89Bio Building an obesity franchise requires 1) immediate entry into the market 2) diversified MOA built upon GLP-1 backbone Roche is really serious about the space so as $nvo $lly $pfe and I dont see the rationale for leaving out from the standpoint of any big pharma $vktx $gpcr still remains two of the most derisked assets that grant almost an guaranteed access to the market https://twitter.com/i/web/status/2016916626759963019"
X Link 2026-01-29T16:49Z [---] followers, [--] engagements

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