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@bioinvestor24 Bioinvestor24

Eli Lilly ($lly) is experiencing massive revenue growth, particularly with its tirzepatide, which is now one of the best-selling drugs in history. The company is operating in the obesity market with its glp1 gip dual agonist, and its international growth is significant, with examples such as a XX% month-over-month growth in India. Other companies, including Novo Nordisk ($nvo), Pfizer ($pfe), and Viking Therapeutics ($vktx), are also active in the obesity market, with various deals, trials, and data releases.

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Social Influence

Social category influence stocks XXXXX% currencies #1310 finance XXXX% countries XXXX% cryptocurrencies #5937 technology brands XXXX% social networks XXXX%

Social topic influence $lly #7, $nvo #13, $vktx #5, ceo #1307, $amgn #29, $gpcr #11, $abbv #20, $jnj #9, wt #38, $abvx #25

Top accounts mentioned or mentioned by @wallstsai @gilamonstrum @physioo @jcannush @rn_flex @doodaddoctor @manonthepen @researchpulse1 @macrovet888 @dragonmaxgoku @biopharmiq @andre_agtc @pjamess69 @rnflex @wexcapital @andreagtc @tomsilver39 @semodough @biohazard3737 @taeyoon43334145

Top Social Posts

Top posts by engagements in the last XX hours

"@WallStSai Why $AZN puts are relevant here Why would it go down if it acquires $ABVX or not"
X Link 2025-12-09T00:03Z 4896 followers, 1084 engagements

"@WallStSai If deal done for $ABVX IMO will be either $AZN ( part of CEO vision to $XX B ) or $MRK ( Dean Li making a niche in IBD ) But why will they cancel talk while negotiating unless they are getting several offers and there is bid war going on"
X Link 2025-12-10T00:41Z 4896 followers, XXX engagements

"$JNJ CEO brushed off M&A importance in ref to $PTGX and possibly others. His repetition makes me believe he is negotiating and $JNJ needs BD despite boasting about his drugs Remind me of Bourla approach 😂"
X Link 2025-10-14T16:33Z 4896 followers, 7092 engagements

"I believe $ABBV free lunch with Skyrizi may end with $JNJ and $PTGX moving in not just with oral but with sc IL23 ab asset ( Skyrizi will still shine but may face pressure ) This is another reason why I thought $ABBV was party X in Metsera deal as offered all shares deal. CEO wants to make advantage of high MC to enter obesity full force prior to any setback .ABBV MC was never this high. Slight miss on Skyrizi and Abbv is down $XXX B Next likely $VKTX"
X Link 2025-10-28T23:48Z 4896 followers, 5581 engagements

"This is from $LLy tirzepatide vs $NVO semaglutide NEJM phase X head to head. Look at wt loss among males with semaglutide. Pathetic . this is what generics promoters who dont look at data miss ( even if you dont consider tolerability difference ) Even for tirzepatide a more potent dual agonist such as $VKTX 2735 or glucagon based such as retatrutide ( for healthy males here and not with CV disease ) will be welcome by males"
X Link 2025-12-02T14:19Z 4896 followers, 14.9K engagements

"$WVE is not an obesity approach. It is a body composition approach. Total body mass was reduced by only XXX% at XX wks. Inhibin E reduction by SiRNA led to reduction in visceral fat. Good results especially if later correlated with CV outcome Although unclear if Inhibin E suppression can lead into other health issues long term and discourage people from exercise .or results hypertrophic cardiomyopathy. But as expected companys not honest In comparing its results to others. addressing the biggest disadvantages of GLP-1s: fat loss at the expense of muscle poor tolerability Not true as 3/4 of wt"
X Link 2025-12-08T12:48Z 4896 followers, 9291 engagements

"Obesity is getting more exciting scientifically and medically. Retatrutide data clarified the therapeutic landscape and Congress move on compounding after $LLy and $NVO price cut makes it more investable for large pharma ( on top of upcoming Medicare and Medicaid coverage ) . Expect retatrutide Triumph X outcome to reproduce in all 2026 retatrutide trials as we can see performance repetition even from phase X. Recall Triumph X likely included more women and high BMI when you envision other upcoming trial data $VKTX 2735 may end up best in industry ( Reason for my excitement ) due to"
X Link 2025-12-11T18:38Z 4896 followers, 5425 engagements

"Thats true for $PFE discard. But $CERE drug was a bust and Pfizer got some money on it from $ABBv $RXDX drug ( overpayment by $MRK by today criteria ) faces competition from better versions from $RHHBY and $SYRE even as it is not approved yet. And inhibiting IL6 needs to show efficacy and safety long term. Other more notable discards are FGF21 from $AMGN to $AKRO and BTR agonist from $RHHBY to $MDGL"
X Link 2025-09-09T11:23Z 4871 followers, 4369 engagements

"Still struggling to understand how $NVO on $MTSR move will enhance its position against $LLY ( that knows the sector better than any and just declared no interest in Metsera as below ) 1- low API for oral Metsera doesnt even have oral data on their GLP1 XXX That even performed worse than semaglutide with sc escalation protocol ( XXX% wt loss at XX Wks ) . how is oral going to be a breakthrough And even if metsera ( recently formed US biotech that bought UK incretin CO and not necessarily a peptide delivery would have a delivery breakthrough that no one else has ) Novo expanded its peptide"
X Link 2025-11-03T23:14Z 4872 followers, 5046 engagements

"Based on $NVO amycretin A1C reduction and what is reported from CagriSema and even if we forego tolerability issues $LLY tirzepatide is king in treating diabetes. This is why I believe most diabetics on TZP will not switch to orforglipron Since retatrutide drops A1C slightly less than tirzepatide and since $VKTX 2735 is more portent than tirzepatide ( in the presence of physiologic albumin ) on both GLP1 and GIP and as seen from more wt loss reduction so far I expect VK2735 to become the most potent T2D drug in industry. Viking didnt do phase X in T2D and decided to go straight to phase 3"
X Link 2025-11-25T15:53Z 4879 followers, 6284 engagements

"Update on oral GLP1 efficacy - limited to leading agents ( as complement to post below ) $LLY orforglipron XX% wt loss long term $NVO oral sema 15-16% Now oral amycretin in obese diabetics XX% at XX Wks. If we normalize to obese not diabetic this could be 13-14% wt loss. Could reach 15-16% long term. Oral amycretin underperformed SC amycretin either due to bioavailability issue or due to SC over performance from excessive GI AEs as dose pushed to XX mg sc ( vs XX mg oral ) $VKTX XX mg X% wt loss at XX wks. Viking planning to look at XX mg in the upcoming phase X. Expect 20-40-60-75 mg"
X Link 2025-11-26T19:04Z 4879 followers, 7161 engagements

"Sample of finance understanding of GLP1 dynamics below . Muddy view at best . no wonder some values dislocations persist Summary - GLP1 class is massive. biggest in history thus $LLy $X T MC . the leader .that is easy to grasp - ICER highly cost effective tirzepatide semaglutide. not surprising. - $AMGN needs to show tolerability but not efficacy in maintenance trial. My take : That is wrong as most side effects were early in Amgen trial. Q X month dose was very toxic thus quarterly dose will likely show some tolerability issues. But more important if patients will continue to lose weight on"
X Link 2025-11-27T02:10Z 4879 followers, 14.2K engagements

"Some analysts and bio funds will continue to chase oral GLP1 drugs forever . $LLY Tirzepatide annual run rate by year end exceeds $XX B .: they will chase oral even when tirzepatide hits $XXX B Not trying to predict $GPCR data here. But $LLy orforglipron adoption in non diabetics obese will be limited due to its mediocre efficacy and tolerability issues. Even $PFE that hyped oral small mole for years stopped talking about oral last XX months. For people who assign Pfizer interest in Metsera to oral listen to recent CFO on Metsera assets that got Pfizer attention . No mentioning of oral."
X Link 2025-11-30T14:28Z 4879 followers, 10.3K engagements

"With $RVMD MC $XX B. I cant see how It will not acquire or merge with $TNGX. unless $RHHBY or $GILD want tango and go over them. In normal times I would expect $NVS or $MRK to be interested but have no confidence in their current leadership. I still believe TNGO Weber wants to see TNG456 activity in GBM prior to any deal as this would be game changer . Recently stated early data in GBM to be in 2026"
X Link 2025-11-30T16:22Z 4871 followers, 4275 engagements

"$NVO only to get out of its existential crisis is to get top GLP1 GIP dual agonist. They have to partner with $VKTX or kailera . although not sure Viking managment wants such partnership. $LLy now pushing tirzepatide dose in trials and will likely catch to retatrutide wt loss with less toxicity. Both Viking and kailera pushing higher doses. Novo reliance on amylin combination will not save it long term. Hope new management and board realize Sorensen plan to sell semaglutide like compounders price will not save novo as many humans can afford tirzepatide now which will be covered by most"
X Link 2025-11-30T16:33Z 4879 followers, 1517 engagements

"$IDYA CEO just confined Co top asset after UM is the DLL3ADC from China ( could justify all current MC . was shrewd move ) . it confirms my suspicion below that it is ahead of MAT2A inh that doesnt seem to work as well as PRMT5 inhs such as from $TNGX and $BMY UM trial results in q1. XX. Great company. But UM outcome is far from certain"
X Link 2025-11-30T18:13Z 4874 followers, 5362 engagements

"@Andre_AGTC PRMT5 just entered phase X. Dont believe it is partnered. But this should catch up with it"
X Link 2025-11-30T19:58Z 4871 followers, XXX engagements

"Among all BP obesity hopefuls $RHHBY stands out with the most uncertain and enigmatic outcome. Massive commitment by management and few billions already spent but uncertainty clouds assets performance. GLP1 GIP Ct388 from Carmot has not been updated for XX months . company decided to move to phase X in 2026. The hesitancy was surprising and X large phase X trials should have been concluded. Petrelintide from $Zeal is uncertain in terms of potency and unlikely to give them leadership on its own Combination of the two molecules still undefined in terms of tolerability and compatibility. Roche"
X Link 2025-12-01T04:50Z 4876 followers, 4017 engagements

"Both true. The assets are not on Bar with the leading molecules out there based on disclosed data so far and Roche will not use a weaker zeal molecule as a foundation to build combo around if happy with undisclosed data on Ct388 . Data so far lackluster .: i detailed in previous posts. Vomit rate XX% although rapid escalation . but it means efficacy exaggerated. The conundrum is Roche is all in and I believe they will face tough decisions to make a year from now"
X Link 2025-12-01T12:39Z 4871 followers, XXX engagements

"So only chance $GPCR can pull an upset over $LLy if drug level fluctuations reduce receptor degradation due to ligand engagement . that is unlikely but not impossible. Flat wt loss after escalation to XXX mg in structure phase 2A argues against that"
X Link 2025-12-03T02:11Z 4871 followers, 17.6K engagements

"$AMGN announced delay of MariTide maintenance trial results from Q4 into 2026. Recall they are including only patients who achieved XX% weight loss on part one I find it hard to imagine they will get more weight loss after another XX weeks. Q3 month dosing is likely toxic due to drug fluctuations as we saw that with Q2 month dosing in part one ( NEJM ) $VKTX $LLy $NVO"
X Link 2025-12-03T19:31Z 4871 followers, 8489 engagements

"Something in $AMGN language above not encouraging"
X Link 2025-12-03T19:31Z 4872 followers, XXX engagements

"On the Evercore meeting today analyst U Raffatt pushed hard ok $AMGN managment to answer if further wt loss seen beyond XX% ( requirement to enter maintenance part ) and management got around that and emphasized several times that data are descriptive and further wt loss to be looked at in ongoing phase X. Very interesting dialogue to listen to $VKTX $LLY $NVO"
X Link 2025-12-03T23:03Z 4872 followers, 2275 engagements

"Looks like Seigerman is behind on MariTide and $Amgn progress . one company fire chat can change the whole perspective"
X Link 2025-12-04T03:18Z 4872 followers, 1822 engagements

"$VKTX Continues to emphasize amylin on Piper BL is excited about oral amylin now. First oral amylin peptide in industry . surprised $NVO has not moved on that yet VKTXs novel amylin program (1:1 amylin:calcitonin) is on track for IND submission in 1Q26. Preclinical data suggest a competitive profile demonstrating competitive weight-loss efficacy at lower doses vs dual agonists with the potential to develop both SC and oral formulations"
X Link 2025-12-04T13:56Z 4879 followers, 1504 engagements

"@WallStSai Could be an institution switching from $AMGN to $VKTX. Non sense gap in Obesity assets value between the two. Or between VKTX ( BIC ) and any other obesity pharma value"
X Link 2025-12-04T16:59Z 4876 followers, XXX engagements

"@WallStSai Chief scientist is stubborn. But the vibe is not of happiness and satisfaction when you hear $AMGN management talk"
X Link 2025-12-06T02:43Z 4871 followers, XXX engagements

"$LLY Attain X dropped the bar for all small molecule GLP1 R agonists . Now if you achieve half efficacy of dual agonist peptides such as from $LLy or $VKTX with even double GI AEs then u are in good shape 😂. But bio funds like oral approach .😂"
X Link 2025-12-06T16:27Z 4879 followers, 6514 engagements

"For Cantor to call it very strong wt loss is a leap above reality ( not stripping better than expected performance) . Data seems in line with $LLy data as extra XX% vomit with $GPCR can count for 1-2 % extra wt loss. Recall slow escalation here. Also access X had a pump of vomit as dose jumped from 120-180 mg. Also higher female ration and very high baseline wt in access X and wt gain on place of small sample (12 pts). Small sample per arm of XX or in access X. most humans will prefer to take a shot not just once weekly but everyday vs one episode of vomiting. Doesnt need medical background"
X Link 2025-12-08T18:34Z 4879 followers, 3929 engagements

"Yeh. XX% vomit within $GPCR trial is not that significant. There were sever cases too. Dont know how these oral small mole GLP1 R agonist will compete with $LLy tirzepatide or $VKTX 2735. Doesnt matter what institution investors believe now . But it is reality. CEO stated will cut start dose to XXX mg. That may help some but it will cut efficacy and still doesnt kill significant nausea with these drugs"
X Link 2025-12-08T22:20Z 4879 followers, 1075 engagements

"@GilaMonstrum Look at Y axis scale Vs what $LLy and $NVO reports in NEJM and lancet supplements ( XX% vs X% intervals ) "
X Link 2025-12-08T22:33Z 4872 followers, XXX engagements

"@taeyoon43334145 @WallStSai I dont know. This is being played at strategic for any BP unless $AZN is paying $XX B to get to IBD. I guess possible"
X Link 2025-12-09T00:07Z 4879 followers, XXX engagements

"This is a real progress from $IDYA Likely the best asset they have. Real progress vs the VEGF old story from others discussed today $ZLAB $RHHBY also have similar drugs Whats $AMGN going to do about that"
X Link 2025-09-07T15:24Z 4884 followers, 17.9K engagements

"It is clear $MRK has momentum going forward regardless if you agree with long term outcome. Still $BMY next to follow. Way undervalued despite LOEs compared to historically smaller peers such as $GILD $AMGN All depends on BMS next BD move. This clearly helped MRK"
X Link 2025-11-30T16:56Z 4887 followers, 4658 engagements

"I believe u will see BP investment in obesity go up next 12-24 months. $MRK $JNJ $BMY and other been looking at GLP1 as common drugs like antibiotics etc that political system decided not to reward innovation for. Everyone been running after rip off profits from rare diseases that deprive common human illnesses from R&N funding. But consumer spending on GLp1 and Trump admin expanded coverage ( led by Dr Oz as without him that wouldnt have happened ) plus $LLY explosive revenues will likely reignite interest by several BP to invest big in this important sector for Pharma and humanity. I cant"
X Link 2025-12-01T05:28Z 4882 followers, XXX engagements

"Same $AMGN analysts who were predicting MariTide to result in XX% wt loss a year ago still predicting best obesity profile 😂. Did Hans listen to management delaying maintenance data till 2026. a year ago my XX% number prediction turned out to apply to efficacy estimand and not treatment estimand due to high rate of toxicities and DC ( more than I thought as below due to GIP antagonism ) $LLY $NVO $VKTX"
X Link 2025-12-06T02:41Z 4884 followers, 3403 engagements

"The trend of isolated cases of elevated ALT is clear now with both $LLy and $GPCR data. Need to ask CEO if that case at XXX mg was explained otherwise. Remember $PFE claimed to have stopped its program after one case surfaced beyond 1400 pts. Expect cases of liver enzyme elevation post Lilly orforglipron marketing"
X Link 2025-12-08T13:31Z 4889 followers, 10.4K engagements

"What sport enthusiasts miss here is approaches like $WVE ( congrats on today performance ) are not natural. First obese people have more muscle to move their mass and when they lose wt ( 3/4 fat. 1/4 rest ) on GLP1 they dont need the same muscle mass that shrinks unless they exercise. They become more mobile and there is no functional significance of this muscle loss This pathway mediated by Inhibin E doesnt appear to regular po intake thus very likely reach saturation quickly so dont much much more results beyond XX wks Unknown health issues may ensue and this could be harmful if needed to"
X Link 2025-12-08T20:53Z 4889 followers, XXX engagements

"$GPCR is doing a secondary which is good move by CEO ( I like him ) Overall structure may not be expensive based on this market mentality and BO mania. I personally believe they will get dinged ( with Lilly ) on liver enzymes next year post orfor approval and I believe structure CEO knows that and would likely sell the company if he receives descent offer"
X Link 2025-12-08T21:39Z 4888 followers, XXX engagements

"$PRME likely the most undervalued genome editing company that is validated after NEJM paper . Everyone knows their technique is more versatile even as compared to $BEAM. Now going after CGD and Wilson disease. They may have less off target effects and potentially less chance of liver toxicities ( which may even be tolerated for rare diseases if happens at low frequency ). Also going after cystic fibrosis ( could make huge impact long term ) and partnership with $BMY"
X Link 2025-12-08T23:37Z 4887 followers, 6282 engagements

"$CORT One of the best under the radar commercial ideas. I cant only figure why ovarian cancer paper was published in Lancet and not NEJM"
X Link 2025-12-09T18:03Z 4888 followers, 1599 engagements

"@WallStSai But your favorites $MDGL and $VKTx one after the other"
X Link 2025-12-09T23:47Z 4884 followers, 1026 engagements

"$VKTX Meeting with FDA scheduled this month. FDA allowed $NVO to advance amycretin from oral po small phase X straight to phase X. Will be shocking if phase 2b requested from Viking while two large phase X trials ongoing for the sub Q same molecule. Amycretin is a fusion molecule that is more strange from biology perspective and still moved straight to phase 3"
X Link 2025-12-04T03:40Z 4896 followers, 8918 engagements

"$NVO up for two days . first on promise of ending compounding and today on mixed retatrutide data ( which defined this triple G as the following X retatrutide trials will duplicate findings from this phase 3) Clear evidence that novo moves on fundamentals and not chart as many post on X Institutions ( that move $LLY and $NVO ) likely see glimmer with CagriSema as it will compete more with the dominant tirzepatide and not retatrutide ( will be for narrow pts segment and likely priced differently. was not included in the Trump admin deal ) I can see tirzepatide still responsible for XX% of"
X Link 2025-12-12T02:25Z 4896 followers, 6982 engagements

"Lets see full $JANX data soon. Its concerning that they did not report PSA responses on the press release like usual. We need to hear durability as well. rPFS is not very impressive. $AMGN $JNJ"
X Link 2025-12-01T21:21Z 4891 followers, 5121 engagements

"$VKTX BL has his issues but he is doing good job on assets progression and new assets u will hear about soon. People who were long $GPCR took risk as molecule was not derisked ( still has issues although in this market likely good investment now ) . Risk is much less with Viking peptide. It is my opinion that you would see massive revalue on VK between now and 2027 that today structure action will look small in comparison . Today structure volume was XX M. Vk had XX m volume in phase X in 2024. You will see much bigger volume with real future news"
X Link 2025-12-08T22:55Z 4892 followers, XXX engagements

"@GilaMonstrum @ResearchPulse1 @Doctor_Salomon Dont argue with Kim on this. He believes Metsera has the best platform . Similar to Bourla when he had the best oral drug a couple of years ago "
X Link 2025-12-09T20:21Z 4891 followers, XXX engagements

"Obviously $PFE and Bourla thinking not easy to predict but I bet if they were certain about $GPCR drug success as an obesity oral asset being ready for phase X now they would have pulled $XX B and structure CEO will sell . stock price movement has poor correlation these days with drug risk. But descent chance they dont like liver enzyme tiny imbalance given them burned by that. Several drugs in history were pulled out after FDA approval . They made a safe bet on Chinese cheap asset and want to watch orforglipron action "
X Link 2025-12-09T21:12Z 4891 followers, XXX engagements

"@JCanNuSH Access ll is such a small sample and u cant make any firm conclusion on it"
X Link 2025-12-10T14:22Z 4892 followers, XX engagements

"$JANX PSA50 and XX dropped vs Dec XX data and thus was not in press release. Although still reasonable numbers"
X Link 2025-12-01T21:51Z 4896 followers, 1441 engagements

"When I see so many posts on $NVO with chart analysis and claims of upcoming short squeeze etc. I realize sheer number of people who invested in the company on the premise of GLP1 without understanding semaglutide competitive position vs $LLy tirzepatide or even novo Pipeline I thought a small position when novo dropped to $XX was in safe zone betting on the new CEO making a big move assuming Sorenson will give him flexibility and resources. This also shows level of confusion in obesity even among institutions that bet and still on big names ( $NVO $AMGN $PFE ) without digging into assets"
X Link 2025-12-02T04:21Z 4893 followers, 4657 engagements

"Table below from NEJM is the strongest argument against $LLY $NVO $VKTX bears thesis of generics coming in 2032 ( actually generics already exist in the form of compounding and having no real impact on tirzepatide demand) males lose only XX% on semaglutide long term ( likely even significantly less on orforglipron ) Single GLP1 drugs are not adequate options for most males . unless health system woke virus considers males not worthy of effective drugs or R&D spending similar to its stance against common diseases 😂"
X Link 2025-12-03T13:57Z 4893 followers, 6905 engagements

"First take on $GPCR data. As predicted in one scenario ( below ) wt loss number not bad in comparison with $LLy orforglipron. Although keep in mind higher vomit rate ( up to 44%) might have contributed to wt loss . DC rate up to XX% Nausea / vomit graph Y scale is at XX% intervals ( unlike tirzepatide or other $LLy presentations of X% intervals ) One case of X fold increase in ALT at XXX mg. Same theme of $LLy data . high ALT at higher doses. Question why Lilly didnt test XX mg dose in phase X. Remember this is small sample size to even look at liver enzymes. But overall better wt loss than"
X Link 2025-12-08T13:19Z 4893 followers, 20.9K engagements

"This may sound strange but whoever was promoting $LLy taking $VKTX one day this may be more likely after $GPCR data - now Lilly has similar small molecule competitor likely going into BP hands even if marketed X years later . Lilly may want more potent oral dual agonist peptide / amylin peptide from VKTx. that can work better for wt loss and as maintenance. - Lillys building massive peptide capacity and can improve oral peptide delivery. Oral VK 2735 will give them X years advantage over any oral peptide they need to start on now - I still cant figure why Lilly didnt include XX mg orfor in"
X Link 2025-12-09T00:01Z 4896 followers, 5024 engagements

"@JCanNuSH XXX mg semaglutide will not fly. I agree could be excessive GLP1 R activation. Clearly some impact on neuro receptors neurons or something GLP1 Rs exist everywhere"
X Link 2025-12-11T13:39Z 4896 followers, XXX engagements

"@WallStSai U keep going up on your target 😂. Most $MDGl longs were happy with $XX B a few months ago. But the company is cruising well. Good luck"
X Link 2025-12-11T19:08Z 4896 followers, XXX engagements

"While attention is on $NVO Evoke Alzheimers trials that could report any day. Another important trial ( based at least on novo emphasis ) is the T2D amycretin Trial. This is XXX pt sc and oral and larger than the small phase 1-2 amycretin obesity trials that were published in lancet. These T2D trials are critical to clarify amycretin tolerability profile and define feasible dosing for phase X planned for 2026 $LLY $VKTX"
X Link 2025-11-17T06:04Z 4896 followers, 4367 engagements

"Today at Piper Sandler $ABBV CFO ( who is the most conservative in management team re deals ) affirmed u will see you continue to look into obesity we are not finished there Expect ABBV to make another obesity deal in. Text weeks to months $VKTX $LLY $NVO"
X Link 2025-12-03T15:46Z 4896 followers, 42.3K engagements

"@chiragontwtr U need to see interest from $ABBV or $JNJ as they have the most M&A power and the market to worry about"
X Link 2025-12-03T18:52Z 4896 followers, 2740 engagements

"Does $NVO management @maziardoustdar consider its obesity stance if $ABBV partners with $VKTX ( best sc GLP1 GIP dual MASH oral dual agonist SC and oral amylin coming soon )"
X Link 2025-12-03T19:44Z 4896 followers, 4951 engagements

"If u want to know what $ABBV look at from Skyrizi competition look at $SYRE. The response rate in IBD is low for any single agent and the field is moving for convenient q3 month combinations and not po vs SC"
X Link 2025-12-04T00:42Z 4896 followers, 2333 engagements

"$ABBV interest in getting big to obesity should not be underestimated. They indicated several times it overlaps well with their declining aesthetic business. CFO yesterday while emphasizing early asset deals kept the door open for bigger ones. $VKTX would put them on collision course with $LLy as early as 2027 with sc and oral dual agonist ( only oral dual agonist in USA ) and only oral amylin in industry "
X Link 2025-12-04T15:45Z 4896 followers, 7714 engagements

"No argue. We are best buddies 😂. I think market and based in journalists and others views tend to overvalue pills and undervalue injections. Look at $ABBV and Skyrizi taking the whole IBD and psoriasis market ($20 B now ) and people still dreaming of a pill undercutting it. Same with tirzepatide"
X Link 2025-12-08T19:07Z 4896 followers, XXX engagements

"@JCanNuSH Here is a pt on $VKTX phase X trial. If you like to see a super responder and compare to oral small molecules. XX% wt loss in XX wks. But several others reporting profound wt loss. Intriguingly very little reporting of vomit ( if any ) or you would see a lot of that online"
X Link 2025-12-10T14:10Z 4896 followers, 1799 engagements

"Reminder $LLy retatrutide is build on GIP backbone ( below from Cell metabolism original paper ) and it has X folds more potency on GIPR vs native GIP and less on GLP1R and GR vs native peptides. So efficacy is largely driven by this enhanced GIP vs single GLP1R agonists such as $NVO semaglutide ( mechanism of GIP synergy still debatable ) $VKTX CEO mentioned several times that they picked dual GLP1 GIP vs triple due to similar wt loss in our hands in preclinical models. VK2735 has 2-5 times more potency against GLP1R and GIPR vs tirzepatide in the presence if physiologic albumin from their"
X Link 2025-12-11T13:12Z 4896 followers, 10.2K engagements

"You may want to define their BD motivations as follows : Who is the most desperate to compete in obesity $NVO Who has the ambition to reach $XX B in 2030 $AZN Who is most motivated to become relevant again $GSK ( they really need large TAM product ) Who wants to protect its turf and expand in immunology $SYN And who wants just to become an RNA and rare disease company $NVS Vas"
X Link 2025-12-12T14:25Z 4896 followers, 2436 engagements

"$ABVX probably jinx by Jared Holz who highlighted as M&A candidate $LLy will not go for $ABVX. Impossible $MRK could $PFE is gone. $ABBV clearly not interested or would not trash the molecule otherwise. $JNJ Seems more interested in $PTGX $BMY will not waste funds on this as clearly focused on obesity now . $NVS guy is primarily RNA . $RHHBY going primarily metabolic and HTN Merck probably highest chance. Or Takeda"
X Link 2025-12-04T14:06Z 4896 followers, 11.7K engagements

"Is $DYN reporting data stronger than $RNA to rush for PR on Sunday What is $NVS Vas reaction 😂"
X Link 2025-12-07T18:04Z 4896 followers, 5932 engagements

"$WVE inhibin siRNA is the most hyped approach in all obesity. U dont need to figure out the mechanism well. Just listen to some people stating wt loss with zero decreased appetite. 😂 Like other settings in biology and medicine when the primary po intake / regulator is identified ( GLP1 class) It takes many years to decades to make a leap. If there is even a genuine need for supplemental mechanism. U will see small incremental improvement in drugs PK etc. but be ware of people and companies that hype"
X Link 2025-12-07T23:14Z 4896 followers, 9967 engagements

"so $RNA increase in dystrophin is higher than archived with $DYN although different Exon skipping mechanisms . that could impact protein levels more than technique per se A rise to XXXX% dystrophin while statistically significant is modest compared to what Avidity reports (25% over baseline XX% of normal; or higher in some analyses). The X increase from baseline is promising (since many DMD patients start with extremely low/undetectable dystrophin) but the absolute level remains relatively low in the context of near-normal dystrophin"
X Link 2025-12-08T11:59Z 4896 followers, XXX engagements

"$KYMR mean XX% EASI reduction Management earlier stated too small sample to report other parameters. In comparison $REGN Early data at X weeks (end of short-term phase X studies) come from the phase X monotherapy trials (SOLOIST and earlier 4-week studies like M4A/M4B) where dupilumab was administered as monotherapy. These trials showed rapid dose-dependent improvements. The mean percent change in EASI score at week X was approximately -XX% for the XXX mg dose (pooled across relevant arms) compared to -XX% for placebo"
X Link 2025-12-08T12:14Z 4896 followers, 3226 engagements

"As predicted below implicit agreement between $LLY $NVO and admin to end compounding. Pushed through congress resolution. Prices of semaglutide and tirzepatide ( if split ) compete with non verified compounders. Novo up and Should be very bullish for small obesity biotechs. $VKTX $GPCR $ZEAL The health system negative treatment of companies researching common diseases may be coming to an end. This is a big incentive to large pharma that remained on the sides to move into obesity . Could see one day an epic short squeeze in small obesity biotechs as shorts accumulated there on the premise that"
X Link 2025-12-10T23:44Z 4896 followers, 6785 engagements

"Steve Scala is a seasoned analyst. But someone should tell him predicting $LLy triple agonist or any double agonist phase X data not that difficult. They will repeat earlier trials ( when adjusting for gender and BMI ) and particularly we have phase X results now"
X Link 2025-12-11T19:06Z 4896 followers, XXX engagements

"@trustfundgen $ABVX has an excellent IBD drug. $VKTX has the best in obesity now . $AUPH has an insignificant drug. People who place them in the same corner should not invest in biotech"
X Link 2025-12-11T21:16Z 4896 followers, 1673 engagements

"@MACROVET888 @breakoutchrts I got to look carefully about any preclinical obesity asset. We have seen the high failure rate from even pioneer $NVO and several other large companies"
X Link 2025-12-11T22:43Z 4896 followers, XXX engagements

"@WallStSai $JNJ will get either $PTGX or $ABVX. They will not spent $XX B on IBD"
X Link 2025-12-12T21:30Z 4896 followers, XXX engagements