@bioinvestor24 Avatar @bioinvestor24 Bioinvestor24

Eli Lilly ($lly) is experiencing massive revenue growth, particularly with its tirzepatide, which is now one of the best-selling drugs in history. The company is operating in the obesity market with its glp1 gip dual agonist, and its international growth is significant, with examples such as a 40% month-over-month growth in India. Other companies, including Novo Nordisk ($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 86.56% currencies 18.82% finance 10.22% countries 5.38% financial services #2766 cryptocurrencies 1.08% automotive brands 0.54% travel destinations 0.54%

Social topic influence $nvo #26, $lly #9, $vktx #1, $pfe #35, ceo #3014, novo #1388, $abbv #13, $amgn #1, $gpcr #1, $mrk #14

Top accounts mentioned or mentioned by @maziardoustdar @gilamonstrum @apotecarii @wallstsai @researchpulse1 @rn_flex @idomeneus_og @doctor_salomon @stevewagsinvest @alnafisah1994 @cloudwalker200 @scottz06 @albertbourla @doctorsalomon @drivensports @jacobcordosa @merica815 @mark1eddie @cloud_walker200 @prosperousguy

Top assets mentioned Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Viking Therapeutics, Inc (VKTX) Pfizer, Inc. (PFE) AbbVie Inc (ABBV) Amgen, Inc. (AMGN) Structure Therapeutics Inc. (GPCR) Merck & Co., Inc. (MRK) Bristol-Myers Squibb Co (BMY) AstraZeneca PLC (AZN) Revolution Medicines, Inc. (RVMD) Synthetify (SNY) Metsera, Inc. (MTSR) Novartis AG (NVS) Johnson & Johnson (JNJ) Hims & Hers Health, Inc. (HIMS) Abivax SA (ABVX) Apogee Therapeutics, Inc. (APGE) Sanofi (SNY) IDEAYA Biosciences, Inc. Common Stock (IDYA) Nkarta, Inc. (NKTX) Summit Therapeutics Inc. Common Stock (SMMT) Instil Bio, Inc. (TIL) Gilead Sciences, Inc. (GILD) GSK plc (GSK)

Top Social Posts

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

"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 $IDYA China deal on DLL3 ADC was a smart one. Per CEO set expectation of 60% RR. They should have significant role in SCLC and NET. One another one advanced competitor. Descent size market and may end up being the most lucrative asset with IDYA. Pre data reaction $IDYA China deal on DLL3 ADC was a smart one. Per CEO set expectation of 60% RR. They should have significant role in SCLC and NET."
X Link 2025-09-07T15:24Z [----] followers, 19.2K engagements

"I believe this $NKTX $LLy Betaville report may have legs as per most Betaville reports. Always thought nektar IL2 ISRs ( high moderate rate ) would hinder its clinic use. But @SolariumEarth tells me durability in response may be a differentiating factor. If Judge leaning with nektar might be more cost effective for Lilly just to acquire it. ( presuming NKTR management is reasonable ) https://twitter.com/i/web/status/1979256538079645893 https://twitter.com/i/web/status/1979256538079645893"
X Link 2025-10-17T18:41Z [----] followers, [----] engagements

"Today $SMMT $500 M raise confirms no deal with $AZN as predicted. The latter may still strike a deal with others who have same mechanism ( $TIL ) peer pressure on combining this not so novel class with emerging ADC I believe $SMMT and $AZN deal is not going through based on below. AZN CEO wants to compete in everything. Sort of $LLY copy. But their biggest disappointment will likely be his obesity assets later this year. GLP1 SM seems having liver and cardiac issues And glucagon I believe $SMMT and $AZN deal is not going through based on below. AZN CEO wants to compete in everything. Sort of"
X Link 2025-10-22T13:17Z [----] followers, [----] engagements

"Here we go. Is this part of $BMY SP action today besides good q3 Party [--] offered all stock deal I thought BMY would not offer 15% of its shares to $MTSR. But who knows. May be they are very interested in sector. Obesity is save BMS from demise. The one showing highest interest repeatedly is $ABBv managment with $400 MC $VKTX $LLY $NVO We may have a war on 2-3 remaining peptide obesity companies"
X Link 2025-10-30T18:02Z [----] followers, 44.4K engagements

"With $RVMD MC $15 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 [----] $TNGX is moving vopimetostat into pancreatic ca phase [--] based on PFS of [---] months ( double 3-4 months with chemo ) and not based on RR in a small sample as the author below is fixated on. Then"
X Link 2025-11-30T16:22Z [----] followers, [----] 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 $80 B in [----] $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 $XBI #Biotechs - JP Morgan talking just EU Firepower alone Roche [----] billion $NVO 53B $NVS 46B $SNY 37B $AZN 52B $GSK 29B other mrk 12B $XBI #Biotechs - JP Morgan talking just EU Firepower alone Roche [----] billion $NVO"
X Link 2025-12-12T14:25Z [----] followers, [----] engagements

"We have to guess like we did before with $MTSR $NVO and $AMGN as $LLY doesnt provide any numbers on side effects $1 T company. Come on. 😂"
X Link 2025-12-18T13:08Z [----] followers, [---] engagements

"Yes. Keep in mind the whole class is about PK and right lipid side chain. Or this class would not work. $MTSR strength was Halo and long T1/2. But this halo also impacts free drug / alb binding and receptor engagement together with alb . I didnt like Met [---] therapeutic window from phase [--]. This is probably why they didnt go beyond [---] mg in phase 2B. Will see how the monthly function with $PFE soon. [---] mg monthly https://twitter.com/i/web/status/2002053532476948621 https://twitter.com/i/web/status/2002053532476948621"
X Link 2025-12-19T16:28Z [----] followers, [----] engagements

"$PFE @AlbertBourla may need to prep for a number of obesity setbacks in [----] and beyond. To start with Metsera Vesper [--]. This is based dose escalation then monthly . it is clear to me will disappoint big in efficacy. I wonder why $MTSR didnt push the dose [---] mg but I believe this Halo-tag likely narrows therapeutic window. In phase [--] [-----] Metsera reported SAD of up to [---] mg. Only mentioned efficacy of [---] mg. And then MAD was gone up to [---] mg only. No details of vomit that I could find. In phase 2A they decided to escalate just up to [---] mg. Now they are testing monthly [---] mg. will see"
X Link 2025-12-24T18:44Z [----] followers, 15.1K engagements

"This $SNY Tolebrubtinib table is not much worse than $LLY reported with orforglipron and recall $GPCR only had small sample Adjudication of ALT elevation cause is not easy and the FDA digs deep. Dont expect FDA to give free pass to Lilly on this Tolebrutinib Complete Response Letter https://t.co/hDSQKFOVg1 https://t.co/k2fCqG6Jdv Tolebrutinib Complete Response Letter https://t.co/hDSQKFOVg1 https://t.co/k2fCqG6Jdv"
X Link 2025-12-28T16:52Z [----] followers, 18.6K engagements

"You dont want $VKTX BL to partner for a few B. If he does it means the phase [--] is not running well. He should have a good idea by now how the efficacy and tolerability are. $MTSR was ready to sell for less than $5 B after they saw their data. Dumped it on @AlbertBourla to deal with non competitive assets. https://twitter.com/i/web/status/2008635924507467975 https://twitter.com/i/web/status/2008635924507467975"
X Link 2026-01-06T20:24Z [----] followers, [---] engagements

"Whatever $RVMD going for next week $VKTX will be higher by [----]. I own both. TAM of GLP1 is much bigger and it is a matter of large pharma and institutions confidence in VK2735. ( RVMF was $5 B in early 2025) Institutions got burned with trials from $NVO $AMGN $PFE $RHHBY and even $LLy. ( lost hundreds of billions ) which generates lack of certainty in VK2735 particularly after the oral phase [--] debacle due to pill fatigue ( recall placebo adjusted vomit on Vk highest dose was 25% vs 39% with $GPCR pill ). Anyway sc VK2735 ( the primary asset ) is progressing nicely and very conservative CEO"
X Link 2026-01-09T22:23Z [----] followers, [----] engagements

"#1 $vKTX CEO doesnt want to sell company . I guarantee you novo or even $PFE would have loved to pay them $10 B in [----] ( per your estimates ) #2 this is the same thinking that $nVO leadership followed for [--] years and led to company destruction. $NVO needs GLp1 GIP mechanism and they will be lucky if Viking agrees to partner now. They could easily drop to #3-4 without this mechanism in [----]. I know you like kailera drug but it has narrow therapeutic window ( check it out ) and no data in American people ( where most novo revenues comes from ) Merck is paying RVMD $30 B based on phase [--] data."
X Link 2026-01-11T13:38Z [----] followers, [----] engagements

"@Doctor_Salomon They need to look at $VKTX phase [--] data. At least as it matures next weeks and months. This is not small amount to risk"
X Link 2026-01-13T18:48Z [----] followers, [---] engagements

"@Doctor_Salomon I dont know man. If you were here in May $PFE Bourla called it crazy demands . No one knows how much $VKTX guy is asking. But most CEOs would like to see longer data. Not many spend time on modeling such as @GilaMonstrum"
X Link 2026-01-13T21:24Z [----] followers, [---] engagements

"$LLY David Ricks at JPM on analyst question re competition . [--] hypothetical approaches for competitors . One is make a better mousetrap . so have demonstrable difference in profile. and some may be able to do that . We are working nonstop to have the better office. We have already done that once with tirzepatide Then He lists $LLy GLP1 class products. Data show tirzepatide probably is the best that $LLY has and $VKTX is coming up with a better follow on that is also oral LLY saw the PK difference and thus attempted to acquire Viking after phase [--] in late [----]. I dont believe Lilly is finished"
X Link 2026-01-19T22:37Z [----] followers, [----] engagements

"With $AMGN [--] year busted update and $NVO hiding Redefine [--] results ( I doubt they would ever announce tolerability data ). And $RHHBY no hint to their phase [--] on CT388 . It is clear long term world dominance for the best GLp1 GIP dual agonists from $LLY and $VKTX"
X Link 2026-01-20T02:04Z [----] followers, [----] engagements

"@prosperousguy @CNBCFastMoney I dont know where $GPCR going but I know this CNBC crowd has no clue about anything related to biotech. Melissa knows some rudimentary knowledge on obesity but the rest are of no value"
X Link 2026-01-22T00:19Z [----] followers, [---] engagements

"@WallStSai Get $NVS Vas RNAI company and he will move. He cant afford $ALNY or he would have moved"
X Link 2026-01-24T22:14Z [----] followers, [---] engagements

"This usually high vomit rate with $NVO amycretin takes me again to same observation with $GPCR phase [--]. The escalation was slow over [--] months and vomit rate was still around 40%. Would have definitely contributed to seemingly slightly better wt loss vs $LLY phase [--] orforglipron ( although not better vs orfor phase [--] ). Vomit was scattered across the whole trial period and not just at first [--] mg Company wants to test [---] mg start but pts continue to vomit Problem with GPCR difficult to escalate any slower.already [--] months even not higher dose ( which will cut the wt loss ) and they even want"
X Link 2026-01-25T21:20Z [----] followers, [----] engagements

"For the $ABVX BO crowd. This is where IBD field is moving . Dual or triple targeting.( recall clinical remission rate in UC was 13-19% in ABVX trials ) People debate whether combining two or three ab ( such as $SYRE doing with its Long acting abs or $ABBV or $JNJ doing in multiple trials) vs bispecific is the right approach ( as one can stop one ab if toxicity emerges ) It is not all oral vs sc in pharma minds TL1A deal: #Boehringer Ingelheim and #Simcere partner to advance a dual-target antibody treatment to address unmet needs in inflammatory bowel disease https://t.co/hVrmI0GYKM TL1A deal:"
X Link 2026-01-27T11:22Z [----] followers, [----] engagements

"This $RHHBY press again shows making effective and well tolerated GLP1 GIP peptides not an easy task. Significant different between efficacy estimand ( 22% at [--] wks ) and treatment estimand ( 18% at [--] wks ) . this cant be account for by just 5.8% DC rate due to side effects. This is why total DC rate ( many pts likely stopped due to GI issues but called withdrawal of consent ) . Roche had an issue with tolerability related to short TMax and t 1/2 ( no details today despite slow escalation of Ct388 ) In comparison difference between efficacy estimand and treatment estimate was only 1.5% in"
X Link 2026-01-27T11:31Z [----] followers, 14.2K engagements

"What is unknown is how tolerated $RHHBY CT388 plus petrelintide combination is ( trials not started yet ) Roche is truly all in obesity. Expect Roche to make sizable M&A 1-2 years from now if this combination is not competitive with $LLY tirzepatide on tolerability"
X Link 2026-01-27T11:41Z [----] followers, [---] engagements

"@BiotechAnalysst All AD drugs trash ( including from $CRVS $APGE $KYMR ) except $NKTR with its 95% ISR rate 😂 and lower efficacy But this rate doesnt matter for a dermatologist on X. This is why $LLy will fight hard to acquire NKTR"
X Link 2026-01-27T11:47Z [----] followers, [----] engagements

"This is $RHHBY phase 1-2 escalation from [----] ( I dont know escalation speed in today data but presume is slow ) The concerning thing is that pts had [--] % vomit first [--] wks but continued to have 33% vomit from week 12-24 despite reaching full dose [--] mg at wk [--]. small sample though https://twitter.com/i/web/status/2016240399426453766 https://twitter.com/i/web/status/2016240399426453766"
X Link 2026-01-27T20:02Z [----] followers, [----] engagements

"In the absence of $RHHBY providing GI tolerability data. Just trying to compare older studies. Below phase 1-2 CT388 from [----]. Vomit rate 75% at [--] mg at [--] Wks Compare to $LLY tirzepatide fast escalation in phase [--] in T2D ( vomit rate 26% at [--] mg ) and $VKTX rapid escalation and starting with more potent dose ( [--] mg ) than both and 27% vomit rate All three at [--] wk mark This is $RHHBY phase 1-2 escalation from [----] ( I dont know escalation speed in today data but presume is slow ) The concerning thing is that pts had [--] % vomit first [--] wks but continued to have 33% vomit from week 12-24"
X Link 2026-01-27T20:14Z [----] followers, [----] engagements

"All that $TNGX $RVMD KOLs discussion is true. But they cant be sure two mechanisms 100% mutually exclusive As RAS sends a signal to chromatin. Beyond that level of SI in TNGX is insane $RVMD $TNGX interesting https://t.co/hNXSPOeGp7 $RVMD $TNGX interesting https://t.co/hNXSPOeGp7"
X Link 2026-01-28T01:08Z [----] followers, [----] engagements

"$RHHBY CEO confirmed today receiving calls on the difference between efficacy and treatment estimands. I am questioning by how much Roche could have cut the vomit rate with slower escalation. From 75% to what Still concerned that even at maintenance [--] wks in phase 1-2 there was still 33% vomit If Roche were able to cut total vomit to [--] % ( to be little competitive with $LLy $NVO and $VKTX ) and did not report that in the press release I would call that incompetency as SP didnt react good to news yesterday This is $RHHBY phase 1-2 escalation from [----] ( I dont know escalation speed in today"
X Link 2026-01-29T14:37Z [----] followers, [----] engagements

"Listen to CEO . I just conveyed what she said. Today up due to pipeline update and stated DC rate was 5.9%. Will see GO issues later I like $ROG management. One of best in industry. Totally coherent and smart team ( opposite of $MRK furniture sales team as example ). But they have an issue with their obesity dual agonist. She still confirmed amylin as the foundation for combination ( which does not make sense if CT388 is great ) Roche wants to tackle major human health problems ( unlike your buddy Vas and his useless board ). So Roche will be successful long term whether Ct388 works with them"
X Link 2026-01-29T19:17Z [----] followers, [---] engagements

"It is concerning that $NVO chairman has limited understanding of GLP1 class drugs differences and consumer preference . $LLY is not playing price war with novo. It is the latter that cutting prices on its own. Thanks for novo R&D team that continues to dump one molecule after the other. He needs to look at tirzepatide vs semaglutide TRx numbers. We need to look at UK data after Lilly balances tirzepatide price with rest of world and become significantly more expensive than semaglutide . @investseekers It is a joke. $NVO chairman is the one who is doing that. Not $LLy. Under his watch previous"
X Link 2026-01-29T19:40Z [----] followers, [----] engagements

"$AZN finally realized that their current [--] obesity-assets will likely take it nowhere and decided today to license preclinical Chinese GLP1 GIP dual agonist This will not reach market prior to 2030s and no guarantee to pass tolerability issues that others faced such as $NVO NN130 However clear sign that industry is now moving after the principle wt loss mechanism ( even for companies that acquired other mechanisms ) Years after $LLY and later $VKTX moved into that Begs the question of what $MRK management thinking Still of oral GLP1 small molecule with 10-12% efficacy and 25% vomit rate in"
X Link 2026-01-30T04:14Z [----] followers, [----] engagements

"$AZN telling me small molecule based on LLY orforglipron and $GPCR scaffold is giving them tolerability issues without telling me . they reported Qt prolongation and a case of ALT elevation in phase [--]. Also likely their GLP1 Glucagon will produce high vomit rate like the case with all similar from $Zeal $MRK and others. With CSPC we're exploring mechanisms that allow us to offer better tolerability and more durable responses. And we know that's important for patients" said AstraZeneca's Barr. $AZN finally realized that their current [--] obesity-assets will likely take it nowhere and decided"
X Link 2026-01-30T11:25Z [----] followers, [----] engagements

"For analysts and bio funds that keep pushing molecules beyond their potential. Listen to FDA response to $CORT DILI cases. ( DILI is any ALT [--] folds ) FDA is concerned about 4/ [---] cases of elevated ALT ( one reached [----]. But took [---] pts ). Whoever rules out FDA placing LFT warning on $LLY and ultimately $GPCR molecules . needs to reassess his understanding history of drug approval . Will see post marketing data. ALT [--] folds seen 1/300 pts at Attain [--] [--] ( again Lilly stated other explanation . so we need to see if FDA convinced ) Recall FDA has low threshold for common conditions that have"
X Link 2026-01-30T12:46Z [----] followers, [----] engagements

"On $REGN EC @evan_david asked valid question about how they would differentiate their licensed GLP1 GIP ( now in China trials ) vs other more advanced ones in USA. Cant find tolerability data on that one But Just to add I dont believe in the presence of well tolerated $LLY tirzepatide that any peptide or pill with high vomit rate will gain that much traction . social media are rampant with patients experiences. I believe vomit rate is the most objective measure of tolerability ( u cant hide or manipulate) and early adherence particularly in smaller phase [--] where DC rate can be influences by"
X Link 2026-01-31T16:40Z [----] followers, [----] engagements

"$LLY CEO affirms in this new interview $NVO oral sema is not taking from tirzepatide but more expanding market . ( will see adherence with time ) And he repeats customers decides on efficacy and tolerability in this category Although he sort of surmounted with his answer about orforglipron efficacy. Eli Lilly CEO: Medicare coverage of obesity drugs could support pill launch https://www.cnbc.com/2026/01/30/eli-lilly-ceo-david-ricks-medicare-coverage-obesity-pills.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"
X Link 2026-01-31T18:24Z [----] followers, [----] engagements

"Why all this concern CEO will not sell. Could partner. Be patient. I like to post to compare drugs so people know what they own. If u get concerned by SP perpetuated by shorts and facilities by FMR look then at vanguard just reported solid [--] m shares for years. Vanguard is the top holder in $VKTX $RVMD and $LLy and has nothing in $GPCR while FMR cut last q3 in VKTX and top holder in $NVO and $GPCR and has much less in $LLy and $RVMD. Let us see who has done better research among two institutions by [----]. This is not a company for margins and options. I sometimes suggest partnership so Vk can"
X Link 2026-01-31T19:19Z [----] followers, [---] engagements

"@Idomeneus_OG @HarpA70278288 Which area of drug development doesnt have drugs coming for competition. $RVMD ( one of my favorites BTW) valued now at $30 B"
X Link 2026-01-31T19:32Z [----] followers, [---] engagements

"@semodough But how much $SNY spent on c kit inh and how much generating even before upcoming competition from $COGT"
X Link 2026-02-01T00:28Z [----] followers, [---] engagements

"Just to soothe concerns about FMR MM bio skills ( I dont care about his action for my thesis ) but trying to explain this unusual $VKTX MC reaction. This fund accounted for at least 50% of VK MC decline. He is the shorts dream. Now look at FMR loss in $MLTX and he sold after the distaster and 90% decline I did not find a position for vanguard in MLTX. If I want to put my retirement in health care fund will be the vanguard . This is MLTX holders shifts https://twitter.com/i/web/status/2017762592211800556 https://twitter.com/i/web/status/2017762592211800556"
X Link 2026-02-01T00:51Z [----] followers, [----] engagements

"Listening to $LLy management statements strategy etc. more likely for Lilly to acquire $SYRE rather than $ABVX. Question how much SYRE will ask for and if they follow $VKTX management stance on fair value and not selling cheap ( understandably )"
X Link 2026-02-01T21:55Z [----] followers, [----] engagements

"$PFE Bourla statements at JPM just highlights Pfizer obesity team incompetency and confusion after wasting 7-8 years on small molecule GLP1 agonists while they could have designed peptides from onset First acknowledges $LLY is scoring higher wins vs $NVO but his team selected to skip the mechanism through which Lilly is winning ( GLP1 GIP ) He brags about seeing early data from GLP1 - amylin combo as if his team never looked at Novo CagriSema phase [--] that Got 17% wt loss at [--] Wks Then we saw in phase [--] 12% wt loss at [--] wks when its not driven by vomiting. And brags about monthly combo. But"
X Link 2026-02-01T22:40Z [----] followers, [----] engagements

"If $RVMD pan RAS inh works in 2nd line better than chemo in first line you will see wide off label usage. Oncologists can simply give 1-2 cycles of chemo and then call it poorly tolerated to justify insurance coverage. it is for sure several B opportunities. What is not clear how alone till competition picks up and would it matter then Will have at least 2-3 years first comer advantage. https://twitter.com/i/web/status/2018153254337868035 https://twitter.com/i/web/status/2018153254337868035"
X Link 2026-02-02T02:43Z [----] followers, [----] engagements

"Look again at $GPCR vomit increase at the [--] to [---] mg jump .: structure planning to start at [---] mg . ok and it wants to go to [---] mg . to get higher than [--] % wt loss long term ( as claimed although a some from emesis ) how many months the escalation will last I would imagine they want to slow escalation between [--] and [---] mg. Is it going to take a year of escalation How convenient BTW I am not shorting structure and they have a decent CEO and he likely made his living by now but just try to show people the devil in the details. As someone on X promotes $MRK taking Structure as if done deal"
X Link 2026-02-02T04:17Z [----] followers, [----] engagements

"$ABBV at JPM is all in obesity without explicitly stating that. I believe they are beyond their most recent busted [--] large deals. I cant 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 dont get too excited This was my post predicting $ABBV entry to obesity prior to GUBRA deal but never heard management this"
X Link 2026-02-02T15:47Z [----] followers, [----] engagements

"CagriSema continues to disappoint. $NVO is stuck and they know by now they cant make it without GIP $LLY must be laughing"
X Link 2026-02-02T16:10Z [----] followers, 12.9K engagements

"The funny thing is bio funds pushing $GPCR now thinking that would save the HBA1C. It is becoming monkey show. 😂"
X Link 2026-02-02T16:36Z [----] followers, [----] engagements

"@rn_flex Show them please A1C. I am sort of busy for the moment"
X Link 2026-02-02T16:45Z [----] followers, [---] engagements

"$LLY ran a number of of phase [--] trials with tirzepatide in T2D pts. All achieved A1C reduction [--] by good margin. Most had lower baseline wt and lasted shorter than today $NVO trial As example Surpass [--] baseline wt was [--] kg ( vs [---] kg on today $NVO trial ) and lasted [--] wk vs [--] wk for today Reimagine [--] See figures below on A1C. Sema [--] mg usually performs very close to [---] mg on A1c was slightly lower performance in Reimagine [--] but cant account for wide difference of A1c in favor of tirzepatide ( [----] % vs 1.91% efficacy estimate ) Wt loss was [----] % at [--] wks with tirzepatide in lighter"
X Link 2026-02-02T17:17Z [----] followers, [----] engagements

"@Vanhove_Pieter @Doctor_Salomon Exactly and this is why the disappointment. Lackluster A1C reduction with $NVO CagriSema barely above Sema But wt here [---] Kg so somewhat similar to Redefine2"
X Link 2026-02-02T17:26Z [----] followers, [---] engagements

"Thats the problem. $NVO oral semaglutide doesnt work well for men Probably 9-10% long term wt loss. Men have to wait forever to lose a little wt on semaglutide. Obviously chart readers and po vs sc folks will not read that early on $NVO $LLY $HIMS 🚨 BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN FIRST THREE WEEKS (IQVIA DEUTSCHE) Early data from Ro shows a higher proportion of men opting for the pill compared to injectables. Deutsche Bank analysts said in a Friday note that so far broader https://t.co/eNRf2nCfmt $NVO $LLY $HIMS 🚨 BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN"
X Link 2026-02-02T17:59Z [----] followers, [----] engagements

"This is what happens when u r all in and your primary mechanism ( GLP1 GIP ) disappoints on tolerability and PK. You start grabbing assets from everywhere $RHHBY Surprisingly neither $LLY nor even $NVO are hung up on this sport medicine item $RHHBY Big RNAi validation today: Genentech (Roche) just licensed an undisclosed RNAi program from SanegeneBio $200M upfront + up to $1.5B in milestones SanegeneBio's LEAD platform shines with ligand + enhancer-assisted delivery for extra-hepatic tissues (adipose muscle $RHHBY Big RNAi validation today: Genentech (Roche) just licensed an undisclosed RNAi"
X Link 2026-02-02T18:09Z [----] followers, [----] engagements

"$VKTX has vanquish diabetes trial ongoing. U get full A1C drop after [--] wks. They can gather data easily Also what matters to $NVo and others is tolerability that is emerging very well ( personal communications 😂). as A1C reduction is class effect for GLP1 GIP and correlates with wt loss. For sure will not be less than $LLy tirzepatide The issue is not 200% premium. This is probably what Vk CEO will do for partnership the issue for novo is if $ABBV $BMY or others jumps in . suddenly all interested in late stage assets and they will not follow a couple of hedge funds bets on lousy oral"
X Link 2026-02-02T23:10Z [----] followers, [----] engagements

"$PFE vesper [--] out Positive that wkly full dose reached by month [--] ( arm [--]. About [--] pts per arm ) Arm [--] [----] % efficacy estimand placebo adjusted wt loss at [--] wks ( so far placebo gains wt at Metsera trials and since Pfizer didnt report it today one has to presume the same) Significantly less than 16% wt loss with $Lilly tirzepatide ( as Metsera management promoted Met097 as as effective as TZP. ) If placebo positive expect 10-11% wt loss in Vesper [--]. Also drugs that reach full dose quickly lose momentum quicker as far as long term wt loss 2% less than efficacy of wkly vesper [--] Not more than"
X Link 2026-02-03T12:12Z [----] followers, [----] engagements

"If I play Grok and summarize my post Now $PFE new single GLP1 achieved about 10-11% wt loss at [--] wks ( if we remove placebo positive performance ) vs 16% with $LLY tirzepatide -same time And While N/V risk not reported by Pfizer the projected DC rate is very high for injectable and seems much less tolerated than king tirzepatide. And will not get to market prior to [----] U cant take on the leader of a trillion by spending a few billions. $PFE vesper [--] out Positive that wkly full dose reached by month [--] ( arm [--]. About [--] pts per arm ) Arm [--] [----] % efficacy estimand placebo adjusted wt loss at"
X Link 2026-02-03T12:22Z [----] followers, [----] engagements

"It is not great to have this much DC rate at monthly dose on $PFE vesper [--] after humans used to full weekly doses Probably absence of GIP contributes"
X Link 2026-02-03T12:31Z [----] followers, [---] engagements

"This higher [---] mg dose $PFE is planning is a joke. I thought they stated wt loss continued on the monthly dosing. How about 15% DC rate from AEs on monthly at [---] mg ( I had to guess that number ) We still have to imagine NV rate as Pfizer didnt disclose. Cant believe Pfizer team didnt question why Metsera didnt go above [---] mg in all phase [--] trials despite looking at ( and not reporting toxicity ) from [---] mg dose. How much more N/V will be from [---] mg This Halo tag complicates PK and makes drug tightly bound to albumin and likely narrows therapeutic window. $LLy and others licensing"
X Link 2026-02-03T14:28Z [----] followers, [----] engagements

"I doubt $PFE [---] will reach same efficacy of $NVO semaglutide long term. Just look at wt loss slope flattening below from vesper [--]. [---] reaches top dose earlier and thus adaptation to drug and curve flattening will occur earlier. Reflecting on $PFE Bourla interviewed last few days . What is he talking about Did his team as he doesnt understand data look at wt loss curves from $MTSR Vesper1 Look again how the curves flatten as the study approaches end. Pfizer will be lucky if MEt [---] even https://t.co/P1b81ipVkJ Reflecting on $PFE Bourla interviewed last few days . What is he talking about Did"
X Link 2026-02-03T15:05Z [----] followers, [----] engagements

"$PFE on EX provided slide of efficacy and DC rate. They present modeling of [---] mg monthly dose. Will ask @GilaMonstrum to look at this. How could they predict tolerability on double dose They clarified DC rate of 9.2%. They actually had wrong wording in press release. No wt loss curve slope and absent many other details ( N/V placebo effect etc. ) while calling it formal presentation with slides. Bourla on JPM mentioned oral GIP GLP1 and amylin in clinic Didnt hear that clearly from CMO. Notably $NVO tried separate peptide GIP addition to semaglutide and didnt add any efficacy. It works as"
X Link 2026-02-03T15:33Z [----] followers, [----] engagements

"$PFE Chris Bosoff indicated placebo was neutral on wt loss. Thus efficacy is [----] % [--] Wks .: Also indicated tolerability in line with single GLP1 .( I would expect then 20-30% vomit rate. ). So if pts at most as much as semaglutide and then after they get adapted to drug . why to expose them to fluctuating levels on monthly basis and re trigger GI issues . just to move from wkly to monthly. I doubt $PFE [---] will reach same efficacy of $NVO semaglutide long term. Just look at wt loss slope flattening below from vesper [--]. [---] reaches top dose earlier and thus adaptation to drug and curve"
X Link 2026-02-03T15:54Z [----] followers, [----] engagements

"@GilaMonstrum @ResearchPulse1 They say no plateau but $PFE shows no curves. We have seen no plateau with $AMGN fist [--] wks and then that disappeared in second [--] wks"
X Link 2026-02-03T16:13Z [----] followers, [---] engagements

"$PFE confirmed today that GLP1-Amylin combo will go through phase [--] in [----] ( still in phase [--]. ) then phase [--] [----]. That is the year $VKTX reports its phase [--] and seek FDA approval Pfizer is a year behind on single GLP1 agonist that likely to achieve half efficacy and more side effects vs VK2735 And Pfizer spent $10 B on this. Dont expect from amylin but to add more side effects to a GLP1. This side effect alleviating mechanism only exists in GIP that $PFE decided to forgo to safe money. Cant digest why $PFE presented the slide below on the combination this early [---] mg of [---] is the"
X Link 2026-02-03T16:23Z [----] followers, [----] engagements

"Reproducibility crisis Likely stems from most findings that you read are fake when u try to repeat driven by dysfunctional granting system and not due to different experimental conditions as most say . Presuming exps are done well when repeated. Amgen one published that they could not repeat 80-90% of findings. 10% of science is real and lead to all discoveries https://twitter.com/i/web/status/2018727268433133948 https://twitter.com/i/web/status/2018727268433133948"
X Link 2026-02-03T16:44Z [----] followers, [---] engagements

"What were people expecting with $NVO guidance Anything different Been warning about it for [--] months Funny that management wanted to add Metsera headache to its problems but destiny and $PFE saved it. This is novo unique problem wnd not all obesity Bourla just confirmed $150 B projections with 40% out of USA @WallStSai As usual and as I been saying $NVO screwing the whole obesity sector. Although its problems is unique to it and can be solved by @maziardoustdar with having a descent drug to sell @WallStSai As usual and as I been saying $NVO screwing the whole obesity sector. Although its"
X Link 2026-02-03T17:17Z [----] followers, [----] engagements

"$PFE single GLP1 low efficacy and combo with amylin will be with tolerability issues $AMGN MariTide both low efficacy and questionable tolerability even with slow escalation $RHHBY seems not to show tolerability for a reason $GPCR oral poor drug from both efficacy and tolerability regardless of a couple of MM action and hype $NVO can compete a little but not much with CagriSema ( inferior combo to tirzepatide. ) and amycretin lousy drug poorly tolerated It is not a crowded space. As people will not use lousy drugs in the presence of tirzepatide It is $LLy and $VKTX game . Just got an update"
X Link 2026-02-03T17:52Z [----] followers, [----] engagements

"Tomorrow $LLy will show today $NVO decline has little to do with price and a lot to do with drug quality 🚨 BREAKING: $NVO Warns of pricing pressure in an increasingly competitive market. Shares down -12%. https://t.co/di1cmaIfOL 🚨 BREAKING: $NVO Warns of pricing pressure in an increasingly competitive market. Shares down -12%. https://t.co/di1cmaIfOL"
X Link 2026-02-03T18:58Z [----] followers, 18.7K engagements

"So actually $NVO stumbled on the GLP [--] and excited and quit doing extensive pre-clinical work on the relevant pathways $LLy paid attention to GLP1 GIP duals ( although novo had one that it gave up on early that Lilly copied later ) Among small $VKTX did excellent preclinical work and identified a dual that seems so far to have better PK vs tirzapetide . LLY knows allthat which explains $LLY attempt to acquire Viking in Jan [----] $PFE team was busy chasing small molecules all these years VKTX is the winner here VKTX is the winner here"
X Link 2026-02-03T20:38Z [----] followers, [----] engagements

"Does $NVO still have capacity for a transformational deal When I posted below novo had MC $500 B and would have acted with strength if it had leadership and scientific acumen Question if @maziardoustdar has the right advice around him now When it comes to $VKTX potential partnership you have rugged pharma looking into obesity as primary focus including $ABBV $BMY $MRK and even $JNJ $LLy report tomorrow and $PFE failed single GLP1 adventure will only bolder interested parties in the dual mechanism $nvo $vktx. Novo needs to move on Vikings. Besides CagriSema ( which incorporates new peptide"
X Link 2026-02-03T23:01Z [----] followers, [----] engagements

"$AMGN today no update on maintenance trial. Recall AMGN was repeating no plateau in wt loss curve after [--] wk. now we know not only flattening but likely some rise. Mechanism just caps and significant wt loss with MariTide in first month due to GI struggle $PFE today repeated no plateau at [--] wks despite no wt loss curve provided and we have seen vesper [--] AMG [---] has been in phase [--] forever unknown MOA. Remember these breakthrough mechanisms in biology such as GLP1 GIP come once in a generation. We have seen it in PD1 in oncology But when AMGN J Bradner started to brag today about AMGN"
X Link 2026-02-03T23:38Z [----] followers, [----] engagements

"@drrichjlaw The more disappointing than 10% in $PFE vesper [--] is top dose reached within [--] moths so dont expect much more wt loss beyond [--] wks. Mechanism capped. This is why they dont show curves"
X Link 2026-02-04T00:22Z [----] followers, [---] engagements

"Got feeling $ABBV tomorrow morning will give a clue about its M&A appetite. It is not just $MRK that can throw tens of billions for right deals. You can feel ABBV management evolution beyond last couple of not so good deals. Even CFO the most conservative in team started giving clues. That should coincide with stellar $LLy earning . ABBV all in obesity in a serious way not Bourla way Reminder: Join us tomorrow at 8am CT as we share our full-year and Q4 [----] #FinancialResults. https://t.co/j6vdgNLUQa #earnings $ABBV https://t.co/MfmXoKmRZ7 Reminder: Join us tomorrow at 8am CT as we share our"
X Link 2026-02-04T00:36Z [----] followers, [----] engagements

"$PFE MGT yesterday excited about GLP1+ amylin combo ( still on phase 1) potential BIC . look at early phase [--] with small doses how nausea / vomit are synergistic. Tiny doses of Met097 ( [---] ) and [---] ( o.3) in combo result in nausea and vomit while higher doses of each alone ( o.4 & o.3 mg ) dont as single agents. 50% vomit when u combine [---] and o.3 mg .which are starting doses for each as single agent. Not sure what Pfizer is excited about but yesterday vesper [--] is first episode of repeated disappointment theme that will continue to happen This is why I say Pfizer saved $NVO .( as Metsera"
X Link 2026-02-04T10:22Z [----] followers, [----] engagements

"$LLy revenue growth is insane. And $NVO CEO continues to talk about best in class pipeline. What a joke. And $VKTX with a better than tirzepatide drug still $3.5 B MC 😂 Tomorrow $LLy will show today $NVO decline has little to do with price and a lot to do with drug quality Tomorrow $LLy will show today $NVO decline has little to do with price and a lot to do with drug quality"
X Link 2026-02-04T11:52Z [----] followers, 11.6K engagements

"$LLY ex USA Mounjaro $3.3 B. Crazy [----] revenue guide $80 B And Mr $MRK Davis dreams of $70 B revenues in the next century😂. Probably from small mole pill $LLy revenue growth is insane. And $NVO CEO continues to talk about best in class pipeline. What a joke. And $VKTX with a better than tirzepatide drug still $3.5 B MC 😂 https://t.co/6GVMlYXw2w $LLy revenue growth is insane. And $NVO CEO continues to talk about best in class pipeline. What a joke. And $VKTX with a better than tirzepatide drug still $3.5 B MC 😂 https://t.co/6GVMlYXw2w"
X Link 2026-02-04T11:58Z [----] followers, [----] engagements

"@JoseRestonVA $GPCR can rescue them"
X Link 2026-02-04T12:05Z [----] followers, [---] engagements

"$NVO today finally announced [--] week efficacy data from its GLP1 GIP Amylin agonist phase [--] Up to 5.3% wt loss at [--] wks. Less than what is seen in multiple phase [--] of more than one GLP1 GIP dual agonists from $VKTX $RHHBY and others ( around 8% at [--] wks ) . No details on tolerability . still early data @ResearchPulse1 @GilaMonstrum It has been dozens of tries by $NVO. U want to bet on NN419 I am happy with your choosing. As novo actions are clear like light by now. If they were happy with data they would have announced. They are in desperate mode. Of course they have to do phase 2."
X Link 2026-02-04T12:35Z [----] followers, [----] engagements

"$ABBV today emphasized obesity BD we are clearly taking a close look at early or late stage Expect big deal next few weeks to months. ABBV will not go for phase [--] or preclinical. Abbv can quickly take # [--] by [----] with the right assets such as in partnership with $VKTX @SteveWagsInvest Got feeling $ABBV tomorrow morning will give a clue about its M&A appetite. It is not just $MRK that can throw tens of billions for right deals. You can feel ABBV management evolution beyond last couple of not so good deals. Even CFO the most conservative in team started Got feeling $ABBV tomorrow morning will"
X Link 2026-02-04T15:45Z [----] followers, [----] engagements

"In the USA there is only $VKTX. Then kailera with a Chinese asset that is inferior in phase [--]. Abbv will not look at $GPCR. And a couple of early Chinese assets that will put them [--] years behind with uncertain outcome. Vk2735 is emerging better than $LLY tirzepatide. Not sure why I am posting here as good opportunity for people who can see it early. https://twitter.com/i/web/status/2019089837962256847 https://twitter.com/i/web/status/2019089837962256847"
X Link 2026-02-04T16:45Z [----] followers, [---] engagements

"@trentkelp @Viking_VKTX No he is not. He should get better PR. But that will have no impact soon"
X Link 2026-02-04T16:58Z [----] followers, [---] engagements

"@SteveWagsInvest Did you hear CEO today. They are vying to get in Question how much they understand field well. We have seen $NVO and $PFE real time misunderstanding of drugs. Good $ABBV CMO quit talking about stupid muscle preservation. That was red flag"
X Link 2026-02-04T17:01Z [----] followers, [---] engagements

". This is not just Reddit. Communications from Several pts from one site of $VKTX vanquish phase [--] only [--] pt vomited once and continued Vk2735 one out of [--] pts on trial for 4-5 months . no case of DC so far from AEs. Another site 1-20 vomit . tolerability Way better than best expectations due to slow escalation and seems if not in line with $LLy tirzepatide better C/W better Pk ( longer Tmax and T 1/2 ) And efficacy modeling with same escalation rate between two drugs is below @GilaMonstrum It is not me too Tirzepatide. OK I tried to do a REDDIT compiled $VKTX SC trial participants"
X Link 2026-02-04T20:58Z [----] followers, 18K engagements

"$NVO CEO confirmed that most oral sema users are on [---] 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 [---] mg first month we have to wait and see how much patients adhere with 30% vomit rate and double nausea. This is not to"
X Link 2026-02-04T23:33Z [----] followers, [----] engagements

"$BMY is swept up by the pharma bullish wave. Great performance last few months. But LOEs with Eliquis and Opdivo are scary . Anyway you look at it only act that can save them is a transformational obesity deal and it seems they are aware of that ( vs others such as $MRK . or $NVO ) and thus BMS refraining so far from large deals in other sectors. ( BTW MRK $70 B pipeline projection is like $15 [---] B if lucky ) Biotech wave should take up all descent companies with it. $BMY making progress in hematology cardiology oncology and psychiatry . I Believe with this bold obesity interest as well It"
X Link 2026-02-05T12:38Z [----] followers, [----] engagements

"$LLy q4 performance clearly shows that tirzepatide is not suffering from maintenance issue. The whole idea of monthly maintenance is to cancel minor pain associated with wkly injection . but you expect nausea to be completed subsided by the time you reach maintenance. $PFE MGT indicated that N/V is equally distributed across the weekly and the monthly phases of vesper [--] and given that [--] /95 on monthly phase DCed due to side effects it casts a level of GI struggle that beats the whole concept of maintenance . except the struggle to double with higher [---] mg dose. Pfizer modeling on higher"
X Link 2026-02-05T12:52Z [----] followers, [----] engagements

"I smell serious move by $ABBV to late stage obesity asset. It cant get more clear It is only $VKTX or Kailera. Viking is ahead by [--] months and all American data with advanced oral option and soon sc and oral amylin . Kailera is partially owned by Hengrui and their drug has some issues I discussed before ( such as more GLP1 bias vs GIP which creates narrow therapeutic window from toxicity ) . Although it may still be competitive vs what is out there According on VK CEO there fair amount of interest across industry . U can criticize this guy for a number of items but u cant accuse him of Hype ("
X Link 2026-02-05T13:00Z [----] followers, [----] engagements

"So $HIMS is in desperate mode now. Probably not the exact oral sema from $NVO and $49 for [---] mg that does not work How about [--] mg. Will they make profit on it It is all stock boosting maneuvers. Funny thing is $LLy down on meaningless news. . let us see how Novo respond 😂 *NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY this company is cursed *NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY this company is cursed"
X Link 2026-02-05T14:34Z [----] followers, [----] engagements

"This actions by $HIMS shows how much their business relies on GLP1 and how they are left alone by $NVO Dont believe novo will stay silent legally"
X Link 2026-02-05T15:33Z [----] followers, [----] engagements

"@LNG_Investor_ Kailera is backed by financial whales and wants to commercialize . but their drug is not as good as $VKTX [----]. Whoever understands data ( it seems many dont at BP. We have seen it with $PFE and $NVO so far. )"
X Link 2026-02-05T16:14Z [----] followers, [---] engagements

"But he is reducing $NVS involvement in cardiovascular ( biggest new impactful category will be GLP1 class ) and oncology In favor of RNAi ( that may end up being scooped by gene editing one day ) and orphan disease. Novartis expects generics to cut about $4B from [----] sales with Entresto taking a sharp hit in Q4 as competition ramps up. https://t.co/ejq67FZ1Hx Novartis expects generics to cut about $4B from [----] sales with Entresto taking a sharp hit in Q4 as competition ramps up. https://t.co/ejq67FZ1Hx"
X Link 2026-02-05T17:41Z [----] followers, [----] engagements

"The dislocation in obesity assets reached its peak . $50 B ( at least ) of $AMGN MC is assigned to MariTide a drug significantly less effective and more toxic than $VKTX [----] ( on top of VK amylin sc and PO coming next month ). Doesnt matter who is big and who is small. There is Trump Rx now. VK has a manufacturing deal to supply to millions first year of launch. https://twitter.com/i/web/status/2019511070067474503 https://twitter.com/i/web/status/2019511070067474503"
X Link 2026-02-05T20:38Z [----] followers, [----] engagements

"@investseekers $PFE deal will likely crash itself as it depleted its cash on assets that are not competitive"
X Link 2026-02-06T00:15Z [----] followers, [---] engagements

"Unfortunately $NVO miscalculation of phase [--] trials outcomes ( that is surprising how far their error went ) created lasting mistrust within financial institutions $PFE is repeating the same story with its Metsera assets hype ( like [---] mg monthly that will likely associate with significant tolerability issues ) . All that casts shadow even on smaller biotechs that have better assets. A number of non careful analysts are not helping either. Still recall a couple forecasting 28% wt loss with $AMGN phase [--] based on lousy phase [--] data on [--] pts that all had severe vomit. Commercial success"
X Link 2026-02-06T12:21Z [----] followers, [----] engagements

"Pressure is mounting on $ABBV Would it do a GLP1 China deal like $AZN Who knows. But they are serious on obesity vs AZN that is fooling around with weak assets Investors continue to have concerns about growing competition for the companys immunology franchises Phipps wrote in a note to clients. One particular point of worry he added is how Rinvoq and Skyrizi will fare in the inflammatory bowel disease market since the relatively recent entries of Johnson & Johnsons Tremfya and copycat versions of Stelara. https://twitter.com/i/web/status/2019756338738303061"
X Link 2026-02-06T12:53Z [----] followers, [---] engagements

"$ABBv should pay attention. They are running trials in HS with their new IL1 ab. if psoriasis has any connection to obesity HS is totally linked 80% of pts are over wt. but I started having doubts of how much these BP paying attention to details . is it only $LLY that has savvy teams anymore https://twitter.com/i/web/status/2019758167660355902 https://twitter.com/i/web/status/2019758167660355902"
X Link 2026-02-06T13:00Z [----] followers, [---] engagements

"$IMVT is running trials on a several pertinent disorders. Good focus on orphan skin disease on top of graves RA CIPD and others Why cant do 25-50% $ARGX performance long term. The drug is derisked from mechanism and clinical performance of first gen molecule that binds same region on FcRn . $IMVT based on the igG reduction ( 70-80 % vs 63% ) and the performance in phase [--] batoclimab should perform at least as good as efgartigimod tomorrow. MG-ADL improvement of 4-5 points vs 1.5-2 for placebo $IMVT based on the igG reduction ( 70-80 % vs 63% ) and the performance in phase [--] batoclimab should"
X Link 2026-02-06T13:36Z [----] followers, [----] engagements

"With $NVO owning / building massive peptide manufacturing capacity ( per @ResearchPulse1 [---] tons / year ) commercial teams and being the field pioneer they become attractive at this valuation. I believe excitement got ahead of itself with oral sema ( as we need to see adherence and hear pts experience ) Novo can turn the tide at no time with the right asset. although [----] will still be a tough year. But if they can at least show volume expansion . that will be enough for [----] expectations . @TacticzH I think novo at this value now is not bad. CagriSema will help them a lot much more than"
X Link 2026-02-06T14:57Z [----] followers, 20.4K engagements

"$BMY CEO yesterday as usual clandestine response about his BD intention although asked by Michael Yee on obesity interest ( BMS was party [--] in Metsera deal and offered $11 B prior to suddenly retrieving . ) CEO response below . BMS spent $14 B on schizophrenia medication that is generating $50 M per Q after several q it is in a new class but not that effective ( $ABBV wasted $8 B on a similar drug that later failed ) Recall $LLy tirzepatide as one drug generated revenue at q4 as much as all $BMY . and US TZP TRX still growing 17% q o q in USA. It is hard to think a sound board will find"
X Link 2026-02-06T17:31Z [----] followers, [----] engagements

"@TTRAmyloid U force one to talk against his own holding But $VKTX assets will long term generate more than $RVMD that also has [---] copies behind"
X Link 2026-02-06T19:48Z [----] followers, [----] engagements

"No volume. But if $VKTX sticks to the summer due to unusual CEO as some people suggest here . it will be $LLy that takes it. Still strongly believe orforglipron will not be a success at least in obesity. And for whatever reason Lilly decided not to do oral peptides ( or it tried and it didnt work .) https://twitter.com/i/web/status/2019881369883574420 https://twitter.com/i/web/status/2019881369883574420"
X Link 2026-02-06T21:10Z [----] followers, [----] engagements

"For the me too crowd that always whine and want differentiation $LLY didnt invent the wheel. Tirzepatide was minor modification of NN-2746 that $NVO acquired from others and later dumped. Minor change of aa ( u cant change a lot. It is only [--] aa) and lipid chain location These peptides dont work without long half life endowed by the lipid chain ( a critical component ) But @maziardoustdar needs to look what sort of preclinical work done years ago to divert novo scientists from GIP into amylin It is embarrassing that small biotechs such as $VKTX could determine years ago that GLP1 GIP is the"
X Link 2026-02-06T21:37Z [----] followers, 14K engagements

"It is amazing institutions convinced this $VKTX BL guy wants to commercialize vk2735. It always moves on news that reflects on commercial peptides ( like when FDA suggested one vs [--] trials for approval ) .: much more than $GPCR that they presume will be sold How if $ABBV bold CEO proves them wrong Or even the new $NVO guy If ABBV scientific team understands the data well. It could become shorts blood bath . ABBV team is fearless ( see below we will pursue it ) . Shorts could lose a few billions on this adventure. recall ABBV CMO was not interested in Metsera ( based on one interview months"
X Link 2026-02-06T22:33Z [----] followers, [----] engagements

"@WallStSai now the likes of $ABBV. $MRK $BMY and even $JNJ will drool"
X Link 2026-02-06T22:55Z [----] followers, [---] engagements

"GLP1 falls within their therapeutic as they sell Eliquis through primary care and DTC cash .: they dont want to make another mistake. They paid $14 B for a schizophrenia drug that looks a bust so far. That was not within their expertise. So now they are careful . Will see. $BMY has very limited options to get over LOEe. Probably worse than $MRK Both need something that can sell in billions right away in a couple years. Although MRK management may have built fake confidence recently . https://twitter.com/i/web/status/2019938568718741758 https://twitter.com/i/web/status/2019938568718741758"
X Link 2026-02-07T00:57Z [----] followers, [---] engagements

"Will see. As you see I like $VKTX drug based on mechanism and clinical data so far. This GLP1 GIP clearly bast mechanism in obesity and will stay dominant at least for [--] decades. I am not sure $BMY realizes that or not yet . And VK CEO is asking a lot and many people criticize his sales skills . He is running the trials well so far. So long term I think the drug will perform well. At short term nothing is certain . although pressure is mounting on several large pharma to move on something competent with tirzepatide and options are limited. Obviously cant be all pharma having inconsequential"
X Link 2026-02-07T17:28Z [----] followers, [---] engagements

"$AMGN dropped the vomit rate to 22% in phase [--] that lasted [--] wks when starting with [--] mg. But that was inpatient phase [--] and they must have given a lot of ant emetics. It will be higher upon longer exposure . Start at [--] mg will reduce the efficacy. Also [---] mg has to be given over 20-30 seconds. Not sure how much more convenient over wkly. MariTide has its issues. https://twitter.com/i/web/status/2020210658009334143 https://twitter.com/i/web/status/2020210658009334143"
X Link 2026-02-07T18:58Z [----] followers, [--] engagements

"What is clear from $LLY q4 and table below . is Lilly priced zepbound at right point where its not too expensive for many humans who want ideal efficacy and tolerability and at the same time competitive with price of other common CV meds ( no price war for Lilly ) where it is propelled to be best selling drug in history within a couple of years. $NVO CEO alluded into drug quality and price dynamics more than once at London conf ( was better info than the q4 EC the day before ) Clearly most of the Sema pill pts are going for price and not for oral vs sc. also @maziardoustdar implicitly"
X Link 2026-02-08T14:49Z [----] followers, [----] engagements

"I agree with you $NVO is more aware of competition now and @maziardoustdar is not hyping oral sema or anything else. Novo needs dual GLP1 GIP. Period. Not oral not triple. And if they have not reached that conclusion good luck being #4 in [----]. BTW tirzepatide will stay 75% of $LLy revenues in [----] despite approval of everything else Lilly has. Will share with you this as I did my previous posts. https://twitter.com/i/web/status/2020518535882293577 https://twitter.com/i/web/status/2020518535882293577"
X Link 2026-02-08T15:22Z [----] followers, [---] engagements

"The problems with current $NVO pipeline nothing stands out as competitive with $LLy tirzepatide. you could have [--] assets and if all clearly inferior particularly on tolerability ( and I would highlight amycretin here as we have have full data from [--] lancet papers ) . then they will have no tangible impact. This whole segmented obesity market that many talk about is in their imaginations. There is little segmentation but most humans share one desire lose good amount of wt with least nausea or other GI issues. Best drug will stay dominant in all so called segments"
X Link 2026-02-08T15:30Z [----] followers, [---] engagements

"@DrivenSports $NVO [---] mg dose has bigger issue with vomit than looks at surface. Look below. Also causes more than 20% dysesthesia. for novo to present it as simple escalation like $LLy tirzepatide [--] mg is misleading"
X Link 2026-02-08T18:36Z [----] followers, [---] engagements

"Another example from today $VKTX phase [--]. Squares are months People who blame BL for no BO need to realize they had [--] wk data. And while modeling long term wt loss works well with this class BP CEO ( most of them in finance and not scientists ) will not put his neck on the line and spend massive without clear tolerability and efficacy which are emerging now. The 1-2 year lead time that VK2735 also offers over others is worth billions. Sorry for $NVO crowd. It has nothing close to this"
X Link 2026-02-08T19:11Z [----] followers, [----] engagements

"@apotecarii @alnafisah1994 @JacobCordosa @ResearchPulse1 The data just started emerging. And despite the new $NVO CEO being more realistic your dear novo team proved over last few years being always behind on action "
X Link 2026-02-08T19:25Z [----] followers, [---] engagements

"These peptide GLP1 trials are over powered for tolerability and efficacy. FDA asked for this size to make sure small molecules dont cause rare toxicity such as liver and cardiac. And $VKTX is doing double size of what FDA asked for. So you dont need to wait for long to know data internally ( if they want to look ) as 25% of pts can give you what you need to know . The placebo effect is predictable. https://twitter.com/i/web/status/2020584711022948550 https://twitter.com/i/web/status/2020584711022948550"
X Link 2026-02-08T19:45Z [----] followers, [---] engagements

"I am with you $NVO is trying but dont they need sc GLP1 GIP before even oral You dig into novo pipeline more than me. Are the oral GLP1/GIP or GGG in humans $VKTx oral dual agonist about to enter phase [--]. [--] year lead is huge in obesity now. Novo cant survive long term on promises of early assets. We have seen it with the NN419 and recent lackluster wt loss in phase [--] Viking can survive with only SC [----] given its size but novo doesnt have a really competitive advanced molecule. You know amycretin is not that well tolerated. And NVO is now hanging on CagriSema. Although I think the latter will"
X Link 2026-02-08T20:15Z [----] followers, [---] engagements

"If $VKTX prices vk2735 $200 per month it will drop $LLy MC by 50%. It will not happen. Lilly will grab VK before even VK thinks about it. This is not an old less effective and less tolerable drug Obesity drugs qualities and their wt reduction potential spread like fire on social media. $NVO @maziardoustdar discussed that last week https://twitter.com/i/web/status/2020598329315602896 https://twitter.com/i/web/status/2020598329315602896"
X Link 2026-02-08T20:39Z [----] followers, [---] engagements

"Jared Holz indicates one of reasons for $LLy and $NVO guidance divergence is Sema subjected to IRA while tirzepatide not Isnt that irrelevant as far as Medicare ( IRA ) since Trump deal This is sort of recurrent financial analysis on obesity that is on TV now But he rightfully indicated Metsera got lucky with $PFE BO after data . now he changed his mind And as a biotech u have to be advanced in the game for serious BP to look at from obesity BD And BP are not coming up with better than $LLy and $NVO "I think $NVO would fare better if it never got into this business" says @MizuhoAmericas'"
X Link 2026-02-09T09:36Z [----] followers, [----] engagements

"$VKTX added [---] mg q [--] wk maintenance dose to its ongoing phase 1-2 study that completed enrollment. This makes sense Viking team is getting sound external clinical advice on genuine patient preference. It is not all about monthly vs wkly ( see below on $PFE monthly experience and likely significant GI issues. Pfizer left us in the dark on details. ) it is also about smooth dosing and avoiding GI issues. I still bet most humans like rather wkly tiny shot vs one episode of vomit and continuous nausea [---] mg is the right dose as per my modeling likely equivalent to [----] mg tirzapetide in"
X Link 2026-02-09T15:34Z [----] followers, [----] engagements

"$ABBV has struggled to keep pace with BP in [----]. It outperformed most in [----] thanks to Skyrizi legendary performance. Now doubt is casted over its growth rate and emerging competition primarily from $JNJ ABBV eye is on obesity question if they would partner or do a major M&A. Options limited to $VKTX Kailera or an early Chinese asset that will throw them 2-3 years behind and with outcome uncertainty . ( $AZN style ) . Also $PFE claims looked well in China and still liked Metsera well ABBV or others have the option of making BD prior to data and enjoy major upside with a positive phase [--] or"
X Link 2026-02-09T16:08Z [----] followers, [----] engagements

"$VKTX VK2735 looks quite likely to surpass $LLY tirzepatide and easily surpass everything $NVO has. $PFE PF3944 can compete with semaglutide and this is why LLY David Ricks was watching and laughing at the Metsera battle Cant see how @maziardoustdar promised at JPM to retain and expand novo leadership without GLP1 GIP dual agonist. It doesnt add up $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials. $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials"
X Link 2026-02-09T17:37Z [----] followers, 11.1K engagements

"That is an interesting perspective from a rheumatologist never had a patient complained about having to inject every two weeks This is why and C/W his point ( read the whole thread ) I like primarily $SYRE among the Paragon companies The same applies to IBD ( $ABBV not concerns about orals such as from now hyped $ABVX competing with skyrizi ) and why people are confused about oral and monthly drugs in obesity ( particularly when less tolerable and less effective than wkly tirzepatide from $LLy ) and why $NVO and $PFE dont represent a threat to Lilly Same confused journalists and a few"
X Link 2026-02-09T18:18Z [----] followers, [----] engagements

"Interesting that $PFE reported nothing on arms [--] in vesper [--]. Both likely showed higher GI issues and DC rate vs arms [--] strongly arguing against Metsera hype for months that their peptides dont need titration. Also likely single GLP1 mechanism with narrow therapeutic window capped by wk [--] and Pfizer likely saw only modest extra weight loss with additional [--] monthly dosing. Probably doesnt want to show that on wt loss curve Not even in the future I am surprised with combined DC rate of 4.6% in the first [--] weeks of combined arms [--] . likely DC rate in arm [--] [--] and thus combine them. But Arm3"
X Link 2026-02-09T20:30Z [----] followers, [----] engagements

"It is beautiful and good for humanity Interesting $NVO Cagrisema falls into top [--] in [----] and not $LLY orforglipron or the better injectable $VKTX [----] . The return to prevalent diseases. Big is Beautiful. LEK captures the evolution of the top [--] biggest drugs. [----] all were prevalent by [----] most were rare/specialty now swinging back again. https://t.co/2YwHpLbcYN The return to prevalent diseases. Big is Beautiful. LEK captures the evolution of the top [--] biggest drugs. [----] all were prevalent by [----] most were rare/specialty now swinging back again. https://t.co/2YwHpLbcYN"
X Link 2026-02-09T21:43Z [----] followers, [----] engagements

"$LLY Eloralentide is one of the most advanced amylins. Data show more efficacy than [---] mg $NVO cagrilintide But by deeper look into ITT and women predominance in Elora trial ( 80% as below ) one can see that if novo pushes dose higher as planned in its newest cagrilintide trial it could catch up to it Data suggest all amylin are decently tolerated and if you push the dose high enough you will cause significant wt loss early on but also major tolerability issues including GI and fatigue From Eloralentide phase [--] ( Lancet ) even 3-9 mg dose ( thought of the most practical for phase 3) the DC"
X Link 2026-02-10T02:51Z [----] followers, [----] engagements

"$AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single class. ). dont see it in trials alone for obesity. Amylin going through phase [--] Preclinical GLP1 GIP dual licensed from China AZN is way behind in obesity. Dont see anything that can lift it up in obesity in next [--] years ( unless they decide to do massive M&A which is not ruled out for a company like AZN. ) . Preclinical is too early and uncertain outcome elecoglipron"
X Link 2026-02-10T12:10Z [----] followers, [----] engagements

"Kailera oral HRS9531 phase [--] out [--] mg and [--] mg achived same 12.1% wt loss at [--] wks. With low vomit rate of 11% This is a dual GLP1 GIP agonist that kailera licenses from Hengrui ( which owns 20% of Kailera ) Efficacy is there but no dose response between [--] and [--] mg Likely used SNAC or SNAC like enhancer. When I see no dose response I wonder about absorption and bioavailability predictability Clearly not maximum dose as 12% efficacy is way less than expectation from sc. but wonder if absorption maxed out as no dose response here Multiple data set now show for whole GLP1 peptide class oral"
X Link 2026-02-10T12:52Z [----] followers, [----] engagements

"@alnafisah1994 @GilaMonstrum Also $VKTX is planning to combine low - moderate dose of GLP1 /GIP with its upcoming oral amylin. That could drive Tirzepatide level efficacy and possible descent tolerability"
X Link 2026-02-10T13:20Z [----] followers, [---] engagements

"HRS9531 being GLP1 GIP and being active at lower sc mg . needing to get to 25-50 mg to show wt loss that $VKTX can show with [--] mg . is clear evidence that VK achieved better bioavailability. Another possibility I raised before the narrow therapeutic window of HRS9531 that may reduce extra benefit from raising dose. But u would expect higher wt loss for both doses if the issue was not bioavailability https://twitter.com/i/web/status/2021217051860402284 https://twitter.com/i/web/status/2021217051860402284"
X Link 2026-02-10T13:37Z [----] followers, [----] engagements

"$AZN is moving at multiple fronts with great pipeline. But None of their obesity assets is of competitive value vs what is approved or in phase [--] from $LLy and others. Dont expect them to wait for pre clinical China assets to mature. Still believe AZN will do a major obesity deal later this year or next. Management was very bullish on obesity as an opportunity today. $AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single"
X Link 2026-02-10T17:24Z [----] followers, [----] engagements

"The reflects my excitement. Best class of drugs in generations struggles to make it to all humans who need it due to dysfunctions health systems that are part of dysfunctional global trends. last [--] years. $LLY $NVO $VKTX GLP1s are the closest thing to a longevity drug we've ever discovered. And that's independent of weight loss. They reduce all cause mortality some. And they have a much bigger effect on healthspan. GLP1s are the closest thing to a longevity drug we've ever discovered. And that's independent of weight loss. They reduce all cause mortality some. And they have a much bigger"
X Link 2026-02-10T17:40Z [----] followers, [----] engagements

"Another [--] M added to $VKTX SI It is a technique to wear out some superficial longs ( such as the FMR guy retail doesnt make a difference here ) Obviously a tight lipped CEO such as BL makes it less difficult for them. For whatever reason I believe he would outperform tomorrow. He can easily highlight nuggets from Vanquish progress that we all know and harm shorts regardless of FDA decision on a secondary non critical oral asset. https://twitter.com/i/web/status/2021335455749558643 https://twitter.com/i/web/status/2021335455749558643"
X Link 2026-02-10T21:28Z [----] followers, [----] engagements

"@Merica815 U sell u shares at 20%. I will grab them 😂"
X Link 2026-02-10T21:31Z [----] followers, [---] engagements

"@semodough If you have a habit . hard to change"
X Link 2026-02-10T23:37Z [----] followers, [---] engagements

"If longs leave $VKTX bz of phase 2b it tells you how superficial DD is. I understand people time span . but it is a drug in middle of phase [--] likely better than now $50 B revenue tirzepatide ( a trillion dollar $LLy value is anchored around it ) . that is growing TRX 17% q o q What they usually do they short heavy early on so the chartists ( like Druckenmiller ) feel something is wrong and leave the best day . Actually phase 2b is better for oral form development to get optimized dosing and will get quicker data vs phase [--]. But again there are so many positives in story now including probably"
X Link 2026-02-10T23:45Z [----] followers, [---] engagements

"We all do modeling. I am surprised how a company of $PFE stature presents modeling like this [---] mg No regard to mechanism cap / saturation. Or even the level of AEs that could occur I discussed before how Metsera tested wkly [---] mg in phase [--] and decided not to move it to phase [--] . why Probably poor tolerability. They were desperate to get deeper wt lose Here [---] mg = [---] mg wkly with sharp peak in drug level. For sure they can reach [--] % wt loss if they let everyone vomit . How does Pfizer team feel after seeing these lackluster data Or how $NVO team feel about being spared this debacle. It"
X Link 2026-02-11T00:31Z [----] followers, [----] engagements

"$AZN primary strategy in obesity is clear. To combine their new GLP1 small molecule ( orforglipron like ) with Farxiga (dapagliflozin) in one pill that will be pushed on primary care as everyone should take for their CV / renal health . to get over Farxiga LOE. If you have nausea or rare liver toxicity. it may be tolerated as the benefit is worth it They know their injectables cant compete with $LLy tirzepatide. probably already know efficacy and tolerability which are anyway predicted from the class $AZN is moving at multiple fronts with great pipeline. But None of their obesity assets is of"
X Link 2026-02-11T13:40Z [----] followers, [----] engagements

"@Alpha_bro1 This is a stupid article and $VKTX eccentric CEO did a big mistake by pursing oral And $NVO oral Sema will do nothing to them Same $LLy orfor"
X Link 2026-02-11T15:47Z [----] followers, [----] engagements

"$NVO Redefine [--] results are not critical as easily predictable from previous large trials of similar doses. This possible intentional delay of data disclosure can only harm NVO as it is setting a narrative that puts more emphasis on this trial outcome than it is worth. $NVO CEO Mike Doustdar sees a 15M patient opportunity as Medicare begins covering obesity drugs later this year. Out of 67M Medicare beneficiaries he estimates around 15M could initially be target patients for Novos GLP-1 treatments. Coverage the new Wegovy pill and other $NVO CEO Mike Doustdar sees a 15M patient opportunity as"
X Link 2026-02-11T19:11Z [----] followers, [----] engagements

"Not really. But now it is becoming as @maziardoustdar is going around answering everytime asked about it. He took a tough job but navigating well. Hope he watches his advisors at $NVO. Like the ones who recommended Metsera ( vs getting GLP1 GIP dual ). Bourla saved him from wasting $10 B and many more on useless trials. https://twitter.com/i/web/status/2021664491914899654 https://twitter.com/i/web/status/2021664491914899654"
X Link 2026-02-11T19:15Z [----] followers, [---] engagements

"Tirzepatide is 80% of $LLY now and will be [--] years from now . will probably be $50 B run rate by q2. More than all $BMY or $NVO revenues Oral and so called maintenance solutions are hyped. There is no maintenance problem with tirzepatide. But There are problems with all competitors coming up with something even close to tirzepatide top efficacy / tolerability. For $VKTX the maintenance trial is irrelevant. The oral is irrelevant. 90% of VK value is in the vanquish program. Today is all about CEO BL discussion what he knows about vanquish now and confirming what I heard and posted on BIC"
X Link 2026-02-11T19:39Z [----] followers, [----] engagements

"@rn_flex Tirzepatide will beat Cagrisema in Redefine [--]. We all know that"
X Link 2026-02-11T19:41Z [----] followers, [---] engagements

"Best thing happened to $SNY for ages. Finally a pharma board has a spine to act Next may he $MRK board chatting with Dean Li . most of this $70 B is hype @LaminarRed That is best outcome if $SNY buys $ABVX so we dont hear about sanofi dump CEO plans for next century. He reflects in pharma what Buffet used to say of banks there are more banks than bankers @LaminarRed That is best outcome if $SNY buys $ABVX so we dont hear about sanofi dump CEO plans for next century. He reflects in pharma what Buffet used to say of banks there are more banks than bankers"
X Link 2026-02-12T10:55Z [----] followers, [----] engagements

"Listen to $ABBV management today. Dont know who they would take ( certainly not a lousy pill ) but they would put pressure on $NVO and ultimately $LLy ABBV is not kidding. CEO repeated multiple times interest in late stage $VKTX classic case of market confusion on relatively new drug class. Wait till data emerge from Vanquish phase [--] program. A small co MC jumps to $10 B on phase [--] data followed by worst times of biotech macro. Attract all sorts of quantum shorts whose primary knowledge is $VKTX classic case of market confusion on relatively new drug class. Wait till data emerge from Vanquish"
X Link 2026-02-12T14:44Z [----] followers, [----] engagements

"And $NVO built several billions of oral sema. I am still bewildered why $LLY didnt proceed with [--] mg dose. I cant see any trace of explanation. Building a stock is meaningless. The expectations are sustained demand. We know Tirzepatide met the criteria of sustained demand. We know sc sema is struggling. Will see what happens to orals in [----]. My bet humans care about efficacy and tolerability and some people care a lot about price. and everything else is marginal. https://twitter.com/i/web/status/2022074333372314103 https://twitter.com/i/web/status/2022074333372314103"
X Link 2026-02-12T22:24Z [----] followers, [----] engagements

"That is exactly true. $NVO CEO strategy for now to press for oral and [---] mg use this year. Then CagriSema will start helping by year end ( for sure to which extent uncertain .Redefine [--] was a disaster PR decision ) . but @maziardoustdar will face the same issues beyond [----] . the sad part None of the pill [---] mg nor CagriSema is competitive with $LLY tirzepatide long term. Presuming tirzepatide continues to be Lilly primary product ( not retatrutide nor orforglipron. the amylin products will probably be equivalent) Novo needs something really good long term."
X Link 2026-02-13T14:04Z [----] followers, [---] engagements

"JPM analyst one of the most bullish and gives $VKTX 150% upside from here . while JPM sells [--] M shares in q4 ( they sold a lot of biotech anyway. Not sure what their macro thesis But that what wrecked VK SP ). But it cant get any crazy than this 😂 So short quantum funds prey on the superficial financial institutions research . it is calamity if they are giving chance to cover before D Day https://twitter.com/i/web/status/2022420235014562263 https://twitter.com/i/web/status/2022420235014562263"
X Link 2026-02-13T21:18Z [----] followers, [---] engagements

"Got update from pts on $VKTX phase [--] trial . several pts from [--] sites that gathered info on all pts in their sites ( no selection bias ) in total [--] pts. So far 3-4 pts vomited ( [--] confirmed . 4th debatable ) .each one vomited once and continued on trial . one had diarrhea with it and had to hold same dose and not escalate per MD desire. No cases of DC due to side effects on both sites . One human DCed due to transportation issue ( VK pays for wkly visits and miles ) Most pts ( probably all ) gone 3-5 months on trial. A lot are likely on [----] mg ( 50% go on this dose or higher ) U can do math"
X Link 2026-02-08T16:20Z [----] followers, [----] engagements

"Listening to $PFE Q4 EC. Chris Boshof CSO confirmed my suspicion there is no Pfizer oral amylin peptide in humans trials and no oral GIP ( oral GLP1 peptide will start phase [--] this year. We dont know bioavailability or efficacy in humans ) So Mr Bourla was wrong on all three . $NVO has an oral GLP1 peptide approved $VKTX has an oral GLP1 GIP dual agonist finished phase [--] and oral amylin that about to enter trials I am baffled . How could company CEO ( $PFE ) be this confused on what he acquired with Metsera. As discussed below Metsera oral assets were more claims that facts trials or exps."
X Link 2026-02-09T20:14Z [----] followers, [----] engagements

"oral HRS9531 same wt loss at [--] and [--] mg is evidence that making these peptides absorbable is not an easy feat ( despite a large China pharma trying ) and testament to the massive efforts $VKTX team placed in making bioavailability predictable and generating a nice dose response. $HIMS promoting oral sema as an active drug was a joke. It took $NVO acquiring a company for $2 B to make that work. Kailera oral HRS9531 phase [--] out [--] mg and [--] mg achived same 12.1% wt loss at [--] wks. With low vomit rate of 11% This is a dual GLP1 GIP agonist that kailera licenses from Hengrui ( which owns 20% of"
X Link 2026-02-10T13:04Z [----] followers, [----] engagements

"It is interesting that $LLy with no oral peptide GLP1 class given its policy of not leaving any holes in obesity portfolio Either this approach is all hype ( $NVO CEO @maziardoustdar disagrees as Rybelsus is given to [---] M now who are happy with . ) or Lilly will find itself behind. Not clear if Lilly tried oral tirzepatide ( @GilaMonstrum argues that higher alb binding may reduce delivery from gut to serum ) or just had too much confidence in orforglipron that disappointed in Attain [--] Still dont understand why orfor [--] mg was omitted from phase [--] while $GPCR is pushing dose higher. Is it two"
X Link 2026-02-10T15:42Z [----] followers, [----] engagements

"$NVO CEO @maziardoustdar doing good job on media. Highlighted NVO commitment to obesity and diabetes long term Highlighted [---] mg sema .( not scientific or fair comparison to $LLY tirzepatide) but novo approach is understood He wants novo to lead the field down the line . I am sorry to say but novo will not lead wirh CagriSema or amycretin And novo investors excitement about triple G is well taken but seen subsequent disappointment as in the case of GGA agonist. Novo needs to hire top physician / scientists who can do simple drug / molecule comparison to prevail long term. Good interview this"
X Link 2026-02-11T16:11Z [----] followers, [----] engagements

"I am sorry $NVO @maziardoustdar . U r doing a good job but still not your scientists. U talk to Bloomberg ( below ) about big desire for M&A and describe that no one is better than Novo in valuing potential targets. But $PFE @AlbertBourla saved u from Metsera deal that could have ended Novo position in top [--] obesity players by [----] Several other obesity hopefuls got their hands on GLP1 GIP dual agonists ( $RHHBY $REGN most recently $AZN ) $VKTX still has the best one by far the most advanced and moving oral to phase [--] . It will get it combined with oral amylin later this year. This could"
X Link 2026-02-12T10:33Z [----] followers, [----] engagements

"$SNY Hudson dumped Sanofi diabetes strength to run after rare diseases ( such as disaster $9 B on mastocytosis drug thats not growing and getting competition soon ) Essentially created one of the biggest gaps vs old peers $LLY and $NVO So Sanofi's board strikes again. Paul Hudson gets the old Paris boot [--] years after taking on the task of remaking the pipeline. It hasn't gone well. Next: Belen Garijo. She has a few years to get ready for the post-Dupixent era. Not easy. Great to have a giant cash cow hard to So Sanofi's board strikes again. Paul Hudson gets the old Paris boot [--] years after"
X Link 2026-02-12T13:35Z [----] followers, [----] engagements

"Liver issue is speculation but the imbalance is recurrent in multiple studies from $LLy $GPCR and $AZN. If you figure the probability is very low to be by chance. But we shall see at the summer time. If one or [--] pts take double dose is not big deal. U need a lot to see liver signal. But imbalance was with the [--] mg as well. We are speculating on [--] mg. It is just Lilly didnt provide explanation why dose cancelled. Or I probably didnt search enough https://twitter.com/i/web/status/2022077411882389860 https://twitter.com/i/web/status/2022077411882389860"
X Link 2026-02-12T22:36Z [----] followers, [---] engagements

"$VKTX phase [--] too many hyper responders reports coning my way I discussed what is emerging on excellent tolerability non biased samples . There is no way the drug will under perform $LLy tirzepatide on efficacy. and that is based on totality of picture from preclinical - PK modeling all the way to emerging phase [--] several anecdotes and reports from sites . I form my opinion based on what is now common sense and let them wait till full data unfold I just came from my visit [--] on vanquish trial. Lost [--] % of my wait. Very rare nausea. Feeling great. Never been in this weight for last [--] years."
X Link 2026-02-13T17:04Z [----] followers, [----] engagements

"On scenario ( plausible so dont make fun on me ) $LLy launches orfor. FDA will approve it. Not sure if will request regular liver enzymes check or not. In both trials 1/320 had ALT x10 ( Lilly said were explode by Bob drug toxicity ) [---] K take the drug by July -August time with weeks of exposure G4 cases emerge. And now Lilly is with an oral that is weak in efficacy and with a black box Would lilly then get back to oral peptides and would $VKTX still be available $VKTX Trust the science and fundamentals and how far the company has come from scratch. The execution has been on par with $LLY"
X Link 2026-02-13T23:12Z [----] followers, [----] engagements

"humans cant come on- off oral GLP1 from $NVO and particularly $LLy ( shorter t1/2) prn as that re -sensitizes for GI issues. This is why trials do slow escalation Big institutions have consultants that understand the limitation of current oral options and this is why $LLY didnt collapse on initial novo oral wave ( that needs to be confirmed in a few months ) Also for $CRVS intermittent kinase inhibition is different from genetic mutation or a lot of drugs will be too toxic. The same thinking u can say of $NKTR that chronic Treg activation can increase risk of cancer. We need to wait and see."
X Link 2026-02-14T19:01Z [----] followers, [---] engagements

"@apotecarii Pfizer was different molecule. Not the same class. And dont hold u breath on oral $NVO sema so you and others dont hit big disappointment in 2-3 months"
X Link 2026-02-14T21:05Z [----] followers, [---] engagements

"@apotecarii If I want to invest in $NVO bz of commitment to obesity big peptide capacity and willing to be competitive and not due to oral sema with its compressed margins"
X Link 2026-02-14T21:07Z [----] followers, [---] engagements

"$ABBv $NVO $BMY and others will approach $VKTX primarily for the sc program . the oral could be a little plus. what is on X re oral preference doesnt represent pharma or long term consumer preference . There are no orals even close to efficacy and tolerability of $LLy tirzepatide https://twitter.com/i/web/status/2023060529544368393 https://twitter.com/i/web/status/2023060529544368393"
X Link 2026-02-15T15:43Z [----] followers, [---] engagements

"@cloud_walker200 I disagree on both "
X Link 2026-02-15T15:50Z [----] followers, [---] engagements

"Commercial potential of sc $VKTX [----] is what woefully underrated. JPM analyst is watching tolerability for the sc vanquish program ( below ) but unfortunately he is not tracking emerging picture . [---] MDs on trial observe excellent tolerability that we heard from more than one source ( some were quoted by pts ) Very low GI issues and DC rate after thousands on trials for [--] months ( most cases of GI issues occur during escalation phase ) Actually the doctor that I saw last week said that its been her favorite study to work because so many people are having such great results. $VKTX TRUIST"
X Link 2026-02-12T13:04Z [----] followers, 13.2K engagements

"What the analysts not highlighting from $LLY Attain -maintain statement that Gi AEs were C/W with other incretins. Unless lilly employs very sloppy top line writer it suggests 15-30 % vomit rate when switching from tirzepatide to orforglipron despite likely slow escalation. Who wants to do that and regain some wt with it Very unlikely for $VKTX [----] [----] mg to cause any G.I. issues post weight loss on full dose sc [----] This is another reason why I beleive $NVO @maziardoustdar partnership could put novo back in race vs lilly in [----] $VKTX Viking Therapeutics Oral-VK2735 Gets FDA Nod for Ph.3"
X Link 2026-02-12T13:15Z [----] followers, [----] engagements

"$VKTX JPM analyst one of the most bullish and gives $VKTX 150% upside from here . while JPM sells [--] M shares in q4 ( they sold a lot of biotech anyway. Not sure what their macro thesis But that what wrecked VK SP ). short quantum funds prey on the superficial research by financial institutions . it is calamity if they are giving chance to cover before the day Their shorting gave me opportunity to build a position bigger than mine prior to Feb [----] Not even one macro bear thesis left and all competitor drugs disappointed from CagriSema MariTide amycretin orforglipron retatrutide Danu. Etc. For"
X Link 2026-02-13T21:29Z [----] followers, [----] engagements

"The FMR guy had [--] M shares at one point. He will miss profit in billions could have been his biggest bio profit ever. If you follow his other biotech positions nothing makes sense to me at least . The opposite of Vanguard account that is #1 in almost all leading biotechs with BIC molecules. The difference is amazing https://twitter.com/i/web/status/2022796254653431976 https://twitter.com/i/web/status/2022796254653431976"
X Link 2026-02-14T22:13Z [----] followers, [---] engagements

"@ManOnThePen What is this Huberman guy Knowledge of the topic I believe Trump cut a deal with $LLY and $NVO and FDA will start attacking compounders seriously after Nov election"
X Link 2026-02-14T22:48Z [----] followers, [---] engagements

"The paradox is institutions dont have a clue on whats going on with vanquish. I did my DD and I do have clues. They are still haunted by $VKTX Aug DC rate and obesity setbacks by the giants . Hard for them to imagine Viking will give a different outcome This is why I say if he started talking about vanquish progress it will reveres everything. Shorts are small portion of market and cant stand against long forces once reality emerges"
X Link 2026-02-15T15:31Z [----] followers, [---] engagements

"@cloud_walker200 $ABBV making a deal with $VKTX will make $NVO # [--] in [----]. 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"
X Link 2026-02-15T18:14Z [----] followers, [----] engagements

"Yes. But even $250 ( which is hypothetical ) is competitive to other CV drugs In terms of cash pay. This is a health system that wants to reward just for orphan disorders ( massive overpay ) and then stifle any innovation for common disease ( I call it the woke virus 🦠 n health system . that got worse during Obama and subsequent years ) . But I guarantee u with this massive cash pay Lilly will not allow its business to collapse even if it gets out of Medicare. What will help Vk2735 is the drug quality as almost everything else out there has high rate of nausea / v dysethesia or other things."
X Link 2026-02-16T04:49Z [----] followers, [---] engagements

"A lot of wt loss in these phase [--] curves are from vomit. U cant rationalize $PFE $NVO battle over Metsera as these are the only [--] obesity Pharma with no GLP1 GIP in pipeline. If any it reflects the superficiality of their team knowledge of this topic. Seen it with their repeated assets failures. https://twitter.com/i/web/status/2023267434174771217 https://twitter.com/i/web/status/2023267434174771217"
X Link 2026-02-16T05:25Z [----] followers, [---] engagements

"Mechanism on target = kaposi sarcoma $AMGN $SYNE $APGE Wow now that is both $SNY and Kyowa Kirin disclosing one case each of Kaposi's Sarcoma from OX40L and OX40 targets respectively for #amlitelimab and #rocatinlimab. $APGE Wow now that is both $SNY and Kyowa Kirin disclosing one case each of Kaposi's Sarcoma from OX40L and OX40 targets respectively for #amlitelimab and #rocatinlimab. $APGE"
X Link 2026-02-02T13:37Z [----] followers, [----] engagements

"While some X accounts trash $VKTX CEO salesmans skills and PR appearance ( there are elements of truth to that ) BL is pushing for an oral combination that could make $NVO oral sema irrelevant [--] years from now. We know the winners among Pharma are ones that plan for long term success. $LLy started tirzepatide story long ago and phase [--] was reported in [----] $VKTX is working on combination of its oral GLP GIP dual ( which is clearly more potent than semaglutide in its own ) with oral amylin. It seems from CEO recent statement they tried different iterations in preclinical settings and I expect"
X Link 2026-02-08T14:59Z [----] followers, [----] engagements

"Keep $NVO crowd trashing $VKtX until $ABBV CEO cuts a deal with them ( there is no joking with ABBV team once they understand the data) that committed $100 B in R &D over [--] years ( their primary focus now is obesity ) and then watch novo MC collapse by another 50% so the traders ( not real novo investors ) can be happy short term. [----] NVO project $6 B free cash flow vs about $20 B for ABBV. Novo will waste their budget on several amycretin phase [--] trials while ABBv ( or anyone else with VK2735 ) competes with $LLy tirzepatide https://twitter.com/i/web/status/2020578217418203432"
X Link 2026-02-08T19:19Z [----] followers, [----] engagements

"This romantic attachment of certain pharma ( $PFE .) and a few analysts to monthly dosing is bewildering. $LLy doesnt seem to worry that much as seeing demand with wkly. $AMGN monthly is bigger volume with a viscus ab that may cause more pain than 4x wkly . $PFE Metsera monthly causes same GI issues as wkly U dont expect to deal with nausea / vomit in maintenance. The same issue with $LLy maintenance orforglipron ( we dont know the rate of G.I. issues from Attain maintain. Just a hint ). So q [--] wk by $VKTX is very reasonable if it has chance of low GI EAs $VKTX advantages - addition of new"
X Link 2026-02-12T22:43Z [----] followers, [----] engagements

"When I look Deutsche Bank and Norges Bank q4 filings and their jumping around in biotechs. Without direction . it can explain all the $VKTX dislocation. Ultimately everyone understands at least partially phase [--] data and in the meanwhile u have time to accumulate presuming health system doesnt collapse . https://twitter.com/i/web/status/2022398760383602991 https://twitter.com/i/web/status/2022398760383602991"
X Link 2026-02-13T19:53Z [----] followers, [---] engagements

"They already exhausted FMR and a few other $VKTX institutions that get there on rumors and flash trial results. CEO is not helping in this regard as can burn shorts with an update on vanquish comparison to competitors etc. he seems very relaxed . may he seeing level of interest that we dont see . All doesnt matter even short term as $NVO $ABBV $BMY and probably $MRK reaching stress level to get a dual agonist. https://twitter.com/i/web/status/2022781015501259192 https://twitter.com/i/web/status/2022781015501259192"
X Link 2026-02-14T21:12Z [----] followers, [---] engagements

"@apotecarii It is not from Pfizer data. The liver enzymes imbalance is seen in $LLy Attain [--] and Attain [--] $GPCR trial and $AZN. All share same scaffold. My brain cant phantom all of that To be due to chance"
X Link 2026-02-14T21:17Z [----] followers, [---] engagements

"That is all good and nice to see change of heart on $VKTX But you got to give some credit for people who been watching the sector and Viking CEO mentality for years If it were about $10-15 B deal this would have been done long ago. $PFE always wanted dual agonist and was pushed to Metsera by VK CEO demands. U just summarized the potential revenues from Corden deal and that it is consumer business and Trump Rx. This is how BL looks at it. And this is why he favors partnership something BP may not totally like Vk should have by now blinded data on thousands of pts for [--] months. [--] % received at"
X Link 2026-02-15T15:08Z [----] followers, [---] engagements

"A little leak could make the premium irrelevant. Just seen it with $RVMD. Doubled for no reason before and after leak. It happened before with $PFE and $VKTX but was trough of biotech bear market with uncertain obesity outcome and shorts reversed its impact with focus on little option play . This time is different. CEO did a good job on this EC. Actually disclosed a lot on his FDA interactions. Surprisingly no analyst asked about Vanquish as focus was on the stupid oral . But they will in upcoming firechats and he will start giving hints on trial progress. That will help SP a lot ."
X Link 2026-02-15T15:27Z [----] followers, [---] engagements

"@mark1eddie @cloud_walker200 $AMGN top obesity M&A candidate. They hinted they wanted oral long ago Question if they think MariTide is competitive at all For oral would they spend $10 B on $GPCR a drug that could fail I dont know. I dont envy their position as they are all in"
X Link 2026-02-15T18:32Z [----] followers, [----] engagements

"Not sure about switching but $200 B figure seems reasonable . dont believe pharma boards will continue to watch inept management teams longer . we have seen it with $SNY. $LLY CEO sarcastically described it as malpractice $AMGN is filing mixed shelf. I dont believe $MRK or even $JNJ boards will stay quiet much longer watching utter incompetency . $NVS board is useless . $VKTX CEO alluded that parties that dont declare a public interest and ones that are not household names are approaching. $LLY $NVO How switch from injections to pills is expanding big pharmas hopes Pills could make treatment"
X Link 2026-02-15T19:20Z [----] followers, [----] engagements

"Beg the question why Metsera didnt look at [---] mg o97 in all phase [--] trials $PFE automatically believe they can escalate to [---] mg without triggering massive GI issues Same can be said of Metsera amylin agonist . look at vomit rate 83% in SAD and 37% in MAD. The latter was wkly escalation x4. Compare to $LLY amylin phase [--] even with no escalation [--] mg and [--] mg doses . Vomit was roughly 11-25% vomit. And other amylins from $NVO $Zeal and even early GUBRA with low vomit rate. Something not right with Metsera / Pfizer peptides. I am expecting big struggle with GI issues particularly with the"
X Link 2026-02-15T21:35Z [----] followers, [----] engagements

"It is all hypothetical price pressure . Lilly has not cut price much. It is all from one side novo side. $350-450 cash pay is not cheap. The drugs particularly sema was overpriced at $1300 for a common disease. $NVO attempted to screw up the whole sector . so far it harmed its business but not $LLy with poor quality drugs in comparison to TZP https://twitter.com/i/web/status/2023260202678763816 https://twitter.com/i/web/status/2023260202678763816"
X Link 2026-02-16T04:56Z [----] followers, [---] engagements

"Institutions value companies based on rumors ( like GPCR CEO having dinner with MRK ). It is silly that a drug [--] % effective and [--] times more vomit inducing and [--] year behind to be valued twice as much. Every human brain who has not stepped a foot in diabetes or obesity clinics still beleive oral approach will be more popular Not realizing this early novo waive is very predictable based on cheap price that novo cant sustain long term to support its business. https://twitter.com/i/web/status/2023262356109664457 https://twitter.com/i/web/status/2023262356109664457"
X Link 2026-02-16T05:05Z [----] followers, [---] engagements

"@GilaMonstrum Despite $NVO pioneering they dont seem to do enough preclinical work ( or interpretation of findings ) prior to picking a molecule or a pathway to pursue"
X Link 2026-02-16T05:28Z [----] followers, [---] engagements

"Dalio misses the fact that US corporates are dominant internationally and US business never been that strong and dominant before in history. To forecast at the same time collapse of US currency does not make sense . politicians could come to their senses last minute and fix the deficit/debt. He thinks by reading history he can predict recurrent events but has been saying that for years. https://twitter.com/i/web/status/2023451257428758627 https://twitter.com/i/web/status/2023451257428758627"
X Link 2026-02-16T17:35Z [----] followers, [---] engagements

"There is plenty of peptide capacity now everywhere. This is not just limited to $LLY and $NVO . if compounding legally ends ( I expect post Nov election ) that should provide massive extra capacity to any biotech that wants to market GLP1 and bring price down . $PFE CFO recently indicted no capacity issue with Pfizer only need to slightly modify production lines ( seems issue with Pfizer will be peptides performance rather than capacity ) This non sense old bear thesis that only historically medium size pharma ( Lilly and novo ) can produce mass scale peptides is clearly refuted. The likes of"
X Link 2026-02-16T22:40Z [----] followers, [----] engagements

"$AMGN is filing for mixed shelf. If you listen to management on q4. There is no way AMGN will not do a deal in obesity in [----] . they also want oral asset. Cant see them doing preclinical deal $GPCR $VKTX kailera https://www.sec.gov/Archives/edgar/data/318154/000119312526051627/d55489ds3asr.htm @mark1eddie @cloud_walker200 $AMGN top obesity M&A candidate. They hinted they wanted oral long ago Question if they think MariTide is competitive at all For oral would they spend $10 B on $GPCR a drug that could fail I dont know. I dont envy their position as they are all in"
X Link 2026-02-17T02:32Z [----] followers, [----] engagements

"When companies like $AMGN tout their preclinical programs for years and nothing moves to humans. Expect them to be looking for late stage assets elsewhere . It must be weird to look out and see every other company looking for GLP1 GIP duals There are no pre-clinical programs that make sense from anyone anymore. https://twitter.com/i/web/status/2023590599178522992 https://twitter.com/i/web/status/2023590599178522992"
X Link 2026-02-17T02:49Z [----] followers, [---] engagements

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