# ![@ASchulz888 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::921036730664390656.png) @ASchulz888 Andreas Schulz

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

### Engagements: [---] [#](/creator/twitter::921036730664390656/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::921036730664390656/c:line/m:interactions.svg)

- [--] Week [------] -80%
- [--] Month [----------] +78,876%
- [--] Months [----------] +47,542%
- [--] Year [----------] +7,253%

### Mentions: [--] [#](/creator/twitter::921036730664390656/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::921036730664390656/c:line/m:posts_active.svg)

- [--] Month [--] +69%
- [--] Months [---] +23%
- [--] Year [---] -55%

### Followers: [-----] [#](/creator/twitter::921036730664390656/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::921036730664390656/c:line/m:followers.svg)

- [--] Week [-----] +0.08%
- [--] Month [-----] +2.10%
- [--] Months [-----] +5.90%
- [--] Year [-----] +29%

### CreatorRank: [---------] [#](/creator/twitter::921036730664390656/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::921036730664390656/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  38.81% [finance](/list/finance)  15.67% [technology brands](/list/technology-brands)  8.96% [currencies](/list/currencies)  3.73% [automotive brands](/list/automotive-brands)  2.99% [cryptocurrencies](/list/cryptocurrencies)  2.24% [celebrities](/list/celebrities)  1.49% [social networks](/list/social-networks)  0.75%

**Social topic influence**
[$vktx](/topic/$vktx) #11, [$lly](/topic/$lly) 10.45%, [market](/topic/market) 8.96%, [in the](/topic/in-the) 8.21%, [$nvo](/topic/$nvo) 7.46%, [if you](/topic/if-you) 6.72%, [the most](/topic/the-most) 6.72%, [ai](/topic/ai) 5.97%, [data](/topic/data) 5.97%, [$vktxs](/topic/$vktxs) 5.97%

**Top accounts mentioned or mentioned by**
[@phathomresearch](/creator/undefined) [@keylimepieco](/creator/undefined) [@justin_mcd01](/creator/undefined) [@united](/creator/undefined) [@pharmdca](/creator/undefined) [@jayabacus](/creator/undefined) [@starlink](/creator/undefined) [@semodough](/creator/undefined) [@knielsen2000](/creator/undefined) [@jimcramer](/creator/undefined) [@helderbuilds](/creator/undefined) [@researchpulse1](/creator/undefined) [@barkinvesting](/creator/undefined) [@orrdavid](/creator/undefined) [@mastersinvest](/creator/undefined) [@michaelaarouet](/creator/undefined) [@nntaleb](/creator/undefined) [@kajunut](/creator/undefined) [@elemental_zg](/creator/undefined) [@jasonlk](/creator/undefined)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Amgen, Inc. (AMGN)](/topic/$amgn) [UiPath, Inc. (PATH)](/topic/$path) [Merck & Co., Inc. (MRK)](/topic/$mrk) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Pfizer, Inc. (PFE)](/topic/$pfe) [Sagimet Biosciences Inc. (SGMT)](/topic/$sgmt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Boyd Gaming Corporation (BYD)](/topic/boyd-gaming) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Expedia Group Inc (EXPE)](/topic/$expe) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Metsera, Inc. (MTSR)](/topic/$mtsr) [ZetaChain (ZETA)](/topic/$zeta) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Salesforce Inc (CRM)](/topic/$crm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"NeBULA - My current favorite stocks going into 2026: $NKTR Nektar Therapeutics $BYD Boyd Gaming $UAL United Airlines $LMND Lemonade $AMZN Amazon"  
[X Link](https://x.com/ASchulz888/status/1999728078973730883)  2025-12-13T06:28Z [----] followers, [---] engagements


"@jasonlk @salesforce @tbpn @johncoogan @jordihays You mentioned $HUBS specifically as the best CRM (as discovered in Replit). Was that just an example of agent-based discovery or do you believe that $HUBS is the best positioned CRM for this new agentic environment"  
[X Link](https://x.com/ASchulz888/status/2018155572181582318)  2026-02-02T02:52Z [----] followers, [---] engagements


"@helderbuilds Any thoughts you can share What do you think of $PATH's positioning in agentic automation"  
[X Link](https://x.com/ASchulz888/status/2018520978033365304)  2026-02-03T03:04Z [----] followers, [---] engagements


"@firstadopter Not directly because the market cap targets get adjusted by the merger value. But SpaceX's incremental growth post merger makes it easier to reach the new targets. So can he game his comp the day of the merger closing No. But does it benefit his comp long-term Likely yes"  
[X Link](https://x.com/ASchulz888/status/2018547585376747643)  2026-02-03T04:50Z [----] followers, 14.8K engagements


"Thank you for the post. I look forward to seeing your longer thread. Can you expand a little on the impact of the screen agent I can see how this makes RPA or mixed RPA / agentic process automations more reliable. But do you see a disruption risk there If specialized agents can do the job previously done by RPA does that lower the bar for new AI native competitors to invade $PATH's turf Thank you for your thoughts"  
[X Link](https://x.com/ASchulz888/status/2018956098691350851)  2026-02-04T07:53Z [----] followers, [---] engagements


"@Citrini7 Tell that to $BKNG and $EXPE"  
[X Link](https://x.com/ASchulz888/status/2019020384222466418)  2026-02-04T12:09Z [----] followers, [---] engagements


"First the prime targets of AI sell of (SaaS). Then yesterday stuff vaguely in the same neighborhood sells off (e.g. $BKNG $EXPE). And now AI beneficiaries sell off (e.g. $LMND $PLTR). The dominos are falling. It's like clockwork"  
[X Link](https://x.com/ASchulz888/status/2019083808394420527)  2026-02-04T16:21Z [----] followers, [---] engagements


"Today was an epic hedge fund de-grossing day. The kind you only see every few years. This is why many of the cleanest best ideas are down most. When you liquidate you get out of what you own - your best ideas"  
[X Link](https://x.com/ASchulz888/status/2019256615095107592)  2026-02-05T03:47Z [----] followers, [---] engagements


"Today $DUOL might be the best practice app for many because gamification features keep users engaged and more likely to practice daily. But it does not really do a very good job teaching so you need some kind of primary instruction to complement it if you really want to learn. Also it has tons of bugs and lesson mistakes. And it severely under-utilizes the user data it has. They could do a lot better at focusing study on the user's weak spots. If anyone ever put the energy into fine tuning a best-in-class LLM for language teaching I think it's game over for $DUOL. Right now none of the LLMs"  
[X Link](https://x.com/ASchulz888/status/2019344518068465988)  2026-02-05T09:37Z [----] followers, [---] engagements


"@PhathomResearch Well said. Nice work"  
[X Link](https://x.com/ASchulz888/status/2019437350334656677)  2026-02-05T15:45Z [----] followers, [--] engagements


"No doubt the world is moving this way but it's still tricky with the current state of the models. The models are excellent at tasks where they can rapidly improve via reinforcement learning (coding building DCF models .) but still act like midwit summer interns on more open ended questions. They know how to sound like what they are doing because they read so many human examples but they are not yet at the stage where they can really distil complex issues down to the governing first principles. That's why they make so many stupid mistakes in open ended contexts. So I don't think doing the open"  
[X Link](https://x.com/ASchulz888/status/2019630712035615128)  2026-02-06T04:34Z [----] followers, [--] engagements


"$AMZN is just adding insult to injury at this point. How do you make a Super Bowl commercial about killing your own customers (With AI no less.) https://www.youtube.com/watchv=ha92_hfK9Po https://www.youtube.com/watchv=ha92_hfK9Po"  
[X Link](https://x.com/ASchulz888/status/2019647281537175566)  2026-02-06T05:40Z [----] followers, [---] engagements


"I agree - VK2735 is special. And its value would be maximized if someone with greater scale was involved. I just posted this because I still see posts saying that $VKTX could not have a viable business due to high API costs even though signs of declining peptide API costs are everywhere these days. https://twitter.com/i/web/status/2019802533703958742 https://twitter.com/i/web/status/2019802533703958742"  
[X Link](https://x.com/ASchulz888/status/2019802533703958742)  2026-02-06T15:57Z [----] followers, [---] engagements


"@ResearchPulse1 Plus (unlike NVO) they lack the tech to make semaglutide orally bioavailable. Totally agreed. But even take NVO. Three years ago no one would have believed that putting 25mg of semaglutide into a daily pill would be economical yet here we are"  
[X Link](https://x.com/ASchulz888/status/2019812423176540254)  2026-02-06T16:36Z [----] followers, [--] engagements


"@TMTLongShort So which one is your favorite $GOOG since they are killing it $NVDA because they will continue to outgrow expectations as far as the eye can see $AMZN because they cannot help but benefit as the largest compute provider in a compute constrained world "  
[X Link](https://x.com/ASchulz888/status/2020333667026104423)  2026-02-08T03:07Z [----] followers, [---] engagements


"@jayabacus Thanks - I am a big fan of $NKTR and $VKTX here as well. And $TSLA looks super intriguing with the potential of a SpaceX merger"  
[X Link](https://x.com/ASchulz888/status/2020894029932794283)  2026-02-09T16:14Z [----] followers, [---] engagements


"@BarkInvesting Thanks. I hope I am doing the right thing. Even though $PATH should have a lot of momentum short term who knows what its future is [--] or [--] years out I feel like I cannot even predict the next agentic AI capability a month out"  
[X Link](https://x.com/ASchulz888/status/2020894673557131600)  2026-02-09T16:16Z [----] followers, [---] engagements


"@PhathomResearch I wish you luck. I struggled with this decision for a week and it's quite possible I am making a big mistake. I really do feel their business should accelerate a lot here. It's just compared to the others how can I get comfortable around the terminal value"  
[X Link](https://x.com/ASchulz888/status/2020907368104575112)  2026-02-09T17:07Z [----] followers, [---] engagements


"In the pre-AI era I would have agreed 100%. But I feel that all bets are off as we are going through the singularity. Plus all the AI labs especially Anthropic are making enterprise a focus. And very long run I am concerned about Elon's point that humans in the loop will eventually hold back gains from agentic AI (his analogy of the spreadsheet where only some cells are calculated manually by humans). I think that world works out fine for $LMND or $ZETA but I am not sure about $PATH. And I wonder how much the multiple can expand if that question hangs over the stock even if the business"  
[X Link](https://x.com/ASchulz888/status/2021040629107785916)  2026-02-10T01:56Z [----] followers, [--] engagements


"Maybe I am really wrong but so far AI has led to a big increase in software created (e.g. iOS apps as seen on the chart below). Seems that might only accelerate further as more human labor get replaced with AI powered software. It might not be the current generation of SaaS software but software nonetheless. All that software needs to run somewhere and probably use many tools and services besides the AI agent. Seems AWS would be the perfect place for that because it offers all of it at scale and lowest cost. Sure someone might chose GCP or Azure because they like the platform better but that"  
[X Link](https://x.com/ASchulz888/status/2021078890157130078)  2026-02-10T04:28Z [----] followers, [---] engagements


"@Elemental_ZG Funny you would call $AMZN a safety net. Not sure many people think of it like that these days. 🙄😅"  
[X Link](https://x.com/ASchulz888/status/2021082503604470239)  2026-02-10T04:43Z [----] followers, [---] engagements


"@orrdavid @mastersinvest He is one of the most profitable hedge fund investors of all time"  
[X Link](https://x.com/ASchulz888/status/2021086600747418100)  2026-02-10T04:59Z [----] followers, [---] engagements


"BULL worked out rather nicely: $BYD +3.4% $UAL +19.1% $LVS +28.5% $LMND +91.9% vs. $SPY +7.5% Time for a new acronym: NeBULA. https://x.com/ASchulz888/status/1948383916336742702s=20 There have been a lot of stock market acronyms lately so here is mine. Seems my current favorite stocks spell BULL: $BYD Boyd Gaming $UAL United Airlines $LVS Las Vegas Sands $LMND Lemonade https://x.com/ASchulz888/status/1948383916336742702s=20 There have been a lot of stock market acronyms lately so here is mine. Seems my current favorite stocks spell BULL: $BYD Boyd Gaming $UAL United Airlines $LVS Las Vegas"  
[X Link](https://x.com/ASchulz888/status/1999727371960877364)  2025-12-13T06:25Z [----] followers, [----] engagements


"Following the great SaaS washout $PATH is looking attractive. It is one of only two software companies where I have conviction in both earnings beats and in growth acceleration in calendar [----]. The reason is simple - $PATH has a large agentic automation up-sell opportunity in their existing RPA enterprise customer base particularly in regulated industries that rely on legacy systems. In this cohort $PATH's broader capabilities shine particularly the ability to smoothly integrate legacy software into agentic automations through RPA. They have demonstrated themselves as a trusted long-term"  
[X Link](https://x.com/ASchulz888/status/2018371785310523880)  2026-02-02T17:11Z [----] followers, [----] engagements


"I have mixed feelings on this thread. I like $PATH here and it could easily outperform $LMND this year. But $LMND could 100x their business in my lifetime. No other portfolio company of mine has a shot at that. So why trade instead of all in $LMND https://x.com/ASchulz888/status/2018371785310523880s=20 Following the great SaaS washout $PATH is looking attractive. It is one of only two software companies where I have conviction in both earnings beats and in growth acceleration in calendar [----]. The reason is simple - $PATH has a large agentic automation up-sell opportunity"  
[X Link](https://x.com/ASchulz888/status/2018584652353806385)  2026-02-03T07:17Z [----] followers, [----] engagements


"$PFE's MET-097i ph2b results with 12.3% PBO adjusted weight loss after [--] weeks do not sound impressive. They did not report detailed AEs but concerningly a few patients had severe nausea and vomiting. Dare I say they should have gone after $VKTX instead of $MTSR"  
[X Link](https://x.com/ASchulz888/status/2018680827832414241)  2026-02-03T13:39Z [----] followers, [----] engagements


"Sure - they are both competing for capital in my portfolio. I think $PATH is one of a couple of the proverbial "babies thrown out with the bathwater here." I am pretty confident they will see a significant acceleration in their business near term while the stock is getting crushed along with SaaS that is decelerating. I think the odds of $PATH doubling from this price in a year are higher than for $LMND so the opportunistic trader in me wants to own some $PATH. But my long-term conviction is much much higher in $LMND. So my $LMND position will (most likely) always be a lot larger but how much"  
[X Link](https://x.com/ASchulz888/status/2018897502154702874)  2026-02-04T04:00Z [----] followers, [---] engagements


"The amazing revenue divergence between $LLY and $NVO continues. The reason - a single super molecule in obesity: dual GLP-1 / GIP agonist tirzepatide. But who has a (likely) superior dual GLP-1 / GIP agonist in ph3 $VKTX $NVO - you got lucky that $PFE outbid you on $MTSR whose latest data yesterday was less than inspiring. Maybe it's time to use that war chest and take a look at $VKTX Just saying. https://twitter.com/i/web/status/2019033554924232704 https://twitter.com/i/web/status/2019033554924232704"  
[X Link](https://x.com/ASchulz888/status/2019033554924232704)  2026-02-04T13:01Z [----] followers, [----] engagements


"For those who believe that $VKTX will fail due to high CoGS. https://x.com/OpenAI/status/2019488071134347605s=20 We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW https://x.com/OpenAI/status/2019488071134347605s=20 We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop"  
[X Link](https://x.com/ASchulz888/status/2019692411640049694)  2026-02-06T08:39Z [----] followers, [----] engagements


"After much deliberation I decided to exit my $PATH position with a small profit. I still believe the company will beat expectations near term but there are many hard questions long-term. I simply have greater conviction in $LMND $AMZN and $ZETA. https://x.com/ASchulz888/status/2018584652353806385s=20 I have mixed feelings on this thread. I like $PATH here and it could easily outperform $LMND this year. But $LMND could 100x their business in my lifetime. No other portfolio company of mine has a shot at that. So why trade instead of all in $LMND https://t.co/bowA4javnQ"  
[X Link](https://x.com/ASchulz888/status/2020890442792059047)  2026-02-09T16:00Z [----] followers, [----] engagements


"@howtoinvest_jb I'll take the other side of that trade. $ZETA will outperform all of $HIMS $DUOL and $PATH over the next few years"  
[X Link](https://x.com/ASchulz888/status/2021609191874408571)  2026-02-11T15:36Z [----] followers, [---] engagements


"Of all the changes that $LUV has made this is the most powerful and positive for customers. Well done Southwest https://x.com/SawyerMerritt/status/2021708687786872845s=20 NEWS: Southwest Airlines has just announced that it will install @Starlink across its entire fleet. The first Starlink-equipped aircraft will enter service this summer and it will be available on more than [---] aircraft by the end of [----]. Starlink Wi-Fi will be free for all https://t.co/KQYdaD2gLl https://x.com/SawyerMerritt/status/2021708687786872845s=20 NEWS: Southwest Airlines has just announced that it will install"  
[X Link](https://x.com/ASchulz888/status/2021730566283178010)  2026-02-11T23:38Z [----] followers, [---] engagements


"@bjmtweets @JosephJacks_ I guess this is the Reuters report that triggered the OpenAI responses. A lot of interesting tidbits here. According to Reuters OpenAI exploring SRAM heavy inference accelerators was what got $NDVA to buy @GroqInc. https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/ https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/"  
[X Link](https://x.com/ASchulz888/status/2018525491951739147)  2026-02-03T03:22Z [----] followers, [--] engagements


"Go $UAL This is just the latest of many steps differentiating @united from other US airlines. And good luck to competing airlines deploying legacy inflight Wi-Fi solutions. https://x.com/united/status/2018374628817662397s=20 We just took one more giant leap with @Starlink The fastest most reliable Wi-Fi in the sky is now on board 300+ planes nearly our entire regional fleet. We expect to also have it on board more than half our full fleet (bringing the total to 800+ aircraft) by the end of this https://t.co/yLDggqvJRT https://x.com/united/status/2018374628817662397s=20 We just took one more"  
[X Link](https://x.com/ASchulz888/status/2018535992941285841)  2026-02-03T04:04Z [----] followers, [----] engagements


"Maybe the most important rewarding and fun thing we as traders can do is to support great management teams building great companies when they are going through irrational drawdowns. I am proud to support $VKTX right here"  
[X Link](https://x.com/anyuser/status/1857130628510019909)  2024-11-14T18:37Z [----] followers, [----] engagements


"@cigs1234 I agree - $VKTX feels like a pretty special opportunity. A $5 billion EV for what has a good chance to be the 3rd player in the largest pharma indication of all time (obesity) when the obesity portfolios of $LLY and $NVO combined are worth $1 trillion I like the odds"  
[X Link](https://x.com/anyuser/status/1862982869473182206)  2024-11-30T22:11Z [----] followers, [----] engagements


"This current washout is the kind of things that happens in markets every [--] or [--] years. There is a big "explosion" somewhere that causes great carnage. Today the epicenter is B2B SaaS. But these things usually do not stay neatly contained. There are always spillover effects"  
[X Link](https://x.com/ASchulz888/status/2018746496322355523)  2026-02-03T18:00Z [----] followers, [----] engagements


"@A_May_MD So in light of that are you still bearish on $VKTX"  
[X Link](https://x.com/ASchulz888/status/2022327449238065650)  2026-02-13T15:10Z [----] followers, [----] engagements


"@orrdavid Why bother with the spread Why not just buy the lower strike outright Less pain in the neck to manage if your crash scenario actually happens"  
[X Link](https://x.com/ASchulz888/status/1783945815821611310)  2024-04-26T19:46Z [----] followers, [----] engagements


"@NeckarValue Ed Thorp is the GOAT. Not only is he a hedge fund pioneer he discovered the Nobel Prize-winning Black-Scholes formula years before Black and Scholes. And he solved blackjack (with VERY limited compute.). "A Man for All Markets" is an absolute must read"  
[X Link](https://x.com/ASchulz888/status/1784250489149747698)  2024-04-27T15:57Z [----] followers, [----] engagements


"@semodough Gotta admit I missed this when I listened to the call. But the point the $VKTX CEO made seems valid so there could be a path straight to phase [--]. Then again seeing the $AMGN price reaction to a monthly injectable makes you think this should work out well either way"  
[X Link](https://x.com/anyuser/status/1786881794349965360)  2024-05-04T22:13Z [----] followers, [---] engagements


"@MichaelAArouet Egoism sounds pretty harsh - is that really what you meant There are surely multiple factors at work though including greater alternative opportunities for women and cost of living concerns. And what about fewer men wanting children"  
[X Link](https://x.com/ASchulz888/status/1787136117759701356)  2024-05-05T15:03Z [----] followers, [---] engagements


"@AirlineFlyer Maybe @united could claim these accolades. They have really invested a lot in their app and it looks best in class to me. Do you know of any airline that has a better app than @united"  
[X Link](https://x.com/ASchulz888/status/1787885027688120456)  2024-05-07T16:39Z [----] followers, [----] engagements


"@TradeHawk Great news for $LQDA and for PH patients. Fingers crossed we should see Yutrepia get full FDA approval and on the market soon"  
[X Link](https://x.com/ASchulz888/status/1796657232995647714)  2024-05-31T21:37Z [----] followers, [---] engagements


"@therobotjames Dude well done but a little too close to home"  
[X Link](https://x.com/ASchulz888/status/1797252003959013831)  2024-06-02T13:00Z [----] followers, 16.4K engagements


"If VK2735 is as good as it looks based on the oral phase [--] data so far the TAM will be much bigger than any of the estimates. A pill with no side effects that can maintain weight loss for life There are at least a billion people in the world who would want that. This is why I think the long-term upside in $VKTX could be really really large if it all works as it is supposed to. Problem is the data we have is so early stage and small sample. And VK2735 is a peptide so scaling manufacturing is expensive. I suspect this is why so many potential partners / acquirers remain in wait and see mode"  
[X Link](https://x.com/anyuser/status/1799819711884009660)  2024-06-09T15:03Z [----] followers, [----] engagements


"And a second observation - the pool of obesity drug candidates seems to be growing larger all the time. Not sure if everyone else already knew this but $PFE mentioned that they have [--] additional molecules (besides danuglipron) in the clinic right now. Who knows how many other such early stage molecules exist stealthily across pharma / biotech. Regardless of TAM the aggregate number is probably too high and many obesity drug candidates even promising looking ones may never make it to market. Seems like there will be a lot more twists and turns in this road"  
[X Link](https://x.com/anyuser/status/1800356458799800474)  2024-06-11T02:36Z [----] followers, [----] engagements


"I really like $VKTX but I actually find it to be the hardest stock to trade in my portfolio. It is just so binary. Some days I feel like I am way too small because the potential for VK2735 as an oral obesity therapy could be so tremendous if tolerability really is as good as the ph1 data suggests. As I have said before the TAM just looks so massive. How many people would take a daily pill with no side effects that would allow them to maintain weight loss for life I think it is easily a billion people. Other days I feel too big because I question whether we really have enough data to be"  
[X Link](https://x.com/anyuser/status/1800530167925821950)  2024-06-11T14:06Z [----] followers, [----] engagements


"@Pharmdca The CEO sounded really really good at GS today. That confidence might be alleviating some of the rollout worry overhang. Stock was always very cheap if the rollout went well"  
[X Link](https://x.com/ASchulz888/status/1800578616369299928)  2024-06-11T17:19Z [----] followers, [---] engagements


"@nntaleb With all due respect Sir I think it is you who is confused. Could you name a single meaningful economic activity that is possible without energy as an input Thank you"  
[X Link](https://x.com/ASchulz888/status/1800639449383989678)  2024-06-11T21:21Z [----] followers, [----] engagements


"@StockMKTNewz I think I'd rather get financial advice from Roaring Kitty than from Cathy Wood"  
[X Link](https://x.com/ASchulz888/status/1800903439058440381)  2024-06-12T14:50Z [----] followers, [----] engagements


"$UAL might be my favorite stock in the entire stock market. An airline Sounds crazy I know. Just for sport - if you think it's crazy name a stock (market cap over $5 billion) that will do better for the next year and let's see what happens"  
[X Link](https://x.com/anyuser/status/1801277250983100867)  2024-06-13T15:35Z [----] followers, [----] engagements


"I applaud $SGMT management for continuing to get out there to tell the denifanstat story. I just don't get why the stock is down. In fact it is currently my favorite biotech stock probably by a lot. To recap denifanstat is a once a day pill for MASH that in ph2b showed perhaps the most significant fibrosis benefit of all treatments currently in clinical trials. And it has the most differentiated MoA - "a fat inhibitor in an ocean of fat burners" as the CEO puts it. And unlike THRb FGF21 GLP-1 GIP . it has placebo-like GI side effects. The only AE worth mentioning is hair thinning which is"  
[X Link](https://x.com/ASchulz888/status/1801338000204263811)  2024-06-13T19:37Z [----] followers, [----] engagements


"Thank you for sharing the analysis. The thing that had been bugging me was whether there was a lack of industry capacity for peptide manufacturing. There were so many anecdotal stories - $LLY commenting on needing to build [--] more factories $NVO buying $CTLT for their capacity $MRK and $PFE specifically calling out their preference for small molecules over peptides etc. But there are apparently a lot of contractors with FDA certified facilities for peptide manufacturing. So was this all just posturing on the part of big pharma Or is there a legitimate bottleneck in the (peptide based) obesity"  
[X Link](https://x.com/anyuser/status/1801445983558975996)  2024-06-14T02:46Z [----] followers, [----] engagements


"@alc2022 I have no position in $PLTR (and no intent to take one) but hearing her say it almost makes me want to research it as a short. Isn't she the one whose $ARKK fund got crushed during the biggest tech bull market in [--] years I'd rather take advice from Roaring Kitty"  
[X Link](https://x.com/anyuser/status/1801599933482488030)  2024-06-14T12:57Z [----] followers, [----] engagements


"@SuperRobotOTC Wow. That is actually great detective work. Thank you for posting. Only one question - even if Kitty joins the board how can you get #MOASS when only 13% of the float is shorted now (based on share count after recent offering)"  
[X Link](https://x.com/ASchulz888/status/1801607422345130247)  2024-06-14T13:27Z [----] followers, 16K engagements


"Perhaps yes perhaps no. Arguably the best way for $VKTX to maximize value now is to get the most possible parties to the auction. And what accomplishes that better than to very publicly hanging out the "for sale" sign Deals take time to negotiate and the clinical data that is most likely to give BP FOMO - oral VK2735 - is still very fresh and only ph1. So I am not surprised that there is not a deal closed yet. But indicating to all that a deal will happen may force potential buyers to declare their interest or risk getting left behind. I get why it is a big step for BP to commit the"  
[X Link](https://x.com/anyuser/status/1802075404015968532)  2024-06-15T20:27Z [----] followers, [----] engagements


"Ok here is a wild theory. Yes it is wild and only a theory but bear with me. I think that $MRK should acquire $VKTX and $SGMT and go pedal to the metal on all their clinical trials to turn $MRK into the leader in metabolic disease. I believe this combination would likely make $MRK best-in-class in both obesity and MASH and probably in a number of adjacent indications with large unmet medical needs particularly cirrhosis. In MASH I have written previously (see link below) about how combination therapies of THRb agonists (like MDGLs Rezdiffra) with $SGMTs denifanstat are likely to produce"  
[X Link](https://x.com/anyuser/status/1802097450380935660)  2024-06-15T21:54Z [----] followers, 22.8K engagements


"@KNielsen2000 Thank you. It is possible I am reading too deeply into this. But if I were $MRK I'd do anything to throw people off the scent. If my argument is right this pair of acquisitions could be a home run for many others not just $MRK"  
[X Link](https://x.com/anyuser/status/1802308506575323293)  2024-06-16T11:53Z [----] followers, [----] engagements


"Most of the feedback on my post below has understandably been about $VKTX. But I would urge you to not ignore $SGMT. In short I believe that if anyone (not just $MRK) acquires $VKTX they would be stupid not to also acquire $SGMT. In fact while I like $VKTX a lot my favorite biotech is $SGMT. $SGMTs denifanstat has shown the greatest promise in fibrosis out of all the drugs in clinical trials for MASH in my opinion with highly statistically significant improvement in F3 patients and highly statistically significant rates of =2 stages of fibrosis improvement without worsening of MASH in [--] week"  
[X Link](https://x.com/anyuser/status/1802341716013277681)  2024-06-16T14:05Z [----] followers, 12.2K engagements


"Someone long ago taught me that great opportunities have a way of continuing to get better while bad opportunities usually get worse. Feels like we are finding out more positives about $VKTX's clinical programs all the time. https://x.com/fluffer9/status/1803012430630457707 $VKTX Amazing - great work from Viking https://t.co/UDASKWRJOk https://x.com/fluffer9/status/1803012430630457707 $VKTX Amazing - great work from Viking https://t.co/UDASKWRJOk"  
[X Link](https://x.com/ASchulz888/status/1803033639904477197)  2024-06-18T11:54Z [----] followers, [----] engagements


"Or they are just a really amazing science company where people are encouraged to experiment. Sometimes small teams can accomplish amazing things. $VKTX really is pretty unique. More science than they know what to do with and a lot of it potentially best-in-class. I 100% agree with BL - what they need is a scaled global partner / acquirer to bring all this science to market. https://x.com/ASchulz888/status/1802097450380935660 https://x.com/ASchulz888/status/1802097450380935660"  
[X Link](https://x.com/ASchulz888/status/1803407788871217154)  2024-06-19T12:41Z [----] followers, [---] engagements


"@aakashgupta Booking is actually still under estimated here. Priceline has faded from significance and Booking brand is probably responsible for 90% of $BKNG's $135 billion market cap today. In terms of return on investment it beats all the others"  
[X Link](https://x.com/anyuser/status/1804867161602601037)  2024-06-23T13:20Z [----] followers, 13.2K engagements


"@MWM76 Could not agree more. I have been convinced for the last week+ that many of the statements from BP downplaying interest in $VKTX are only a diversion tactic. https://x.com/ASchulz888/status/1802308506575323293 @KNielsen2000 Thank you. It is possible I am reading too deeply into this. But if I were $MRK I'd do anything to throw people off the scent. If my argument is right this pair of acquisitions could be a home run for many others not just $MRK. https://x.com/ASchulz888/status/1802308506575323293 @KNielsen2000 Thank you. It is possible I am reading too deeply into this. But if I were"  
[X Link](https://x.com/ASchulz888/status/1805190619750359149)  2024-06-24T10:45Z [----] followers, [----] engagements


"Today feels like a good day to be adding to $VKTX. Why The stock is barely above its recent lows yet we continue to get good news. First even a week ago no one seemed aware of $VKTX's pre-clinical amylin program that was presented at ADA this weekend. Yet this could become another important arrow in $VKTX's quiver of obesity treatments. It alone is almost certainly worth far more than the $2 / share that the stock is off the bottom. Secondly $VKTX's excellent CEO is an "under promise over deliver" kind of guy so when he talks about his clinical programs it pays to listen. His comments at"  
[X Link](https://x.com/ASchulz888/status/1805297999645753546)  2024-06-24T17:52Z [----] followers, 32.4K engagements


"Recent evidence from $TERN of synergistic benefits of combining GLP1 with THRb agonists in obesity is obviously bullish for $MDGL and $VKTX. But it is possibly equally or more bullish for $SGMT albeit in a less obvious way. $TERN's mouse model showed that a GLP1 / THRb combination led to improved fat loss while better preserving lean mass than with a GLP1 alone. This makes some intuitive sense. Add a fat burner (THRb) to an appetite reducer (GLP1) and you get increased fat loss. Sure why not. But importantly this adds to a growing body of evidence of synergistic effects between the various"  
[X Link](https://x.com/ASchulz888/status/1805312382685921674)  2024-06-24T18:49Z [----] followers, [----] engagements


"@thepointsguy @united - if you can fly only one better pick the best route network. Also their tech is best in class and their service is rapidly improving. You could argue that for frequent fliers their customer experience is already best in class in the US"  
[X Link](https://x.com/ASchulz888/status/1805637632673857997)  2024-06-25T16:22Z [----] followers, [---] engagements


"Being a $VKTX bull has never felt as lonely as this week. Never seen so many posts about "filling the gap" on my feed. Thank you Morgan Stanley for making it a little less lonely today"  
[X Link](https://x.com/anyuser/status/1806358927619014666)  2024-06-27T16:08Z [----] followers, [----] engagements


"Very large call buying in $VKTX this morning and a lot of it very short dated [--] strike calls. Is someone trying to pin the stock at 60"  
[X Link](https://x.com/ASchulz888/status/1807807457625805127)  2024-07-01T16:04Z [----] followers, [----] engagements


"Ok @jimcramer you have said that you prefer $LLY over $VKTX in part because your sources tell you that the FDA may not approve competing obesity treatments. With the political pressure to lower obesity drug prices wouldn't the FDA be under pressure to approve alternatives"  
[X Link](https://x.com/anyuser/status/1808160161250357741)  2024-07-02T15:25Z [----] followers, 29K engagements


"To be clear also I don't hate @jimcramer. He can be quite entertaining. I just find his logic on $VKTX. shall we say quizzical"  
[X Link](https://x.com/ASchulz888/status/1808239361126982126)  2024-07-02T20:40Z [----] followers, [----] engagements


"I find MariTide fascinating because it is a GIP antagonist in a sea of GIP agonists (tirzepatide VK2735 CT388 retatrutide.) for obesity. There is still so much to learn about these biological pathways. One reason I am such a believer in $SGMT's denifanstat as a potential combination therapy in many contexts including obesity is that GIP agonism stimulates de novo lipogenesis. So while dual GLP1/GIP agonists can drive significant weight loss a fair bit of the loss is still from lean tissue mass. Suppressing the de novo lipogenesis with a FASN inhibitor might help body composition in a similar"  
[X Link](https://x.com/ASchulz888/status/1809666850688487495)  2024-07-06T19:12Z [----] followers, [----] engagements


"In spite of the recent stock market pain I still believe in the synergy potential of $VKTX's VK2735 VK2809 and $SGMT's denifanstat. Someone should really acquire both. Thank you @andrei_hamza for helping me further investigate this theory. https://x.com/ASchulz888/status/1809666850688487495 https://x.com/ASchulz888/status/1809666850688487495"  
[X Link](https://x.com/ASchulz888/status/1809972074389102726)  2024-07-07T15:25Z [----] followers, [----] engagements


"Wouldn't it be ironic if $AMGN acquired $VKTX The combined company would own both the leading GLP1 agonist / GIP antagonist (MariTide) and (arguably) the leading GLP1 / GIP dual agonist (VK2735). So $AMGN would win regardless of which MoA turns out to be the long-term winner. Both drugs are certainly contenders for best-in-class in obesity. Each probably beats whatever $LLY or $NVO have approved in market right now. And what does Elon Musk say about the most ironic outcome 😉"  
[X Link](https://x.com/anyuser/status/1810748923939602898)  2024-07-09T18:52Z [----] followers, 19.4K engagements


"On a slightly more serious note - wouldn't you want to own a combined $AMGN / $VKTX A less than $200 billion market cap mostly supported by existing business and a cheap option on two leading obesity drug candidates Compare to $625b for $NVO and $884b for $LLY"  
[X Link](https://x.com/anyuser/status/1810751439427223845)  2024-07-09T19:02Z [----] followers, [----] engagements


"One note to $VKTX. If this is a real possibility (and not just a crazy day dream of mine) PLEASE ask for the deal consideration to be 100% stock. I think $AMGN stock would go through the roof in the event of such a deal"  
[X Link](https://x.com/anyuser/status/1810753622449263078)  2024-07-09T19:11Z [----] followers, [----] engagements


"One last thing. Considering how valuable the combined obesity franchise might become relative to the starting market cap $VKTX should probably rationally be prepared to accept a lower takeover price (based on pre-deal stock prices) from someone like $AMGN than from a less attractive acquirer (provided the acquirer pays 100% in stock of course). After all you can continue to be a shareholder of the combined company and reap the upside of building out a best-in-class obesity franchise together. So this might address management or board concerns about selling out "too cheaply." This should help"  
[X Link](https://x.com/anyuser/status/1810778910537220330)  2024-07-09T20:51Z [----] followers, [----] engagements


"@MichaelAArouet It is just very sad. Much of Europe has developed an entitlement mentality that will remain a handicap for a long time. And yes politics has a lot to do with it too"  
[X Link](https://x.com/ASchulz888/status/1811058689094144511)  2024-07-10T15:23Z [----] followers, [---] engagements


"Do these numbers even make sense Isn't this a strong indication that AGI won't come from scaling but from some yet undiscovered modeling innovation The human brain runs on the equivalent of 20W of power. So in the first [--] years of someone's life the brain consumes less than [--] MWh. The GPT-5 numbers imply (unless I got miscalculated) something like [---] GWh. For GPT-6 it's in the TWh's. How much scale is enough Bottom line - we are not going the get to AGI with brute force scaling like this. The problem is that no one has figured out the right model architecture for AGI yet"  
[X Link](https://x.com/ASchulz888/status/1811090210182087109)  2024-07-10T17:28Z [----] followers, [----] engagements


"@semodough $MRK remains the most likely potential acquirer of $VKTX imho"  
[X Link](https://x.com/anyuser/status/1812140607621476353)  2024-07-13T15:02Z [----] followers, [---] engagements


"$PFE is still one of the largest pharmas by revenue ($55 billion LTM) but has an EV of only $222b. Obesity champions $LLY and $NVO have only $36b of LTM revenues each but have EV's of $925b and $642b respectively. But $PFE will pass on acquiring $VKTX to take their chances on danuglipron whose early clinical results are to say the least challenging How much would a proper obesity franchise be worth to a globally scaled pharma like $PFE If they could only get 1/2 the way to $NVO it would add over $300b or 1.5x their current EV. Sure $PFE has depleted its financial resources on other"  
[X Link](https://x.com/anyuser/status/1812181430140580328)  2024-07-13T17:44Z [----] followers, 11.6K engagements


"@buian2004 Funny question coming from a $PFE bag holder"  
[X Link](https://x.com/anyuser/status/1812185554739769699)  2024-07-13T18:01Z [----] followers, [---] engagements


"Congratulations to $RHHBY on the ph1 data for CT-996. With every positive data release you have to take Roche more seriously / revise up their future market share in obesity which is a mild negative for everyone else. But does it fundamentally change the $VKTX story I doubt it. Obesity is still the largest indication in pharma history and most large pharma companies still do not have a competitive molecule for obesity. And as the potential winners in obesity start to crystallize it becomes harder and harder to justify launching also-ran products. Whoever wants to compete will need to launch a"  
[X Link](https://x.com/ASchulz888/status/1813604071401545906)  2024-07-17T15:58Z [----] followers, [----] engagements


"So @jimcramer with $VKTX proceeding straight to phase [--] for their obesity drug VK2735 do you still believe that the FDA is favoring incumbents such as $LLY https://x.com/ASchulz888/status/1808160161250357741 Ok @jimcramer you have said that you prefer $LLY over $VKTX in part because your sources tell you that the FDA may not approve competing obesity treatments. With the political pressure to lower obesity drug prices wouldn't the FDA be under pressure to approve alternatives https://x.com/ASchulz888/status/1808160161250357741 Ok @jimcramer you have said that you prefer $LLY over $VKTX in"  
[X Link](https://x.com/anyuser/status/1816232183260193120)  2024-07-24T22:01Z [----] followers, [----] engagements


"@Mufaso7 Great summary. Well done. I love $VKTX's under promise over deliver mindset. And they really delivered this time"  
[X Link](https://x.com/ASchulz888/status/1816634701161071084)  2024-07-26T00:40Z [----] followers, [----] engagements


"@Pharmdca 💯 Credit to Brian for keeping a steady hand on the steering wheel and delivering. Again. I am proud to support great teams and team $VKTX is clearly that"  
[X Link](https://x.com/ASchulz888/status/1816636432859169282)  2024-07-26T00:47Z [----] followers, [---] engagements


"With every news item it becomes more likely that $VKTX has the best-in-class obesity drug in VK2735. The FDA supporting a straight path to ph3 is just the latest and highly significant confidence booster. Now imagine any pharma not in obesity. They look at a trillion of market cap between $LLY and $NVO in the obesity indication and $VKTX may be about to leap frog both companies. And on a much shorter time scale than anyone even bulls like me expected. So what would you do if you were big pharma Honestly I hope that Brian negotiates a juicy partnership deal rather than selling the company at"  
[X Link](https://x.com/anyuser/status/1816640678073680218)  2024-07-26T01:04Z [----] followers, [----] engagements


"Another day another sell-off in $VKTX and by my count the 3rd one triggered by Roche. Am I losing sleep over it Not really. This will probably be temporary just like the first two. Why do I think so Because the news does not strike me as terribly relevant to the value of $VKTX. Sure having a Carmot drug hit the market in [----] rather than [----] would be incremental competition in obesity which is a negative for all players. But if this matters to anyone it should be the incumbents $LLY and $NVO who are currently the only ones with any market share to lose. Could this have a marginal impact on"  
[X Link](https://x.com/ASchulz888/status/1818213140095774883)  2024-07-30T09:12Z [----] followers, [----] engagements


"@MeadowCapital This dance has been going on all year. But VK2735 going straight to ph3 may be the catalyst to make something happen because the drug should hit definitely the market in time for the Keytruda LOE. Fingers crossed"  
[X Link](https://x.com/anyuser/status/1818497042223939613)  2024-07-31T04:00Z [----] followers, [---] engagements


"So $LLY's tirzepatide which is clinically superior appears to have killed $NVO's semaglutide this quarter. So what do you think will happen when $VKTX's clearly superior VK2735 hits the market"  
[X Link](https://x.com/anyuser/status/1821529448472297474)  2024-08-08T12:50Z [----] followers, [----] engagements


"@Camp4 💯 Most people who say they want to be leaders actually do not really want to lead - they want the spoils of leadership. Few actually have the psychological make-up to thrive under the pressure of making consequential decisions for yourself and others"  
[X Link](https://x.com/ASchulz888/status/1825544870125338757)  2024-08-19T14:46Z [----] followers, [----] engagements


"Nice day in $VKTX. Are we finally through the "Sell in May" doldrums and people are re-risking Or is there something else going on Any news I missed"  
[X Link](https://x.com/ASchulz888/status/1825597837536801032)  2024-08-19T18:16Z [----] followers, [----] engagements


"Very happy to see $VKTX today. I hope this is a sign of more great things to come but it is also possible that this is just good old volatility (to the upside for a change.). I am still very bullish on $VKTX but if you had the intestinal fortitude to double down during the dark days when the stock was below $50 your position is now probably getting pretty large. So depending on your trading style and time horizon it might not be irrational to take a profit on a small portion of your position into this spike. If nothing else that gives you the cash to buy more in case of another irrational"  
[X Link](https://x.com/ASchulz888/status/1825612837315645683)  2024-08-19T19:16Z [----] followers, [----] engagements


"@jayabacus Agreed - one more major study showing how impactful these drugs really are. $LLY's CEO was just interviewed on CNBC. He very carefully avoided answering all the questions about $VKTX's potential advantages. If he had a real rebuttal he would have given it. Bullish $VKTX"  
[X Link](https://x.com/anyuser/status/1825894548100325835)  2024-08-20T13:55Z [----] followers, [----] engagements


"$VKTX has always been a volatile stock - yesterday to the upside today to the downside. Nothing has changed today - if anything the $LLY news today is great news for $VKTX. Staying calm and sticking to a strategy are key. https://x.com/ASchulz888/status/1825612837315645683 Very happy to see $VKTX today. I hope this is a sign of more great things to come but it is also possible that this is just good old volatility (to the upside for a change.). I am still very bullish on $VKTX but if you had the intestinal fortitude to double down during the https://x.com/ASchulz888/status/1825612837315645683"  
[X Link](https://x.com/anyuser/status/1825897431004741816)  2024-08-20T14:07Z [----] followers, [----] engagements


"The reason that $LLY's new study is great news for $VKTX is that both tirzepatide and VK2735 are dual GLP-1 / GIP agonists so same MoA. You could reasonably expect VK2735 to deliver the same great health outcomes. Just with better tolerability less frequent and oral dosing"  
[X Link](https://x.com/anyuser/status/1825917513919770994)  2024-08-20T15:27Z [----] followers, 23.3K engagements


"$LLY's move to ship vials of tirzepatide direct to consumer solves several problems at once. It ameliorates the autoinjector shortage it confronts the compounding pharmacy threat and it provides a lower cost option for (low dose) tirzepatide for consumers. All good things. What I don't get is why this would crush other obesity stocks like $VKTX. By the time that VK2735 hits the market the autoinjector shortage should be solved and this should be irrelevant. But I suppose a volatile stock like $VKTX can go down on anything"  
[X Link](https://x.com/anyuser/status/1828442226772332619)  2024-08-27T14:39Z [----] followers, [----] engagements


"No doubt $LLY is ahead on oral GLP-1's. $LLY is a great company that will be the market leader in obesity for many years to come. Period. It is just that $VKTX has the most promising challenger compound in VK2735. VK2735 is a dual GLP-1 / GIP agonist which should drive superior efficacy and tolerability over a pure oral GLP-1 approach. And if the favorable tolerability and PK data (supporting infrequent dosing) hold up it could in time become the preferred "maintenance drug" for people needing to manage chronic obesity. Yes $VKTX has the burden of proof on them to deliver results in upcoming"  
[X Link](https://x.com/ASchulz888/status/1828914580208398502)  2024-08-28T21:56Z [----] followers, [---] engagements


"@Quartr_App @BRK_Student @BillAckman @IFB_podcast @berg_bernt @MohnishPabrai @jeff_gramm @MichaelGielkens @InvestmentBook1 @mastersinvest @HurriCap Buffett is the GOAT of value investing but this chart is silly. All his outperformance came before [----] - since then Berkshire has been roughly in line with the S&P [---]. If you really want to know what made him successful you need to study the period you can barely see"  
[X Link](https://x.com/ASchulz888/status/1829524517019889895)  2024-08-30T14:20Z [----] followers, [----] engagements


"I am glad you came to the same conclusion - that peptide manufacturing is an overblown concern when it comes to $VKTX. It all comes down to whether VK2735 proves itself as great in ph3 trials as it looks based on the early trials. If it does $VKTX should be worth many times its current price. And if BP wants to pre-empt that by bringing $VKTX's science in house sooner that's good too. I like the company's chances"  
[X Link](https://x.com/anyuser/status/1829568459161616627)  2024-08-30T17:14Z [----] followers, [----] engagements


"Anyone interested in obesity drugs should read this excellent thread. I agree with the conclusion - $VKTX has the best odds of challenging $LLY and $NVO. https://x.com/Pharmdca/status/1832945849481175432 My full analysis of Obesity landscape Part [--] Major companies own and looking to own a piece of this goldmine TAM going forward $LLY $VKTX $NVO $AMGN $RHHBY $ZLDPF Zealand pharma $GPCR This thread is not an investment advice. Please do your own DD. Feedback appreciated https://x.com/Pharmdca/status/1832945849481175432 My full analysis of Obesity landscape Part [--] Major companies own and looking"  
[X Link](https://x.com/anyuser/status/1833005773468643628)  2024-09-09T04:53Z [----] followers, [----] engagements


"A lot of us were skeptical about $RHHBY's obesity program due to limited prior disclosures. Today's AE data shows why many of us believe $VKTX is superior. $VKTX AE's almost vanished by week [--] while 1/3 of Roche patients still experienced vomiting. https://x.com/semodough/status/1833135185090478250 Now we know what ROCHE was reluctant to release $VKTX imho should gain in Mcap what roche loses https://t.co/RBa890RYAD https://x.com/semodough/status/1833135185090478250 Now we know what ROCHE was reluctant to release $VKTX imho should gain in Mcap what roche loses https://t.co/RBa890RYAD"  
[X Link](https://x.com/anyuser/status/1833149800381862279)  2024-09-09T14:25Z [----] followers, [----] engagements


"@GilaMonstrum Nice work. Thank you for posting. While all the caveats about cross trial comparisons apply there is a bit of a trend here. $VKTX looks better at first order again. There is a reason why Roche said they hoped for "Viking-like" outcomes a couple of earnings calls ago"  
[X Link](https://x.com/ASchulz888/status/1833207310749208596)  2024-09-09T18:14Z [----] followers, [---] engagements


"@united @Starlink Thank you @united. Cannot wait to try it for the first time"  
[X Link](https://x.com/ASchulz888/status/1834571096823099748)  2024-09-13T12:33Z [----] followers, [----] engagements


"@JosephPolitano So much of the writing that made Taleb famous can be boiled down to some version of "buy options and wait for a crash." That idea had its moment during the GFC but apparently he got angry and petty when the moment passed. Sad"  
[X Link](https://x.com/ASchulz888/status/1837893809276944828)  2024-09-22T16:36Z [----] followers, [----] engagements


"Forget about the physics - you can just stick to basic math and his statements are just plain inconsistent. He says that the density is "a derivative of something that is never decreasing and goes up between zero and one." Call that something F(x). F(x) need not be differentiable of course but wherever it is differentiable dF/dx needs to be non-negative or else you have a contradiction with F(x) being "never decreasing." His statements are not even internally consistent. The reference to quantum mechanics seems to be there mostly to stun and distract the interviewer. And as a trader - if you"  
[X Link](https://x.com/ASchulz888/status/1837906060197163350)  2024-09-22T17:25Z [----] followers, 11.3K engagements


"@Kaju_Nut Thank you. And good job explaining the difference between probabilities and quasi probabilities in your thread. Unfortunately I cannot read Taleb's responses because he blocked me months ago when I pointed out another case where he seemed - how shall I put it Confused"  
[X Link](https://x.com/anyuser/status/1837953230136803403)  2024-09-22T20:32Z [----] followers, [----] engagements


"Ugly day in biotech and in $VKTX in particular. Seems that the trigger was this article and the mentioned Senate hearing tomorrow where $NVO's CEO is sure to face a tough audience: https://news.bloomberglaw.com/health-law-and-business/ozempics-price-is-becoming-tougher-for-novo-nordisk-to-justify https://news.bloomberglaw.com/health-law-and-business/ozempics-price-is-becoming-tougher-for-novo-nordisk-to-justify"  
[X Link](https://x.com/anyuser/status/1838294888284328341)  2024-09-23T19:10Z [----] followers, 10.4K engagements


"Thank you for posting. I think it's too early to know. They did drop some hints in the release that suggest good tolerability (no titration calling GI AE's transient) but they did not share the actual data. If the data were great I am sure they would have shared it. As others have remarked it would be hard to imagine superior performance from a pure GLP-1 agonist compared to a dual GLP-1 / GIP agonist. With [---] patients this was actually a rather large ph1 so if they release the full data we might actually be able to say something slightly more meaningful. Bigger picture we have seen a lot of"  
[X Link](https://x.com/ASchulz888/status/1838567117697814767)  2024-09-24T13:12Z [----] followers, [---] engagements


"@Kaju_Nut 😂 You know @nntaleb seems to block anyone who questions him (after calling them a whole bunch of names.). And he has a propensity to make outlandish but nonsensical statements that beg to be questioned. So I wonder - how many people are on his block list now"  
[X Link](https://x.com/ASchulz888/status/1840446960609775630)  2024-09-29T17:42Z [----] followers, [---] engagements


"That is the right set of questions about $NVDA. A few years out doesn't inference start to dominate the compute requirements as AI apps scale in the real world Especially with models like o1 that do so much inference time compute. No doubt $NVDA prints huge numbers the next few years but if the inference market is more competitive then what happens to the economics in the longer run Long term I feel like you can write the biggest bull story or the biggest bear story here and I have no idea which one is right. Probably you are just supposed to hold your nose and buy anyway because for a few"  
[X Link](https://x.com/anyuser/status/1841844436734456308)  2024-10-03T14:15Z [----] followers, [----] engagements


"And here is the money line in the article ihmo. What does this say about demand for $NVDA chips over the next [--] years "Part of Microsofts concern is that clusters optimized for training AI models arent as cost effective when used for other purposes such as powering AI apps known as inference. It may be hard to predict the demand for large-scale training in the coming decade which makes it risky to build expensive computing clusters that may sit idle for stretches of time.""  
[X Link](https://x.com/ASchulz888/status/1843666478190453028)  2024-10-08T14:55Z [----] followers, [---] engagements


"I am glad $VKTX is getting some well deserved respect. But as a trader I prefer buying the stock when my X feed is full of doomsayers not when people are yolo-ing call options"  
[X Link](https://x.com/ASchulz888/status/1843687382236971036)  2024-10-08T16:18Z [----] followers, [----] engagements


"Very on point. Agreed that it is tough to draw too many conclusions based on such a small study but it is another in a long line of data points suggesting that $VKTX has the best-in-class obesity drug. Tolerability remains best-in-class and even if the 100mg turns out to be a bit of an outlier imo a larger study is likely to confirm a dose response above 40mg. Who knows what will happen to the stock today. $VKTX has always been a bit of a "sell the news" stock and it had a very nice run in the last couple of months. But the big picture is intact - VK2735 looks like a very special drug that is"  
[X Link](https://x.com/anyuser/status/1853417780550271341)  2024-11-04T12:43Z [----] followers, [----] engagements


"I know I said $VKTX is a "sell the news" stock but it being down 6% seems a little ridiculous on what was unambiguously good news. https://x.com/ASchulz888/status/1853417780550271341 @KNielsen2000 Very on point. Agreed that it is tough to draw too many conclusions based on such a small study but it is another in a long line of data points suggesting that $VKTX has the best-in-class obesity drug. Tolerability remains best-in-class and even if the 100mg turns out to be a https://x.com/ASchulz888/status/1853417780550271341 @KNielsen2000 Very on point. Agreed that it is tough to draw too many"  
[X Link](https://x.com/anyuser/status/1853455226499436688)  2024-11-04T15:12Z [----] followers, [----] engagements


"@adamfeuerstein Not much other than re-confirming that $VKTX is a volatile stock with a lot of speculative interest. The long-term future for $VKTX looks brighter than ever"  
[X Link](https://x.com/anyuser/status/1853486675701182844)  2024-11-04T17:17Z [----] followers, [----] engagements


"@Pharmdca Sure - when all else fails that's the line that shorts always fall back on. But other than high dosage daily oral VK2735 it is not a real concern. There is plenty of capacity for $VKTX to build a very large high margin business in subq initial weight loss or oral maintenance"  
[X Link](https://x.com/ASchulz888/status/1853507135428239377)  2024-11-04T18:38Z [----] followers, [----] engagements


"@robkhenderson This is parody right"  
[X Link](https://x.com/ASchulz888/status/1854253906391408951)  2024-11-06T20:05Z [----] followers, [----] engagements


"It is true that Elon Musk has made several "all in" bets most notably in the early days of Tesla. But while his recent bets are large none of them would have been ruinous if he lost. Arguably his bets in the last decade are just a string of Kelly bets on a series of very high expected return opportunities. As you are well aware Kelly will tell you to bet VERY big when bets are sufficiently attractive. Elon has among the best "taste" in what opportunities to go after and among the best ability to execute. I think he is a lot more rational than you make him sound. The latest politics bet was a"  
[X Link](https://x.com/anyuser/status/1854508179335360702)  2024-11-07T12:56Z [----] followers, [----] engagements


"My point is in a hedge fund setting (with usual risk parameters) fundamental traders usually trade a tiny fraction of theoretical Kelly because the distribution of drawdowns under full Kelly would lead to firing in a very short expected time. In my experience the practical Kelly fraction is a single digit percentage in hedge fund land. But a simplified way to model Elon might be as a sequence of fair coin flips where tails loses all but he makes a large multiple on heads. Given his historical track record say that multiple is 10x (over the multiple years it takes for the bet to resolve). Then"  
[X Link](https://x.com/ASchulz888/status/1854575828606038150)  2024-11-07T17:25Z [----] followers, [---] engagements


"Posting about unpopular stocks is a terrible way to get engagement but it can be rather profitable. $UAL my favorite stock all year is now up 109% YTD and up 74% since the tweet below. Alas only one person took me up on this bet. https://x.com/ASchulz888/status/1801277250983100867 $UAL might be my favorite stock in the entire stock market. An airline Sounds crazy I know. Just for sport - if you think it's crazy name a stock (market cap over $5 billion) that will do better for the next year and let's see what happens. https://x.com/ASchulz888/status/1801277250983100867 $UAL might be my"  
[X Link](https://x.com/anyuser/status/1854577367773331848)  2024-11-07T17:31Z [----] followers, [----] engagements


"$VKTX - cannot keep a good stock down for long. https://x.com/ASchulz888/status/1853455226499436688 I know I said $VKTX is a "sell the news" stock but it being down 6% seems a little ridiculous on what was unambiguously good news. https://t.co/lfGkFcaxkH https://x.com/ASchulz888/status/1853455226499436688 I know I said $VKTX is a "sell the news" stock but it being down 6% seems a little ridiculous on what was unambiguously good news. https://t.co/lfGkFcaxkH"  
[X Link](https://x.com/anyuser/status/1854619674048110843)  2024-11-07T20:19Z [----] followers, [----] engagements


"@Pharmdca The shorts in $VKTX will lose their shirts in the long run. If in the interim they want to give us opportunities to buy the stock on the cheap I am all for it. $VKTX is both a great long-term hold and a great trading stock if you are disciplined"  
[X Link](https://x.com/anyuser/status/1856031272813863075)  2024-11-11T17:48Z [----] followers, [----] engagements


"@LTbioinvestor I usually don't like these kinds of explanations but is it possible that all the gamblers are selling $VKTX to buy #Bitcoin"  
[X Link](https://x.com/anyuser/status/1856076188068000260)  2024-11-11T20:47Z [----] followers, [----] engagements


"I have liked $VKTX for a while but it has been some time since I felt compelled to add to the stock. The last time was in late June when the stock was around $50 (see below). I am not sure whether we are quite at a local bottom here yet - I was a bit early in June as well. But buying then turned out pretty well in due time and I think chances are it could do so again now. Since June we have had several pieces of good news most notably the path straight to ph3 for VK2735 (bypassing a ph2b) the oral results presented at Obesity Week recently and the news that amylin may be moving into the"  
[X Link](https://x.com/anyuser/status/1856819778662326282)  2024-11-13T22:01Z [----] followers, 17.1K engagements


"Until someone runs a large head to head trial we will not know the precise answer. So let's suppose you are right and they have the same efficacy. In a few years patients may be able to start a course of $VKTX's subq VK2735 for initial weight loss and eventually transition to a low dosage oral with placebo like tolerability for maintenance. Truly something that could be a lifetime therapy for chronic obesity. Something that no one has presented yet not even $LLY. I don't have to tell you about discontinuation rates on current GLP-1 therapies. And yes there will be enough API for low dosage"  
[X Link](https://x.com/anyuser/status/1857120968092578173)  2024-11-14T17:58Z [----] followers, [----] engagements


"I have not seen this much negativity on $VKTX in my feed since the summer. I still don't know if we have reached a local bottom yet but this negativity makes me like it more not less. https://x.com/ASchulz888/status/1856819778662326282 I have liked $VKTX for a while but it has been some time since I felt compelled to add to the stock. The last time was in late June when the stock was around $50 (see below). I am not sure whether we are quite at a local bottom here yet - I was a bit early in June as well. https://x.com/ASchulz888/status/1856819778662326282 I have liked $VKTX for a while but it"  
[X Link](https://x.com/anyuser/status/1857127432219697492)  2024-11-14T18:24Z [----] followers, [----] engagements


"I am fully with you on $VKTX but please be careful about not sizing up too fast. If this $XBI turns into a fully blown crisis of confidence you'll want to be able to add more lower. Who knows what will happen but maybe this really is a structural change for the whole biotech industry. Good luck all"  
[X Link](https://x.com/anyuser/status/1857521788831650268)  2024-11-15T20:31Z [----] followers, [----] engagements


"One big problem with that logic is that most innovation actually happens at small biotech companies and is later acquired by big pharma thus not running through the R&D line. If you reduce pharma profits that would dramatically lower the attractiveness of these biotech acquisitions removing the main exit path for biotech investors. Biotechs already have a very high cost of capital given the long lead times and high uncertainty for drug development. If you mandated sharply lower drug prices in the US without any compensating revenue increases elsewhere you would probably kill most of the"  
[X Link](https://x.com/anyuser/status/1859611505030738157)  2024-11-21T14:55Z [----] followers, [----] engagements


"For those overly worried about the new administration's stance on GLP-1's (and hence $LLY $NVO $VKTX .) consider some basic questions about the root causes of the current obesity epidemic and whether it is realistic to just mandate diet and exercise alone for all. How are you going to stop food companies from making their products more delicious / addictive when selling more food is their core business Do you want to mandate that food cannot be tasty How do you even regulate something like that And how does that foot with the administration's stance on de-regulation and personal freedoms"  
[X Link](https://x.com/anyuser/status/1861125981538316435)  2024-11-25T19:13Z [----] followers, [----] engagements


"Another competitor data release (MariTide from $AMGN) another nice day for $VKTX. There are a lot of companies trying to win in obesity but few have the goods. I continue to believe that $VKTX is (by far) the most credible challenger for $LLY and $NVO"  
[X Link](https://x.com/anyuser/status/1861399080494100771)  2024-11-26T13:18Z [----] followers, [----] engagements


"I agree the most efficient route to market for $VKTX is a scaled pharma partnership. But there is sufficient 3rd party API capacity to support a blockbuster launch for subq VK2735 and for low dosage oral maintenance VK2735 if future trials continue to prove that out. Plus the company is already in discussions with multiple global suppliers already to lock down a manufacturing partnership. And the world is not static - there will be incremental investment in peptide manufacturing if these drugs (and VK2735 in particular) work as well as the data currently suggests. The fact that the company is"  
[X Link](https://x.com/anyuser/status/1862987870073430254)  2024-11-30T22:31Z [----] followers, [----] engagements


"The bottom line is we are all just guessing on who is superior because there is no clean trial comparing the two and there might not be for a very long time. But even if VK2735 turned out to be equal to tirzepatide in efficacy and tolerability on average but offered oral and infrequent dosing advantages (as the data suggests is likely) that would still be a big win that would help a lot of patients. So if VK2735 is inferior you lose. If VK2735 is superior you have a massive win (if the odds are only 10% that probably more than pays for the current EV in expectation). And in a likely range of"  
[X Link](https://x.com/anyuser/status/1863000252279644417)  2024-11-30T23:20Z [----] followers, [----] engagements


"I guess my issue is with broad sweeping statements about "the longs." I am on record as a long. Are there some longs who are more certain than me Sure. And I may not agree with everything they say even if we are both long. And whenever $VKTX is down I see my feed flooded with posts from bears some of which are of rather questionable substance. So there are extremes on both sides. But most $VKTX longs I know are smart and thoughtful people who went through a probabilistic analysis like the one in my post. I think the most constructive thing you can learn from this debate is that there is still"  
[X Link](https://x.com/anyuser/status/1863268740009210227)  2024-12-01T17:07Z [----] followers, [----] engagements

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