# ![@GilaMonstrum Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1494036559502401539.png) @GilaMonstrum Noumena Analysis

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

### Engagements: [---] [#](/creator/twitter::1494036559502401539/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494036559502401539/c:line/m:interactions.svg)

- [--] Week [-----] -80%
- [--] Month [------] -75%
- [--] Months [-------] +10%
- [--] Year [-------] +24%

### Mentions: [--] [#](/creator/twitter::1494036559502401539/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494036559502401539/c:line/m:posts_active.svg)

- [--] Month [--] -42%
- [--] Months [---] +91%
- [--] Year [---] -6.60%

### Followers: [-----] [#](/creator/twitter::1494036559502401539/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494036559502401539/c:line/m:followers.svg)

- [--] Week [-----] +0.31%
- [--] Month [-----] +1.90%
- [--] Months [-----] +31%
- [--] Year [-----] +92%

### CreatorRank: [---------] [#](/creator/twitter::1494036559502401539/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494036559502401539/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  58% [finance](/list/finance)  9% [financial services](/list/financial-services)  2% [cryptocurrencies](/list/cryptocurrencies)  2% [countries](/list/countries)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[$vktx](/topic/$vktx) #63, [$lly](/topic/$lly) #79, [$nvo](/topic/$nvo) #52, [weight loss](/topic/weight-loss) 16%, [in the](/topic/in-the) 16%, [$rhhby](/topic/$rhhby) 15%, [$pfe](/topic/$pfe) #61, [to the](/topic/to-the) 9%, [for the](/topic/for-the) 7%, [arm](/topic/arm) 7%

**Top accounts mentioned or mentioned by**
[@bioinvestor24](/creator/undefined) [@doctorsalomon](/creator/undefined) [@dewdiligence](/creator/undefined) [@researchpulse1](/creator/undefined) [@amaymd](/creator/undefined) [@optimistic24228](/creator/undefined) [@data168](/creator/undefined) [@justinmcd01](/creator/undefined) [@zoomer7777777](/creator/undefined) [@mufaso7](/creator/undefined) [@cryptobiotech](/creator/undefined) [@bartelttim](/creator/undefined) [@mufaso](/creator/undefined) [@cloudwalker200](/creator/undefined) [@radzik](/creator/undefined) [@alexggtrader](/creator/undefined) [@justin_mcd01](/creator/undefined) [@alnafisah1994](/creator/undefined) [@rhoman1996](/creator/undefined) [@doctor_salomon](/creator/undefined)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Amgen, Inc. (AMGN)](/topic/$amgn) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Merck & Co., Inc. (MRK)](/topic/$mrk) [ROGin AI (ROG)](/topic/$rog) [Akropolis (AKRO)](/topic/$akro) [AltLayer (ALT)](/topic/$alt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$VKTX $NVO The $LLY orfor maintenance readout is now public. In the pre-specified 52-week analyses (efficacy estimand) participants who switched from Wegovy to orforglipron essentially held on to their prior weight loss (average difference: [---] kg). Those who switched from Zepbound to orforglipron regained an average of [---] kg while on orforglipron. So.+5 kg on a baseline of [----] kg implies roughly a +5.5% weight increase over one year after switching from tirzepatide to orforglipron. They also state that the overall safety and tolerability profile of orforglipron in ATTAIN-MAINTAIN was"  
[X Link](https://x.com/GilaMonstrum/status/2001629777543704903)  2025-12-18T12:25Z [----] followers, 23.9K engagements


"@data168 shares of several names is the obesity space $TERN. Pick one"  
[X Link](https://x.com/GilaMonstrum/status/2011541212717851070)  2026-01-14T20:49Z [----] followers, [---] engagements


"Based on prior trial data $nvo doesnt seem to have an answer to $lly tirzepatide no matter how the CEO frames it. Explaining the performance gap between pretty much everything in their advanced portfolio and tzp as tirzepatide is just dosed higher is an oversimplification. Like @bioinvestor24 mentions the real differentiator is the mechanism not the doses. I hope investors dont get pulled into that narrative. However given how much confusion already exists in this space I wouldnt be surprised if it happens. Semaglutide [---] mg in STEP UP delivered 18.3% pbo-adjusted weight loss at [--] weeks."  
[X Link](https://x.com/GilaMonstrum/status/2015681629218390103)  2026-01-26T07:02Z [----] followers, [----] engagements


"$PFE VESPER-3 is finally out and to me these results suggest the following: 10% weight loss is the apparent plateau for [---] mg QW and [---] mg QM (4 [---] mg) on the efficacy estimand. 12.3% weight loss is the apparent plateau for [---] mg QW and [---] mg QM (4 [---] mg) on the efficacy estimand. At week [--] sema [---] mg achieved a WL of -12% (pbo-unadjsted) and -9.07% WL ( pbo-adjusted). $pfe reported pbo-adjusted results only so the context matters especially because with $MTSR the pbo arm seemingly gained weight (a weird pattern Ive only really seen in their trials as I mentioned in my earlier post"  
[X Link](https://x.com/GilaMonstrum/status/2018701401380016638)  2026-02-03T15:01Z [----] followers, [----] engagements


"@ResearchPulse1 They say no plateau but look at their results: QW: 0.4/0.8 mg at week [--] = -10% [---] mg QM at week 28: - 10% QW: [---] mg at week 12: -11.4% [---] mg QM at week 28: -12.3% Also [---] mg QW at [--] weeks (pbo-unadjust): -12.1% It sure looks like a plateau"  
[X Link](https://x.com/GilaMonstrum/status/2018717891802095867)  2026-02-03T16:07Z [----] followers, [---] engagements


"@DewDiligence Yes it is but it is meaningless without safety. Patients discontinue GLP-1s due to price or safety considerations. I don't think this drug will be cheaper than same and safety is unknown yet"  
[X Link](https://x.com/GilaMonstrum/status/2018780902936228307)  2026-02-03T20:17Z [----] followers, [---] engagements


"I never understood why $NVO wanted these molecules. It made me think either they had impressive undisclosed data or they were trying to push $PFE into overpaying. The second approach was very risky since $NVO could have ended up buying the company itself. In my view it would have made far more sense for $NVO to buy $VKTX especially before the $AKRO acquisition. https://twitter.com/i/web/status/2023011732877103398 https://twitter.com/i/web/status/2023011732877103398"  
[X Link](https://x.com/GilaMonstrum/status/2023011732877103398)  2026-02-15T12:29Z [----] followers, [--] engagements


"$VKTX $LLY $RHHBY and HRS: cross-comparing GLP1/GIP RAs is messy because titration speeds differ. VK2735 & CT388 (8 mg) escalated every [--] wks Tirzepatide & HRS9531 stepped up oncemonthly. That alone drives the big gap in GI AEs. Im expecting $VKTX to move in P3 with QM titration in [---] mg increments for target doses of [--] mg and [--] mg. This should slash nausea/vomiting. I am not even mentioning diarrhea because that is already under control. Based on my models the 52W WL + AE projections show VK2735 outpacing tirzepatide on benefitrisk in P3. Will post soon"  
[X Link](https://x.com/anyuser/status/1913641440174878876)  2025-04-19T17:10Z [----] followers, [----] engagements


"I listened to $VKTX BLs presentation at J.P. Morgan and he showed something I dont think hes ever shared before: what looks like the first direct H2H comparison of VK2725 vs. $LLY tirzepatide in obese monkeys covering PK/PD and weight loss. It lines up well with the point I made in my VK vs. TZP comparison based on their PK/PD profiles. The market doesnt seem to appreciate just how important the PK/PD differences really are. How would $LLY tirzepatide compare with $VKTX sc VK2735 if both are titrated the same To answer this question I built a PK/PD model using the methodology briefly"  
[X Link](https://x.com/GilaMonstrum/status/2010951339472195589)  2026-01-13T05:45Z [----] followers, 43K engagements


"@Justin_McD01 I think so too. $pfe was pushed by $nvo to overpay and now they are stuck with a very dubious portfolio"  
[X Link](https://x.com/GilaMonstrum/status/2023003950761603272)  2026-02-15T11:58Z [----] followers, [---] engagements


"I never understood why $NVO wanted these molecules to such an extent. Yes do they have some cool features but the bidding war was simply too much. It made me think either they had impressive undisclosed data or they were trying to push $PFE into overpaying. The second approach was very risky since $NVO could have ended up buying the company itself. In my view it would have made far more sense for $NVO to buy $VKTX especially before the $AKRO acquisition. https://twitter.com/i/web/status/2023011984145260636 https://twitter.com/i/web/status/2023011984145260636"  
[X Link](https://x.com/GilaMonstrum/status/2023011984145260636)  2026-02-15T12:30Z [----] followers, [---] engagements


"@bioinvestor24 Not getting the mtsr amylin hype. Efficacy was decent but AEs spike up. I think what attracted $pfe and $nvo was the miscibility and the long t1/2"  
[X Link](https://x.com/GilaMonstrum/status/2023266364882817401)  2026-02-16T05:21Z [----] followers, [---] engagements


"Still striking that $nvo pursued mtsr given that the core "platform" value comes from the Zihipp acquisition (mtsr didn't invent anything) and it is based on the acylation technique of prolonging t1/2 which nvo basically pioneered. was nvo sleeping at the wheel this entire time How could a pharmabro and a musician find assets that nvo could not https://twitter.com/i/web/status/2023272204176155022 https://twitter.com/i/web/status/2023272204176155022"  
[X Link](https://x.com/GilaMonstrum/status/2023272204176155022)  2026-02-16T05:44Z [----] followers, [---] engagements


"$VKTX A very interesting note: it frames the H2H preclinical study vs $LLY tirzepatide as recent. Ive never seen any public disclosure of VK2735 being tested in cynomolgus monkeys against tzp. Im aware $vktx has shown cynomolgus data for VK (PK data) but I havent seen a direct comparative PK and weight-loss dataset versus TZP. If this really is a new primate study it would be helpful to understand why theyre running it now with VK2735 already in Phase [--] https://twitter.com/i/web/status/2011382544478908782 https://twitter.com/i/web/status/2011382544478908782"  
[X Link](https://x.com/GilaMonstrum/status/2011382544478908782)  2026-01-14T10:19Z [----] followers, [----] engagements


"@Doctor_Salomon I thought about it. If this trial is recent I don't see another reason for conducting it. But I am not sure this is a recent trial"  
[X Link](https://x.com/GilaMonstrum/status/2011385145241358377)  2026-01-14T10:29Z [----] followers, [---] engagements


"@Doctor_Salomon The biggest disappointments were that he didnt announce the oral program moving into P3 and a clear timeline for the amylin IND. They need fresh data or meaningful new developments. Everything else feels secondary. And honestly BL just isnt the strongest communicator"  
[X Link](https://x.com/GilaMonstrum/status/2011413060804829260)  2026-01-14T12:20Z [----] followers, [---] engagements


"@Zoomer7777777 @Doctor_Salomon They have all the data needed to decide if they go for it or not"  
[X Link](https://x.com/GilaMonstrum/status/2011431114062418033)  2026-01-14T13:32Z [----] followers, [--] engagements


"Thanks for sharing. I think there may be some discrepancies between the patent data and the recent presentation. I know they ran PK studies in monkeys but the duration was under [--] weeks from what I can recall and they never reported weight loss. In dio mice there were no differences between tzp and vk candidates. Not even a trend https://twitter.com/i/web/status/2011448696672534735 https://twitter.com/i/web/status/2011448696672534735"  
[X Link](https://x.com/GilaMonstrum/status/2011448696672534735)  2026-01-14T14:41Z [----] followers, [---] engagements


"@Mufaso7 @Doctor_Salomon VK2743 with the highest effect in TG reduction (stat sig also) and they selected vk2735. If they had the WL data vs tzp I wonder why did they decide to share it now The entire situation seems very weird to me"  
[X Link](https://x.com/GilaMonstrum/status/2011458699437731844)  2026-01-14T15:21Z [----] followers, [---] engagements


"They uptitrated every [--] weeks and tzp was uptitrated every [--] weeks. Initial dose and titration speed were driving the AE rates. In the P3 the initial dose is [---] mg and they uptitrate every [--] weeks. Receptor activation does matter but we have not seen a direct comparison between the [--] on activity only affinity (IC50s). Plasma concentration fluctuations also matter and VK has less than tzp. Chances are high it has at least a similar safety profile to tzp (which is the best there is) https://twitter.com/i/web/status/2011677808825667710 https://twitter.com/i/web/status/2011677808825667710"  
[X Link](https://x.com/GilaMonstrum/status/2011677808825667710)  2026-01-15T05:52Z [----] followers, [---] engagements


"Just to be clear youre talking about treatment-emergent AEs that led to discontinuation right Faster titration tends to be associated with more severe AEs so Id expect discontinuations to come down in P3. And in SURMOUNT-1 $LLY used an autoinjector while $VKTX used a syringe. Pure speculation but that could also have contributed to the higher d/c rate. I do understand the rationale for using the P2 d/c rate as a benchmark. https://twitter.com/i/web/status/2011755265851285710 https://twitter.com/i/web/status/2011755265851285710"  
[X Link](https://x.com/GilaMonstrum/status/2011755265851285710)  2026-01-15T11:00Z [----] followers, [---] engagements


"This is what they wrote in the 10k (Dec 2024): "We expect to initiate these clinical trials at sites in the United States and/or Canada and expect to report preliminary results for MET-224o in late [----]. Based on the results of the clinical trials of MET-224o and MET-097o we plan to select a molecule for further clinical development. We believe each of MET-224o and MET-097o will qualify as a biologic and we intend to pursue its regulatory approval in the United States pursuant to a BLA." MET-002 (their prototype) was actually tested vs oral sema in P [--]. The trial shows up on the Canadian"  
[X Link](https://x.com/GilaMonstrum/status/2014238990614856013)  2026-01-22T07:29Z [----] followers, [---] engagements


"To give them the benefit of the doubt its possible they either changed the molecule names used generic descriptors without naming the compounds on clintrials or chose not to register the trials at all. P1 studies are not required to be registered so all of these are plausible explanations. What I find more interesting why they didn't provide any results from the MET-002 trial that we know for sure they did conduct"  
[X Link](https://x.com/GilaMonstrum/status/2014350924110610499)  2026-01-22T14:54Z [----] followers, [---] engagements


"@crypto_biotech Is it a glitch"  
[X Link](https://x.com/GilaMonstrum/status/1828416159248523324)  2024-08-27T12:55Z [----] followers, [---] engagements


"@bioinvestor24 Clinically it seems to be similar to $LLY tirzepatide but the studies are too short (4 weeks). I wasn't impressed by their P2 data vs semaglutide [--] mg in diabetics. Maybe it is wishful thinking but I am starting to see a pattern here:"  
[X Link](https://x.com/GilaMonstrum/status/1929625513695297607)  2025-06-02T19:45Z [----] followers, [----] engagements


"@bioinvestor24 @BarteltTim $bms should def be interested. I think $mrk also despide their recent claims"  
[X Link](https://x.com/GilaMonstrum/status/2009192332705599957)  2026-01-08T09:15Z [----] followers, [---] engagements


"The QM looks plausible based on the PK. But claiming an oral with a 5-fold higher F than Rybelsus raises the bar for evidence. It is a pretty extraordinary result. And while they apparently have human data they havent shown it yet even as they continue to imply theyve achieved that kind of oral performance"  
[X Link](https://x.com/GilaMonstrum/status/2014394593908084863)  2026-01-22T17:47Z [----] followers, [---] engagements


"Why $VKTX VK [----] could be the best-in-class Anti-Obesity Medication. A cross-trial comparison of phase [--] results $LLY $NVO $RHHBY $AMGN"  
[X Link](https://x.com/anyuser/status/1807389042851344555)  2024-06-30T12:21Z [----] followers, 15.8K engagements


"Why $VKTX VK2735 could be the best-in-class. Weight loss with anti-obesity medications according to Baseline BMI (an important predictor of weight loss response): the lower the BMI the more impressive the weight loss. Lower left quadrant is the place to be. $LLY $NVO $ZEAL"  
[X Link](https://x.com/anyuser/status/1809106765994234277)  2024-07-05T06:07Z [----] followers, [----] engagements


"So $PFE considers OD Danuglipron competitive. After the first p2 BID trial with huge dropout rates and disappointing efficacy another P2 trial followed showing discontinuation rates 50%. Doesn't stand a chance against $VKTX oral VK2735 (possibly OW) and $NVO oral amycretin"  
[X Link](https://x.com/anyuser/status/1811772118071230840)  2024-07-12T14:38Z [----] followers, [----] engagements


"$RHHBY published more detailed data from their phase 1b trial with CT [---]. $VKTX still has the edge on weight loss at week [--] in obese non-diabetics. It is between CT [---] $LLY retatrutide and VK [----]. Looking forward to seeing the safety profile"  
[X Link](https://x.com/anyuser/status/1812965905099595920)  2024-07-15T21:42Z [----] followers, 22K engagements


"I believe $VKTX VK2735 has a significant edge over $RHHBY CT388 in both efficacy and safety. The P1b W4 results for CT [---] 22mg are similar to CT388 5/5/5/7.5 mg in P1MAD. This is indicative for similar titrations so I suspect the safety in P1b at w4 is similar to P1MAD"  
[X Link](https://x.com/anyuser/status/1814653795025993856)  2024-07-20T13:29Z [----] followers, [----] engagements


"$VKTX bumpy ride to the top. Fundamentally nothing changed it's all about he said she said. One thing is for sure: a potential buyer would not pump the price on the contrary. The value is there patience is key"  
[X Link](https://x.com/anyuser/status/1818351370095018400)  2024-07-30T18:22Z [----] followers, [----] engagements


"$LLY CEO said"we are not even trying that hard to promote this drug (tirze); what you are seeing is consumer organic demand"Based on my experience in pharma I've seen the same.For $VKTX all that's needed is approvalproduction&distribution. The drug will sell itself. Patience"  
[X Link](https://x.com/anyuser/status/1821533617023041908)  2024-08-08T13:07Z [----] followers, 17.6K engagements


"Could be many reasons for the $vktx spike today including safety data leaks from $rhhby or $nvo. Afterall EASD is around the corner. Also a BO is long-overdue. It is nice to speculate but we'll have to wait and see. Fundamentally $vktx is solid. I am glad I bought the dips"  
[X Link](https://x.com/anyuser/status/1825641017032454357)  2024-08-19T21:08Z [----] followers, [----] engagements


"$vktx Did BL say he expects the full results at w4 with oral VK2735 to be between 4% and 8% If the [---] mg dose reaches 8% WL at W4 it will be the best result seen so far. Even better than sq"  
[X Link](https://x.com/anyuser/status/1831401674071855468)  2024-09-04T18:39Z [----] followers, [----] engagements


"Just as I suspected the CT388 P1b safety data published today by $RHHBY further supports the BIC hypothesis for $VKTX VK2735. For 22% extra weight loss vs the 8mg arm the CT388 22mg arm induced an absolute increase of 416% in nausea and 50% in vomiting. Still behind VK2735"  
[X Link](https://x.com/anyuser/status/1833198401183486009)  2024-09-09T17:38Z [----] followers, 34.2K engagements


"So here we go Not really a fair comparison for $NVO amycretin since the safety profile comes from [--] weeks exposure but just to get a grasp on how it stands relative to $VKTX oral VK2735 at w4: 25% vs 75% nausea and 0% vs 56% vom. $NVO amycretin safety data is out. Good 'ol nausea and vom to the roof. $VKTX $RHHBY $LLY. Tomorrow we'll see CT [---]. https://t.co/UBwauwTxPz $NVO amycretin safety data is out. Good 'ol nausea and vom to the roof. $VKTX $RHHBY $LLY. Tomorrow we'll see CT [---]. https://t.co/UBwauwTxPz"  
[X Link](https://x.com/anyuser/status/1833846075557372179)  2024-09-11T12:32Z [----] followers, 11.8K engagements


"Day3 at $EASD. Some slides with GI safety of oral AOMs. $GPCR is the king of nauseaT601: king of vom while $RHHBY CT996 takes the lead in diarrhea and constipation. Special mentions: $NVO Amycretin headache safety signal (43%) and CT996 HR increase. $VKTX [--] [--] 100mg in Nov"  
[X Link](https://x.com/anyuser/status/1833943759978938817)  2024-09-11T19:00Z [----] followers, 22.5K engagements


"For oral $VKTX VK2735 bioavailability(F) is crucial. In an overly optimistic case if we assume F=1.2% and estimate the variation of weekly oral VK2735 exposure with each titration algo vs the known exposure profiles from P1 and P2 for QW the 100mg might surpass -6% pbo adjust"  
[X Link](https://x.com/anyuser/status/1844822993924747495)  2024-10-11T19:30Z [----] followers, 26.8K engagements


"I believe that the results for $VKTX VK2735 [--] [--] and [---] mg doses will likely fall within the green range (-4% to -7%). The [---] mg dose may even outperform CT996 in weight loss with potentially fewer adverse reactions. Looking forward to the data readout at ObesityWeek in Nov"  
[X Link](https://x.com/anyuser/status/1851702039530623455)  2024-10-30T19:05Z [----] followers, 16.5K engagements


"Amazing results by $VKTX and within my anticipated range (green box). The outcome for the 100mg dose sets a new benchmark for investigational AOMs showcasing exactly why VK2735 stands out as best in class. 🥂$LLY $NVO $AMGN I believe that the results for $VKTX VK2735 [--] [--] and [---] mg doses will likely fall within the green range (-4% to -7%). The [---] mg dose may even outperform CT996 in weight loss with potentially fewer adverse reactions. Looking forward to the data readout at ObesityWeek in Nov https://t.co/Zlw4gRXwGJ I believe that the results for $VKTX VK2735 [--] [--] and [---] mg doses will"  
[X Link](https://x.com/anyuser/status/1853267113760206858)  2024-11-04T02:44Z [----] followers, [----] engagements


"$NVO CagriSema looks set for strong results in the REDEFINE1 P3 trial. Sema has shown consistent outcomes across P1-3 and Cagri boosts mean weight loss by an additional 78% (mean) over Sema alone. If this effect holds CagriSema could drive a 23% WL at W68 on par with $LLY Reta"  
[X Link](https://x.com/anyuser/status/1855613959346221220)  2024-11-10T14:10Z [----] followers, 12.6K engagements


"I've been buying $VKTX all the way down and I will continue to do so. Almost doubled my position"  
[X Link](https://x.com/anyuser/status/1857519405443293570)  2024-11-15T20:21Z [----] followers, [----] engagements


"Today $AMGN announced the P2 trial results for MariTide which only include the safety profile for the [---] mg dose escalation cohorts (cherry-picking at it's finest again). I suspect they chose not to present the full safety profile given that the weight loss results for the [---] mg and [---] mg QM cohorts in obese non-diabetics (without dose escalations) at week [--] in P2 are consistent with the P1 results (see slide 1). So it is likely that the [---] mg and [---] mg QM (without dose escalations) exhibit the same disappointing GI safety profile as observed in Phase [--] (see slide 2). The results today"  
[X Link](https://x.com/anyuser/status/1861455113598255283)  2024-11-26T17:00Z [----] followers, 22.5K engagements


"Compiling additional data reveals that $AMGN's Phase [--] results with MariTide position are between semaglutide [---] mg in STEP [--] and Tirzepatide [--] mg in SURMOUNT [--]. The approx. 20% reduction in weight announced by $AMGN is not adjusted to placebo. Tirzepatide could potentially be the better drug depending on the safety data for MariTide. A cross-comparison with $VKTX's VK2735 Phase [--] and $LLY's Retatrutide Phase [--] clearly reveals an efficacy gap between these two and the others. As big pharma announces more results the superiority of VK2735 becomes increasingly evident"  
[X Link](https://x.com/anyuser/status/1861687364764213448)  2024-11-27T08:23Z [----] followers, 18.1K engagements


"Another perspective on $LLY TZP vs $VKTX VK [----] QW (yes this again): A drug's property to be titrated more aggressively to achieve greater weight loss is a significant advantage provided the increase in adverse reactions remains balanced relative to the weight loss achieved. One way to evaluate this balance is by calculating the ratio of GI AEs to the percentage of weight loss. In the P2 VENTURE trial $VKTX employed a more aggressive titration compared to the titration algo $LLY used in the P3 SURMOUNT-1 trial for TZP resulting in remarkable weight loss at Week [--] (see slide 1). The safety"  
[X Link](https://x.com/anyuser/status/1863320925820670289)  2024-12-01T20:35Z [----] followers, [----] engagements


"Just kidding I actually bought more"  
[X Link](https://x.com/GilaMonstrum/status/1867620785860616247)  2024-12-13T17:21Z [----] followers, [----] engagements


"The $MRK acquisition is a bigger hit to $GPCR than $VKTX"  
[X Link](https://x.com/anyuser/status/1869360607700349368)  2024-12-18T12:34Z [----] followers, [----] engagements


"Todays drop in $NVO may stem from poor PR. I cant understand why they set the weight-loss expectation for cagrisema at 25% and only reported the data for the combined cagrisema cohorts. This makes no sense. That said I dont see the cagrisema TL results as bad at all (def not bad enough to warrant a 20% drop) though its odd that they didnt provide any safety data yet again. In the press-release they mention: "The REDEFINE [--] trial was based on a flexible protocol allowing patients to modify their dosing throughout the trial. After [--] weeks 57.3% of patients treated with CagriSema were on the"  
[X Link](https://x.com/anyuser/status/1870183047259402737)  2024-12-20T19:02Z [----] followers, [----] engagements


"Weight maintenance with oral $VKTX VK2735 [---] mg one month since last dose. Monthly oral administration should be further explored. This can be huge"  
[X Link](https://x.com/anyuser/status/1870553261758902351)  2024-12-21T19:33Z [----] followers, 14.8K engagements


"Absolutely. Just by looking at the P2 data for $VKTX VK [----] in cross-comparison to $LLY P3 data for TZP it becomes quite clear that you get same WL with arguably better safety and 50% less API"  
[X Link](https://x.com/anyuser/status/1871177802256380320)  2024-12-23T12:55Z [----] followers, [----] engagements


"@A_May_MD The information you presented as being new was known when $VKTX had the type C meeting. Nothing has changed in that regard. Your entire thesis relies on an aspect of the guideline which is the same since 2007"  
[X Link](https://x.com/GilaMonstrum/status/1877060933853278452)  2025-01-08T18:32Z [----] followers, [----] engagements


"Outstanding article by @Mufaso on peptide manufacturing. $VKTX VK2735 uses significantly less API than TZP to induce the same WL and with the potential for QM dosing during the maintenance phase it stands out not only clinically but also in terms of scalability. https://t.co/8pRb2npK2S https://t.co/8pRb2npK2S"  
[X Link](https://x.com/anyuser/status/1878444171125547071)  2025-01-12T14:09Z [----] followers, 21.2K engagements


"Ive said it before and Ill say it again: right now theres no better option in the obesity space than $vktx. Im not bothered by short-term price swings because I focus on the data. Despite the limitations questionable rumors and shady trading tactics there simply isnt a better investment out there. The market isnt reflecting Vikings fair value and some people talk about new mechanisms of action as though theyre easy to come by. The truth is new MoAs carry enormous risk and nothing else has been de-risked to the extent $vktx has. GLP-1/GIP RA are the new generation of AOMs. Lets review the"  
[X Link](https://x.com/anyuser/status/1893958211733967298)  2025-02-24T09:36Z [----] followers, 37.9K engagements


"Placebo-adjusted weight loss vs. GI adverse events for obesity treatments: a 12-Week regression analysis. $LLY $NVO $RHHBY $VKTX $ALT $AMGN $PFE In each graph the xaxis represents the percentage of patients reporting a particular GI side effect (nausea diarrhea and vomiting) and the yaxis shows mean placeboadjusted weight loss at [--] weeks. The vertical colored bands (green yellow pink) split the chart into lower moderate and higher rates of the GI AE. Although the trend lines generally slope downward the modest R values show that the side effects only partially explain the differences in"  
[X Link](https://x.com/anyuser/status/1903758040538484863)  2025-03-23T10:37Z [----] followers, 21.3K engagements


"$PFE dropping danu. Anyone surprised $LLY $VKTX $NVI https://lifesciencereport.com/news/nyse/pfe/pfizer-provides-update-on-oral-glp-1-receptor-agonist-danuglipron So $PFE considers OD Danuglipron competitive. After the first p2 BID trial with huge dropout rates and disappointing efficacy another P2 trial followed showing discontinuation rates 50%. Doesn't stand a chance against $VKTX oral VK2735 (possibly OW) and $NVO oral amycretin. https://t.co/Ram3W60DhF https://lifesciencereport.com/news/nyse/pfe/pfizer-provides-update-on-oral-glp-1-receptor-agonist-danuglipron So $PFE considers OD"  
[X Link](https://x.com/anyuser/status/1911734165654974736)  2025-04-14T10:51Z [----] followers, [----] engagements


"$MRK aquires an oral synthetic GLP-1 in preclinical phase $PFE drops danuglipron due to hepatic toxicity $MRK bids for an Austrian oral peptide delivery tech company claiming they can achieve average double digit bioavailabilties 10% F for VK [----] [---] mg could mean equivalence to QW VK [----] [--] mg. $VKTX $MRK sending conflicting messages as usual. They dont like oral peptides for obesity but they have an oral PCSK9 inh peptide Now cutting a deal with oral peptide delivery company change of heart Would $PFE danuglipron liver toxicity remind them of small mole risk $MRK sending conflicting"  
[X Link](https://x.com/anyuser/status/1912369810446368814)  2025-04-16T04:57Z [----] followers, [----] engagements


"$VKTX $LLY $RHHBY Across GLP-1/GIP RA trials (including GLP-1/GIP/GCGN RA $LLY Retatrutide) the placebo adjusted % weight loss at week [--] rises with the share of participants who report nausea or vomiting (R [---] Log curves) while diarrhea has a weak correlation with weight loss (R [----] for the best fitted curve). Nausea vomiting and diarrhea rates are reported for the entire duration of the trials (except for tirzepatide where I could pool the weekly data reported in the surmount [--] trial). I assumed that [--] % of GI events occur in the first [--] weeks and used a correction factor of [---] to"  
[X Link](https://x.com/anyuser/status/1927468642062446950)  2025-05-27T20:55Z [----] followers, 15.4K engagements


"Why is Tmax important $VKTX $LLY $RHHBY Across [--] GLP-1/GIP RAs Tmax emerged as the single strongest differentiator of tolerability accounting for most of the variability in chronic diarrhea and a substantial share of variance in vomiting and nausea. The weight loss effect showed a relatively tight log relation to nausea and vomiting (R squared close to 0.8) but the same WL signal explained only [---] of the variance in diarrhea (slide 1). When diarrhea was tested against Tmax the picture reversed: more than half of the variance (R squared= 0.57) collapsed onto a simple inverse line (slide 2)."  
[X Link](https://x.com/anyuser/status/1930028299251511645)  2025-06-03T22:26Z [----] followers, 45.8K engagements


"Reducing GI side effects means [--] things: lowering the number of patients who experience them decreasing their severity or shortening their duration. Starting at a high dose with rapid titration tends to worsen all three. Slow titration can lessen the severity and duration of symptoms while also distributing adverse events more evenly over time rather than concentrating them early in the trial. This pattern becomes evident when looking at the % of pts who reported GI AEs on a weekly basis in Surmount [--] and Venture. Viking looks bad here but the overall Nausea reported in the Lilly trial was"  
[X Link](https://x.com/GilaMonstrum/status/1930135260378919134)  2025-06-04T05:31Z [----] followers, [----] engagements


"Take-away from Brians update on $VKTX VK-2735 Viking will run a dose-finding PK/PD study that starts with the QW injections then switches participants to QM dosing for three months. Slide [--] (left panel) backs the idea up: VK-2735s long half-life (170250 h) sits second only to Maritide in the QM territory. Right panel shows weight-loss durability out to week [--] suggesting room for a longer dosing intervals. I expect the same step-up ladder used in the VENTURE trial (up titrate once every [--] weeks) without the initial [--] mg dose. The switch to QM will focus on nailing the exposure/response curve"  
[X Link](https://x.com/anyuser/status/1930674217584066569)  2025-06-05T17:12Z [----] followers, 26.3K engagements


"MY Speculative WL prediction for VENTURE Oral trial $VKTX The [--] mg QD oral VK2735 delivers systemic exposure equivalent to [---] mg QW sub q VK2735 while [--] mg QD corresponds to [---] mg QW and [---] mg QD aligns with [--] mg QW. However the oral regimens escalate more quickly with dose increases every [--] weeks rather than every [--] weeks (as was the case in VENTURE sub q). Hence I believe the WL results at week [--] will be -9.5% of [--] mg [---] 10.5% for [--] mg - 11- 11.6% for [--] mg and -12- 12.7% for [---] mg (slide 1). My approach: I used PK/PD data reported by $VKTX during Obesity Week [----] to estimate"  
[X Link](https://x.com/anyuser/status/1931728005686055306)  2025-06-08T15:00Z [----] followers, 90.2K engagements


"I intentionally avoided making any price predictions because the market's reaction is uncertain. That said I believe the [--] mg dose will be effective in the maintenance phase. If that's the case it should meaningfully lower cogs and weaken at least one bearish argument"  
[X Link](https://x.com/GilaMonstrum/status/1931772468781559874)  2025-06-08T17:57Z [----] followers, [----] engagements


"So.should we start selling plasma now or wait a bit longer $vktx"  
[X Link](https://x.com/anyuser/status/1937243977771573733)  2025-06-23T20:18Z [----] followers, [----] engagements


"The ITT results for $LLY orforglipron: Percent weight reduction: -7.5% (-7.8 kg; [----] lbs; [--] mg) -8.4% (-8.6 kg; [----] lbs; [--] mg) -11.2% (-11.3 kg; [----] lbs; [--] mg) -2.1% (-2.4 kg; [---] lbs; placebo) So it induced a 91% pbo adjusted weight reduction at week [--]. These are very poor results. Let's see the WL curves and incidence of AEs over time. In the diabetes P3 trial orfo had persistent AEs unlike what we see with peptides. More bad news might follow. $nvo $vktx https://investor.lilly.com/news-releases/news-release-details/lillys-oral-glp-1-orforglipron-delivers-weight-loss-average-273"  
[X Link](https://x.com/GilaMonstrum/status/1953425883319963794)  2025-08-07T11:59Z [----] followers, [----] engagements


"@cloud_walker200 Yes I did adjust all the data to pbo. The AEs are indeed high in the pbo arm but that points to a trial limitation not to the drug"  
[X Link](https://x.com/anyuser/status/1957891507135877130)  2025-08-19T19:44Z [----] followers, [----] engagements


"@Ra__dzik I think the market had unrealistic expectations"  
[X Link](https://x.com/GilaMonstrum/status/1957892711073345910)  2025-08-19T19:49Z [----] followers, [----] engagements


"@alexggtrader @bioinvestor24 I agree and I think the proper comparison is orforglipron P2 vs VK2735 not an optimized Phase [--] trial. In P2 orforglipron showed a much worse safety profile (placebo-adjusted see below)"  
[X Link](https://x.com/GilaMonstrum/status/1959305091023859729)  2025-08-23T17:21Z [----] followers, [----] engagements


"Has anyone seen the $MTSR discontinuation rates for any of their drugs $VKTX"  
[X Link](https://x.com/anyuser/status/1971189510928322622)  2025-09-25T12:26Z [----] followers, [----] engagements


"How would $LLY tirzepatide compare with $VKTX sc VK2735 if both are titrated the same To answer this question I built a PK/PD model using the methodology briefly described below: [--]. Simulate single dose PK for each drug from published parameters (T1/2 and Tmax are reported in the literature/ corporate decks. F=80% for TZP I assumed the same for VK 2735). [--]. Convert plasma profiles to cumulative exposure (AUC) using the trapezoidal rule. [--]. Plot AUC to weight loss data from SURMOUNT-1 and VENTURE. [--]. Fit an individual Hill model for VK and TZP with an assumed Emax of 30% for both drugs."  
[X Link](https://x.com/anyuser/status/1979950271007699262)  2025-10-19T16:38Z [----] followers, 53K engagements


"$vktx Oh I remember"  
[X Link](https://x.com/anyuser/status/1985202073391014257)  2025-11-03T04:27Z [----] followers, [----] engagements


"$MTSR CEO called MET-097i [---] mg (untitrated) as having "TZP-like efficacy at [--] weeks". That can look true if you placebo-adjust and ignore that $MTSR placebo arm in the p2a trial gained weight while the SURMOUNT [--] pbo lost weight. The bigger issue shows up at [--] weeks (Vesper-1): MET-097i placebo-adjusted WL is -14.1% only -3% extra over the next [--] weeks. By contrast in SURMOUNT-1 from week [--] to [--] TZP delivered -3.7% (5 mg) -5.9% (10 mg) and -6.8% (15 mg). All larger deltas. You might be asking: what was the pbo weight change in Vesper-1 Well.we dont know because mtsr didnt disclose it."  
[X Link](https://x.com/anyuser/status/1985814089294123354)  2025-11-04T20:59Z [----] followers, [----] engagements


"$MTSR $NVO $PFE Vesper-1 data finally out. The pbo-adjusted results look competitive but something is odd again with the pbo arm. Patients in the pbo arm gained 2% weight from baseline (which I expected since this keeps happening in $MTSR trials) but the strangest thing is they not only gained weight they also had a lot of AEs. Its the most nausea and vomiting Ive seen across any pbo arm. I have to ask: whats going on with the pbo arms in Metseras trials Why did the pbo patients in this trial vomit so much while gaining weight So yeah this was a very hard sell to the Pfizer and Novo reps in"  
[X Link](https://x.com/anyuser/status/1986509854198919232)  2025-11-06T19:03Z [----] followers, 28.4K engagements


"$MTSR $PFE Why does the placebo arm matter Because it can inflate deltas and make PR headlines look stronger. As Ive shown $MTSR placebo groups uniquely gain weight (slide 1) and show higher AE rates versus other obesity trials so their placebo-adjusted outcomes appear better across studies (see slide [--] for the P2a trial and slide [--] for Vesper P2b). Contrast that with $VKTX VENTURE trial (slide 4). By adjusting to pbo they not only boost the apparent weight-loss effect but also the safety profile. $MTSR is the only one doing this. One outlier placebo group is noise but all of them being"  
[X Link](https://x.com/anyuser/status/1987140098073182260)  2025-11-08T12:48Z [----] followers, 33.7K engagements


"Now that the outsized impact of placebo-adjustment for $MTSR is clear lets judge how competitive their GLP-1 really is. They calim TZP-like efficacy so a logical cross-check is $VKTX VK2735. Specifically the untitrated [---] mg dose versus all MET-097i doses. Observe how much the WL vs nausea (slide 1) and vomiting (slide 2) relationships shift (unfavorably for $MTSR) when placebo-adjusted (left) versus unadjusted (right). Without placebo adjustment VK2735 [---] mg (untitrated) delivers at [--] weeks nearly the same weight loss as MET-097i at its highest dose(at [--] weeks) while showing markedly"  
[X Link](https://x.com/anyuser/status/1987150189304385943)  2025-11-08T13:28Z [----] followers, 27.5K engagements


"$TERN nice run today. I didn't anticipate such a good market response. $RHHBY CT996 and $NVO Amycretin safety data tomorrow. $VKTX oral VK2745 40mg amazing safety profile [--] mg and [---] mg will probably deliver the best results we have seen with orals"  
[X Link](https://x.com/anyuser/status/1833601916598948065)  2024-09-10T20:22Z [----] followers, [----] engagements


"Miserable speculation warning If the oral bioavailability of $VKTX VK2735 is around 1% the 100mg might reach at least the same WL as qw VK [----] 10mg @ W4 in P1 (i.e. at least 7.6% pbo unadjusted). This result coupled with VK's tolerability will solidify VK as BIC in orals👇"  
[X Link](https://x.com/GilaMonstrum/status/1835335061534621869)  2024-09-15T15:09Z [----] followers, 22K engagements


"The full exposure profiles for $VKTX bellow. Hard to make accurate predictions to this point. An F=1.2% is a bit much for an oral peptide but not impossible. I expect high variability as seen with Rybelsus. Oral [---] mg might be off the charts. The stock might fly"  
[X Link](https://x.com/GilaMonstrum/status/1844823927287361687)  2024-10-11T19:34Z [----] followers, [----] engagements


"A huge margin of safety for nausea vs the rest of orals. If all $VKTX oral VK2745 cohorts fall less than 67% nausea we have another brick for the best-in-class case. Best long idea I can think of $NVO $TERN $GPCR $RHHBY"  
[X Link](https://x.com/anyuser/status/1844835156063891770)  2024-10-11T20:19Z [----] followers, [----] engagements


"On $VKTX VK2735 and $LLY Tirzepatide Given the recent intense discussions regarding the similarities between VK2735 and tirzepatide (TZP) I think its worth sharing some perspectives: First I must reiterate that this is one of the most challenging comparisons to make due to significant differences in trial designs. $LLY evaluated TZP in Phase [--] studies involving healthy non-obese subjects while $VKTX studied VK2735 in obese individuals. Furthermore the only Phase [--] data for TZP comes from diabetic patients whereas VK2735s Phase [--] data is from obese non-diabetic individuals. Additionally the"  
[X Link](https://x.com/anyuser/status/1862859362986860901)  2024-11-30T14:00Z [----] followers, 23.2K engagements


"Ive sold all my $VKTX shares. I just couldnt hold on any longer"  
[X Link](https://x.com/anyuser/status/1867620717002408060)  2024-12-13T17:20Z [----] followers, 11.2K engagements


"Lets review the aggregated data for GLP-1/GIP RAs in obese non-diabetic populations comparing HRS9521/KAI-9531 from Kailera (evaluated only in Chinese patients) $VKTX VK2735 QW $ROG CT388 and $LLY TZP. While this isnt a rigorous scientific comparisondue to differences in trial phases titrations trial durations and populationsthe side-by-side view (slide 1) strongly suggests $VKTX delivers the most compelling results. In my opinion VK2735 [--] mg offers the best balance of efficacy and safety (see slides [--] [--] and [--] VK2735 marked with the red arrow). Its important to note these studies vary in"  
[X Link](https://x.com/anyuser/status/1876722190126854609)  2025-01-07T20:06Z [----] followers, 30.7K engagements


"$VKTX I believe it is reasonable to expect the results of the Phase [--] trial for oral VK [----] to be presented by the end of Q2 [----]. This estimate is based on the previous clinical development timelines for QW VK2745. Briefly it took [--] months from P1 initiation on Jan [--] [----] (announced here: to P1 results presented on 28th of March [----] (posted here: It took another [--] months to initiate P2 on September [--] [----] (announced here: and the results of P2 were presented [--] months later on February [--] [----] The initiation of P1 for oral VK2735 was on March [--] [----] and it took [--] months until first"  
[X Link](https://x.com/anyuser/status/1877795852649169138)  2025-01-10T19:13Z [----] followers, 13.5K engagements


"$VKTX Aside from the manufacturing deal announced today I came across some particularly insightful remarks from BL during the Leerink webcast. He noted that subcutaneous VK2735 maintains a plasma concentration within the therapeutic range for an entire month post-administration reinforcing the QM maintenance dosing hypothesis. BL reiterated earlier statements from the Q4 earnings call: "In the second half we would plan to do that study. So the idea would be to titrate up on the weekly cadence and then transition people to a monthly regimen once you reach some higher dose. In that same study"  
[X Link](https://x.com/GilaMonstrum/status/1899535296749875368)  2025-03-11T18:58Z [----] followers, 21.2K engagements


"$vktx "a monthly regimen should be feasable" BL ref VK2735. Yes it is feasible and there is a strong likelihood that the oral formulation is feasible for QW dosing. They should at least explore QM in P3"  
[X Link](https://x.com/anyuser/status/1930654750992687345)  2025-06-05T15:55Z [----] followers, [----] engagements


"$VKTX Building on my previous analysis estimating the mean bioavailability of oral VK2735 (posted here I performed a Monte Carlo simulation with [------] iterations to predict the expected weight loss at Week [--] along with the GI safety profile (nausea and vomit for now). The simulation integrated uncertainties in both the PK/PD models as follows: Oral bioavailability was sampled from a normal distribution (mean [---] % SD [---] %). Cumulative exposure (AUC over [--] weeks) was estimated from the weekly sub q equivalent dose using a linear regression model derived from Phase [--] VENTURE data (slide 1)."  
[X Link](https://x.com/anyuser/status/1947058879340167537)  2025-07-20T22:19Z [----] followers, 67.4K engagements


"We will find out "what then" soon enough $VKTX $LLY $NVO $GS starts $VKTX at Neutral PT [--] - is like - waving at train already left the station [--] minutes ago. lack of imagination of what actually can go right at this price - . vs repeating the same concerns everyone already been saying for wks and months - . I ask the the big $GS starts $VKTX at Neutral PT [--] - is like - waving at train already left the station [--] minutes ago. lack of imagination of what actually can go right at this price - . vs repeating the same concerns everyone already been saying for wks and months - . I ask the the big"  
[X Link](https://x.com/anyuser/status/1954487032748658708)  2025-08-10T10:16Z [----] followers, [----] engagements


"$VKTX Comparing my estimates with the actual results (grey bars) the weight-loss outcomes were largely within the 65% band (+/-1 SD) which is encouraging. On safety I think the projections were reasonable given that: [--]. The technique I used was far from perfect assuming a linear regression model [--]. The trial showed higher than expected AE rates overall (as seen in the placebo arm) My read on the sharp sell-off is that the market had overinflated expectations (likely driven by flawed analyses) rather than anything fundamental in the data. As sentiment resets I expect Viking to be priced more"  
[X Link](https://x.com/anyuser/status/1957848693073150351)  2025-08-19T16:54Z [----] followers, 10.8K engagements


"$VKTX Having P2 data for both the oral and SC formulations makes it possible to identify true equivalences between treatment arms based on actual trial outcomes. When plotting WL against each GI adverse event several important insights emerge ones that (at least to my knowledge the market has completely overlooked) as I havent seen anyone comment on them yet: [--]. After adjusting for placebo it becomes clear that the real equivalences are between: oral [--] mg and SC [---] mg oral [--] mg and SC [--] mg oral [---] mg and SC [--] mg The similarity in both efficacy and safety across these matched arms is"  
[X Link](https://x.com/anyuser/status/1959178744079229373)  2025-08-23T08:59Z [----] followers, 42.3K engagements


"$vktx $lly Cross-trial comparisons with orforglipron show how competitive VK2735 results are at the [--] mg (maintenance dose) and [--] mg levels. VK2735 reached in [--] weeks what orfo required [--] weeks to achieve in P2 (with a faster titration) and even [--] weeks in P3 (with optimized titration so it will not get any better than this) all while demonstrating a more favorable safety profile across adverse events. Moreover oral VK may deliver an even stronger efficacy and safety profile once optimized titration schedules are applied (more on titration in a future post). By contrast orfo P3 results"  
[X Link](https://x.com/anyuser/status/1960030346705355076)  2025-08-25T17:23Z [----] followers, 35.8K engagements


"Continuing the cross-trial analysis of oral AOMs comparing $VKTX VK2735 with $GPCR aleniglipron (GSBR-1290) and $NVO amycretin its striking how clearly VK2735s potential stands out. Oral VK2735 delivering 1011% WL at 13w (90120 mg) with nausea/vomit (1325%) low diarrhea (212%) and constipation (5- 20%) Amycretin gets similar WL (11%- 119% at 12w) but with much higher AEs (nausea 6786% vomit 5663% diarrhea 1925% constipation 17%- 36%). Aleniglipron shows only 62% WL at 12w while still carrying very high GI AEs (nausea 78% vomit 585% diarrhea not reported constipation 284%) Before calling the"  
[X Link](https://x.com/anyuser/status/1961499802660749751)  2025-08-29T18:42Z [----] followers, 12.1K engagements


"@bioinvestor24 I just cant get over the fact that $PFE said they reviewed this data and felt "comfortable". It practically screams shady how can they feel confortable to go against $LLY ans $NVO with this"  
[X Link](https://x.com/anyuser/status/1973027948103102943)  2025-09-30T14:11Z [----] followers, [----] engagements


"$MTSR in the p2a [--] week trial MET-097i [---] mg with no titration induced a pbo-adjusted WL of -11.4% with 50% nausea 55% vom and 0% diarrhea (also pbo-adjusted). In the VESPER-1 p2b [--] week trial MET-097i [---] mg with no titration induced a pbo-adjusted WL of -14.1% with 23% nausea 15% vom and 13% diarrhea (pbo-adjusted). Can someone explain how the same dosing regimen led to fewer AEs in a trial that was [--] weeks longer Has anyone ever seen anything like this"  
[X Link](https://x.com/anyuser/status/1985800860581159083)  2025-11-04T20:06Z [----] followers, [----] engagements


"Is there a chance for $VKTX VK2735 to be as effective with monthly dosing Far from being enough information the T1/2 suggests it could be as it falls between $AMGN MariTide's and Hanmi's Efpeglenatide's (both developed in monthly dosing). Waiting for PK/PD data release"  
[X Link](https://x.com/anyuser/status/1809607037732680063)  2024-07-06T15:15Z [----] followers, [----] engagements


"Weight loss with anti-obesity medications and % of nausea and vomiting. A cross-trial comparison of Phase [--] trials $VKTX $NVO $LLY $ZEAL"  
[X Link](https://x.com/anyuser/status/1810417381363023958)  2024-07-08T20:55Z [----] followers, 14.9K engagements


"If oral VK2735 (100 mg) achieves similar exposures to sq VK2745 $VKTX will bring the best-in-class oral anti-obesity agent as well. Based on the safety data we have so far it is possible. Amazing company"  
[X Link](https://x.com/GilaMonstrum/status/1816349085328118128)  2024-07-25T05:45Z [----] followers, [----] engagements


"$NVO amycretin safety data is out. Good 'ol nausea and vom to the roof. $VKTX $RHHBY $LLY. Tomorrow we'll see CT 996"  
[X Link](https://x.com/anyuser/status/1833835776397681056)  2024-09-11T11:51Z [----] followers, 15.4K engagements


"$VKTX $RHHBY $LLY $NVO Hengrui has released preliminary PK and safety data for its oral formulation of HRS-9531 (GLP-1/GIP RA) in healthy Chinese subjects. According to their patent I think they use either SNAC or a SNAC analog as the intestinal permeation enhancer. The placebo-adjusted WL for HRS [--] mg and [--] mg/25 mg (each dose for [--] weeks) was -2.8% and -3.5% respectively. I found a few red flags in their presentation at ADA: - Following review of safety findings in cohort [--] the independent safety-monitoring committee declined to initiate the planned Cohort 1b (6 mg/ [--] mg) suggesting"  
[X Link](https://x.com/anyuser/status/1937022701274624479)  2025-06-23T05:39Z [----] followers, [----] engagements


"$VKTX After listening to the $MTSR presentations at Wells Fargo and Cantor I came away with several questions regarding their claims: [--]. They highlight GLP-1R activation as the key differentiator among incretins while downplaying the role of GIP activation essentially saying it doesnt matter. Yet at the same time they are developing a standalone GIP RA. If GIP truly doesnt matter why pursue one That feels somewhat contradictory. [--]. They describe MET097i as having $LLY tirzepatide-like efficacy at week [--] with a better safety profile. On the surface that sounds accurate but looking more"  
[X Link](https://x.com/anyuser/status/1964623606446465506)  2025-09-07T09:35Z [----] followers, 17.3K engagements

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