#  @bioinvestor24 Bioinvestor24
Eli Lilly ($lly) is experiencing massive revenue growth, particularly with its tirzepatide, which is now one of the best-selling drugs in history. The company is operating in the obesity market with its glp1 gip dual agonist, and its international growth is significant, with examples such as a 40% month-over-month growth in India. Other companies, including Novo Nordisk ($nvo), Pfizer ($pfe), and Viking Therapeutics ($vktx), are also active in the obesity market, with various deals, trials, and data releases.
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### Social Influence
**Social category influence**
[stocks](/list/stocks) #6474 [currencies](/list/currencies) 16.83% [finance](/list/finance) 10.4% [countries](/list/countries) 5.45% [financial services](/list/financial-services) 1.98% [cryptocurrencies](/list/cryptocurrencies) 1.49% [automotive brands](/list/automotive-brands) 0.5% [travel destinations](/list/travel-destinations) 0.5%
**Social topic influence**
[$nvo](/topic/$nvo) #14, [$lly](/topic/$lly) #8, [$vktx](/topic/$vktx) #4, [ceo](/topic/ceo) #1465, [$pfe](/topic/$pfe) #16, [novo](/topic/novo) #851, [$abbv](/topic/$abbv) #6, [$amgn](/topic/$amgn) #1, [$gpcr](/topic/$gpcr) #3, [$mrk](/topic/$mrk) #15
**Top accounts mentioned or mentioned by**
[@doctor_salomon](/creator/undefined) [@rn_flex](/creator/undefined) [@maziardoustdar](/creator/undefined) [@wallstsai](/creator/undefined) [@gilamonstrum](/creator/undefined) [@researchpulse1](/creator/undefined) [@idomeneus_og](/creator/undefined) [@doctorsalomon](/creator/undefined) [@stevewagsinvest](/creator/undefined) [@alnafisah1994](/creator/undefined) [@lng_investor_](/creator/undefined) [@albertbourla](/creator/undefined) [@apotecarii](/creator/undefined) [@bavariaron](/creator/undefined) [@alpha_bro1](/creator/undefined) [@rnflex](/creator/undefined) [@semodough](/creator/undefined) [@vanhovepieter](/creator/undefined) [@trentkelp](/creator/undefined) [@drivensports](/creator/undefined)
**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Pfizer, Inc. (PFE)](/topic/$pfe) [AbbVie Inc (ABBV)](/topic/$abbv) [Amgen, Inc. (AMGN)](/topic/$amgn) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [AstraZeneca PLC (AZN)](/topic/$azn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Abivax SA (ABVX)](/topic/$abvx) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Synthetify (SNY)](/topic/$sny) [Johnson & Johnson (JNJ)](/topic/$jnj) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Novartis AG (NVS)](/topic/$nvs) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [ROGin AI (ROG)](/topic/$rog) [Sanofi (SNY)](/topic/sanofi) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Nkarta, Inc. (NKTX)](/topic/$nktx) [GSK plc (GSK)](/topic/$gsk) [Synapse (SYN)](/topic/$syn) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny)
### Top Social Posts
Top posts by engagements in the last [--] hours
"What were people expecting with $NVO guidance Anything different Been warning about it for [--] months Funny that management wanted to add Metsera headache to its problems but destiny and $PFE saved it. This is novo unique problem wnd not all obesity Bourla just confirmed $150 B projections with 40% out of USA @WallStSai As usual and as I been saying $NVO screwing the whole obesity sector. Although its problems is unique to it and can be solved by @maziardoustdar with having a descent drug to sell @WallStSai As usual and as I been saying $NVO screwing the whole obesity sector. Although its"
[X Link](https://x.com/bioinvestor24/status/2018735611528851796) 2026-02-03T17:17Z [----] followers, [----] engagements
"Got feeling $ABBV tomorrow morning will give a clue about its M&A appetite. It is not just $MRK that can throw tens of billions for right deals. You can feel ABBV management evolution beyond last couple of not so good deals. Even CFO the most conservative in team started giving clues. That should coincide with stellar $LLy earning . ABBV all in obesity in a serious way not Bourla way Reminder: Join us tomorrow at 8am CT as we share our full-year and Q4 [----] #FinancialResults. https://t.co/j6vdgNLUQa #earnings $ABBV https://t.co/MfmXoKmRZ7 Reminder: Join us tomorrow at 8am CT as we share our"
[X Link](https://x.com/bioinvestor24/status/2018846207855218842) 2026-02-04T00:36Z [----] followers, [----] engagements
"$ABBV today emphasized obesity BD we are clearly taking a close look at early or late stage Expect big deal next few weeks to months. ABBV will not go for phase [--] or preclinical. Abbv can quickly take # [--] by [----] with the right assets such as in partnership with $VKTX @SteveWagsInvest Got feeling $ABBV tomorrow morning will give a clue about its M&A appetite. It is not just $MRK that can throw tens of billions for right deals. You can feel ABBV management evolution beyond last couple of not so good deals. Even CFO the most conservative in team started Got feeling $ABBV tomorrow morning will"
[X Link](https://x.com/bioinvestor24/status/2019074923260518899) 2026-02-04T15:45Z [----] followers, [----] engagements
"$LLy q4 performance clearly shows that tirzepatide is not suffering from maintenance issue. The whole idea of monthly maintenance is to cancel minor pain associated with wkly injection . but you expect nausea to be completed subsided by the time you reach maintenance. $PFE MGT indicated that N/V is equally distributed across the weekly and the monthly phases of vesper [--] and given that [--] /95 on monthly phase DCed due to side effects it casts a level of GI struggle that beats the whole concept of maintenance . except the struggle to double with higher [---] mg dose. Pfizer modeling on higher"
[X Link](https://x.com/bioinvestor24/status/2019393725558907353) 2026-02-05T12:52Z [----] followers, [----] engagements
"That is an interesting perspective from a rheumatologist never had a patient complained about having to inject every two weeks This is why and C/W his point ( read the whole thread ) I like primarily $SYRE among the Paragon companies The same applies to IBD ( $ABBV not concerns about orals such as from now hyped $ABVX competing with skyrizi ) and why people are confused about oral and monthly drugs in obesity ( particularly when less tolerable and less effective than wkly tirzepatide from $LLy ) and why $NVO and $PFE dont represent a threat to Lilly Same confused journalists and a few"
[X Link](https://x.com/bioinvestor24/status/2020925312696189199) 2026-02-09T18:18Z [----] followers, [----] engagements
"I smell serious move by $ABBV to late stage obesity asset. It cant get more clear It is only $VKTX or Kailera. Viking is ahead by [--] months and all American data with advanced oral option and soon sc and oral amylin . Kailera is partially owned by Hengrui and their drug has some issues I discussed before ( such as more GLP1 bias vs GIP which creates narrow therapeutic window from toxicity ) . Although it may still be competitive vs what is out there According on VK CEO there fair amount of interest across industry . U can criticize this guy for a number of items but u cant accuse him of Hype ("
[X Link](https://x.com/bioinvestor24/status/2019395651029676204) 2026-02-05T13:00Z [----] followers, [----] engagements
"Interesting that $PFE reported nothing on arms [--] in vesper [--]. Both likely showed higher GI issues and DC rate vs arms [--] strongly arguing against Metsera hype for months that their peptides dont need titration. Also likely single GLP1 mechanism with narrow therapeutic window capped by wk [--] and Pfizer likely saw only modest extra weight loss with additional [--] monthly dosing. Probably doesnt want to show that on wt loss curve Not even in the future I am surprised with combined DC rate of 4.6% in the first [--] weeks of combined arms [--] . likely DC rate in arm [--] [--] and thus combine them. But Arm3"
[X Link](https://x.com/bioinvestor24/status/2020958405662474695) 2026-02-09T20:30Z [----] followers, [----] engagements
"$AZN is moving at multiple fronts with great pipeline. But None of their obesity assets is of competitive value vs what is approved or in phase [--] from $LLy and others. Dont expect them to wait for pre clinical China assets to mature. Still believe AZN will do a major obesity deal later this year or next. Management was very bullish on obesity as an opportunity today. $AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single"
[X Link](https://x.com/bioinvestor24/status/2021274151185793512) 2026-02-10T17:24Z [----] followers, [----] engagements
"We all do modeling. I am surprised how a company of $PFE stature presents modeling like this [---] mg No regard to mechanism cap / saturation. Or even the level of AEs that could occur I discussed before how Metsera tested wkly [---] mg in phase [--] and decided not to move it to phase [--] . why Probably poor tolerability. They were desperate to get deeper wt lose Here [---] mg = [---] mg wkly with sharp peak in drug level. For sure they can reach [--] % wt loss if they let everyone vomit . How does Pfizer team feel after seeing these lackluster data Or how $NVO team feel about being spared this debacle. It"
[X Link](https://x.com/bioinvestor24/status/2021381661074571655) 2026-02-11T00:31Z [----] followers, [----] engagements
"$AZN primary strategy in obesity is clear. To combine their new GLP1 small molecule ( orforglipron like ) with Farxiga (dapagliflozin) in one pill that will be pushed on primary care as everyone should take for their CV / renal health . to get over Farxiga LOE. If you have nausea or rare liver toxicity. it may be tolerated as the benefit is worth it They know their injectables cant compete with $LLy tirzepatide. probably already know efficacy and tolerability which are anyway predicted from the class $AZN is moving at multiple fronts with great pipeline. But None of their obesity assets is of"
[X Link](https://x.com/bioinvestor24/status/2021580071337623743) 2026-02-11T13:40Z [----] followers, [----] engagements
"Tirzepatide is 80% of $LLY now and will be [--] years from now . will probably be $50 B run rate by q2. More than all $BMY or $NVO revenues Oral and so called maintenance solutions are hyped. There is no maintenance problem with tirzepatide. But There are problems with all competitors coming up with something even close to tirzepatide top efficacy / tolerability. For $VKTX the maintenance trial is irrelevant. The oral is irrelevant. 90% of VK value is in the vanquish program. Today is all about CEO BL discussion what he knows about vanquish now and confirming what I heard and posted on BIC"
[X Link](https://x.com/bioinvestor24/status/2021670350933643523) 2026-02-11T19:39Z [----] followers, [----] engagements
"CagriSema continues to disappoint. $NVO is stuck and they know by now they cant make it without GIP $LLY must be laughing"
[X Link](https://x.com/bioinvestor24/status/2018356440730386576) 2026-02-02T16:10Z [----] followers, 12.8K engagements
"Commercial potential of sc $VKTX [----] is what woefully underrated. JPM analyst is watching tolerability for the sc vanquish program ( below ) but unfortunately he is not tracking emerging picture . [---] MDs on trial observe excellent tolerability that we heard from more than one source ( some were quoted by pts ) Very low GI issues and DC rate after thousands on trials for [--] months ( most cases of GI issues occur during escalation phase ) Actually the doctor that I saw last week said that its been her favorite study to work because so many people are having such great results. $VKTX TRUIST"
[X Link](https://x.com/bioinvestor24/status/2021933316601971121) 2026-02-12T13:04Z [----] followers, 11.8K engagements
"This is a real progress from $IDYA Likely the best asset they have. Real progress vs the VEGF old story from others discussed today $ZLAB $RHHBY also have similar drugs Whats $AMGN going to do about that $IDYA China deal on DLL3 ADC was a smart one. Per CEO set expectation of 60% RR. They should have significant role in SCLC and NET. One another one advanced competitor. Descent size market and may end up being the most lucrative asset with IDYA. Pre data reaction $IDYA China deal on DLL3 ADC was a smart one. Per CEO set expectation of 60% RR. They should have significant role in SCLC and NET."
[X Link](https://x.com/bioinvestor24/status/1964711434883088501) 2025-09-07T15:24Z [----] followers, 19.2K engagements
"I believe this $NKTX $LLy Betaville report may have legs as per most Betaville reports. Always thought nektar IL2 ISRs ( high moderate rate ) would hinder its clinic use. But @SolariumEarth tells me durability in response may be a differentiating factor. If Judge leaning with nektar might be more cost effective for Lilly just to acquire it. ( presuming NKTR management is reasonable ) https://twitter.com/i/web/status/1979256538079645893 https://twitter.com/i/web/status/1979256538079645893"
[X Link](https://x.com/bioinvestor24/status/1979256538079645893) 2025-10-17T18:41Z [----] followers, [----] engagements
"$VKTX We expect to complete enrollment in the VANQUISH-1 study later this quarter. That is good speed for a small Company [----] pts $LLY $NVO"
[X Link](https://x.com/bioinvestor24/status/1981090997854404900) 2025-10-22T20:11Z [----] followers, [----] engagements
"Here we go. Is this part of $BMY SP action today besides good q3 Party [--] offered all stock deal I thought BMY would not offer 15% of its shares to $MTSR. But who knows. May be they are very interested in sector. Obesity is save BMS from demise. The one showing highest interest repeatedly is $ABBv managment with $400 MC $VKTX $LLY $NVO We may have a war on 2-3 remaining peptide obesity companies"
[X Link](https://x.com/bioinvestor24/status/1983957803417907531) 2025-10-30T18:02Z [----] followers, 44.4K engagements
"You may want to define their BD motivations as follows : Who is the most desperate to compete in obesity $NVO Who has the ambition to reach $80 B in [----] $AZN Who is most motivated to become relevant again $GSK ( they really need large TAM product ) Who wants to protect its turf and expand in immunology $SYN And who wants just to become an RNA and rare disease company $NVS Vas $XBI #Biotechs - JP Morgan talking just EU Firepower alone Roche [----] billion $NVO 53B $NVS 46B $SNY 37B $AZN 52B $GSK 29B other mrk 12B $XBI #Biotechs - JP Morgan talking just EU Firepower alone Roche [----] billion $NVO"
[X Link](https://x.com/bioinvestor24/status/1999485728414400807) 2025-12-12T14:25Z [----] followers, [----] engagements
"$PFE @AlbertBourla very upbeat about the obesity cash pay consumer something has not been seen since the Viagra era But still subdued to what history will name starboard effect . Of fear of being labeled over paid and thus went for inferior Metsera assets that would get him no where to compete with $LLY with the earliest approval [----]. It is not just about max long term wt loss of 12-14 % with Met [---] vs what you see with tirzepatide and retatrutide it is also very slow rate of wt loss that most humans dont value well in a consumer driven market ( will take [---] years to lose that on average )"
[X Link](https://x.com/bioinvestor24/status/2000946629034303737) 2025-12-16T15:10Z [----] followers, [----] engagements
"We have to guess like we did before with $MTSR $NVO and $AMGN as $LLY doesnt provide any numbers on side effects $1 T company. Come on. 😂"
[X Link](https://x.com/bioinvestor24/status/2001640704179900626) 2025-12-18T13:08Z [----] followers, [---] engagements
"Yes. Keep in mind the whole class is about PK and right lipid side chain. Or this class would not work. $MTSR strength was Halo and long T1/2. But this halo also impacts free drug / alb binding and receptor engagement together with alb . I didnt like Met [---] therapeutic window from phase [--]. This is probably why they didnt go beyond [---] mg in phase 2B. Will see how the monthly function with $PFE soon. [---] mg monthly https://twitter.com/i/web/status/2002053532476948621 https://twitter.com/i/web/status/2002053532476948621"
[X Link](https://x.com/bioinvestor24/status/2002053532476948621) 2025-12-19T16:28Z [----] followers, [----] engagements
"$PFE @AlbertBourla may need to prep for a number of obesity setbacks in [----] and beyond. To start with Metsera Vesper [--]. This is based dose escalation then monthly . it is clear to me will disappoint big in efficacy. I wonder why $MTSR didnt push the dose [---] mg but I believe this Halo-tag likely narrows therapeutic window. In phase [--] [-----] Metsera reported SAD of up to [---] mg. Only mentioned efficacy of [---] mg. And then MAD was gone up to [---] mg only. No details of vomit that I could find. In phase 2A they decided to escalate just up to [---] mg. Now they are testing monthly [---] mg. will see"
[X Link](https://x.com/bioinvestor24/status/2003899704120094916) 2025-12-24T18:44Z [----] followers, 15.1K engagements
"This $SNY Tolebrubtinib table is not much worse than $LLY reported with orforglipron and recall $GPCR only had small sample Adjudication of ALT elevation cause is not easy and the FDA digs deep. Dont expect FDA to give free pass to Lilly on this Tolebrutinib Complete Response Letter https://t.co/hDSQKFOVg1 https://t.co/k2fCqG6Jdv Tolebrutinib Complete Response Letter https://t.co/hDSQKFOVg1 https://t.co/k2fCqG6Jdv"
[X Link](https://x.com/bioinvestor24/status/2005320973919326596) 2025-12-28T16:52Z [----] followers, 18.6K engagements
"You dont want $VKTX BL to partner for a few B. If he does it means the phase [--] is not running well. He should have a good idea by now how the efficacy and tolerability are. $MTSR was ready to sell for less than $5 B after they saw their data. Dumped it on @AlbertBourla to deal with non competitive assets. https://twitter.com/i/web/status/2008635924507467975 https://twitter.com/i/web/status/2008635924507467975"
[X Link](https://x.com/bioinvestor24/status/2008635924507467975) 2026-01-06T20:24Z [----] followers, [---] engagements
"#1 $vKTX CEO doesnt want to sell company . I guarantee you novo or even $PFE would have loved to pay them $10 B in [----] ( per your estimates ) #2 this is the same thinking that $nVO leadership followed for [--] years and led to company destruction. $NVO needs GLp1 GIP mechanism and they will be lucky if Viking agrees to partner now. They could easily drop to #3-4 without this mechanism in [----]. I know you like kailera drug but it has narrow therapeutic window ( check it out ) and no data in American people ( where most novo revenues comes from ) Merck is paying RVMD $30 B based on phase [--] data."
[X Link](https://x.com/bioinvestor24/status/2010345543847854561) 2026-01-11T13:38Z [----] followers, [----] engagements
"There is a massive obesity BD / M&A coming in next weeks to months $NVO is going crazy on that today. They can tell by now news hype vs real drug performance $ABBV is committing $100 B for Trump over [--] years. Large part for that for obesity manufacturing infrastructure . CEO wants obesity to lead Abbv into 2040s. Just haunted by last [--] failed big deals. But I believe will get over that soon $BMY is looking for phase [--] assets in obesity. Recall they pulled out of Metsera deal last mints. $MRK under incompetent Dean Li control. Have a feeling CEO is going to break out Comes down to $VKTX $GPCR"
[X Link](https://x.com/bioinvestor24/status/2011140680580542940) 2026-01-13T18:17Z [----] followers, [----] engagements
"@Doctor_Salomon I dont know man. If you were here in May $PFE Bourla called it crazy demands . No one knows how much $VKTX guy is asking. But most CEOs would like to see longer data. Not many spend time on modeling such as @GilaMonstrum"
[X Link](https://x.com/bioinvestor24/status/2011187618994946554) 2026-01-13T21:24Z [----] followers, [---] engagements
"@WallStSai Get $NVS Vas RNAI company and he will move. He cant afford $ALNY or he would have moved"
[X Link](https://x.com/bioinvestor24/status/2015186589765509412) 2026-01-24T22:14Z [----] followers, [---] engagements
"$NVO emphasis on [---] mg sema is hyped very much. Recall the control arm of [---] mg did 3% more than same control arm against $LLY tirzepatide ( see below ) On top of high level of dysethesia and worse GI issues vs [---] mg dose. Novo still needs a bigger dose of reality. Hopefully the pill will work great but they cant consider their audience clueless who cant look at simple data This confusing JPM details by CEO is unfortunate. It is not like Sema and tirzapetide comparable mg to mg. If novo scientists ask him to share that for Media consumption is one thing but if they really believe it then"
[X Link](https://x.com/bioinvestor24/status/2015531332705853889) 2026-01-25T21:04Z [----] followers, 16.8K engagements
"Vanquish execution by $VKTX is excellent from what I hear . at least from [--] center DC rate is rare ( for sure 5% after most pts on trial 4-5 months . which is usually highest DC period in obesity trials ) . DC rate could pick up in placebo ( just speculation although VK offers incentives to stay ) but it is irrelevant as placebo performs the same in all the injectable phase [--] ( 2-3% wt loss and 5% vomit rate . ). Data available from [--] random pts no single DC yet due to side effects. fact that they can do all that with [--] employees ( although CRO does big part of work ) is testament to a"
[X Link](https://x.com/bioinvestor24/status/2015798100947014066) 2026-01-26T14:44Z [----] followers, [----] engagements
"If $VKTX stays alone till commercial ( very unlikely ) and based on what I hear about VK2735 ( cumulative chatter as being better than $LLy tirzepatide) . Viking should beat $NVO ( and not just do 5-10%) going into [----]. we have seen it with tirzepatide. It doesnt matter big vs small. Obesity drugs performance news spreads like fire on social media. I can see $VKTX doing in revenues more than my other favorite $RVMD in [----]. Key note form Jefferies on recent meeting with $VKTX management. "Commercial readiness Co plans to target specific segments of the obesity market vs. going H2H on every"
[X Link](https://x.com/bioinvestor24/status/2015807027038257517) 2026-01-26T15:20Z [----] followers, [----] engagements
"Something interesting from $AMGN brief update on MariTide maintenance trial. They indicate vomit was very low in the q [--] month dosing. This is a little surprising to me as the q [--] months dose in part one was very toxic due to drug levels fluctuation. But this update suggests longer interval dose of any GLP1 class is feasible without major tolerability issue after humans adapt to a high dose It also predicts positive outcome from $VKTX monthly maintenance trial as vk2735 serum level is within therapeutic range at end of each month ( already looked at from phase 2) but what is uncertain is the"
[X Link](https://x.com/bioinvestor24/status/2015841402555662786) 2026-01-26T17:36Z [----] followers, [----] engagements
"Any one with basic obesity biology background and data read knows $VKTX [----] is a better oral option vs $NVO semaglutide. At least from vomit rate. Now I am not expert on API cost and margins etc. then VK will soon come up with amylin peptide that planned to be combined with VK2735. That could dominate oral options some point. ( Will take 3-4 years ) The question is where novo from oral amylin May be they have something I am not aware of . https://twitter.com/i/web/status/2015855931498889343 https://twitter.com/i/web/status/2015855931498889343"
[X Link](https://x.com/bioinvestor24/status/2015855931498889343) 2026-01-26T18:34Z [----] followers, [----] engagements
"@WhiteCoatMafia Here is oral sema performance. You can take a line and cross it to Y axis at [--] weeks"
[X Link](https://x.com/bioinvestor24/status/2015858918048911402) 2026-01-26T18:46Z [----] followers, [---] engagements
"Here is the graph. It is rapid escalation but placebo adjust vomit rate was 25% at Vk highest dose and 5-10% at lowest doses Vs [--] % with oral sema. Vomit can increase with longer duration but if most of these trials same pts vomit long term. .so they dont increase rate that much. DC ate was high due to [--] large pills that were hastily made after phase [--]. CEO stated they made pills smaller. https://twitter.com/i/web/status/2015863005335199903 https://twitter.com/i/web/status/2015863005335199903"
[X Link](https://x.com/bioinvestor24/status/2015863005335199903) 2026-01-26T19:02Z [----] followers, [---] engagements
"For the $ABVX BO crowd. This is where IBD field is moving . Dual or triple targeting.( recall clinical remission rate in UC was 13-19% in ABVX trials ) People debate whether combining two or three ab ( such as $SYRE doing with its Long acting abs or $ABBV or $JNJ doing in multiple trials) vs bispecific is the right approach ( as one can stop one ab if toxicity emerges ) It is not all oral vs sc in pharma minds TL1A deal: #Boehringer Ingelheim and #Simcere partner to advance a dual-target antibody treatment to address unmet needs in inflammatory bowel disease https://t.co/hVrmI0GYKM TL1A deal:"
[X Link](https://x.com/bioinvestor24/status/2016109664744980734) 2026-01-27T11:22Z [----] followers, [----] engagements
"This $RHHBY press again shows making effective and well tolerated GLP1 GIP peptides not an easy task. Significant different between efficacy estimand ( 22% at [--] wks ) and treatment estimand ( 18% at [--] wks ) . this cant be account for by just 5.8% DC rate due to side effects. This is why total DC rate ( many pts likely stopped due to GI issues but called withdrawal of consent ) . Roche had an issue with tolerability related to short TMax and t 1/2 ( no details today despite slow escalation of Ct388 ) In comparison difference between efficacy estimand and treatment estimate was only 1.5% in"
[X Link](https://x.com/bioinvestor24/status/2016111796969693613) 2026-01-27T11:31Z [----] followers, 14.2K engagements
"@BiotechAnalysst All AD drugs trash ( including from $CRVS $APGE $KYMR ) except $NKTR with its 95% ISR rate 😂 and lower efficacy But this rate doesnt matter for a dermatologist on X. This is why $LLy will fight hard to acquire NKTR"
[X Link](https://x.com/bioinvestor24/status/2016115933925015740) 2026-01-27T11:47Z [----] followers, [----] engagements
"@HansGnt05391203 $ABVX designed a drug for HIV and now it works on UC. It is great. And people who caught idea prior to phase [--] did well. But for now the whole X to jump on this average company and believe BP dying to acquire it with big premium is silly to say the least"
[X Link](https://x.com/bioinvestor24/status/2016141793189072900) 2026-01-27T13:30Z [----] followers, [---] engagements
"@semodough I think Jeffries is confusing serious with severe AEs. Serious exist even in placebo ( like hospital admission for anything ) but severe GI side effects are rare in well tolerated dual agonist such as sc $LLy tirzepatide and sc $VKTX 2735"
[X Link](https://x.com/bioinvestor24/status/2016159819494023405) 2026-01-27T14:42Z [----] followers, [---] engagements
"Market now will follow the same headline BS from $RHHBY phase [--] in [----] when Garraway mentioned 17% wt loss at [--] wks and people looked at it at leading then to know months later that vomit rate was 77%. Same with oral $PFE Danu replica that will go nowhere"
[X Link](https://x.com/bioinvestor24/status/2016177861137404075) 2026-01-27T15:53Z [----] followers, [---] engagements
"This is $RHHBY phase 1-2 escalation from [----] ( I dont know escalation speed in today data but presume is slow ) The concerning thing is that pts had [--] % vomit first [--] wks but continued to have 33% vomit from week 12-24 despite reaching full dose [--] mg at wk [--]. small sample though https://twitter.com/i/web/status/2016240399426453766 https://twitter.com/i/web/status/2016240399426453766"
[X Link](https://x.com/bioinvestor24/status/2016240399426453766) 2026-01-27T20:02Z [----] followers, [----] engagements
"In the absence of $RHHBY providing GI tolerability data. Just trying to compare older studies. Below phase 1-2 CT388 from [----]. Vomit rate 75% at [--] mg at [--] Wks Compare to $LLY tirzepatide fast escalation in phase [--] in T2D ( vomit rate 26% at [--] mg ) and $VKTX rapid escalation and starting with more potent dose ( [--] mg ) than both and 27% vomit rate All three at [--] wk mark This is $RHHBY phase 1-2 escalation from [----] ( I dont know escalation speed in today data but presume is slow ) The concerning thing is that pts had [--] % vomit first [--] wks but continued to have 33% vomit from week 12-24"
[X Link](https://x.com/bioinvestor24/status/2016243325834338770) 2026-01-27T20:14Z [----] followers, [----] engagements
"All that $TNGX $RVMD KOLs discussion is true. But they cant be sure two mechanisms 100% mutually exclusive As RAS sends a signal to chromatin. Beyond that level of SI in TNGX is insane $RVMD $TNGX interesting https://t.co/hNXSPOeGp7 $RVMD $TNGX interesting https://t.co/hNXSPOeGp7"
[X Link](https://x.com/bioinvestor24/status/2016317489861271977) 2026-01-28T01:08Z [----] followers, [----] engagements
"Here we go another one for $ABVX. $JNJ DUEt $JNJ highlighted DUET readouts as key events for [----] This will have a heavy readout on $SYRE. While I believe that TL1A + IL23 is the best combo that will show strong data . Something to watch for Q1 2026: https://t.co/U43FmESgw8 $JNJ highlighted DUET readouts as key events for [----] This will have a heavy readout on $SYRE. While I believe that TL1A + IL23 is the best combo that will show strong data . Something to watch for Q1 2026: https://t.co/U43FmESgw8"
[X Link](https://x.com/bioinvestor24/status/2016464873794748595) 2026-01-28T10:54Z [----] followers, [----] engagements
"@biotech_jack That is true. But you presume most humans prefer daily pill over upcoming q3 month injection. That is the missing big picture in $ABVX and all the oral crowd investors. IL23 ab family has less side effects than all available pills in IBD"
[X Link](https://x.com/bioinvestor24/status/2016497668323762475) 2026-01-28T13:04Z [----] followers, [----] engagements
"@biotech_jack Dont give me lectures on something I know very well please. I was with you on things that make sense. Ask $ABBV CMO why he is not worried about oral taking share from $20 B skyrizi"
[X Link](https://x.com/bioinvestor24/status/2016501377166348710) 2026-01-28T13:19Z [----] followers, [---] engagements
"$VKTX will probably get partnership this year on emerging Sc [----] data ( even before full disclosure ) . VK po is hyped like all po . obesity such exciting biomedical fun area and VK has the most dislocated value. But with a deal we can move on to focus on other interesting emerging biotechs. Promising anecdotes on the Vanquish trial continue to emerge like this pt whose dose was held same due to strong wt loss and asked if pts are quitting trial for side effects or excessive wt loss . No. Actually the doctor that I saw last week said that its been her favorite study to work because so many"
[X Link](https://x.com/bioinvestor24/status/2016502220179554374) 2026-01-28T13:22Z [----] followers, [----] engagements
"$VKTX P action suggests phase 2b What happens next week is irrelevant even weeks from now Shorts and confused journalists were successful in pumping oral value for VK and others. It is all short term and irrelevant. This company value is in SC vanquish performance which markets still ignores despite emerging very encouraging reports C/W previous data and million modeling we did here. . Novo Abbv BMY MRK and others are in full focus to get a great dual agonist such as sc vk2735. Very likely to access Viking virtual data room. I think CEO will stand up to occasion this time. Currently Trial"
[X Link](https://x.com/bioinvestor24/status/2016595470278131864) 2026-01-28T19:33Z [----] followers, [----] engagements
"Thousands patients already received [--] months of $VKTX [----]. Company has data. From my sources ( reliable pts in trial who communicate with centers) very low GI symptoms and DC rate. Investigators very happy ( I just shared ). When you see $LLy tirzepatide collapsing ( now $50 B revenues and growing 17% q o q ) then u worry. Vk2735 is a more effective drug and even if same as TZP VK could sell it $50 cheaper and strip $200 B of Lilly MC ( which I dont believe will happen as Lilly or others will take it before then and maintain same price as Lilly ) I own both $VKTX and $RVMD and strongly"
[X Link](https://x.com/bioinvestor24/status/2016602212076569046) 2026-01-28T20:00Z [----] followers, [----] engagements
"It is concerning that $NVO chairman has limited understanding of GLP1 class drugs differences and consumer preference . $LLY is not playing price war with novo. It is the latter that cutting prices on its own. Thanks for novo R&D team that continues to dump one molecule after the other. He needs to look at tirzepatide vs semaglutide TRx numbers. We need to look at UK data after Lilly balances tirzepatide price with rest of world and become significantly more expensive than semaglutide . @investseekers It is a joke. $NVO chairman is the one who is doing that. Not $LLy. Under his watch previous"
[X Link](https://x.com/bioinvestor24/status/2016959592454852878) 2026-01-29T19:40Z [----] followers, [----] engagements
"Focus on $VKTX. $NVO has to make a deal with them. They dont have another choice. Even kailera drug is not as good. Other dual agonist from China not that good or [--] years behind. Not sure if VKTX CEO wants partnership with novo or not but it is interesting VK hasnt announced yet for next week earning call. They are usually religious about that for last [--] years. Dynamics are getting critical among large pharma re obesity deals and most people are not paying attention. https://twitter.com/i/web/status/2016985978389615091 https://twitter.com/i/web/status/2016985978389615091"
[X Link](https://x.com/bioinvestor24/status/2016985978389615091) 2026-01-29T21:25Z [----] followers, [----] engagements
"Very likely $NVO has Redefine [--] data CEO recently on Bloomberg calling it none inferiority trial makes me believe $LLY tirzepatide defeated by 1% . on top of certain better tolerability . otherwise you would have seen novo promoting it all over news. It Means one thing novo has to make an obesity deal and rather soon. https://twitter.com/i/web/status/2017012903480635710 https://twitter.com/i/web/status/2017012903480635710"
[X Link](https://x.com/bioinvestor24/status/2017012903480635710) 2026-01-29T23:12Z [----] followers, [----] engagements
"Most of them pursued wrong mechanisms years ago due to inadequate preclinical and early clinical testing. But GLP1 GIP dual agonists with long Tmax are well tolerated. We seen it from $LLy and $VKTX . Actually very well tolerated to a surprising level for a new class. Ask people who tried them. Like magic. @GilaMonstrum assembled this below As much as $RHHBY escalates slowly Carmot asset CT388 it still fluctuates a lot in serum . they made an error. Should have paid more to VK [----]. My expectation this ct388 combo with zeal amylin will not be well tolerated at highly effective doses and they"
[X Link](https://x.com/bioinvestor24/status/2017202544963960913) 2026-01-30T11:45Z [----] followers, [----] engagements
"Well only 10-15% vomit on $LLy tirzepatide. u got unlucky here. How people will take orfoglipron or @GPCR drug then Even oral $NVO semaglutide that is all over news causes 30% vomit rate. @GilaMonstrum did modeling based on PK and he believes $VKTX [----] will cause less vomit than tirzepatide. Although I trust his modeling but I had my doubts as the drug is more potent. But a friend of mine who is on vanquish today me today at his site of dozens of pts only one vomitted and only once ( most have been [--] months on trial ). He confirmed from multiple sources. Now we are not tracking [----] pts. But"
[X Link](https://x.com/bioinvestor24/status/2017279305198313745) 2026-01-30T16:50Z [----] followers, [---] engagements
"@Sanctuary_Bio $AMGN wants an oral obesity asset. Stated that more than once. They have descent decision making now headed by J Bradner. But they could make an error ( smaller chance ) that may unfold quickly after a deal"
[X Link](https://x.com/bioinvestor24/status/2017596985470292325) 2026-01-31T13:53Z [----] followers, [---] engagements
"On $REGN EC @evan_david asked valid question about how they would differentiate their licensed GLP1 GIP ( now in China trials ) vs other more advanced ones in USA. Cant find tolerability data on that one But Just to add I dont believe in the presence of well tolerated $LLY tirzepatide that any peptide or pill with high vomit rate will gain that much traction . social media are rampant with patients experiences. I believe vomit rate is the most objective measure of tolerability ( u cant hide or manipulate) and early adherence particularly in smaller phase [--] where DC rate can be influences by"
[X Link](https://x.com/bioinvestor24/status/2017639089361850765) 2026-01-31T16:40Z [----] followers, [----] engagements
"$LLY CEO affirms in this new interview $NVO oral sema is not taking from tirzepatide but more expanding market . ( will see adherence with time ) And he repeats customers decides on efficacy and tolerability in this category Although he sort of surmounted with his answer about orforglipron efficacy. Eli Lilly CEO: Medicare coverage of obesity drugs could support pill launch https://www.cnbc.com/2026/01/30/eli-lilly-ceo-david-ricks-medicare-coverage-obesity-pills.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"
[X Link](https://x.com/bioinvestor24/status/2017665256999501891) 2026-01-31T18:24Z [----] followers, [----] engagements
"Why all this concern CEO will not sell. Could partner. Be patient. I like to post to compare drugs so people know what they own. If u get concerned by SP perpetuated by shorts and facilities by FMR look then at vanguard just reported solid [--] m shares for years. Vanguard is the top holder in $VKTX $RVMD and $LLy and has nothing in $GPCR while FMR cut last q3 in VKTX and top holder in $NVO and $GPCR and has much less in $LLy and $RVMD. Let us see who has done better research among two institutions by [----]. This is not a company for margins and options. I sometimes suggest partnership so Vk can"
[X Link](https://x.com/bioinvestor24/status/2017679108575269080) 2026-01-31T19:19Z [----] followers, [---] engagements
"@Idomeneus_OG @HarpA70278288 Which area of drug development doesnt have drugs coming for competition. $RVMD ( one of my favorites BTW) valued now at $30 B"
[X Link](https://x.com/bioinvestor24/status/2017682538295382490) 2026-01-31T19:32Z [----] followers, [---] engagements
"Just to soothe concerns about FMR MM bio skills ( I dont care about his action for my thesis ) but trying to explain this unusual $VKTX MC reaction. This fund accounted for at least 50% of VK MC decline. He is the shorts dream. Now look at FMR loss in $MLTX and he sold after the distaster and 90% decline I did not find a position for vanguard in MLTX. If I want to put my retirement in health care fund will be the vanguard . This is MLTX holders shifts https://twitter.com/i/web/status/2017762592211800556 https://twitter.com/i/web/status/2017762592211800556"
[X Link](https://x.com/bioinvestor24/status/2017762592211800556) 2026-02-01T00:51Z [----] followers, [----] engagements
"As people come in and out obesity sector and start repeating same bear thesis in questions to me that were discussed a year ago. Please do you own research on $VKTX $NVO $LLy $GPCR and others. I am not the AI here. And I am probably wrong on a lot of points. But I strongly suggest not to semi blindly follow institutions whether FMR or even hedge funds or any. Also in biotechs with small MC not easy for institutions to exist at right time unlike retail . As an example I warned about $SMMT high valuation in relative to its drug performance long ago. And many big institutions in it including BB"
[X Link](https://x.com/bioinvestor24/status/2017988861180391719) 2026-02-01T15:50Z [----] followers, [---] engagements
"Listening to $LLy management statements strategy etc. more likely for Lilly to acquire $SYRE rather than $ABVX. Question how much SYRE will ask for and if they follow $VKTX management stance on fair value and not selling cheap ( understandably )"
[X Link](https://x.com/bioinvestor24/status/2018080674985697752) 2026-02-01T21:55Z [----] followers, [----] engagements
"$PFE Bourla statements at JPM just highlights Pfizer obesity team incompetency and confusion after wasting 7-8 years on small molecule GLP1 agonists while they could have designed peptides from onset First acknowledges $LLY is scoring higher wins vs $NVO but his team selected to skip the mechanism through which Lilly is winning ( GLP1 GIP ) He brags about seeing early data from GLP1 - amylin combo as if his team never looked at Novo CagriSema phase [--] that Got 17% wt loss at [--] Wks Then we saw in phase [--] 12% wt loss at [--] wks when its not driven by vomiting. And brags about monthly combo. But"
[X Link](https://x.com/bioinvestor24/status/2018092129567076722) 2026-02-01T22:40Z [----] followers, [----] engagements
"My comments are mere observations and not prediction of what $MRK or other management would do ( if MRK indeed still attached to small molecules as leaked ar JPM . uncertain who leaked that and for what . I am baffled how a big pharma cannot compare orforgliron poor performance in obesity vs tirzepatide both from $LLy ) i discussed before accuracy of vomit versus DC rate as predictor of GLP [--] tolerability. When looking again at one of $GPCR figures. Cant avoid counting DC arrows ( i counted [--] due to side effects as figure stated out of [--] pts .) that is like 27% DC in access [--]. How is that"
[X Link](https://x.com/bioinvestor24/status/2018131279942914399) 2026-02-02T01:16Z [----] followers, [----] engagements
"If $RVMD pan RAS inh works in 2nd line better than chemo in first line you will see wide off label usage. Oncologists can simply give 1-2 cycles of chemo and then call it poorly tolerated to justify insurance coverage. it is for sure several B opportunities. What is not clear how alone till competition picks up and would it matter then Will have at least 2-3 years first comer advantage. https://twitter.com/i/web/status/2018153254337868035 https://twitter.com/i/web/status/2018153254337868035"
[X Link](https://x.com/bioinvestor24/status/2018153254337868035) 2026-02-02T02:43Z [----] followers, [----] engagements
"Mechanism on target = kaposi sarcoma $AMGN $SYNE $APGE Wow now that is both $SNY and Kyowa Kirin disclosing one case each of Kaposi's Sarcoma from OX40L and OX40 targets respectively for #amlitelimab and #rocatinlimab. $APGE Wow now that is both $SNY and Kyowa Kirin disclosing one case each of Kaposi's Sarcoma from OX40L and OX40 targets respectively for #amlitelimab and #rocatinlimab. $APGE"
[X Link](https://x.com/bioinvestor24/status/2018317937627762877) 2026-02-02T13:37Z [----] followers, [----] engagements
"$ABBV at JPM is all in obesity without explicitly stating that. I believe they are beyond their most recent busted [--] large deals. I cant see Abbv repeating verbal enthusiasm for years on phase1-2 assets. They are looking to renter ASAP I am expecting a big show down with $NVO and possibly $MRK $BMY and even $LLY next weeks and not months. ABBV cares about tolerability and efficacy and not oral versus sc ( seen it with ABVX ) so please the oral and bio fund followers camp dont get too excited This was my post predicting $ABBV entry to obesity prior to GUBRA deal but never heard management this"
[X Link](https://x.com/bioinvestor24/status/2018350622735839240) 2026-02-02T15:47Z [----] followers, [----] engagements
"BTW $PFE @AlbertBourla combo that he bragged about phase [--] at JPM is not going to do better than $NVO cagrisema on HbA1C. If any now Pfizer cocktail is less tolerable. Met [---] had 37% vomit in the MAD phase [--]. Bourla may end up coming back for GIP if anything is left there . This is why $LLY Ricks was mocking the battle of PFE and novo on Metsera we are just watching 😂 CagriSema continues to disappoint. $NVO is stuck and they know by now they cant make it without GIP $LLY must be laughing CagriSema continues to disappoint. $NVO is stuck and they know by now they cant make it without GIP $LLY"
[X Link](https://x.com/bioinvestor24/status/2018362260234924293) 2026-02-02T16:33Z [----] followers, [----] engagements
"@rn_flex Show them please A1C. I am sort of busy for the moment"
[X Link](https://x.com/bioinvestor24/status/2018365122515972418) 2026-02-02T16:45Z [----] followers, [---] engagements
"$LLY ran a number of of phase [--] trials with tirzepatide in T2D pts. All achieved A1C reduction [--] by good margin. Most had lower baseline wt and lasted shorter than today $NVO trial As example Surpass [--] baseline wt was [--] kg ( vs [---] kg on today $NVO trial ) and lasted [--] wk vs [--] wk for today Reimagine [--] See figures below on A1C. Sema [--] mg usually performs very close to [---] mg on A1c was slightly lower performance in Reimagine [--] but cant account for wide difference of A1c in favor of tirzepatide ( [----] % vs 1.91% efficacy estimate ) Wt loss was [----] % at [--] wks with tirzepatide in lighter"
[X Link](https://x.com/bioinvestor24/status/2018373187181146197) 2026-02-02T17:17Z [----] followers, [----] engagements
"@Vanhove_Pieter @Doctor_Salomon Exactly and this is why the disappointment. Lackluster A1C reduction with $NVO CagriSema barely above Sema But wt here [---] Kg so somewhat similar to Redefine2"
[X Link](https://x.com/bioinvestor24/status/2018375510712369501) 2026-02-02T17:26Z [----] followers, [---] engagements
"Thats the problem. $NVO oral semaglutide doesnt work well for men Probably 9-10% long term wt loss. Men have to wait forever to lose a little wt on semaglutide. Obviously chart readers and po vs sc folks will not read that early on $NVO $LLY $HIMS 🚨 BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN FIRST THREE WEEKS (IQVIA DEUTSCHE) Early data from Ro shows a higher proportion of men opting for the pill compared to injectables. Deutsche Bank analysts said in a Friday note that so far broader https://t.co/eNRf2nCfmt $NVO $LLY $HIMS 🚨 BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN"
[X Link](https://x.com/bioinvestor24/status/2018383679706505421) 2026-02-02T17:59Z [----] followers, [----] engagements
"This is what happens when u r all in and your primary mechanism ( GLP1 GIP ) disappoints on tolerability and PK. You start grabbing assets from everywhere $RHHBY Surprisingly neither $LLY nor even $NVO are hung up on this sport medicine item $RHHBY Big RNAi validation today: Genentech (Roche) just licensed an undisclosed RNAi program from SanegeneBio $200M upfront + up to $1.5B in milestones SanegeneBio's LEAD platform shines with ligand + enhancer-assisted delivery for extra-hepatic tissues (adipose muscle $RHHBY Big RNAi validation today: Genentech (Roche) just licensed an undisclosed RNAi"
[X Link](https://x.com/bioinvestor24/status/2018386293550661741) 2026-02-02T18:09Z [----] followers, [----] engagements
"$VKTX has vanquish diabetes trial ongoing. U get full A1C drop after [--] wks. They can gather data easily Also what matters to $NVo and others is tolerability that is emerging very well ( personal communications 😂). as A1C reduction is class effect for GLP1 GIP and correlates with wt loss. For sure will not be less than $LLy tirzepatide The issue is not 200% premium. This is probably what Vk CEO will do for partnership the issue for novo is if $ABBV $BMY or others jumps in . suddenly all interested in late stage assets and they will not follow a couple of hedge funds bets on lousy oral"
[X Link](https://x.com/bioinvestor24/status/2018462094702805086) 2026-02-02T23:10Z [----] followers, [----] engagements
"$VKTX Oral phase [--] or not will have zero bearing on any partnership discussions. A lot of vk longs unfortunately became victims of bear thesis and CEO lack of PR acumen has not helped. [--] % of value Is in the vanquish program. Not oral not maintenance nor [----] nonsense. https://twitter.com/i/web/status/2018469928882606134 https://twitter.com/i/web/status/2018469928882606134"
[X Link](https://x.com/bioinvestor24/status/2018469928882606134) 2026-02-02T23:41Z [----] followers, [---] engagements
"$PFE vesper [--] out Positive that wkly full dose reached by month [--] ( arm [--]. About [--] pts per arm ) Arm [--] [----] % efficacy estimand placebo adjusted wt loss at [--] wks ( so far placebo gains wt at Metsera trials and since Pfizer didnt report it today one has to presume the same) Significantly less than 16% wt loss with $Lilly tirzepatide ( as Metsera management promoted Met097 as as effective as TZP. ) If placebo positive expect 10-11% wt loss in Vesper [--]. Also drugs that reach full dose quickly lose momentum quicker as far as long term wt loss 2% less than efficacy of wkly vesper [--] Not more than"
[X Link](https://x.com/bioinvestor24/status/2018658809561178408) 2026-02-03T12:12Z [----] followers, [----] engagements
"$PFE could run [---] obesity trials . the question quality of drugs. We have seen how many trials $NVO has run and hasnt helped. $PFE #Obesity [--] Phase [--] trials with PF3944 expected to advance in 2026; expansive clinical development program underway with 20+ planned and ongoing studies across diverse obesity pipeline $PFE #Obesity [--] Phase [--] trials with PF3944 expected to advance in 2026; expansive clinical development program underway with 20+ planned and ongoing studies across diverse obesity pipeline"
[X Link](https://x.com/bioinvestor24/status/2018660164447134164) 2026-02-03T12:17Z [----] followers, [----] engagements
"If I play Grok and summarize my post Now $PFE new single GLP1 achieved about 10-11% wt loss at [--] wks ( if we remove placebo positive performance ) vs 16% with $LLY tirzepatide -same time And While N/V risk not reported by Pfizer the projected DC rate is very high for injectable and seems much less tolerated than king tirzepatide. And will not get to market prior to [----] U cant take on the leader of a trillion by spending a few billions. $PFE vesper [--] out Positive that wkly full dose reached by month [--] ( arm [--]. About [--] pts per arm ) Arm [--] [----] % efficacy estimand placebo adjusted wt loss at"
[X Link](https://x.com/bioinvestor24/status/2018661353867870689) 2026-02-03T12:22Z [----] followers, [----] engagements
"@alnafisah1994 Which will increase toxicity due to narrow therapeutic window Someone at Pfizer told him GIP doesnt matter anymore 😂"
[X Link](https://x.com/bioinvestor24/status/2018661628984913961) 2026-02-03T12:23Z [----] followers, [---] engagements
"It is not great to have this much DC rate at monthly dose on $PFE vesper [--] after humans used to full weekly doses Probably absence of GIP contributes"
[X Link](https://x.com/bioinvestor24/status/2018663556363989172) 2026-02-03T12:31Z [----] followers, [---] engagements
"This higher [---] mg dose $PFE is planning is a joke. I thought they stated wt loss continued on the monthly dosing. How about 15% DC rate from AEs on monthly at [---] mg ( I had to guess that number ) We still have to imagine NV rate as Pfizer didnt disclose. Cant believe Pfizer team didnt question why Metsera didnt go above [---] mg in all phase [--] trials despite looking at ( and not reporting toxicity ) from [---] mg dose. How much more N/V will be from [---] mg This Halo tag complicates PK and makes drug tightly bound to albumin and likely narrows therapeutic window. $LLy and others licensing"
[X Link](https://x.com/bioinvestor24/status/2018692979867988011) 2026-02-03T14:28Z [----] followers, [----] engagements
"I doubt $PFE [---] will reach same efficacy of $NVO semaglutide long term. Just look at wt loss slope flattening below from vesper [--]. [---] reaches top dose earlier and thus adaptation to drug and curve flattening will occur earlier. Reflecting on $PFE Bourla interviewed last few days . What is he talking about Did his team as he doesnt understand data look at wt loss curves from $MTSR Vesper1 Look again how the curves flatten as the study approaches end. Pfizer will be lucky if MEt [---] even https://t.co/P1b81ipVkJ Reflecting on $PFE Bourla interviewed last few days . What is he talking about Did"
[X Link](https://x.com/bioinvestor24/status/2018702395153240098) 2026-02-03T15:05Z [----] followers, [----] engagements
"$PFE on EX provided slide of efficacy and DC rate. They present modeling of [---] mg monthly dose. Will ask @GilaMonstrum to look at this. How could they predict tolerability on double dose They clarified DC rate of 9.2%. They actually had wrong wording in press release. No wt loss curve slope and absent many other details ( N/V placebo effect etc. ) while calling it formal presentation with slides. Bourla on JPM mentioned oral GIP GLP1 and amylin in clinic Didnt hear that clearly from CMO. Notably $NVO tried separate peptide GIP addition to semaglutide and didnt add any efficacy. It works as"
[X Link](https://x.com/bioinvestor24/status/2018709473209258129) 2026-02-03T15:33Z [----] followers, [----] engagements
"$PFE Chris Bosoff indicated placebo was neutral on wt loss. Thus efficacy is [----] % [--] Wks .: Also indicated tolerability in line with single GLP1 .( I would expect then 20-30% vomit rate. ). So if pts at most as much as semaglutide and then after they get adapted to drug . why to expose them to fluctuating levels on monthly basis and re trigger GI issues . just to move from wkly to monthly. I doubt $PFE [---] will reach same efficacy of $NVO semaglutide long term. Just look at wt loss slope flattening below from vesper [--]. [---] reaches top dose earlier and thus adaptation to drug and curve"
[X Link](https://x.com/bioinvestor24/status/2018714632408715274) 2026-02-03T15:54Z [----] followers, [----] engagements
"@GilaMonstrum @ResearchPulse1 They say no plateau but $PFE shows no curves. We have seen no plateau with $AMGN fist [--] wks and then that disappeared in second [--] wks"
[X Link](https://x.com/bioinvestor24/status/2018719482345116142) 2026-02-03T16:13Z [----] followers, [---] engagements
"$PFE confirmed today that GLP1-Amylin combo will go through phase [--] in [----] ( still in phase [--]. ) then phase [--] [----]. That is the year $VKTX reports its phase [--] and seek FDA approval Pfizer is a year behind on single GLP1 agonist that likely to achieve half efficacy and more side effects vs VK2735 And Pfizer spent $10 B on this. Dont expect from amylin but to add more side effects to a GLP1. This side effect alleviating mechanism only exists in GIP that $PFE decided to forgo to safe money. Cant digest why $PFE presented the slide below on the combination this early [---] mg of [---] is the"
[X Link](https://x.com/bioinvestor24/status/2018722054758088738) 2026-02-03T16:23Z [----] followers, [----] engagements
"Reproducibility crisis Likely stems from most findings that you read are fake when u try to repeat driven by dysfunctional granting system and not due to different experimental conditions as most say . Presuming exps are done well when repeated. Amgen one published that they could not repeat 80-90% of findings. 10% of science is real and lead to all discoveries https://twitter.com/i/web/status/2018727268433133948 https://twitter.com/i/web/status/2018727268433133948"
[X Link](https://x.com/bioinvestor24/status/2018727268433133948) 2026-02-03T16:44Z [----] followers, [---] engagements
"@WallStSai $NVO negative growth"
[X Link](https://x.com/bioinvestor24/status/2018730431794024951) 2026-02-03T16:56Z [----] followers, [----] engagements
"Tomorrow $LLy will show today $NVO decline has little to do with price and a lot to do with drug quality 🚨 BREAKING: $NVO Warns of pricing pressure in an increasingly competitive market. Shares down -12%. https://t.co/di1cmaIfOL 🚨 BREAKING: $NVO Warns of pricing pressure in an increasingly competitive market. Shares down -12%. https://t.co/di1cmaIfOL"
[X Link](https://x.com/bioinvestor24/status/2018760940024660304) 2026-02-03T18:58Z [----] followers, 18.7K engagements
"So actually $NVO stumbled on the GLP [--] and excited and quit doing extensive pre-clinical work on the relevant pathways $LLy paid attention to GLP1 GIP duals ( although novo had one that it gave up on early that Lilly copied later ) Among small $VKTX did excellent preclinical work and identified a dual that seems so far to have better PK vs tirzapetide . LLY knows allthat which explains $LLY attempt to acquire Viking in Jan [----] $PFE team was busy chasing small molecules all these years VKTX is the winner here VKTX is the winner here"
[X Link](https://x.com/bioinvestor24/status/2018786242289451395) 2026-02-03T20:38Z [----] followers, [----] engagements
"Does $NVO still have capacity for a transformational deal When I posted below novo had MC $500 B and would have acted with strength if it had leadership and scientific acumen Question if @maziardoustdar has the right advice around him now When it comes to $VKTX potential partnership you have rugged pharma looking into obesity as primary focus including $ABBV $BMY $MRK and even $JNJ $LLy report tomorrow and $PFE failed single GLP1 adventure will only bolder interested parties in the dual mechanism $nvo $vktx. Novo needs to move on Vikings. Besides CagriSema ( which incorporates new peptide"
[X Link](https://x.com/bioinvestor24/status/2018822067345637673) 2026-02-03T23:01Z [----] followers, [----] engagements
"$NVO reported $4.3 B profit Q4. Actually not bad . CEO keeping expenses low But this unnecessary amycretin program will weight on 2026"
[X Link](https://x.com/bioinvestor24/status/2018837417231556839) 2026-02-04T00:02Z [----] followers, [---] engagements
"@drrichjlaw The more disappointing than 10% in $PFE vesper [--] is top dose reached within [--] moths so dont expect much more wt loss beyond [--] wks. Mechanism capped. This is why they dont show curves"
[X Link](https://x.com/bioinvestor24/status/2018842600346931646) 2026-02-04T00:22Z [----] followers, [---] engagements
"$AMGN stated most patients didnt gain weight but that means a percentage gained and Likely drove the line up . they talked about unfolding data in q4 all year long till Nov time. Single GLP1 . similar to $PFE GIP antagonism in humans likely just increases nausea. Turned out humans are little different from mice in their eating habits where the data are conflicting https://twitter.com/i/web/status/2018877685532160010 https://twitter.com/i/web/status/2018877685532160010"
[X Link](https://x.com/bioinvestor24/status/2018877685532160010) 2026-02-04T02:42Z [----] followers, [---] engagements
"$PFE MGT yesterday excited about GLP1+ amylin combo ( still on phase 1) potential BIC . look at early phase [--] with small doses how nausea / vomit are synergistic. Tiny doses of Met097 ( [---] ) and [---] ( o.3) in combo result in nausea and vomit while higher doses of each alone ( o.4 & o.3 mg ) dont as single agents. 50% vomit when u combine [---] and o.3 mg .which are starting doses for each as single agent. Not sure what Pfizer is excited about but yesterday vesper [--] is first episode of repeated disappointment theme that will continue to happen This is why I say Pfizer saved $NVO .( as Metsera"
[X Link](https://x.com/bioinvestor24/status/2018993568224891224) 2026-02-04T10:22Z [----] followers, [----] engagements
"$LLy revenue growth is insane. And $NVO CEO continues to talk about best in class pipeline. What a joke. And $VKTX with a better than tirzepatide drug still $3.5 B MC 😂 Tomorrow $LLy will show today $NVO decline has little to do with price and a lot to do with drug quality Tomorrow $LLy will show today $NVO decline has little to do with price and a lot to do with drug quality"
[X Link](https://x.com/bioinvestor24/status/2019016299465310599) 2026-02-04T11:52Z [----] followers, 11.6K engagements
"$LLY ex USA Mounjaro $3.3 B. Crazy [----] revenue guide $80 B And Mr $MRK Davis dreams of $70 B revenues in the next century😂. Probably from small mole pill $LLy revenue growth is insane. And $NVO CEO continues to talk about best in class pipeline. What a joke. And $VKTX with a better than tirzepatide drug still $3.5 B MC 😂 https://t.co/6GVMlYXw2w $LLy revenue growth is insane. And $NVO CEO continues to talk about best in class pipeline. What a joke. And $VKTX with a better than tirzepatide drug still $3.5 B MC 😂 https://t.co/6GVMlYXw2w"
[X Link](https://x.com/bioinvestor24/status/2019017717047533951) 2026-02-04T11:58Z [----] followers, [----] engagements
"But $NVO has CagriSema and the pill 😂 That $LLY doesnt have. $LLY just raised the bar. Eli Lilly beat revenue expectations posting $65.2bn in sales vs $63.8bn expected. And it didnt stop there: [----] revenue guidance: $8083bn Street was looking for $77.7bn Implies +23% to +27% growth next year The contrast with $NVO s $LLY just raised the bar. Eli Lilly beat revenue expectations posting $65.2bn in sales vs $63.8bn expected. And it didnt stop there: [----] revenue guidance: $8083bn Street was looking for $77.7bn Implies +23% to +27% growth next year The contrast with $NVO s"
[X Link](https://x.com/bioinvestor24/status/2019021653527662741) 2026-02-04T12:14Z [----] followers, [----] engagements
"RNA I will save $NVS Vas from patent cliff He will probably deplete more of Novartis remaining capacity on his orphan disease projects. NVS used to be an oncology and cardiology company $NVS Long-standing overhang is substantial patent cliffs into with Cosentyx (2029E) Kesimpta and Kisqali (2031E) [--] Billion + to make up $NVS Long-standing overhang is substantial patent cliffs into with Cosentyx (2029E) Kesimpta and Kisqali (2031E) [--] Billion + to make up"
[X Link](https://x.com/bioinvestor24/status/2019022442249785812) 2026-02-04T12:17Z [----] followers, [----] engagements
"$NVO today finally announced [--] week efficacy data from its GLP1 GIP Amylin agonist phase [--] Up to 5.3% wt loss at [--] wks. Less than what is seen in multiple phase [--] of more than one GLP1 GIP dual agonists from $VKTX $RHHBY and others ( around 8% at [--] wks ) . No details on tolerability . still early data @ResearchPulse1 @GilaMonstrum It has been dozens of tries by $NVO. U want to bet on NN419 I am happy with your choosing. As novo actions are clear like light by now. If they were happy with data they would have announced. They are in desperate mode. Of course they have to do phase 2."
[X Link](https://x.com/bioinvestor24/status/2019027056726601854) 2026-02-04T12:35Z [----] followers, [----] engagements
"@Cellgoliath Doesnt matter. Let them look for something more differentiated. $VKTX on its own can take 25% of $LLY business. If has massive deal with cordon Pharma that makes tirzepatide to Lilly"
[X Link](https://x.com/bioinvestor24/status/2019090202753458665) 2026-02-04T16:46Z [----] followers, [---] engagements
"@Banjo5474969708 $VKTX CEO will not sell for cheap after today $LLY report but likely partnership for whoever wants to partner on good terms"
[X Link](https://x.com/bioinvestor24/status/2019090615921762367) 2026-02-04T16:48Z [----] followers, [---] engagements
"$VKTX holders will do much better if VK stays alone for a few more months after today $LLY report and recent competitor data a partnership is good just to punish these quantum funds that tortured this for [--] years and a non PR CEO helped them do that just before more incompetent institutions such as FMR give them shares to cover U cant short a drug better than tirzepatide and get out. It is unfair https://twitter.com/i/web/status/2019092536061497648 https://twitter.com/i/web/status/2019092536061497648"
[X Link](https://x.com/bioinvestor24/status/2019092536061497648) 2026-02-04T16:55Z [----] followers, [---] engagements
"@trentkelp @Viking_VKTX No he is not. He should get better PR. But that will have no impact soon"
[X Link](https://x.com/bioinvestor24/status/2019093316386627600) 2026-02-04T16:58Z [----] followers, [---] engagements
"I still believe these financial institutions are still haunted by DC rate on oral phase [--] The oral was a mistake by $VKTX CEO to emphasize at short term. It probably stems from him being PHD and doesnt get well that pts focus is really on efficacy and tolerability more than PO versus sub Q Look at all of $ABBv $ROG $LLy and others focus on SC and only $NVO now hyping early oral demand due to shortage in pipeline ( although repeated statement by the former CEO was also focused on parental use but we know they focused on amylin vs GIP) Anyway blinded data emerging from vanquish phase [--] are"
[X Link](https://x.com/bioinvestor24/status/2019109027720921376) 2026-02-04T18:01Z [----] followers, [---] engagements
". This is not just Reddit. Communications from Several pts from one site of $VKTX vanquish phase [--] only [--] pt vomited once and continued Vk2735 one out of [--] pts on trial for 4-5 months . no case of DC so far from AEs. Another site 1-20 vomit . tolerability Way better than best expectations due to slow escalation and seems if not in line with $LLy tirzepatide better C/W better Pk ( longer Tmax and T 1/2 ) And efficacy modeling with same escalation rate between two drugs is below @GilaMonstrum It is not me too Tirzepatide. OK I tried to do a REDDIT compiled $VKTX SC trial participants"
[X Link](https://x.com/bioinvestor24/status/2019153681111818318) 2026-02-04T20:58Z [----] followers, 18K engagements
"Phase [--] vs [--] vs maintenance is irrelevant for pts and pharma that are looking to compete with $LLy king tirzepatide in this massive market There are no maintenance issues with tirzepatide and thus u witness Lilly revenues today. $VKTX [----] injections may offer more potent and potentially even better tolerated drug. Oral form while is working is irrelevant. All of $PFE $AMGN $NVO $RHHBY are struggling to come up with anything close in tolerability and efficacy to tirzepatide . But the message gets confused . as when you have an inferior drug you start talking about oral or monthly . reality is"
[X Link](https://x.com/bioinvestor24/status/2019175697676398887) 2026-02-04T22:26Z [----] followers, [----] engagements
"$NVO CEO confirmed that most oral sema users are on [---] mg indicating likely new users and not ones on full dose injectable GLP1. ( same highlighted by $LLy Ricks ). This is clearly a wave of humans who are jumping to discounted GLP1 and who likely could not afford tirzepatide ( BTW there is no price pressure on Lilly or war novo is voluntarily and not forced by Trump cutting price . but seems not impacting tirzepatide demand even ex USA ) As most will not lose much on [---] mg first month we have to wait and see how much patients adhere with 30% vomit rate and double nausea. This is not to"
[X Link](https://x.com/bioinvestor24/status/2019192682837352567) 2026-02-04T23:33Z [----] followers, [----] engagements
"There are [---] US sites participating in $VKTX vanquish trial. We are talking about 200-300 investigators and they all do trials and compare drugs. After a few thousands pts are followed you cant hide tolerability and efficacy as 78% will get at least [---] mg which is a powerful dose. Big pharma that have an obesity interest ( $ABBV $BMY $MRK $AMGN $NVO and others ) for sure are hearing about trial progress and CEO can share confidential blinded data. This is from one pt who lost 25% wt at [--] wks responding to a question if other pts are quitting for excessive loss or side effects No. Actually"
[X Link](https://x.com/bioinvestor24/status/2019200108307341614) 2026-02-05T00:03Z [----] followers, [----] engagements
"@Doctor_Salomon They should update but no details as trial ongoing"
[X Link](https://x.com/bioinvestor24/status/2019218279806693473) 2026-02-05T01:15Z [----] followers, [---] engagements
"@Doctor_Salomon They may"
[X Link](https://x.com/bioinvestor24/status/2019227939070701666) 2026-02-05T01:53Z [----] followers, [---] engagements
"The wt loss projection is based on modeling from $VKTX and $LLY clinical data and serum levels. There was slightly more females in VK phase [--] trial. This could account for slight shift up in vk curve as the model predicted really big difference at [--] wks 2%. Also from Lilly phase [--] trials female deeper wt loss become more apparent after several weeks on trial and not early on ( difference was only 0.3% at wk [--]. As below . and again it is not like all Vk trial were females .) . So if one adjusts for all that vk2735 still beats tirzepatide by at least 1.5-2% at [--] Wks. One would expect"
[X Link](https://x.com/bioinvestor24/status/2019266906805448808) 2026-02-05T04:28Z [----] followers, [----] engagements
"@SpacemanZN @trentkelp @Viking_VKTX People are frustrated here as they witnessed Metsera team hype their products and getting company sold. But they accepted little premium at beginning had it not for novo team . but there were not many companies bidding. So u cant sell the hype to everyone"
[X Link](https://x.com/bioinvestor24/status/2019270923661009052) 2026-02-05T04:44Z [----] followers, [--] engagements
"$BMY is swept up by the pharma bullish wave. Great performance last few months. But LOEs with Eliquis and Opdivo are scary . Anyway you look at it only act that can save them is a transformational obesity deal and it seems they are aware of that ( vs others such as $MRK . or $NVO ) and thus BMS refraining so far from large deals in other sectors. ( BTW MRK $70 B pipeline projection is like $15 [---] B if lucky ) Biotech wave should take up all descent companies with it. $BMY making progress in hematology cardiology oncology and psychiatry . I Believe with this bold obesity interest as well It"
[X Link](https://x.com/bioinvestor24/status/2019390253115515095) 2026-02-05T12:38Z [----] followers, [----] engagements
"@Doctor_Salomon I think HHS and Dr Oz waiting fur Nov election. They do not want to upset any segment of population. But arrest sure beyond that cut a deal with $NVO and $LLy Humans will not benefit from it and will stop it"
[X Link](https://x.com/bioinvestor24/status/2019424918681842061) 2026-02-05T14:56Z [----] followers, [---] engagements
"@Vanhove_Pieter @Doctor_Salomon Ask FDA"
[X Link](https://x.com/bioinvestor24/status/2019433231985307673) 2026-02-05T15:29Z [----] followers, [--] engagements
"This actions by $HIMS shows how much their business relies on GLP1 and how they are left alone by $NVO Dont believe novo will stay silent legally"
[X Link](https://x.com/bioinvestor24/status/2019434333212479516) 2026-02-05T15:33Z [----] followers, [----] engagements
"@rn_flex It is Trump and Nov. I still believe all compounding will suddenly end after Nov election. He cut a deal with $LLy and $NVO"
[X Link](https://x.com/bioinvestor24/status/2019443973262090490) 2026-02-05T16:12Z [----] followers, [---] engagements
"@LNG_Investor_ Kailera is backed by financial whales and wants to commercialize . but their drug is not as good as $VKTX [----]. Whoever understands data ( it seems many dont at BP. We have seen it with $PFE and $NVO so far. )"
[X Link](https://x.com/bioinvestor24/status/2019444494706307298) 2026-02-05T16:14Z [----] followers, [---] engagements
"@Vanhove_Pieter @Doctor_Salomon Who said that you dont use SNAC Anyway. It takes a special compounding to make the pill right. So not sure $HIMS doing that Zero absorption without right SNAc ratio"
[X Link](https://x.com/bioinvestor24/status/2019445345910989017) 2026-02-05T16:17Z [----] followers, [---] engagements
"If $HIMS selling oral sema that is not tested for oral bio availability ( I.e with no SNAC ) this is sheer patient fraud. Recall this has to be prescribed by a medical provider through HIMS and if it is the case their medical license should be provoked. people die from obesity and its complications. It is not a joke @DrOz @MartyMakary @SecKennedy I take back that this will be good. Apparently the compounded stuff is made without SNAC so I don't see how it's going to work. It sounds like Hims is just going to take a bunch of customers' money and hand them the equivalent of sugar pills. Not"
[X Link](https://x.com/bioinvestor24/status/2019459383290130650) 2026-02-05T17:13Z [----] followers, [----] engagements
"But he is reducing $NVS involvement in cardiovascular ( biggest new impactful category will be GLP1 class ) and oncology In favor of RNAi ( that may end up being scooped by gene editing one day ) and orphan disease. Novartis expects generics to cut about $4B from [----] sales with Entresto taking a sharp hit in Q4 as competition ramps up. https://t.co/ejq67FZ1Hx Novartis expects generics to cut about $4B from [----] sales with Entresto taking a sharp hit in Q4 as competition ramps up. https://t.co/ejq67FZ1Hx"
[X Link](https://x.com/bioinvestor24/status/2019466406547374497) 2026-02-05T17:41Z [----] followers, [----] engagements
"Where is the data on liposome peptide bioavailability orally. So these dump companies has more research budget than $NVO and $LLy Why not Navajo scores them if legit Why there are no trials And sema is not generic for $HIMs to steal Ms HIMS investor who cares about humanity https://twitter.com/i/web/status/2019549385164533855 https://twitter.com/i/web/status/2019549385164533855"
[X Link](https://x.com/bioinvestor24/status/2019549385164533855) 2026-02-05T23:11Z [----] followers, [---] engagements
"@investseekers $PFE deal will likely crash itself as it depleted its cash on assets that are not competitive"
[X Link](https://x.com/bioinvestor24/status/2019565544987562304) 2026-02-06T00:15Z [----] followers, [---] engagements
"I dont understand this $VKTX or any other pharma bears oral focus. Regardless of bears knowledge of basic medical topics such as efficacy and tolerability when it comes to patients preference and big difference there between dual agonists injectables and orals. What about tirzepatide revenues Most of these bears are in finance What about $RHHBY $ABBV and $AMGN not concerned about not owning orals. Even $PFE that fooled itself and the sector about orals for [--] years . doesnt care that much now. What about $ABBV Skyrizi dominance in I&I despite oral options available And many other examples It"
[X Link](https://x.com/bioinvestor24/status/2019603986781761539) 2026-02-06T02:48Z [----] followers, [---] engagements
"Unfortunately $NVO miscalculation of phase [--] trials outcomes ( that is surprising how far their error went ) created lasting mistrust within financial institutions $PFE is repeating the same story with its Metsera assets hype ( like [---] mg monthly that will likely associate with significant tolerability issues ) . All that casts shadow even on smaller biotechs that have better assets. A number of non careful analysts are not helping either. Still recall a couple forecasting 28% wt loss with $AMGN phase [--] based on lousy phase [--] data on [--] pts that all had severe vomit. Commercial success"
[X Link](https://x.com/bioinvestor24/status/2019748242334863678) 2026-02-06T12:21Z [----] followers, [----] engagements
"$IMVT is running trials on a several pertinent disorders. Good focus on orphan skin disease on top of graves RA CIPD and others Why cant do 25-50% $ARGX performance long term. The drug is derisked from mechanism and clinical performance of first gen molecule that binds same region on FcRn . $IMVT based on the igG reduction ( 70-80 % vs 63% ) and the performance in phase [--] batoclimab should perform at least as good as efgartigimod tomorrow. MG-ADL improvement of 4-5 points vs 1.5-2 for placebo $IMVT based on the igG reduction ( 70-80 % vs 63% ) and the performance in phase [--] batoclimab should"
[X Link](https://x.com/bioinvestor24/status/2019767203592016375) 2026-02-06T13:36Z [----] followers, [----] engagements
"@Doctor_Salomon @rn_flex Great observation. So both PS and HS . big markets"
[X Link](https://x.com/bioinvestor24/status/2019767468982493507) 2026-02-06T13:37Z [----] followers, [--] engagements
"With $NVO owning / building massive peptide manufacturing capacity ( per @ResearchPulse1 [---] tons / year ) commercial teams and being the field pioneer they become attractive at this valuation. I believe excitement got ahead of itself with oral sema ( as we need to see adherence and hear pts experience ) Novo can turn the tide at no time with the right asset. although [----] will still be a tough year. But if they can at least show volume expansion . that will be enough for [----] expectations . @TacticzH I think novo at this value now is not bad. CagriSema will help them a lot much more than"
[X Link](https://x.com/bioinvestor24/status/2019787446137810992) 2026-02-06T14:57Z [----] followers, 20.2K engagements
"Yeh. Expected. Most humans will take auto pen everyday vs one episode of vomit per month. It is a common sense fact. I think $NVO knows that. It is just a bridging technique until they find their way against $LLY tirzepatide . most who got the pill were probably stressed by price and not needle fear. https://twitter.com/i/web/status/2019818494016053729 https://twitter.com/i/web/status/2019818494016053729"
[X Link](https://x.com/bioinvestor24/status/2019818494016053729) 2026-02-06T17:00Z [----] followers, [--] engagements
"$BMY CEO yesterday as usual clandestine response about his BD intention although asked by Michael Yee on obesity interest ( BMS was party [--] in Metsera deal and offered $11 B prior to suddenly retrieving . ) CEO response below . BMS spent $14 B on schizophrenia medication that is generating $50 M per Q after several q it is in a new class but not that effective ( $ABBV wasted $8 B on a similar drug that later failed ) Recall $LLy tirzepatide as one drug generated revenue at q4 as much as all $BMY . and US TZP TRX still growing 17% q o q in USA. It is hard to think a sound board will find"
[X Link](https://x.com/bioinvestor24/status/2019826176420634878) 2026-02-06T17:31Z [----] followers, [----] engagements
"@KontraInvest $LLy vials are not low margin. They just dont have PBMS rip off on them. Unlike $NVO po that is low margin"
[X Link](https://x.com/bioinvestor24/status/2019834278545354924) 2026-02-06T18:03Z [----] followers, [---] engagements
"@TTRAmyloid U force one to talk against his own holding But $VKTX assets will long term generate more than $RVMD that also has [---] copies behind"
[X Link](https://x.com/bioinvestor24/status/2019860867278598582) 2026-02-06T19:48Z [----] followers, [----] engagements
"No volume. But if $VKTX sticks to the summer due to unusual CEO as some people suggest here . it will be $LLy that takes it. Still strongly believe orforglipron will not be a success at least in obesity. And for whatever reason Lilly decided not to do oral peptides ( or it tried and it didnt work .) https://twitter.com/i/web/status/2019881369883574420 https://twitter.com/i/web/status/2019881369883574420"
[X Link](https://x.com/bioinvestor24/status/2019881369883574420) 2026-02-06T21:10Z [----] followers, [----] engagements
"For the me too crowd that always whine and want differentiation $LLY didnt invent the wheel. Tirzepatide was minor modification of NN-2746 that $NVO acquired from others and later dumped. Minor change of aa ( u cant change a lot. It is only [--] aa) and lipid chain location These peptides dont work without long half life endowed by the lipid chain ( a critical component ) But @maziardoustdar needs to look what sort of preclinical work done years ago to divert novo scientists from GIP into amylin It is embarrassing that small biotechs such as $VKTX could determine years ago that GLP1 GIP is the"
[X Link](https://x.com/bioinvestor24/status/2019888133634982284) 2026-02-06T21:37Z [----] followers, 13.9K engagements
"There is no price war as media report. $LLy didnt cut a lot. Tirzepatide is slightly cheaper for cash pay and Medicare compared to other CV drugs. But not cheaper for commercial insurance. It is cheap in comparison to orphan drugs rip off under humanity banner such as from $RYTM and $SLNO ( $ 1/2-1 M over pt per year to lose wt. ). This is why you see bio funds in company like RYTM because they know it is an endless rip off $NVO voluntarily smashed sema price as it was going down towards zero sales in a couple of years. That is not price war from one side."
[X Link](https://x.com/bioinvestor24/status/2019919033290654039) 2026-02-06T23:40Z [----] followers, [--] engagements
"GLP1 falls within their therapeutic as they sell Eliquis through primary care and DTC cash .: they dont want to make another mistake. They paid $14 B for a schizophrenia drug that looks a bust so far. That was not within their expertise. So now they are careful . Will see. $BMY has very limited options to get over LOEe. Probably worse than $MRK Both need something that can sell in billions right away in a couple years. Although MRK management may have built fake confidence recently . https://twitter.com/i/web/status/2019938568718741758 https://twitter.com/i/web/status/2019938568718741758"
[X Link](https://x.com/bioinvestor24/status/2019938568718741758) 2026-02-07T00:57Z [----] followers, [---] engagements
"Will see. As you see I like $VKTX drug based on mechanism and clinical data so far. This GLP1 GIP clearly bast mechanism in obesity and will stay dominant at least for [--] decades. I am not sure $BMY realizes that or not yet . And VK CEO is asking a lot and many people criticize his sales skills . He is running the trials well so far. So long term I think the drug will perform well. At short term nothing is certain . although pressure is mounting on several large pharma to move on something competent with tirzepatide and options are limited. Obviously cant be all pharma having inconsequential"
[X Link](https://x.com/bioinvestor24/status/2020187850621481225) 2026-02-07T17:28Z [----] followers, [---] engagements
"$AMGN dropped the vomit rate to 22% in phase [--] that lasted [--] wks when starting with [--] mg. But that was inpatient phase [--] and they must have given a lot of ant emetics. It will be higher upon longer exposure . Start at [--] mg will reduce the efficacy. Also [---] mg has to be given over 20-30 seconds. Not sure how much more convenient over wkly. MariTide has its issues. https://twitter.com/i/web/status/2020210658009334143 https://twitter.com/i/web/status/2020210658009334143"
[X Link](https://x.com/bioinvestor24/status/2020210658009334143) 2026-02-07T18:58Z [----] followers, [--] engagements
"What is clear from $LLY q4 and table below . is Lilly priced zepbound at right point where its not too expensive for many humans who want ideal efficacy and tolerability and at the same time competitive with price of other common CV meds ( no price war for Lilly ) where it is propelled to be best selling drug in history within a couple of years. $NVO CEO alluded into drug quality and price dynamics more than once at London conf ( was better info than the q4 EC the day before ) Clearly most of the Sema pill pts are going for price and not for oral vs sc. also @maziardoustdar implicitly"
[X Link](https://x.com/bioinvestor24/status/2020510188747538812) 2026-02-08T14:49Z [----] followers, [----] engagements
"I agree with you $NVO is more aware of competition now and @maziardoustdar is not hyping oral sema or anything else. Novo needs dual GLP1 GIP. Period. Not oral not triple. And if they have not reached that conclusion good luck being #4 in [----]. BTW tirzepatide will stay 75% of $LLy revenues in [----] despite approval of everything else Lilly has. Will share with you this as I did my previous posts. https://twitter.com/i/web/status/2020518535882293577 https://twitter.com/i/web/status/2020518535882293577"
[X Link](https://x.com/bioinvestor24/status/2020518535882293577) 2026-02-08T15:22Z [----] followers, [---] engagements
"The problems with current $NVO pipeline nothing stands out as competitive with $LLy tirzepatide. you could have [--] assets and if all clearly inferior particularly on tolerability ( and I would highlight amycretin here as we have have full data from [--] lancet papers ) . then they will have no tangible impact. This whole segmented obesity market that many talk about is in their imaginations. There is little segmentation but most humans share one desire lose good amount of wt with least nausea or other GI issues. Best drug will stay dominant in all so called segments"
[X Link](https://x.com/bioinvestor24/status/2020520709743947998) 2026-02-08T15:30Z [----] followers, [---] engagements
"@DrivenSports $NVO [---] mg dose has bigger issue with vomit than looks at surface. Look below. Also causes more than 20% dysesthesia. for novo to present it as simple escalation like $LLy tirzepatide [--] mg is misleading"
[X Link](https://x.com/bioinvestor24/status/2020567475465732578) 2026-02-08T18:36Z [----] followers, [---] engagements
"Another example from today $VKTX phase [--]. Squares are months People who blame BL for no BO need to realize they had [--] wk data. And while modeling long term wt loss works well with this class BP CEO ( most of them in finance and not scientists ) will not put his neck on the line and spend massive without clear tolerability and efficacy which are emerging now. The 1-2 year lead time that VK2735 also offers over others is worth billions. Sorry for $NVO crowd. It has nothing close to this"
[X Link](https://x.com/bioinvestor24/status/2020576144291201353) 2026-02-08T19:11Z [----] followers, [----] engagements
"@apotecarii @alnafisah1994 @JacobCordosa @ResearchPulse1 The data just started emerging. And despite the new $NVO CEO being more realistic your dear novo team proved over last few years being always behind on action "
[X Link](https://x.com/bioinvestor24/status/2020579818317000923) 2026-02-08T19:25Z [----] followers, [---] engagements
"These peptide GLP1 trials are over powered for tolerability and efficacy. FDA asked for this size to make sure small molecules dont cause rare toxicity such as liver and cardiac. And $VKTX is doing double size of what FDA asked for. So you dont need to wait for long to know data internally ( if they want to look ) as 25% of pts can give you what you need to know . The placebo effect is predictable. https://twitter.com/i/web/status/2020584711022948550 https://twitter.com/i/web/status/2020584711022948550"
[X Link](https://x.com/bioinvestor24/status/2020584711022948550) 2026-02-08T19:45Z [----] followers, [---] engagements
"I am with you $NVO is trying but dont they need sc GLP1 GIP before even oral You dig into novo pipeline more than me. Are the oral GLP1/GIP or GGG in humans $VKTx oral dual agonist about to enter phase [--]. [--] year lead is huge in obesity now. Novo cant survive long term on promises of early assets. We have seen it with the NN419 and recent lackluster wt loss in phase [--] Viking can survive with only SC [----] given its size but novo doesnt have a really competitive advanced molecule. You know amycretin is not that well tolerated. And NVO is now hanging on CagriSema. Although I think the latter will"
[X Link](https://x.com/bioinvestor24/status/2020592381058515056) 2026-02-08T20:15Z [----] followers, [---] engagements
"If $VKTX prices vk2735 $200 per month it will drop $LLy MC by 50%. It will not happen. Lilly will grab VK before even VK thinks about it. This is not an old less effective and less tolerable drug Obesity drugs qualities and their wt reduction potential spread like fire on social media. $NVO @maziardoustdar discussed that last week https://twitter.com/i/web/status/2020598329315602896 https://twitter.com/i/web/status/2020598329315602896"
[X Link](https://x.com/bioinvestor24/status/2020598329315602896) 2026-02-08T20:39Z [----] followers, [---] engagements
"$VKTX VK2735 looks quite likely to surpass $LLY tirzepatide and easily surpass everything $NVO has. $PFE PF3944 can compete with semaglutide and this is why LLY David Ricks was watching and laughing at the Metsera battle Cant see how @maziardoustdar promised at JPM to retain and expand novo leadership without GLP1 GIP dual agonist. It doesnt add up $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials. $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials"
[X Link](https://x.com/bioinvestor24/status/2020915062706405837) 2026-02-09T17:37Z [----] followers, 11.1K engagements
"Listening to $PFE Q4 EC. Chris Boshof CSO confirmed my suspicion there is no Pfizer oral amylin peptide in humans trials and no oral GIP ( oral GLP1 peptide will start phase [--] this year. We dont know bioavailability or efficacy in humans ) So Mr Bourla was wrong on all three . $NVO has an oral GLP1 peptide approved $VKTX has an oral GLP1 GIP dual agonist finished phase [--] and oral amylin that about to enter trials I am baffled . How could company CEO ( $PFE ) be this confused on what he acquired with Metsera. As discussed below Metsera oral assets were more claims that facts trials or exps."
[X Link](https://x.com/bioinvestor24/status/2020954362093396339) 2026-02-09T20:14Z [----] followers, [----] engagements
"It is beautiful and good for humanity Interesting $NVO Cagrisema falls into top [--] in [----] and not $LLY orforglipron or the better injectable $VKTX [----] . The return to prevalent diseases. Big is Beautiful. LEK captures the evolution of the top [--] biggest drugs. [----] all were prevalent by [----] most were rare/specialty now swinging back again. https://t.co/2YwHpLbcYN The return to prevalent diseases. Big is Beautiful. LEK captures the evolution of the top [--] biggest drugs. [----] all were prevalent by [----] most were rare/specialty now swinging back again. https://t.co/2YwHpLbcYN"
[X Link](https://x.com/bioinvestor24/status/2020976952530829803) 2026-02-09T21:43Z [----] followers, [----] engagements
"@alnafisah1994 @GilaMonstrum Also $VKTX is planning to combine low - moderate dose of GLP1 /GIP with its upcoming oral amylin. That could drive Tirzepatide level efficacy and possible descent tolerability"
[X Link](https://x.com/bioinvestor24/status/2021212705420460316) 2026-02-10T13:20Z [----] followers, [---] engagements
"HRS9531 being GLP1 GIP and being active at lower sc mg . needing to get to 25-50 mg to show wt loss that $VKTX can show with [--] mg . is clear evidence that VK achieved better bioavailability. Another possibility I raised before the narrow therapeutic window of HRS9531 that may reduce extra benefit from raising dose. But u would expect higher wt loss for both doses if the issue was not bioavailability https://twitter.com/i/web/status/2021217051860402284 https://twitter.com/i/web/status/2021217051860402284"
[X Link](https://x.com/bioinvestor24/status/2021217051860402284) 2026-02-10T13:37Z [----] followers, [----] engagements
"The reflects my excitement. Best class of drugs in generations struggles to make it to all humans who need it due to dysfunctions health systems that are part of dysfunctional global trends. last [--] years. $LLY $NVO $VKTX GLP1s are the closest thing to a longevity drug we've ever discovered. And that's independent of weight loss. They reduce all cause mortality some. And they have a much bigger effect on healthspan. GLP1s are the closest thing to a longevity drug we've ever discovered. And that's independent of weight loss. They reduce all cause mortality some. And they have a much bigger"
[X Link](https://x.com/bioinvestor24/status/2021278032884007208) 2026-02-10T17:40Z [----] followers, [----] engagements
"Listen to $ABBV management today. Dont know who they would take ( certainly not a lousy pill ) but they would put pressure on $NVO and ultimately $LLy ABBV is not kidding. CEO repeated multiple times interest in late stage $VKTX classic case of market confusion on relatively new drug class. Wait till data emerge from Vanquish phase [--] program. A small co MC jumps to $10 B on phase [--] data followed by worst times of biotech macro. Attract all sorts of quantum shorts whose primary knowledge is $VKTX classic case of market confusion on relatively new drug class. Wait till data emerge from Vanquish"
[X Link](https://x.com/bioinvestor24/status/2021958518018863494) 2026-02-12T14:44Z [----] followers, [----] engagements
"@prosperousguy @CNBCFastMoney I dont know where $GPCR going but I know this CNBC crowd has no clue about anything related to biotech. Melissa knows some rudimentary knowledge on obesity but the rest are of no value"
[X Link](https://x.com/bioinvestor24/status/2014130724845044032) 2026-01-22T00:19Z [----] followers, [---] engagements
"$RHHBY CEO confirmed today receiving calls on the difference between efficacy and treatment estimands. I am questioning by how much Roche could have cut the vomit rate with slower escalation. From 75% to what Still concerned that even at maintenance [--] wks in phase 1-2 there was still 33% vomit If Roche were able to cut total vomit to [--] % ( to be little competitive with $LLy $NVO and $VKTX ) and did not report that in the press release I would call that incompetency as SP didnt react good to news yesterday This is $RHHBY phase 1-2 escalation from [----] ( I dont know escalation speed in today"
[X Link](https://x.com/bioinvestor24/status/2016883370223951961) 2026-01-29T14:37Z [----] followers, [----] engagements
"Listen to CEO . I just conveyed what she said. Today up due to pipeline update and stated DC rate was 5.9%. Will see GO issues later I like $ROG management. One of best in industry. Totally coherent and smart team ( opposite of $MRK furniture sales team as example ). But they have an issue with their obesity dual agonist. She still confirmed amylin as the foundation for combination ( which does not make sense if CT388 is great ) Roche wants to tackle major human health problems ( unlike your buddy Vas and his useless board ). So Roche will be successful long term whether Ct388 works with them"
[X Link](https://x.com/bioinvestor24/status/2016953920644325650) 2026-01-29T19:17Z [----] followers, [---] engagements
"@SteveWagsInvest Did you hear CEO today. They are vying to get in Question how much they understand field well. We have seen $NVO and $PFE real time misunderstanding of drugs. Good $ABBV CMO quit talking about stupid muscle preservation. That was red flag"
[X Link](https://x.com/bioinvestor24/status/2019094003149598779) 2026-02-04T17:01Z [----] followers, [---] engagements
"Pressure is mounting on $ABBV Would it do a GLP1 China deal like $AZN Who knows. But they are serious on obesity vs AZN that is fooling around with weak assets Investors continue to have concerns about growing competition for the companys immunology franchises Phipps wrote in a note to clients. One particular point of worry he added is how Rinvoq and Skyrizi will fare in the inflammatory bowel disease market since the relatively recent entries of Johnson & Johnsons Tremfya and copycat versions of Stelara. https://twitter.com/i/web/status/2019756338738303061"
[X Link](https://x.com/bioinvestor24/status/2019756338738303061) 2026-02-06T12:53Z [----] followers, [---] engagements
"$ABBv should pay attention. They are running trials in HS with their new IL1 ab. if psoriasis has any connection to obesity HS is totally linked 80% of pts are over wt. but I started having doubts of how much these BP paying attention to details . is it only $LLY that has savvy teams anymore https://twitter.com/i/web/status/2019758167660355902 https://twitter.com/i/web/status/2019758167660355902"
[X Link](https://x.com/bioinvestor24/status/2019758167660355902) 2026-02-06T13:00Z [----] followers, [---] engagements
"@WallStSai now the likes of $ABBV. $MRK $BMY and even $JNJ will drool"
[X Link](https://x.com/bioinvestor24/status/2019907836005015780) 2026-02-06T22:55Z [----] followers, [---] engagements
"Keep $NVO crowd trashing $VKtX until $ABBV CEO cuts a deal with them ( there is no joking with ABBV team once they understand the data) that committed $100 B in R &D over [--] years ( their primary focus now is obesity ) and then watch novo MC collapse by another 50% so the traders ( not real novo investors ) can be happy short term. [----] NVO project $6 B free cash flow vs about $20 B for ABBV. Novo will waste their budget on several amycretin phase [--] trials while ABBv ( or anyone else with VK2735 ) competes with $LLy tirzepatide https://twitter.com/i/web/status/2020578217418203432"
[X Link](https://x.com/bioinvestor24/status/2020578217418203432) 2026-02-08T19:19Z [----] followers, [----] engagements
"Jared Holz indicates one of reasons for $LLy and $NVO guidance divergence is Sema subjected to IRA while tirzepatide not Isnt that irrelevant as far as Medicare ( IRA ) since Trump deal This is sort of recurrent financial analysis on obesity that is on TV now But he rightfully indicated Metsera got lucky with $PFE BO after data . now he changed his mind And as a biotech u have to be advanced in the game for serious BP to look at from obesity BD And BP are not coming up with better than $LLy and $NVO "I think $NVO would fare better if it never got into this business" says @MizuhoAmericas'"
[X Link](https://x.com/bioinvestor24/status/2020794013083955694) 2026-02-09T09:36Z [----] followers, [----] engagements
"It is interesting that $LLy with no oral peptide GLP1 class given its policy of not leaving any holes in obesity portfolio Either this approach is all hype ( $NVO CEO @maziardoustdar disagrees as Rybelsus is given to [---] M now who are happy with . ) or Lilly will find itself behind. Not clear if Lilly tried oral tirzepatide ( @GilaMonstrum argues that higher alb binding may reduce delivery from gut to serum ) or just had too much confidence in orforglipron that disappointed in Attain [--] Still dont understand why orfor [--] mg was omitted from phase [--] while $GPCR is pushing dose higher. Is it two"
[X Link](https://x.com/bioinvestor24/status/2021248366773141998) 2026-02-10T15:42Z [----] followers, [----] engagements
"@Merica815 U sell u shares at 20%. I will grab them 😂"
[X Link](https://x.com/bioinvestor24/status/2021336241845961089) 2026-02-10T21:31Z [----] followers, [---] engagements
"@semodough If you have a habit . hard to change"
[X Link](https://x.com/bioinvestor24/status/2021367957604237702) 2026-02-10T23:37Z [----] followers, [---] engagements
"If longs leave $VKTX bz of phase 2b it tells you how superficial DD is. I understand people time span . but it is a drug in middle of phase [--] likely better than now $50 B revenue tirzepatide ( a trillion dollar $LLy value is anchored around it ) . that is growing TRX 17% q o q What they usually do they short heavy early on so the chartists ( like Druckenmiller ) feel something is wrong and leave the best day . Actually phase 2b is better for oral form development to get optimized dosing and will get quicker data vs phase [--]. But again there are so many positives in story now including probably"
[X Link](https://x.com/bioinvestor24/status/2021369884731637852) 2026-02-10T23:45Z [----] followers, [---] engagements
"@rn_flex Tirzepatide will beat Cagrisema in Redefine [--]. We all know that"
[X Link](https://x.com/bioinvestor24/status/2021670913163637218) 2026-02-11T19:41Z [----] followers, [---] engagements
"This usually high vomit rate with $NVO amycretin takes me again to same observation with $GPCR phase [--]. The escalation was slow over [--] months and vomit rate was still around 40%. Would have definitely contributed to seemingly slightly better wt loss vs $LLY phase [--] orforglipron ( although not better vs orfor phase [--] ). Vomit was scattered across the whole trial period and not just at first [--] mg Company wants to test [---] mg start but pts continue to vomit Problem with GPCR difficult to escalate any slower.already [--] months even not higher dose ( which will cut the wt loss ) and they even want"
[X Link](https://x.com/bioinvestor24/status/2015535338656350561) 2026-01-25T21:20Z [----] followers, [----] engagements
"$AZN telling me small molecule based on LLY orforglipron and $GPCR scaffold is giving them tolerability issues without telling me . they reported Qt prolongation and a case of ALT elevation in phase [--]. Also likely their GLP1 Glucagon will produce high vomit rate like the case with all similar from $Zeal $MRK and others. With CSPC we're exploring mechanisms that allow us to offer better tolerability and more durable responses. And we know that's important for patients" said AstraZeneca's Barr. $AZN finally realized that their current [--] obesity-assets will likely take it nowhere and decided"
[X Link](https://x.com/bioinvestor24/status/2017197536667161056) 2026-01-30T11:25Z [----] followers, [----] engagements
"For analysts and bio funds that keep pushing molecules beyond their potential. Listen to FDA response to $CORT DILI cases. ( DILI is any ALT [--] folds ) FDA is concerned about 4/ [---] cases of elevated ALT ( one reached [----]. But took [---] pts ). Whoever rules out FDA placing LFT warning on $LLY and ultimately $GPCR molecules . needs to reassess his understanding history of drug approval . Will see post marketing data. ALT [--] folds seen 1/300 pts at Attain [--] [--] ( again Lilly stated other explanation . so we need to see if FDA convinced ) Recall FDA has low threshold for common conditions that have"
[X Link](https://x.com/bioinvestor24/status/2017217750721249340) 2026-01-30T12:46Z [----] followers, [----] engagements
"@semodough But how much $SNY spent on c kit inh and how much generating even before upcoming competition from $COGT"
[X Link](https://x.com/bioinvestor24/status/2017757033114833027) 2026-02-01T00:28Z [----] followers, [---] engagements
"Look again at $GPCR vomit increase at the [--] to [---] mg jump .: structure planning to start at [---] mg . ok and it wants to go to [---] mg . to get higher than [--] % wt loss long term ( as claimed although a some from emesis ) how many months the escalation will last I would imagine they want to slow escalation between [--] and [---] mg. Is it going to take a year of escalation How convenient BTW I am not shorting structure and they have a decent CEO and he likely made his living by now but just try to show people the devil in the details. As someone on X promotes $MRK taking Structure as if done deal"
[X Link](https://x.com/bioinvestor24/status/2018176999714586890) 2026-02-02T04:17Z [----] followers, [----] engagements
"The funny thing is bio funds pushing $GPCR now thinking that would save the HBA1C. It is becoming monkey show. 😂"
[X Link](https://x.com/bioinvestor24/status/2018362800066957623) 2026-02-02T16:36Z [----] followers, [----] engagements
"@JoseRestonVA $GPCR can rescue them"
[X Link](https://x.com/bioinvestor24/status/2019019369120993492) 2026-02-04T12:05Z [----] followers, [---] engagements
"In the USA there is only $VKTX. Then kailera with a Chinese asset that is inferior in phase [--]. Abbv will not look at $GPCR. And a couple of early Chinese assets that will put them [--] years behind with uncertain outcome. Vk2735 is emerging better than $LLY tirzepatide. Not sure why I am posting here as good opportunity for people who can see it early. https://twitter.com/i/web/status/2019089837962256847 https://twitter.com/i/web/status/2019089837962256847"
[X Link](https://x.com/bioinvestor24/status/2019089837962256847) 2026-02-04T16:45Z [----] followers, [---] engagements
"So $HIMS is in desperate mode now. Probably not the exact oral sema from $NVO and $49 for [---] mg that does not work How about [--] mg. Will they make profit on it It is all stock boosting maneuvers. Funny thing is $LLy down on meaningless news. . let us see how Novo respond 😂 *NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY this company is cursed *NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY this company is cursed"
[X Link](https://x.com/bioinvestor24/status/2019419420003619300) 2026-02-05T14:34Z [----] followers, [----] engagements
"While some X accounts trash $VKTX CEO salesmans skills and PR appearance ( there are elements of truth to that ) BL is pushing for an oral combination that could make $NVO oral sema irrelevant [--] years from now. We know the winners among Pharma are ones that plan for long term success. $LLy started tirzepatide story long ago and phase [--] was reported in [----] $VKTX is working on combination of its oral GLP GIP dual ( which is clearly more potent than semaglutide in its own ) with oral amylin. It seems from CEO recent statement they tried different iterations in preclinical settings and I expect"
[X Link](https://x.com/bioinvestor24/status/2020512824704016588) 2026-02-08T14:59Z [----] followers, [----] engagements
"$VKTX added [---] mg q [--] wk maintenance dose to its ongoing phase 1-2 study that completed enrollment. This makes sense Viking team is getting sound external clinical advice on genuine patient preference. It is not all about monthly vs wkly ( see below on $PFE monthly experience and likely significant GI issues. Pfizer left us in the dark on details. ) it is also about smooth dosing and avoiding GI issues. I still bet most humans like rather wkly tiny shot vs one episode of vomit and continuous nausea [---] mg is the right dose as per my modeling likely equivalent to [----] mg tirzapetide in"
[X Link](https://x.com/bioinvestor24/status/2020884129294987454) 2026-02-09T15:34Z [----] followers, [----] engagements
"$ABBV has struggled to keep pace with BP in [----]. It outperformed most in [----] thanks to Skyrizi legendary performance. Now doubt is casted over its growth rate and emerging competition primarily from $JNJ ABBV eye is on obesity question if they would partner or do a major M&A. Options limited to $VKTX Kailera or an early Chinese asset that will throw them 2-3 years behind and with outcome uncertainty . ( $AZN style ) . Also $PFE claims looked well in China and still liked Metsera well ABBV or others have the option of making BD prior to data and enjoy major upside with a positive phase [--] or"
[X Link](https://x.com/bioinvestor24/status/2020892468607422495) 2026-02-09T16:08Z [----] followers, [----] engagements
"$LLY Eloralentide is one of the most advanced amylins. Data show more efficacy than [---] mg $NVO cagrilintide But by deeper look into ITT and women predominance in Elora trial ( 80% as below ) one can see that if novo pushes dose higher as planned in its newest cagrilintide trial it could catch up to it Data suggest all amylin are decently tolerated and if you push the dose high enough you will cause significant wt loss early on but also major tolerability issues including GI and fatigue From Eloralentide phase [--] ( Lancet ) even 3-9 mg dose ( thought of the most practical for phase 3) the DC"
[X Link](https://x.com/bioinvestor24/status/2021054433237643398) 2026-02-10T02:51Z [----] followers, [----] engagements
"$AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single class. ). dont see it in trials alone for obesity. Amylin going through phase [--] Preclinical GLP1 GIP dual licensed from China AZN is way behind in obesity. Dont see anything that can lift it up in obesity in next [--] years ( unless they decide to do massive M&A which is not ruled out for a company like AZN. ) . Preclinical is too early and uncertain outcome elecoglipron"
[X Link](https://x.com/bioinvestor24/status/2021195010675441918) 2026-02-10T12:10Z [----] followers, [----] engagements
"Kailera oral HRS9531 phase [--] out [--] mg and [--] mg achived same 12.1% wt loss at [--] wks. With low vomit rate of 11% This is a dual GLP1 GIP agonist that kailera licenses from Hengrui ( which owns 20% of Kailera ) Efficacy is there but no dose response between [--] and [--] mg Likely used SNAC or SNAC like enhancer. When I see no dose response I wonder about absorption and bioavailability predictability Clearly not maximum dose as 12% efficacy is way less than expectation from sc. but wonder if absorption maxed out as no dose response here Multiple data set now show for whole GLP1 peptide class oral"
[X Link](https://x.com/bioinvestor24/status/2021205550688547284) 2026-02-10T12:52Z [----] followers, [----] engagements
"oral HRS9531 same wt loss at [--] and [--] mg is evidence that making these peptides absorbable is not an easy feat ( despite a large China pharma trying ) and testament to the massive efforts $VKTX team placed in making bioavailability predictable and generating a nice dose response. $HIMS promoting oral sema as an active drug was a joke. It took $NVO acquiring a company for $2 B to make that work. Kailera oral HRS9531 phase [--] out [--] mg and [--] mg achived same 12.1% wt loss at [--] wks. With low vomit rate of 11% This is a dual GLP1 GIP agonist that kailera licenses from Hengrui ( which owns 20% of"
[X Link](https://x.com/bioinvestor24/status/2021208555068727720) 2026-02-10T13:04Z [----] followers, [----] engagements
"Not really. But now it is becoming as @maziardoustdar is going around answering everytime asked about it. He took a tough job but navigating well. Hope he watches his advisors at $NVO. Like the ones who recommended Metsera ( vs getting GLP1 GIP dual ). Bourla saved him from wasting $10 B and many more on useless trials. https://twitter.com/i/web/status/2021664491914899654 https://twitter.com/i/web/status/2021664491914899654"
[X Link](https://x.com/bioinvestor24/status/2021664491914899654) 2026-02-11T19:15Z [----] followers, [---] engagements
"$AZN finally realized that their current [--] obesity-assets will likely take it nowhere and decided today to license preclinical Chinese GLP1 GIP dual agonist This will not reach market prior to 2030s and no guarantee to pass tolerability issues that others faced such as $NVO NN130 However clear sign that industry is now moving after the principle wt loss mechanism ( even for companies that acquired other mechanisms ) Years after $LLY and later $VKTX moved into that Begs the question of what $MRK management thinking Still of oral GLP1 small molecule with 10-12% efficacy and 25% vomit rate in"
[X Link](https://x.com/bioinvestor24/status/2017088904721989900) 2026-01-30T04:14Z [----] followers, [----] engagements
"$PFE single GLP1 low efficacy and combo with amylin will be with tolerability issues $AMGN MariTide both low efficacy and questionable tolerability even with slow escalation $RHHBY seems not to show tolerability for a reason $GPCR oral poor drug from both efficacy and tolerability regardless of a couple of MM action and hype $NVO can compete a little but not much with CagriSema ( inferior combo to tirzepatide. ) and amycretin lousy drug poorly tolerated It is not a crowded space. As people will not use lousy drugs in the presence of tirzepatide It is $LLy and $VKTX game . Just got an update"
[X Link](https://x.com/bioinvestor24/status/2018744384368546299) 2026-02-03T17:52Z [----] followers, [----] engagements
"$AMGN today no update on maintenance trial. Recall AMGN was repeating no plateau in wt loss curve after [--] wk. now we know not only flattening but likely some rise. Mechanism just caps and significant wt loss with MariTide in first month due to GI struggle $PFE today repeated no plateau at [--] wks despite no wt loss curve provided and we have seen vesper [--] AMG [---] has been in phase [--] forever unknown MOA. Remember these breakthrough mechanisms in biology such as GLP1 GIP come once in a generation. We have seen it in PD1 in oncology But when AMGN J Bradner started to brag today about AMGN"
[X Link](https://x.com/bioinvestor24/status/2018831524498747740) 2026-02-03T23:38Z [----] followers, [----] engagements
"The dislocation in obesity assets reached its peak . $50 B ( at least ) of $AMGN MC is assigned to MariTide a drug significantly less effective and more toxic than $VKTX [----] ( on top of VK amylin sc and PO coming next month ). Doesnt matter who is big and who is small. There is Trump Rx now. VK has a manufacturing deal to supply to millions first year of launch. https://twitter.com/i/web/status/2019511070067474503 https://twitter.com/i/web/status/2019511070067474503"
[X Link](https://x.com/bioinvestor24/status/2019511070067474503) 2026-02-05T20:38Z [----] followers, [----] engagements
"It is amazing institutions convinced this $VKTX BL guy wants to commercialize vk2735. It always moves on news that reflects on commercial peptides ( like when FDA suggested one vs [--] trials for approval ) .: much more than $GPCR that they presume will be sold How if $ABBV bold CEO proves them wrong Or even the new $NVO guy If ABBV scientific team understands the data well. It could become shorts blood bath . ABBV team is fearless ( see below we will pursue it ) . Shorts could lose a few billions on this adventure. recall ABBV CMO was not interested in Metsera ( based on one interview months"
[X Link](https://x.com/bioinvestor24/status/2019902313041916082) 2026-02-06T22:33Z [----] followers, [----] engagements
"Another [--] M added to $VKTX SI It is a technique to wear out some superficial longs ( such as the FMR guy retail doesnt make a difference here ) Obviously a tight lipped CEO such as BL makes it less difficult for them. For whatever reason I believe he would outperform tomorrow. He can easily highlight nuggets from Vanquish progress that we all know and harm shorts regardless of FDA decision on a secondary non critical oral asset. https://twitter.com/i/web/status/2021335455749558643 https://twitter.com/i/web/status/2021335455749558643"
[X Link](https://x.com/bioinvestor24/status/2021335455749558643) 2026-02-10T21:28Z [----] followers, [----] engagements
"@Alpha_bro1 This is a stupid article and $VKTX eccentric CEO did a big mistake by pursing oral And $NVO oral Sema will do nothing to them Same $LLy orfor"
[X Link](https://x.com/bioinvestor24/status/2021612021918191800) 2026-02-11T15:47Z [----] followers, [----] engagements
"$NVO CEO @maziardoustdar doing good job on media. Highlighted NVO commitment to obesity and diabetes long term Highlighted [---] mg sema .( not scientific or fair comparison to $LLY tirzepatide) but novo approach is understood He wants novo to lead the field down the line . I am sorry to say but novo will not lead wirh CagriSema or amycretin And novo investors excitement about triple G is well taken but seen subsequent disappointment as in the case of GGA agonist. Novo needs to hire top physician / scientists who can do simple drug / molecule comparison to prevail long term. Good interview this"
[X Link](https://x.com/bioinvestor24/status/2021618160533672086) 2026-02-11T16:11Z [----] followers, [----] engagements
"$NVO Redefine [--] results are not critical as easily predictable from previous large trials of similar doses. This possible intentional delay of data disclosure can only harm NVO as it is setting a narrative that puts more emphasis on this trial outcome than it is worth. $NVO CEO Mike Doustdar sees a 15M patient opportunity as Medicare begins covering obesity drugs later this year. Out of 67M Medicare beneficiaries he estimates around 15M could initially be target patients for Novos GLP-1 treatments. Coverage the new Wegovy pill and other $NVO CEO Mike Doustdar sees a 15M patient opportunity as"
[X Link](https://x.com/bioinvestor24/status/2021663283154141674) 2026-02-11T19:11Z [----] followers, [----] engagements
"I am sorry $NVO @maziardoustdar . U r doing a good job but still not your scientists. U talk to Bloomberg ( below ) about big desire for M&A and describe that no one is better than Novo in valuing potential targets. But $PFE @AlbertBourla saved u from Metsera deal that could have ended Novo position in top [--] obesity players by [----] Several other obesity hopefuls got their hands on GLP1 GIP dual agonists ( $RHHBY $REGN most recently $AZN ) $VKTX still has the best one by far the most advanced and moving oral to phase [--] . It will get it combined with oral amylin later this year. This could"
[X Link](https://x.com/bioinvestor24/status/2021895420360765938) 2026-02-12T10:33Z [----] followers, [----] engagements
"Best thing happened to $SNY for ages. Finally a pharma board has a spine to act Next may he $MRK board chatting with Dean Li . most of this $70 B is hype @LaminarRed That is best outcome if $SNY buys $ABVX so we dont hear about sanofi dump CEO plans for next century. He reflects in pharma what Buffet used to say of banks there are more banks than bankers @LaminarRed That is best outcome if $SNY buys $ABVX so we dont hear about sanofi dump CEO plans for next century. He reflects in pharma what Buffet used to say of banks there are more banks than bankers"
[X Link](https://x.com/bioinvestor24/status/2021901033233064169) 2026-02-12T10:55Z [----] followers, [----] engagements
"$SNY Hudson dumped Sanofi diabetes strength to run after rare diseases ( such as disaster $9 B on mastocytosis drug thats not growing and getting competition soon ) Essentially created one of the biggest gaps vs old peers $LLY and $NVO So Sanofi's board strikes again. Paul Hudson gets the old Paris boot [--] years after taking on the task of remaking the pipeline. It hasn't gone well. Next: Belen Garijo. She has a few years to get ready for the post-Dupixent era. Not easy. Great to have a giant cash cow hard to So Sanofi's board strikes again. Paul Hudson gets the old Paris boot [--] years after"
[X Link](https://x.com/bioinvestor24/status/2021941272437797103) 2026-02-12T13:35Z [----] followers, [----] engagements
"And $NVO built several billions of oral sema. I am still bewildered why $LLY didnt proceed with [--] mg dose. I cant see any trace of explanation. Building a stock is meaningless. The expectations are sustained demand. We know Tirzepatide met the criteria of sustained demand. We know sc sema is struggling. Will see what happens to orals in [----]. My bet humans care about efficacy and tolerability and some people care a lot about price. and everything else is marginal. https://twitter.com/i/web/status/2022074333372314103 https://twitter.com/i/web/status/2022074333372314103"
[X Link](https://x.com/bioinvestor24/status/2022074333372314103) 2026-02-12T22:24Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@bioinvestor24 Bioinvestor24
Eli Lilly ($lly) is experiencing massive revenue growth, particularly with its tirzepatide, which is now one of the best-selling drugs in history. The company is operating in the obesity market with its glp1 gip dual agonist, and its international growth is significant, with examples such as a 40% month-over-month growth in India. Other companies, including Novo Nordisk ($nvo), Pfizer ($pfe), and Viking Therapeutics ($vktx), are also active in the obesity market, with various deals, trials, and data releases.
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Social Influence
Social category influence stocks #6474 currencies 16.83% finance 10.4% countries 5.45% financial services 1.98% cryptocurrencies 1.49% automotive brands 0.5% travel destinations 0.5%
Social topic influence $nvo #14, $lly #8, $vktx #4, ceo #1465, $pfe #16, novo #851, $abbv #6, $amgn #1, $gpcr #3, $mrk #15
Top accounts mentioned or mentioned by @doctor_salomon @rn_flex @maziardoustdar @wallstsai @gilamonstrum @researchpulse1 @idomeneus_og @doctorsalomon @stevewagsinvest @alnafisah1994 @lng_investor_ @albertbourla @apotecarii @bavariaron @alpha_bro1 @rnflex @semodough @vanhovepieter @trentkelp @drivensports
Top assets mentioned Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Viking Therapeutics, Inc (VKTX) Pfizer, Inc. (PFE) AbbVie Inc (ABBV) Amgen, Inc. (AMGN) Structure Therapeutics Inc. (GPCR) Merck & Co., Inc. (MRK) Bristol-Myers Squibb Co (BMY) AstraZeneca PLC (AZN) Hims & Hers Health, Inc. (HIMS) Abivax SA (ABVX) Metsera, Inc. (MTSR) Synthetify (SNY) Johnson & Johnson (JNJ) Revolution Medicines, Inc. (RVMD) Novartis AG (NVS) Apogee Therapeutics, Inc. (APGE) ROGin AI (ROG) Sanofi (SNY) IDEAYA Biosciences, Inc. Common Stock (IDYA) Nkarta, Inc. (NKTX) GSK plc (GSK) Synapse (SYN) Alnylam Pharmaceuticals, Inc. (ALNY)
Top Social Posts
Top posts by engagements in the last [--] hours
"What were people expecting with $NVO guidance Anything different Been warning about it for [--] months Funny that management wanted to add Metsera headache to its problems but destiny and $PFE saved it. This is novo unique problem wnd not all obesity Bourla just confirmed $150 B projections with 40% out of USA @WallStSai As usual and as I been saying $NVO screwing the whole obesity sector. Although its problems is unique to it and can be solved by @maziardoustdar with having a descent drug to sell @WallStSai As usual and as I been saying $NVO screwing the whole obesity sector. Although its"
X Link 2026-02-03T17:17Z [----] followers, [----] engagements
"Got feeling $ABBV tomorrow morning will give a clue about its M&A appetite. It is not just $MRK that can throw tens of billions for right deals. You can feel ABBV management evolution beyond last couple of not so good deals. Even CFO the most conservative in team started giving clues. That should coincide with stellar $LLy earning . ABBV all in obesity in a serious way not Bourla way Reminder: Join us tomorrow at 8am CT as we share our full-year and Q4 [----] #FinancialResults. https://t.co/j6vdgNLUQa #earnings $ABBV https://t.co/MfmXoKmRZ7 Reminder: Join us tomorrow at 8am CT as we share our"
X Link 2026-02-04T00:36Z [----] followers, [----] engagements
"$ABBV today emphasized obesity BD we are clearly taking a close look at early or late stage Expect big deal next few weeks to months. ABBV will not go for phase [--] or preclinical. Abbv can quickly take # [--] by [----] with the right assets such as in partnership with $VKTX @SteveWagsInvest Got feeling $ABBV tomorrow morning will give a clue about its M&A appetite. It is not just $MRK that can throw tens of billions for right deals. You can feel ABBV management evolution beyond last couple of not so good deals. Even CFO the most conservative in team started Got feeling $ABBV tomorrow morning will"
X Link 2026-02-04T15:45Z [----] followers, [----] engagements
"$LLy q4 performance clearly shows that tirzepatide is not suffering from maintenance issue. The whole idea of monthly maintenance is to cancel minor pain associated with wkly injection . but you expect nausea to be completed subsided by the time you reach maintenance. $PFE MGT indicated that N/V is equally distributed across the weekly and the monthly phases of vesper [--] and given that [--] /95 on monthly phase DCed due to side effects it casts a level of GI struggle that beats the whole concept of maintenance . except the struggle to double with higher [---] mg dose. Pfizer modeling on higher"
X Link 2026-02-05T12:52Z [----] followers, [----] engagements
"That is an interesting perspective from a rheumatologist never had a patient complained about having to inject every two weeks This is why and C/W his point ( read the whole thread ) I like primarily $SYRE among the Paragon companies The same applies to IBD ( $ABBV not concerns about orals such as from now hyped $ABVX competing with skyrizi ) and why people are confused about oral and monthly drugs in obesity ( particularly when less tolerable and less effective than wkly tirzepatide from $LLy ) and why $NVO and $PFE dont represent a threat to Lilly Same confused journalists and a few"
X Link 2026-02-09T18:18Z [----] followers, [----] engagements
"I smell serious move by $ABBV to late stage obesity asset. It cant get more clear It is only $VKTX or Kailera. Viking is ahead by [--] months and all American data with advanced oral option and soon sc and oral amylin . Kailera is partially owned by Hengrui and their drug has some issues I discussed before ( such as more GLP1 bias vs GIP which creates narrow therapeutic window from toxicity ) . Although it may still be competitive vs what is out there According on VK CEO there fair amount of interest across industry . U can criticize this guy for a number of items but u cant accuse him of Hype ("
X Link 2026-02-05T13:00Z [----] followers, [----] engagements
"Interesting that $PFE reported nothing on arms [--] in vesper [--]. Both likely showed higher GI issues and DC rate vs arms [--] strongly arguing against Metsera hype for months that their peptides dont need titration. Also likely single GLP1 mechanism with narrow therapeutic window capped by wk [--] and Pfizer likely saw only modest extra weight loss with additional [--] monthly dosing. Probably doesnt want to show that on wt loss curve Not even in the future I am surprised with combined DC rate of 4.6% in the first [--] weeks of combined arms [--] . likely DC rate in arm [--] [--] and thus combine them. But Arm3"
X Link 2026-02-09T20:30Z [----] followers, [----] engagements
"$AZN is moving at multiple fronts with great pipeline. But None of their obesity assets is of competitive value vs what is approved or in phase [--] from $LLy and others. Dont expect them to wait for pre clinical China assets to mature. Still believe AZN will do a major obesity deal later this year or next. Management was very bullish on obesity as an opportunity today. $AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single"
X Link 2026-02-10T17:24Z [----] followers, [----] engagements
"We all do modeling. I am surprised how a company of $PFE stature presents modeling like this [---] mg No regard to mechanism cap / saturation. Or even the level of AEs that could occur I discussed before how Metsera tested wkly [---] mg in phase [--] and decided not to move it to phase [--] . why Probably poor tolerability. They were desperate to get deeper wt lose Here [---] mg = [---] mg wkly with sharp peak in drug level. For sure they can reach [--] % wt loss if they let everyone vomit . How does Pfizer team feel after seeing these lackluster data Or how $NVO team feel about being spared this debacle. It"
X Link 2026-02-11T00:31Z [----] followers, [----] engagements
"$AZN primary strategy in obesity is clear. To combine their new GLP1 small molecule ( orforglipron like ) with Farxiga (dapagliflozin) in one pill that will be pushed on primary care as everyone should take for their CV / renal health . to get over Farxiga LOE. If you have nausea or rare liver toxicity. it may be tolerated as the benefit is worth it They know their injectables cant compete with $LLy tirzepatide. probably already know efficacy and tolerability which are anyway predicted from the class $AZN is moving at multiple fronts with great pipeline. But None of their obesity assets is of"
X Link 2026-02-11T13:40Z [----] followers, [----] engagements
"Tirzepatide is 80% of $LLY now and will be [--] years from now . will probably be $50 B run rate by q2. More than all $BMY or $NVO revenues Oral and so called maintenance solutions are hyped. There is no maintenance problem with tirzepatide. But There are problems with all competitors coming up with something even close to tirzepatide top efficacy / tolerability. For $VKTX the maintenance trial is irrelevant. The oral is irrelevant. 90% of VK value is in the vanquish program. Today is all about CEO BL discussion what he knows about vanquish now and confirming what I heard and posted on BIC"
X Link 2026-02-11T19:39Z [----] followers, [----] engagements
"CagriSema continues to disappoint. $NVO is stuck and they know by now they cant make it without GIP $LLY must be laughing"
X Link 2026-02-02T16:10Z [----] followers, 12.8K engagements
"Commercial potential of sc $VKTX [----] is what woefully underrated. JPM analyst is watching tolerability for the sc vanquish program ( below ) but unfortunately he is not tracking emerging picture . [---] MDs on trial observe excellent tolerability that we heard from more than one source ( some were quoted by pts ) Very low GI issues and DC rate after thousands on trials for [--] months ( most cases of GI issues occur during escalation phase ) Actually the doctor that I saw last week said that its been her favorite study to work because so many people are having such great results. $VKTX TRUIST"
X Link 2026-02-12T13:04Z [----] followers, 11.8K engagements
"This is a real progress from $IDYA Likely the best asset they have. Real progress vs the VEGF old story from others discussed today $ZLAB $RHHBY also have similar drugs Whats $AMGN going to do about that $IDYA China deal on DLL3 ADC was a smart one. Per CEO set expectation of 60% RR. They should have significant role in SCLC and NET. One another one advanced competitor. Descent size market and may end up being the most lucrative asset with IDYA. Pre data reaction $IDYA China deal on DLL3 ADC was a smart one. Per CEO set expectation of 60% RR. They should have significant role in SCLC and NET."
X Link 2025-09-07T15:24Z [----] followers, 19.2K engagements
"I believe this $NKTX $LLy Betaville report may have legs as per most Betaville reports. Always thought nektar IL2 ISRs ( high moderate rate ) would hinder its clinic use. But @SolariumEarth tells me durability in response may be a differentiating factor. If Judge leaning with nektar might be more cost effective for Lilly just to acquire it. ( presuming NKTR management is reasonable ) https://twitter.com/i/web/status/1979256538079645893 https://twitter.com/i/web/status/1979256538079645893"
X Link 2025-10-17T18:41Z [----] followers, [----] engagements
"$VKTX We expect to complete enrollment in the VANQUISH-1 study later this quarter. That is good speed for a small Company [----] pts $LLY $NVO"
X Link 2025-10-22T20:11Z [----] followers, [----] engagements
"Here we go. Is this part of $BMY SP action today besides good q3 Party [--] offered all stock deal I thought BMY would not offer 15% of its shares to $MTSR. But who knows. May be they are very interested in sector. Obesity is save BMS from demise. The one showing highest interest repeatedly is $ABBv managment with $400 MC $VKTX $LLY $NVO We may have a war on 2-3 remaining peptide obesity companies"
X Link 2025-10-30T18:02Z [----] followers, 44.4K engagements
"You may want to define their BD motivations as follows : Who is the most desperate to compete in obesity $NVO Who has the ambition to reach $80 B in [----] $AZN Who is most motivated to become relevant again $GSK ( they really need large TAM product ) Who wants to protect its turf and expand in immunology $SYN And who wants just to become an RNA and rare disease company $NVS Vas $XBI #Biotechs - JP Morgan talking just EU Firepower alone Roche [----] billion $NVO 53B $NVS 46B $SNY 37B $AZN 52B $GSK 29B other mrk 12B $XBI #Biotechs - JP Morgan talking just EU Firepower alone Roche [----] billion $NVO"
X Link 2025-12-12T14:25Z [----] followers, [----] engagements
"$PFE @AlbertBourla very upbeat about the obesity cash pay consumer something has not been seen since the Viagra era But still subdued to what history will name starboard effect . Of fear of being labeled over paid and thus went for inferior Metsera assets that would get him no where to compete with $LLY with the earliest approval [----]. It is not just about max long term wt loss of 12-14 % with Met [---] vs what you see with tirzepatide and retatrutide it is also very slow rate of wt loss that most humans dont value well in a consumer driven market ( will take [---] years to lose that on average )"
X Link 2025-12-16T15:10Z [----] followers, [----] engagements
"We have to guess like we did before with $MTSR $NVO and $AMGN as $LLY doesnt provide any numbers on side effects $1 T company. Come on. 😂"
X Link 2025-12-18T13:08Z [----] followers, [---] engagements
"Yes. Keep in mind the whole class is about PK and right lipid side chain. Or this class would not work. $MTSR strength was Halo and long T1/2. But this halo also impacts free drug / alb binding and receptor engagement together with alb . I didnt like Met [---] therapeutic window from phase [--]. This is probably why they didnt go beyond [---] mg in phase 2B. Will see how the monthly function with $PFE soon. [---] mg monthly https://twitter.com/i/web/status/2002053532476948621 https://twitter.com/i/web/status/2002053532476948621"
X Link 2025-12-19T16:28Z [----] followers, [----] engagements
"$PFE @AlbertBourla may need to prep for a number of obesity setbacks in [----] and beyond. To start with Metsera Vesper [--]. This is based dose escalation then monthly . it is clear to me will disappoint big in efficacy. I wonder why $MTSR didnt push the dose [---] mg but I believe this Halo-tag likely narrows therapeutic window. In phase [--] [-----] Metsera reported SAD of up to [---] mg. Only mentioned efficacy of [---] mg. And then MAD was gone up to [---] mg only. No details of vomit that I could find. In phase 2A they decided to escalate just up to [---] mg. Now they are testing monthly [---] mg. will see"
X Link 2025-12-24T18:44Z [----] followers, 15.1K engagements
"This $SNY Tolebrubtinib table is not much worse than $LLY reported with orforglipron and recall $GPCR only had small sample Adjudication of ALT elevation cause is not easy and the FDA digs deep. Dont expect FDA to give free pass to Lilly on this Tolebrutinib Complete Response Letter https://t.co/hDSQKFOVg1 https://t.co/k2fCqG6Jdv Tolebrutinib Complete Response Letter https://t.co/hDSQKFOVg1 https://t.co/k2fCqG6Jdv"
X Link 2025-12-28T16:52Z [----] followers, 18.6K engagements
"You dont want $VKTX BL to partner for a few B. If he does it means the phase [--] is not running well. He should have a good idea by now how the efficacy and tolerability are. $MTSR was ready to sell for less than $5 B after they saw their data. Dumped it on @AlbertBourla to deal with non competitive assets. https://twitter.com/i/web/status/2008635924507467975 https://twitter.com/i/web/status/2008635924507467975"
X Link 2026-01-06T20:24Z [----] followers, [---] engagements
"#1 $vKTX CEO doesnt want to sell company . I guarantee you novo or even $PFE would have loved to pay them $10 B in [----] ( per your estimates ) #2 this is the same thinking that $nVO leadership followed for [--] years and led to company destruction. $NVO needs GLp1 GIP mechanism and they will be lucky if Viking agrees to partner now. They could easily drop to #3-4 without this mechanism in [----]. I know you like kailera drug but it has narrow therapeutic window ( check it out ) and no data in American people ( where most novo revenues comes from ) Merck is paying RVMD $30 B based on phase [--] data."
X Link 2026-01-11T13:38Z [----] followers, [----] engagements
"There is a massive obesity BD / M&A coming in next weeks to months $NVO is going crazy on that today. They can tell by now news hype vs real drug performance $ABBV is committing $100 B for Trump over [--] years. Large part for that for obesity manufacturing infrastructure . CEO wants obesity to lead Abbv into 2040s. Just haunted by last [--] failed big deals. But I believe will get over that soon $BMY is looking for phase [--] assets in obesity. Recall they pulled out of Metsera deal last mints. $MRK under incompetent Dean Li control. Have a feeling CEO is going to break out Comes down to $VKTX $GPCR"
X Link 2026-01-13T18:17Z [----] followers, [----] engagements
"@Doctor_Salomon I dont know man. If you were here in May $PFE Bourla called it crazy demands . No one knows how much $VKTX guy is asking. But most CEOs would like to see longer data. Not many spend time on modeling such as @GilaMonstrum"
X Link 2026-01-13T21:24Z [----] followers, [---] engagements
"@WallStSai Get $NVS Vas RNAI company and he will move. He cant afford $ALNY or he would have moved"
X Link 2026-01-24T22:14Z [----] followers, [---] engagements
"$NVO emphasis on [---] mg sema is hyped very much. Recall the control arm of [---] mg did 3% more than same control arm against $LLY tirzepatide ( see below ) On top of high level of dysethesia and worse GI issues vs [---] mg dose. Novo still needs a bigger dose of reality. Hopefully the pill will work great but they cant consider their audience clueless who cant look at simple data This confusing JPM details by CEO is unfortunate. It is not like Sema and tirzapetide comparable mg to mg. If novo scientists ask him to share that for Media consumption is one thing but if they really believe it then"
X Link 2026-01-25T21:04Z [----] followers, 16.8K engagements
"Vanquish execution by $VKTX is excellent from what I hear . at least from [--] center DC rate is rare ( for sure 5% after most pts on trial 4-5 months . which is usually highest DC period in obesity trials ) . DC rate could pick up in placebo ( just speculation although VK offers incentives to stay ) but it is irrelevant as placebo performs the same in all the injectable phase [--] ( 2-3% wt loss and 5% vomit rate . ). Data available from [--] random pts no single DC yet due to side effects. fact that they can do all that with [--] employees ( although CRO does big part of work ) is testament to a"
X Link 2026-01-26T14:44Z [----] followers, [----] engagements
"If $VKTX stays alone till commercial ( very unlikely ) and based on what I hear about VK2735 ( cumulative chatter as being better than $LLy tirzepatide) . Viking should beat $NVO ( and not just do 5-10%) going into [----]. we have seen it with tirzepatide. It doesnt matter big vs small. Obesity drugs performance news spreads like fire on social media. I can see $VKTX doing in revenues more than my other favorite $RVMD in [----]. Key note form Jefferies on recent meeting with $VKTX management. "Commercial readiness Co plans to target specific segments of the obesity market vs. going H2H on every"
X Link 2026-01-26T15:20Z [----] followers, [----] engagements
"Something interesting from $AMGN brief update on MariTide maintenance trial. They indicate vomit was very low in the q [--] month dosing. This is a little surprising to me as the q [--] months dose in part one was very toxic due to drug levels fluctuation. But this update suggests longer interval dose of any GLP1 class is feasible without major tolerability issue after humans adapt to a high dose It also predicts positive outcome from $VKTX monthly maintenance trial as vk2735 serum level is within therapeutic range at end of each month ( already looked at from phase 2) but what is uncertain is the"
X Link 2026-01-26T17:36Z [----] followers, [----] engagements
"Any one with basic obesity biology background and data read knows $VKTX [----] is a better oral option vs $NVO semaglutide. At least from vomit rate. Now I am not expert on API cost and margins etc. then VK will soon come up with amylin peptide that planned to be combined with VK2735. That could dominate oral options some point. ( Will take 3-4 years ) The question is where novo from oral amylin May be they have something I am not aware of . https://twitter.com/i/web/status/2015855931498889343 https://twitter.com/i/web/status/2015855931498889343"
X Link 2026-01-26T18:34Z [----] followers, [----] engagements
"@WhiteCoatMafia Here is oral sema performance. You can take a line and cross it to Y axis at [--] weeks"
X Link 2026-01-26T18:46Z [----] followers, [---] engagements
"Here is the graph. It is rapid escalation but placebo adjust vomit rate was 25% at Vk highest dose and 5-10% at lowest doses Vs [--] % with oral sema. Vomit can increase with longer duration but if most of these trials same pts vomit long term. .so they dont increase rate that much. DC ate was high due to [--] large pills that were hastily made after phase [--]. CEO stated they made pills smaller. https://twitter.com/i/web/status/2015863005335199903 https://twitter.com/i/web/status/2015863005335199903"
X Link 2026-01-26T19:02Z [----] followers, [---] engagements
"For the $ABVX BO crowd. This is where IBD field is moving . Dual or triple targeting.( recall clinical remission rate in UC was 13-19% in ABVX trials ) People debate whether combining two or three ab ( such as $SYRE doing with its Long acting abs or $ABBV or $JNJ doing in multiple trials) vs bispecific is the right approach ( as one can stop one ab if toxicity emerges ) It is not all oral vs sc in pharma minds TL1A deal: #Boehringer Ingelheim and #Simcere partner to advance a dual-target antibody treatment to address unmet needs in inflammatory bowel disease https://t.co/hVrmI0GYKM TL1A deal:"
X Link 2026-01-27T11:22Z [----] followers, [----] engagements
"This $RHHBY press again shows making effective and well tolerated GLP1 GIP peptides not an easy task. Significant different between efficacy estimand ( 22% at [--] wks ) and treatment estimand ( 18% at [--] wks ) . this cant be account for by just 5.8% DC rate due to side effects. This is why total DC rate ( many pts likely stopped due to GI issues but called withdrawal of consent ) . Roche had an issue with tolerability related to short TMax and t 1/2 ( no details today despite slow escalation of Ct388 ) In comparison difference between efficacy estimand and treatment estimate was only 1.5% in"
X Link 2026-01-27T11:31Z [----] followers, 14.2K engagements
"@BiotechAnalysst All AD drugs trash ( including from $CRVS $APGE $KYMR ) except $NKTR with its 95% ISR rate 😂 and lower efficacy But this rate doesnt matter for a dermatologist on X. This is why $LLy will fight hard to acquire NKTR"
X Link 2026-01-27T11:47Z [----] followers, [----] engagements
"@HansGnt05391203 $ABVX designed a drug for HIV and now it works on UC. It is great. And people who caught idea prior to phase [--] did well. But for now the whole X to jump on this average company and believe BP dying to acquire it with big premium is silly to say the least"
X Link 2026-01-27T13:30Z [----] followers, [---] engagements
"@semodough I think Jeffries is confusing serious with severe AEs. Serious exist even in placebo ( like hospital admission for anything ) but severe GI side effects are rare in well tolerated dual agonist such as sc $LLy tirzepatide and sc $VKTX 2735"
X Link 2026-01-27T14:42Z [----] followers, [---] engagements
"Market now will follow the same headline BS from $RHHBY phase [--] in [----] when Garraway mentioned 17% wt loss at [--] wks and people looked at it at leading then to know months later that vomit rate was 77%. Same with oral $PFE Danu replica that will go nowhere"
X Link 2026-01-27T15:53Z [----] followers, [---] engagements
"This is $RHHBY phase 1-2 escalation from [----] ( I dont know escalation speed in today data but presume is slow ) The concerning thing is that pts had [--] % vomit first [--] wks but continued to have 33% vomit from week 12-24 despite reaching full dose [--] mg at wk [--]. small sample though https://twitter.com/i/web/status/2016240399426453766 https://twitter.com/i/web/status/2016240399426453766"
X Link 2026-01-27T20:02Z [----] followers, [----] engagements
"In the absence of $RHHBY providing GI tolerability data. Just trying to compare older studies. Below phase 1-2 CT388 from [----]. Vomit rate 75% at [--] mg at [--] Wks Compare to $LLY tirzepatide fast escalation in phase [--] in T2D ( vomit rate 26% at [--] mg ) and $VKTX rapid escalation and starting with more potent dose ( [--] mg ) than both and 27% vomit rate All three at [--] wk mark This is $RHHBY phase 1-2 escalation from [----] ( I dont know escalation speed in today data but presume is slow ) The concerning thing is that pts had [--] % vomit first [--] wks but continued to have 33% vomit from week 12-24"
X Link 2026-01-27T20:14Z [----] followers, [----] engagements
"All that $TNGX $RVMD KOLs discussion is true. But they cant be sure two mechanisms 100% mutually exclusive As RAS sends a signal to chromatin. Beyond that level of SI in TNGX is insane $RVMD $TNGX interesting https://t.co/hNXSPOeGp7 $RVMD $TNGX interesting https://t.co/hNXSPOeGp7"
X Link 2026-01-28T01:08Z [----] followers, [----] engagements
"Here we go another one for $ABVX. $JNJ DUEt $JNJ highlighted DUET readouts as key events for [----] This will have a heavy readout on $SYRE. While I believe that TL1A + IL23 is the best combo that will show strong data . Something to watch for Q1 2026: https://t.co/U43FmESgw8 $JNJ highlighted DUET readouts as key events for [----] This will have a heavy readout on $SYRE. While I believe that TL1A + IL23 is the best combo that will show strong data . Something to watch for Q1 2026: https://t.co/U43FmESgw8"
X Link 2026-01-28T10:54Z [----] followers, [----] engagements
"@biotech_jack That is true. But you presume most humans prefer daily pill over upcoming q3 month injection. That is the missing big picture in $ABVX and all the oral crowd investors. IL23 ab family has less side effects than all available pills in IBD"
X Link 2026-01-28T13:04Z [----] followers, [----] engagements
"@biotech_jack Dont give me lectures on something I know very well please. I was with you on things that make sense. Ask $ABBV CMO why he is not worried about oral taking share from $20 B skyrizi"
X Link 2026-01-28T13:19Z [----] followers, [---] engagements
"$VKTX will probably get partnership this year on emerging Sc [----] data ( even before full disclosure ) . VK po is hyped like all po . obesity such exciting biomedical fun area and VK has the most dislocated value. But with a deal we can move on to focus on other interesting emerging biotechs. Promising anecdotes on the Vanquish trial continue to emerge like this pt whose dose was held same due to strong wt loss and asked if pts are quitting trial for side effects or excessive wt loss . No. Actually the doctor that I saw last week said that its been her favorite study to work because so many"
X Link 2026-01-28T13:22Z [----] followers, [----] engagements
"$VKTX P action suggests phase 2b What happens next week is irrelevant even weeks from now Shorts and confused journalists were successful in pumping oral value for VK and others. It is all short term and irrelevant. This company value is in SC vanquish performance which markets still ignores despite emerging very encouraging reports C/W previous data and million modeling we did here. . Novo Abbv BMY MRK and others are in full focus to get a great dual agonist such as sc vk2735. Very likely to access Viking virtual data room. I think CEO will stand up to occasion this time. Currently Trial"
X Link 2026-01-28T19:33Z [----] followers, [----] engagements
"Thousands patients already received [--] months of $VKTX [----]. Company has data. From my sources ( reliable pts in trial who communicate with centers) very low GI symptoms and DC rate. Investigators very happy ( I just shared ). When you see $LLy tirzepatide collapsing ( now $50 B revenues and growing 17% q o q ) then u worry. Vk2735 is a more effective drug and even if same as TZP VK could sell it $50 cheaper and strip $200 B of Lilly MC ( which I dont believe will happen as Lilly or others will take it before then and maintain same price as Lilly ) I own both $VKTX and $RVMD and strongly"
X Link 2026-01-28T20:00Z [----] followers, [----] engagements
"It is concerning that $NVO chairman has limited understanding of GLP1 class drugs differences and consumer preference . $LLY is not playing price war with novo. It is the latter that cutting prices on its own. Thanks for novo R&D team that continues to dump one molecule after the other. He needs to look at tirzepatide vs semaglutide TRx numbers. We need to look at UK data after Lilly balances tirzepatide price with rest of world and become significantly more expensive than semaglutide . @investseekers It is a joke. $NVO chairman is the one who is doing that. Not $LLy. Under his watch previous"
X Link 2026-01-29T19:40Z [----] followers, [----] engagements
"Focus on $VKTX. $NVO has to make a deal with them. They dont have another choice. Even kailera drug is not as good. Other dual agonist from China not that good or [--] years behind. Not sure if VKTX CEO wants partnership with novo or not but it is interesting VK hasnt announced yet for next week earning call. They are usually religious about that for last [--] years. Dynamics are getting critical among large pharma re obesity deals and most people are not paying attention. https://twitter.com/i/web/status/2016985978389615091 https://twitter.com/i/web/status/2016985978389615091"
X Link 2026-01-29T21:25Z [----] followers, [----] engagements
"Very likely $NVO has Redefine [--] data CEO recently on Bloomberg calling it none inferiority trial makes me believe $LLY tirzepatide defeated by 1% . on top of certain better tolerability . otherwise you would have seen novo promoting it all over news. It Means one thing novo has to make an obesity deal and rather soon. https://twitter.com/i/web/status/2017012903480635710 https://twitter.com/i/web/status/2017012903480635710"
X Link 2026-01-29T23:12Z [----] followers, [----] engagements
"Most of them pursued wrong mechanisms years ago due to inadequate preclinical and early clinical testing. But GLP1 GIP dual agonists with long Tmax are well tolerated. We seen it from $LLy and $VKTX . Actually very well tolerated to a surprising level for a new class. Ask people who tried them. Like magic. @GilaMonstrum assembled this below As much as $RHHBY escalates slowly Carmot asset CT388 it still fluctuates a lot in serum . they made an error. Should have paid more to VK [----]. My expectation this ct388 combo with zeal amylin will not be well tolerated at highly effective doses and they"
X Link 2026-01-30T11:45Z [----] followers, [----] engagements
"Well only 10-15% vomit on $LLy tirzepatide. u got unlucky here. How people will take orfoglipron or @GPCR drug then Even oral $NVO semaglutide that is all over news causes 30% vomit rate. @GilaMonstrum did modeling based on PK and he believes $VKTX [----] will cause less vomit than tirzepatide. Although I trust his modeling but I had my doubts as the drug is more potent. But a friend of mine who is on vanquish today me today at his site of dozens of pts only one vomitted and only once ( most have been [--] months on trial ). He confirmed from multiple sources. Now we are not tracking [----] pts. But"
X Link 2026-01-30T16:50Z [----] followers, [---] engagements
"@Sanctuary_Bio $AMGN wants an oral obesity asset. Stated that more than once. They have descent decision making now headed by J Bradner. But they could make an error ( smaller chance ) that may unfold quickly after a deal"
X Link 2026-01-31T13:53Z [----] followers, [---] engagements
"On $REGN EC @evan_david asked valid question about how they would differentiate their licensed GLP1 GIP ( now in China trials ) vs other more advanced ones in USA. Cant find tolerability data on that one But Just to add I dont believe in the presence of well tolerated $LLY tirzepatide that any peptide or pill with high vomit rate will gain that much traction . social media are rampant with patients experiences. I believe vomit rate is the most objective measure of tolerability ( u cant hide or manipulate) and early adherence particularly in smaller phase [--] where DC rate can be influences by"
X Link 2026-01-31T16:40Z [----] followers, [----] engagements
"$LLY CEO affirms in this new interview $NVO oral sema is not taking from tirzepatide but more expanding market . ( will see adherence with time ) And he repeats customers decides on efficacy and tolerability in this category Although he sort of surmounted with his answer about orforglipron efficacy. Eli Lilly CEO: Medicare coverage of obesity drugs could support pill launch https://www.cnbc.com/2026/01/30/eli-lilly-ceo-david-ricks-medicare-coverage-obesity-pills.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"
X Link 2026-01-31T18:24Z [----] followers, [----] engagements
"Why all this concern CEO will not sell. Could partner. Be patient. I like to post to compare drugs so people know what they own. If u get concerned by SP perpetuated by shorts and facilities by FMR look then at vanguard just reported solid [--] m shares for years. Vanguard is the top holder in $VKTX $RVMD and $LLy and has nothing in $GPCR while FMR cut last q3 in VKTX and top holder in $NVO and $GPCR and has much less in $LLy and $RVMD. Let us see who has done better research among two institutions by [----]. This is not a company for margins and options. I sometimes suggest partnership so Vk can"
X Link 2026-01-31T19:19Z [----] followers, [---] engagements
"@Idomeneus_OG @HarpA70278288 Which area of drug development doesnt have drugs coming for competition. $RVMD ( one of my favorites BTW) valued now at $30 B"
X Link 2026-01-31T19:32Z [----] followers, [---] engagements
"Just to soothe concerns about FMR MM bio skills ( I dont care about his action for my thesis ) but trying to explain this unusual $VKTX MC reaction. This fund accounted for at least 50% of VK MC decline. He is the shorts dream. Now look at FMR loss in $MLTX and he sold after the distaster and 90% decline I did not find a position for vanguard in MLTX. If I want to put my retirement in health care fund will be the vanguard . This is MLTX holders shifts https://twitter.com/i/web/status/2017762592211800556 https://twitter.com/i/web/status/2017762592211800556"
X Link 2026-02-01T00:51Z [----] followers, [----] engagements
"As people come in and out obesity sector and start repeating same bear thesis in questions to me that were discussed a year ago. Please do you own research on $VKTX $NVO $LLy $GPCR and others. I am not the AI here. And I am probably wrong on a lot of points. But I strongly suggest not to semi blindly follow institutions whether FMR or even hedge funds or any. Also in biotechs with small MC not easy for institutions to exist at right time unlike retail . As an example I warned about $SMMT high valuation in relative to its drug performance long ago. And many big institutions in it including BB"
X Link 2026-02-01T15:50Z [----] followers, [---] engagements
"Listening to $LLy management statements strategy etc. more likely for Lilly to acquire $SYRE rather than $ABVX. Question how much SYRE will ask for and if they follow $VKTX management stance on fair value and not selling cheap ( understandably )"
X Link 2026-02-01T21:55Z [----] followers, [----] engagements
"$PFE Bourla statements at JPM just highlights Pfizer obesity team incompetency and confusion after wasting 7-8 years on small molecule GLP1 agonists while they could have designed peptides from onset First acknowledges $LLY is scoring higher wins vs $NVO but his team selected to skip the mechanism through which Lilly is winning ( GLP1 GIP ) He brags about seeing early data from GLP1 - amylin combo as if his team never looked at Novo CagriSema phase [--] that Got 17% wt loss at [--] Wks Then we saw in phase [--] 12% wt loss at [--] wks when its not driven by vomiting. And brags about monthly combo. But"
X Link 2026-02-01T22:40Z [----] followers, [----] engagements
"My comments are mere observations and not prediction of what $MRK or other management would do ( if MRK indeed still attached to small molecules as leaked ar JPM . uncertain who leaked that and for what . I am baffled how a big pharma cannot compare orforgliron poor performance in obesity vs tirzepatide both from $LLy ) i discussed before accuracy of vomit versus DC rate as predictor of GLP [--] tolerability. When looking again at one of $GPCR figures. Cant avoid counting DC arrows ( i counted [--] due to side effects as figure stated out of [--] pts .) that is like 27% DC in access [--]. How is that"
X Link 2026-02-02T01:16Z [----] followers, [----] engagements
"If $RVMD pan RAS inh works in 2nd line better than chemo in first line you will see wide off label usage. Oncologists can simply give 1-2 cycles of chemo and then call it poorly tolerated to justify insurance coverage. it is for sure several B opportunities. What is not clear how alone till competition picks up and would it matter then Will have at least 2-3 years first comer advantage. https://twitter.com/i/web/status/2018153254337868035 https://twitter.com/i/web/status/2018153254337868035"
X Link 2026-02-02T02:43Z [----] followers, [----] engagements
"Mechanism on target = kaposi sarcoma $AMGN $SYNE $APGE Wow now that is both $SNY and Kyowa Kirin disclosing one case each of Kaposi's Sarcoma from OX40L and OX40 targets respectively for #amlitelimab and #rocatinlimab. $APGE Wow now that is both $SNY and Kyowa Kirin disclosing one case each of Kaposi's Sarcoma from OX40L and OX40 targets respectively for #amlitelimab and #rocatinlimab. $APGE"
X Link 2026-02-02T13:37Z [----] followers, [----] engagements
"$ABBV at JPM is all in obesity without explicitly stating that. I believe they are beyond their most recent busted [--] large deals. I cant see Abbv repeating verbal enthusiasm for years on phase1-2 assets. They are looking to renter ASAP I am expecting a big show down with $NVO and possibly $MRK $BMY and even $LLY next weeks and not months. ABBV cares about tolerability and efficacy and not oral versus sc ( seen it with ABVX ) so please the oral and bio fund followers camp dont get too excited This was my post predicting $ABBV entry to obesity prior to GUBRA deal but never heard management this"
X Link 2026-02-02T15:47Z [----] followers, [----] engagements
"BTW $PFE @AlbertBourla combo that he bragged about phase [--] at JPM is not going to do better than $NVO cagrisema on HbA1C. If any now Pfizer cocktail is less tolerable. Met [---] had 37% vomit in the MAD phase [--]. Bourla may end up coming back for GIP if anything is left there . This is why $LLY Ricks was mocking the battle of PFE and novo on Metsera we are just watching 😂 CagriSema continues to disappoint. $NVO is stuck and they know by now they cant make it without GIP $LLY must be laughing CagriSema continues to disappoint. $NVO is stuck and they know by now they cant make it without GIP $LLY"
X Link 2026-02-02T16:33Z [----] followers, [----] engagements
"@rn_flex Show them please A1C. I am sort of busy for the moment"
X Link 2026-02-02T16:45Z [----] followers, [---] engagements
"$LLY ran a number of of phase [--] trials with tirzepatide in T2D pts. All achieved A1C reduction [--] by good margin. Most had lower baseline wt and lasted shorter than today $NVO trial As example Surpass [--] baseline wt was [--] kg ( vs [---] kg on today $NVO trial ) and lasted [--] wk vs [--] wk for today Reimagine [--] See figures below on A1C. Sema [--] mg usually performs very close to [---] mg on A1c was slightly lower performance in Reimagine [--] but cant account for wide difference of A1c in favor of tirzepatide ( [----] % vs 1.91% efficacy estimate ) Wt loss was [----] % at [--] wks with tirzepatide in lighter"
X Link 2026-02-02T17:17Z [----] followers, [----] engagements
"@Vanhove_Pieter @Doctor_Salomon Exactly and this is why the disappointment. Lackluster A1C reduction with $NVO CagriSema barely above Sema But wt here [---] Kg so somewhat similar to Redefine2"
X Link 2026-02-02T17:26Z [----] followers, [---] engagements
"Thats the problem. $NVO oral semaglutide doesnt work well for men Probably 9-10% long term wt loss. Men have to wait forever to lose a little wt on semaglutide. Obviously chart readers and po vs sc folks will not read that early on $NVO $LLY $HIMS 🚨 BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN FIRST THREE WEEKS (IQVIA DEUTSCHE) Early data from Ro shows a higher proportion of men opting for the pill compared to injectables. Deutsche Bank analysts said in a Friday note that so far broader https://t.co/eNRf2nCfmt $NVO $LLY $HIMS 🚨 BREAKING: WEGOVY GLP-1 PILL HITS 44K PRESCRIPTIONS IN"
X Link 2026-02-02T17:59Z [----] followers, [----] engagements
"This is what happens when u r all in and your primary mechanism ( GLP1 GIP ) disappoints on tolerability and PK. You start grabbing assets from everywhere $RHHBY Surprisingly neither $LLY nor even $NVO are hung up on this sport medicine item $RHHBY Big RNAi validation today: Genentech (Roche) just licensed an undisclosed RNAi program from SanegeneBio $200M upfront + up to $1.5B in milestones SanegeneBio's LEAD platform shines with ligand + enhancer-assisted delivery for extra-hepatic tissues (adipose muscle $RHHBY Big RNAi validation today: Genentech (Roche) just licensed an undisclosed RNAi"
X Link 2026-02-02T18:09Z [----] followers, [----] engagements
"$VKTX has vanquish diabetes trial ongoing. U get full A1C drop after [--] wks. They can gather data easily Also what matters to $NVo and others is tolerability that is emerging very well ( personal communications 😂). as A1C reduction is class effect for GLP1 GIP and correlates with wt loss. For sure will not be less than $LLy tirzepatide The issue is not 200% premium. This is probably what Vk CEO will do for partnership the issue for novo is if $ABBV $BMY or others jumps in . suddenly all interested in late stage assets and they will not follow a couple of hedge funds bets on lousy oral"
X Link 2026-02-02T23:10Z [----] followers, [----] engagements
"$VKTX Oral phase [--] or not will have zero bearing on any partnership discussions. A lot of vk longs unfortunately became victims of bear thesis and CEO lack of PR acumen has not helped. [--] % of value Is in the vanquish program. Not oral not maintenance nor [----] nonsense. https://twitter.com/i/web/status/2018469928882606134 https://twitter.com/i/web/status/2018469928882606134"
X Link 2026-02-02T23:41Z [----] followers, [---] engagements
"$PFE vesper [--] out Positive that wkly full dose reached by month [--] ( arm [--]. About [--] pts per arm ) Arm [--] [----] % efficacy estimand placebo adjusted wt loss at [--] wks ( so far placebo gains wt at Metsera trials and since Pfizer didnt report it today one has to presume the same) Significantly less than 16% wt loss with $Lilly tirzepatide ( as Metsera management promoted Met097 as as effective as TZP. ) If placebo positive expect 10-11% wt loss in Vesper [--]. Also drugs that reach full dose quickly lose momentum quicker as far as long term wt loss 2% less than efficacy of wkly vesper [--] Not more than"
X Link 2026-02-03T12:12Z [----] followers, [----] engagements
"$PFE could run [---] obesity trials . the question quality of drugs. We have seen how many trials $NVO has run and hasnt helped. $PFE #Obesity [--] Phase [--] trials with PF3944 expected to advance in 2026; expansive clinical development program underway with 20+ planned and ongoing studies across diverse obesity pipeline $PFE #Obesity [--] Phase [--] trials with PF3944 expected to advance in 2026; expansive clinical development program underway with 20+ planned and ongoing studies across diverse obesity pipeline"
X Link 2026-02-03T12:17Z [----] followers, [----] engagements
"If I play Grok and summarize my post Now $PFE new single GLP1 achieved about 10-11% wt loss at [--] wks ( if we remove placebo positive performance ) vs 16% with $LLY tirzepatide -same time And While N/V risk not reported by Pfizer the projected DC rate is very high for injectable and seems much less tolerated than king tirzepatide. And will not get to market prior to [----] U cant take on the leader of a trillion by spending a few billions. $PFE vesper [--] out Positive that wkly full dose reached by month [--] ( arm [--]. About [--] pts per arm ) Arm [--] [----] % efficacy estimand placebo adjusted wt loss at"
X Link 2026-02-03T12:22Z [----] followers, [----] engagements
"@alnafisah1994 Which will increase toxicity due to narrow therapeutic window Someone at Pfizer told him GIP doesnt matter anymore 😂"
X Link 2026-02-03T12:23Z [----] followers, [---] engagements
"It is not great to have this much DC rate at monthly dose on $PFE vesper [--] after humans used to full weekly doses Probably absence of GIP contributes"
X Link 2026-02-03T12:31Z [----] followers, [---] engagements
"This higher [---] mg dose $PFE is planning is a joke. I thought they stated wt loss continued on the monthly dosing. How about 15% DC rate from AEs on monthly at [---] mg ( I had to guess that number ) We still have to imagine NV rate as Pfizer didnt disclose. Cant believe Pfizer team didnt question why Metsera didnt go above [---] mg in all phase [--] trials despite looking at ( and not reporting toxicity ) from [---] mg dose. How much more N/V will be from [---] mg This Halo tag complicates PK and makes drug tightly bound to albumin and likely narrows therapeutic window. $LLy and others licensing"
X Link 2026-02-03T14:28Z [----] followers, [----] engagements
"I doubt $PFE [---] will reach same efficacy of $NVO semaglutide long term. Just look at wt loss slope flattening below from vesper [--]. [---] reaches top dose earlier and thus adaptation to drug and curve flattening will occur earlier. Reflecting on $PFE Bourla interviewed last few days . What is he talking about Did his team as he doesnt understand data look at wt loss curves from $MTSR Vesper1 Look again how the curves flatten as the study approaches end. Pfizer will be lucky if MEt [---] even https://t.co/P1b81ipVkJ Reflecting on $PFE Bourla interviewed last few days . What is he talking about Did"
X Link 2026-02-03T15:05Z [----] followers, [----] engagements
"$PFE on EX provided slide of efficacy and DC rate. They present modeling of [---] mg monthly dose. Will ask @GilaMonstrum to look at this. How could they predict tolerability on double dose They clarified DC rate of 9.2%. They actually had wrong wording in press release. No wt loss curve slope and absent many other details ( N/V placebo effect etc. ) while calling it formal presentation with slides. Bourla on JPM mentioned oral GIP GLP1 and amylin in clinic Didnt hear that clearly from CMO. Notably $NVO tried separate peptide GIP addition to semaglutide and didnt add any efficacy. It works as"
X Link 2026-02-03T15:33Z [----] followers, [----] engagements
"$PFE Chris Bosoff indicated placebo was neutral on wt loss. Thus efficacy is [----] % [--] Wks .: Also indicated tolerability in line with single GLP1 .( I would expect then 20-30% vomit rate. ). So if pts at most as much as semaglutide and then after they get adapted to drug . why to expose them to fluctuating levels on monthly basis and re trigger GI issues . just to move from wkly to monthly. I doubt $PFE [---] will reach same efficacy of $NVO semaglutide long term. Just look at wt loss slope flattening below from vesper [--]. [---] reaches top dose earlier and thus adaptation to drug and curve"
X Link 2026-02-03T15:54Z [----] followers, [----] engagements
"@GilaMonstrum @ResearchPulse1 They say no plateau but $PFE shows no curves. We have seen no plateau with $AMGN fist [--] wks and then that disappeared in second [--] wks"
X Link 2026-02-03T16:13Z [----] followers, [---] engagements
"$PFE confirmed today that GLP1-Amylin combo will go through phase [--] in [----] ( still in phase [--]. ) then phase [--] [----]. That is the year $VKTX reports its phase [--] and seek FDA approval Pfizer is a year behind on single GLP1 agonist that likely to achieve half efficacy and more side effects vs VK2735 And Pfizer spent $10 B on this. Dont expect from amylin but to add more side effects to a GLP1. This side effect alleviating mechanism only exists in GIP that $PFE decided to forgo to safe money. Cant digest why $PFE presented the slide below on the combination this early [---] mg of [---] is the"
X Link 2026-02-03T16:23Z [----] followers, [----] engagements
"Reproducibility crisis Likely stems from most findings that you read are fake when u try to repeat driven by dysfunctional granting system and not due to different experimental conditions as most say . Presuming exps are done well when repeated. Amgen one published that they could not repeat 80-90% of findings. 10% of science is real and lead to all discoveries https://twitter.com/i/web/status/2018727268433133948 https://twitter.com/i/web/status/2018727268433133948"
X Link 2026-02-03T16:44Z [----] followers, [---] engagements
"@WallStSai $NVO negative growth"
X Link 2026-02-03T16:56Z [----] followers, [----] engagements
"Tomorrow $LLy will show today $NVO decline has little to do with price and a lot to do with drug quality 🚨 BREAKING: $NVO Warns of pricing pressure in an increasingly competitive market. Shares down -12%. https://t.co/di1cmaIfOL 🚨 BREAKING: $NVO Warns of pricing pressure in an increasingly competitive market. Shares down -12%. https://t.co/di1cmaIfOL"
X Link 2026-02-03T18:58Z [----] followers, 18.7K engagements
"So actually $NVO stumbled on the GLP [--] and excited and quit doing extensive pre-clinical work on the relevant pathways $LLy paid attention to GLP1 GIP duals ( although novo had one that it gave up on early that Lilly copied later ) Among small $VKTX did excellent preclinical work and identified a dual that seems so far to have better PK vs tirzapetide . LLY knows allthat which explains $LLY attempt to acquire Viking in Jan [----] $PFE team was busy chasing small molecules all these years VKTX is the winner here VKTX is the winner here"
X Link 2026-02-03T20:38Z [----] followers, [----] engagements
"Does $NVO still have capacity for a transformational deal When I posted below novo had MC $500 B and would have acted with strength if it had leadership and scientific acumen Question if @maziardoustdar has the right advice around him now When it comes to $VKTX potential partnership you have rugged pharma looking into obesity as primary focus including $ABBV $BMY $MRK and even $JNJ $LLy report tomorrow and $PFE failed single GLP1 adventure will only bolder interested parties in the dual mechanism $nvo $vktx. Novo needs to move on Vikings. Besides CagriSema ( which incorporates new peptide"
X Link 2026-02-03T23:01Z [----] followers, [----] engagements
"$NVO reported $4.3 B profit Q4. Actually not bad . CEO keeping expenses low But this unnecessary amycretin program will weight on 2026"
X Link 2026-02-04T00:02Z [----] followers, [---] engagements
"@drrichjlaw The more disappointing than 10% in $PFE vesper [--] is top dose reached within [--] moths so dont expect much more wt loss beyond [--] wks. Mechanism capped. This is why they dont show curves"
X Link 2026-02-04T00:22Z [----] followers, [---] engagements
"$AMGN stated most patients didnt gain weight but that means a percentage gained and Likely drove the line up . they talked about unfolding data in q4 all year long till Nov time. Single GLP1 . similar to $PFE GIP antagonism in humans likely just increases nausea. Turned out humans are little different from mice in their eating habits where the data are conflicting https://twitter.com/i/web/status/2018877685532160010 https://twitter.com/i/web/status/2018877685532160010"
X Link 2026-02-04T02:42Z [----] followers, [---] engagements
"$PFE MGT yesterday excited about GLP1+ amylin combo ( still on phase 1) potential BIC . look at early phase [--] with small doses how nausea / vomit are synergistic. Tiny doses of Met097 ( [---] ) and [---] ( o.3) in combo result in nausea and vomit while higher doses of each alone ( o.4 & o.3 mg ) dont as single agents. 50% vomit when u combine [---] and o.3 mg .which are starting doses for each as single agent. Not sure what Pfizer is excited about but yesterday vesper [--] is first episode of repeated disappointment theme that will continue to happen This is why I say Pfizer saved $NVO .( as Metsera"
X Link 2026-02-04T10:22Z [----] followers, [----] engagements
"$LLy revenue growth is insane. And $NVO CEO continues to talk about best in class pipeline. What a joke. And $VKTX with a better than tirzepatide drug still $3.5 B MC 😂 Tomorrow $LLy will show today $NVO decline has little to do with price and a lot to do with drug quality Tomorrow $LLy will show today $NVO decline has little to do with price and a lot to do with drug quality"
X Link 2026-02-04T11:52Z [----] followers, 11.6K engagements
"$LLY ex USA Mounjaro $3.3 B. Crazy [----] revenue guide $80 B And Mr $MRK Davis dreams of $70 B revenues in the next century😂. Probably from small mole pill $LLy revenue growth is insane. And $NVO CEO continues to talk about best in class pipeline. What a joke. And $VKTX with a better than tirzepatide drug still $3.5 B MC 😂 https://t.co/6GVMlYXw2w $LLy revenue growth is insane. And $NVO CEO continues to talk about best in class pipeline. What a joke. And $VKTX with a better than tirzepatide drug still $3.5 B MC 😂 https://t.co/6GVMlYXw2w"
X Link 2026-02-04T11:58Z [----] followers, [----] engagements
"But $NVO has CagriSema and the pill 😂 That $LLY doesnt have. $LLY just raised the bar. Eli Lilly beat revenue expectations posting $65.2bn in sales vs $63.8bn expected. And it didnt stop there: [----] revenue guidance: $8083bn Street was looking for $77.7bn Implies +23% to +27% growth next year The contrast with $NVO s $LLY just raised the bar. Eli Lilly beat revenue expectations posting $65.2bn in sales vs $63.8bn expected. And it didnt stop there: [----] revenue guidance: $8083bn Street was looking for $77.7bn Implies +23% to +27% growth next year The contrast with $NVO s"
X Link 2026-02-04T12:14Z [----] followers, [----] engagements
"RNA I will save $NVS Vas from patent cliff He will probably deplete more of Novartis remaining capacity on his orphan disease projects. NVS used to be an oncology and cardiology company $NVS Long-standing overhang is substantial patent cliffs into with Cosentyx (2029E) Kesimpta and Kisqali (2031E) [--] Billion + to make up $NVS Long-standing overhang is substantial patent cliffs into with Cosentyx (2029E) Kesimpta and Kisqali (2031E) [--] Billion + to make up"
X Link 2026-02-04T12:17Z [----] followers, [----] engagements
"$NVO today finally announced [--] week efficacy data from its GLP1 GIP Amylin agonist phase [--] Up to 5.3% wt loss at [--] wks. Less than what is seen in multiple phase [--] of more than one GLP1 GIP dual agonists from $VKTX $RHHBY and others ( around 8% at [--] wks ) . No details on tolerability . still early data @ResearchPulse1 @GilaMonstrum It has been dozens of tries by $NVO. U want to bet on NN419 I am happy with your choosing. As novo actions are clear like light by now. If they were happy with data they would have announced. They are in desperate mode. Of course they have to do phase 2."
X Link 2026-02-04T12:35Z [----] followers, [----] engagements
"@Cellgoliath Doesnt matter. Let them look for something more differentiated. $VKTX on its own can take 25% of $LLY business. If has massive deal with cordon Pharma that makes tirzepatide to Lilly"
X Link 2026-02-04T16:46Z [----] followers, [---] engagements
"@Banjo5474969708 $VKTX CEO will not sell for cheap after today $LLY report but likely partnership for whoever wants to partner on good terms"
X Link 2026-02-04T16:48Z [----] followers, [---] engagements
"$VKTX holders will do much better if VK stays alone for a few more months after today $LLY report and recent competitor data a partnership is good just to punish these quantum funds that tortured this for [--] years and a non PR CEO helped them do that just before more incompetent institutions such as FMR give them shares to cover U cant short a drug better than tirzepatide and get out. It is unfair https://twitter.com/i/web/status/2019092536061497648 https://twitter.com/i/web/status/2019092536061497648"
X Link 2026-02-04T16:55Z [----] followers, [---] engagements
"@trentkelp @Viking_VKTX No he is not. He should get better PR. But that will have no impact soon"
X Link 2026-02-04T16:58Z [----] followers, [---] engagements
"I still believe these financial institutions are still haunted by DC rate on oral phase [--] The oral was a mistake by $VKTX CEO to emphasize at short term. It probably stems from him being PHD and doesnt get well that pts focus is really on efficacy and tolerability more than PO versus sub Q Look at all of $ABBv $ROG $LLy and others focus on SC and only $NVO now hyping early oral demand due to shortage in pipeline ( although repeated statement by the former CEO was also focused on parental use but we know they focused on amylin vs GIP) Anyway blinded data emerging from vanquish phase [--] are"
X Link 2026-02-04T18:01Z [----] followers, [---] engagements
". This is not just Reddit. Communications from Several pts from one site of $VKTX vanquish phase [--] only [--] pt vomited once and continued Vk2735 one out of [--] pts on trial for 4-5 months . no case of DC so far from AEs. Another site 1-20 vomit . tolerability Way better than best expectations due to slow escalation and seems if not in line with $LLy tirzepatide better C/W better Pk ( longer Tmax and T 1/2 ) And efficacy modeling with same escalation rate between two drugs is below @GilaMonstrum It is not me too Tirzepatide. OK I tried to do a REDDIT compiled $VKTX SC trial participants"
X Link 2026-02-04T20:58Z [----] followers, 18K engagements
"Phase [--] vs [--] vs maintenance is irrelevant for pts and pharma that are looking to compete with $LLy king tirzepatide in this massive market There are no maintenance issues with tirzepatide and thus u witness Lilly revenues today. $VKTX [----] injections may offer more potent and potentially even better tolerated drug. Oral form while is working is irrelevant. All of $PFE $AMGN $NVO $RHHBY are struggling to come up with anything close in tolerability and efficacy to tirzepatide . But the message gets confused . as when you have an inferior drug you start talking about oral or monthly . reality is"
X Link 2026-02-04T22:26Z [----] followers, [----] engagements
"$NVO CEO confirmed that most oral sema users are on [---] mg indicating likely new users and not ones on full dose injectable GLP1. ( same highlighted by $LLy Ricks ). This is clearly a wave of humans who are jumping to discounted GLP1 and who likely could not afford tirzepatide ( BTW there is no price pressure on Lilly or war novo is voluntarily and not forced by Trump cutting price . but seems not impacting tirzepatide demand even ex USA ) As most will not lose much on [---] mg first month we have to wait and see how much patients adhere with 30% vomit rate and double nausea. This is not to"
X Link 2026-02-04T23:33Z [----] followers, [----] engagements
"There are [---] US sites participating in $VKTX vanquish trial. We are talking about 200-300 investigators and they all do trials and compare drugs. After a few thousands pts are followed you cant hide tolerability and efficacy as 78% will get at least [---] mg which is a powerful dose. Big pharma that have an obesity interest ( $ABBV $BMY $MRK $AMGN $NVO and others ) for sure are hearing about trial progress and CEO can share confidential blinded data. This is from one pt who lost 25% wt at [--] wks responding to a question if other pts are quitting for excessive loss or side effects No. Actually"
X Link 2026-02-05T00:03Z [----] followers, [----] engagements
"@Doctor_Salomon They should update but no details as trial ongoing"
X Link 2026-02-05T01:15Z [----] followers, [---] engagements
"@Doctor_Salomon They may"
X Link 2026-02-05T01:53Z [----] followers, [---] engagements
"The wt loss projection is based on modeling from $VKTX and $LLY clinical data and serum levels. There was slightly more females in VK phase [--] trial. This could account for slight shift up in vk curve as the model predicted really big difference at [--] wks 2%. Also from Lilly phase [--] trials female deeper wt loss become more apparent after several weeks on trial and not early on ( difference was only 0.3% at wk [--]. As below . and again it is not like all Vk trial were females .) . So if one adjusts for all that vk2735 still beats tirzepatide by at least 1.5-2% at [--] Wks. One would expect"
X Link 2026-02-05T04:28Z [----] followers, [----] engagements
"@SpacemanZN @trentkelp @Viking_VKTX People are frustrated here as they witnessed Metsera team hype their products and getting company sold. But they accepted little premium at beginning had it not for novo team . but there were not many companies bidding. So u cant sell the hype to everyone"
X Link 2026-02-05T04:44Z [----] followers, [--] engagements
"$BMY is swept up by the pharma bullish wave. Great performance last few months. But LOEs with Eliquis and Opdivo are scary . Anyway you look at it only act that can save them is a transformational obesity deal and it seems they are aware of that ( vs others such as $MRK . or $NVO ) and thus BMS refraining so far from large deals in other sectors. ( BTW MRK $70 B pipeline projection is like $15 [---] B if lucky ) Biotech wave should take up all descent companies with it. $BMY making progress in hematology cardiology oncology and psychiatry . I Believe with this bold obesity interest as well It"
X Link 2026-02-05T12:38Z [----] followers, [----] engagements
"@Doctor_Salomon I think HHS and Dr Oz waiting fur Nov election. They do not want to upset any segment of population. But arrest sure beyond that cut a deal with $NVO and $LLy Humans will not benefit from it and will stop it"
X Link 2026-02-05T14:56Z [----] followers, [---] engagements
"@Vanhove_Pieter @Doctor_Salomon Ask FDA"
X Link 2026-02-05T15:29Z [----] followers, [--] engagements
"This actions by $HIMS shows how much their business relies on GLP1 and how they are left alone by $NVO Dont believe novo will stay silent legally"
X Link 2026-02-05T15:33Z [----] followers, [----] engagements
"@rn_flex It is Trump and Nov. I still believe all compounding will suddenly end after Nov election. He cut a deal with $LLy and $NVO"
X Link 2026-02-05T16:12Z [----] followers, [---] engagements
"@LNG_Investor_ Kailera is backed by financial whales and wants to commercialize . but their drug is not as good as $VKTX [----]. Whoever understands data ( it seems many dont at BP. We have seen it with $PFE and $NVO so far. )"
X Link 2026-02-05T16:14Z [----] followers, [---] engagements
"@Vanhove_Pieter @Doctor_Salomon Who said that you dont use SNAC Anyway. It takes a special compounding to make the pill right. So not sure $HIMS doing that Zero absorption without right SNAc ratio"
X Link 2026-02-05T16:17Z [----] followers, [---] engagements
"If $HIMS selling oral sema that is not tested for oral bio availability ( I.e with no SNAC ) this is sheer patient fraud. Recall this has to be prescribed by a medical provider through HIMS and if it is the case their medical license should be provoked. people die from obesity and its complications. It is not a joke @DrOz @MartyMakary @SecKennedy I take back that this will be good. Apparently the compounded stuff is made without SNAC so I don't see how it's going to work. It sounds like Hims is just going to take a bunch of customers' money and hand them the equivalent of sugar pills. Not"
X Link 2026-02-05T17:13Z [----] followers, [----] engagements
"But he is reducing $NVS involvement in cardiovascular ( biggest new impactful category will be GLP1 class ) and oncology In favor of RNAi ( that may end up being scooped by gene editing one day ) and orphan disease. Novartis expects generics to cut about $4B from [----] sales with Entresto taking a sharp hit in Q4 as competition ramps up. https://t.co/ejq67FZ1Hx Novartis expects generics to cut about $4B from [----] sales with Entresto taking a sharp hit in Q4 as competition ramps up. https://t.co/ejq67FZ1Hx"
X Link 2026-02-05T17:41Z [----] followers, [----] engagements
"Where is the data on liposome peptide bioavailability orally. So these dump companies has more research budget than $NVO and $LLy Why not Navajo scores them if legit Why there are no trials And sema is not generic for $HIMs to steal Ms HIMS investor who cares about humanity https://twitter.com/i/web/status/2019549385164533855 https://twitter.com/i/web/status/2019549385164533855"
X Link 2026-02-05T23:11Z [----] followers, [---] engagements
"@investseekers $PFE deal will likely crash itself as it depleted its cash on assets that are not competitive"
X Link 2026-02-06T00:15Z [----] followers, [---] engagements
"I dont understand this $VKTX or any other pharma bears oral focus. Regardless of bears knowledge of basic medical topics such as efficacy and tolerability when it comes to patients preference and big difference there between dual agonists injectables and orals. What about tirzepatide revenues Most of these bears are in finance What about $RHHBY $ABBV and $AMGN not concerned about not owning orals. Even $PFE that fooled itself and the sector about orals for [--] years . doesnt care that much now. What about $ABBV Skyrizi dominance in I&I despite oral options available And many other examples It"
X Link 2026-02-06T02:48Z [----] followers, [---] engagements
"Unfortunately $NVO miscalculation of phase [--] trials outcomes ( that is surprising how far their error went ) created lasting mistrust within financial institutions $PFE is repeating the same story with its Metsera assets hype ( like [---] mg monthly that will likely associate with significant tolerability issues ) . All that casts shadow even on smaller biotechs that have better assets. A number of non careful analysts are not helping either. Still recall a couple forecasting 28% wt loss with $AMGN phase [--] based on lousy phase [--] data on [--] pts that all had severe vomit. Commercial success"
X Link 2026-02-06T12:21Z [----] followers, [----] engagements
"$IMVT is running trials on a several pertinent disorders. Good focus on orphan skin disease on top of graves RA CIPD and others Why cant do 25-50% $ARGX performance long term. The drug is derisked from mechanism and clinical performance of first gen molecule that binds same region on FcRn . $IMVT based on the igG reduction ( 70-80 % vs 63% ) and the performance in phase [--] batoclimab should perform at least as good as efgartigimod tomorrow. MG-ADL improvement of 4-5 points vs 1.5-2 for placebo $IMVT based on the igG reduction ( 70-80 % vs 63% ) and the performance in phase [--] batoclimab should"
X Link 2026-02-06T13:36Z [----] followers, [----] engagements
"@Doctor_Salomon @rn_flex Great observation. So both PS and HS . big markets"
X Link 2026-02-06T13:37Z [----] followers, [--] engagements
"With $NVO owning / building massive peptide manufacturing capacity ( per @ResearchPulse1 [---] tons / year ) commercial teams and being the field pioneer they become attractive at this valuation. I believe excitement got ahead of itself with oral sema ( as we need to see adherence and hear pts experience ) Novo can turn the tide at no time with the right asset. although [----] will still be a tough year. But if they can at least show volume expansion . that will be enough for [----] expectations . @TacticzH I think novo at this value now is not bad. CagriSema will help them a lot much more than"
X Link 2026-02-06T14:57Z [----] followers, 20.2K engagements
"Yeh. Expected. Most humans will take auto pen everyday vs one episode of vomit per month. It is a common sense fact. I think $NVO knows that. It is just a bridging technique until they find their way against $LLY tirzepatide . most who got the pill were probably stressed by price and not needle fear. https://twitter.com/i/web/status/2019818494016053729 https://twitter.com/i/web/status/2019818494016053729"
X Link 2026-02-06T17:00Z [----] followers, [--] engagements
"$BMY CEO yesterday as usual clandestine response about his BD intention although asked by Michael Yee on obesity interest ( BMS was party [--] in Metsera deal and offered $11 B prior to suddenly retrieving . ) CEO response below . BMS spent $14 B on schizophrenia medication that is generating $50 M per Q after several q it is in a new class but not that effective ( $ABBV wasted $8 B on a similar drug that later failed ) Recall $LLy tirzepatide as one drug generated revenue at q4 as much as all $BMY . and US TZP TRX still growing 17% q o q in USA. It is hard to think a sound board will find"
X Link 2026-02-06T17:31Z [----] followers, [----] engagements
"@KontraInvest $LLy vials are not low margin. They just dont have PBMS rip off on them. Unlike $NVO po that is low margin"
X Link 2026-02-06T18:03Z [----] followers, [---] engagements
"@TTRAmyloid U force one to talk against his own holding But $VKTX assets will long term generate more than $RVMD that also has [---] copies behind"
X Link 2026-02-06T19:48Z [----] followers, [----] engagements
"No volume. But if $VKTX sticks to the summer due to unusual CEO as some people suggest here . it will be $LLy that takes it. Still strongly believe orforglipron will not be a success at least in obesity. And for whatever reason Lilly decided not to do oral peptides ( or it tried and it didnt work .) https://twitter.com/i/web/status/2019881369883574420 https://twitter.com/i/web/status/2019881369883574420"
X Link 2026-02-06T21:10Z [----] followers, [----] engagements
"For the me too crowd that always whine and want differentiation $LLY didnt invent the wheel. Tirzepatide was minor modification of NN-2746 that $NVO acquired from others and later dumped. Minor change of aa ( u cant change a lot. It is only [--] aa) and lipid chain location These peptides dont work without long half life endowed by the lipid chain ( a critical component ) But @maziardoustdar needs to look what sort of preclinical work done years ago to divert novo scientists from GIP into amylin It is embarrassing that small biotechs such as $VKTX could determine years ago that GLP1 GIP is the"
X Link 2026-02-06T21:37Z [----] followers, 13.9K engagements
"There is no price war as media report. $LLy didnt cut a lot. Tirzepatide is slightly cheaper for cash pay and Medicare compared to other CV drugs. But not cheaper for commercial insurance. It is cheap in comparison to orphan drugs rip off under humanity banner such as from $RYTM and $SLNO ( $ 1/2-1 M over pt per year to lose wt. ). This is why you see bio funds in company like RYTM because they know it is an endless rip off $NVO voluntarily smashed sema price as it was going down towards zero sales in a couple of years. That is not price war from one side."
X Link 2026-02-06T23:40Z [----] followers, [--] engagements
"GLP1 falls within their therapeutic as they sell Eliquis through primary care and DTC cash .: they dont want to make another mistake. They paid $14 B for a schizophrenia drug that looks a bust so far. That was not within their expertise. So now they are careful . Will see. $BMY has very limited options to get over LOEe. Probably worse than $MRK Both need something that can sell in billions right away in a couple years. Although MRK management may have built fake confidence recently . https://twitter.com/i/web/status/2019938568718741758 https://twitter.com/i/web/status/2019938568718741758"
X Link 2026-02-07T00:57Z [----] followers, [---] engagements
"Will see. As you see I like $VKTX drug based on mechanism and clinical data so far. This GLP1 GIP clearly bast mechanism in obesity and will stay dominant at least for [--] decades. I am not sure $BMY realizes that or not yet . And VK CEO is asking a lot and many people criticize his sales skills . He is running the trials well so far. So long term I think the drug will perform well. At short term nothing is certain . although pressure is mounting on several large pharma to move on something competent with tirzepatide and options are limited. Obviously cant be all pharma having inconsequential"
X Link 2026-02-07T17:28Z [----] followers, [---] engagements
"$AMGN dropped the vomit rate to 22% in phase [--] that lasted [--] wks when starting with [--] mg. But that was inpatient phase [--] and they must have given a lot of ant emetics. It will be higher upon longer exposure . Start at [--] mg will reduce the efficacy. Also [---] mg has to be given over 20-30 seconds. Not sure how much more convenient over wkly. MariTide has its issues. https://twitter.com/i/web/status/2020210658009334143 https://twitter.com/i/web/status/2020210658009334143"
X Link 2026-02-07T18:58Z [----] followers, [--] engagements
"What is clear from $LLY q4 and table below . is Lilly priced zepbound at right point where its not too expensive for many humans who want ideal efficacy and tolerability and at the same time competitive with price of other common CV meds ( no price war for Lilly ) where it is propelled to be best selling drug in history within a couple of years. $NVO CEO alluded into drug quality and price dynamics more than once at London conf ( was better info than the q4 EC the day before ) Clearly most of the Sema pill pts are going for price and not for oral vs sc. also @maziardoustdar implicitly"
X Link 2026-02-08T14:49Z [----] followers, [----] engagements
"I agree with you $NVO is more aware of competition now and @maziardoustdar is not hyping oral sema or anything else. Novo needs dual GLP1 GIP. Period. Not oral not triple. And if they have not reached that conclusion good luck being #4 in [----]. BTW tirzepatide will stay 75% of $LLy revenues in [----] despite approval of everything else Lilly has. Will share with you this as I did my previous posts. https://twitter.com/i/web/status/2020518535882293577 https://twitter.com/i/web/status/2020518535882293577"
X Link 2026-02-08T15:22Z [----] followers, [---] engagements
"The problems with current $NVO pipeline nothing stands out as competitive with $LLy tirzepatide. you could have [--] assets and if all clearly inferior particularly on tolerability ( and I would highlight amycretin here as we have have full data from [--] lancet papers ) . then they will have no tangible impact. This whole segmented obesity market that many talk about is in their imaginations. There is little segmentation but most humans share one desire lose good amount of wt with least nausea or other GI issues. Best drug will stay dominant in all so called segments"
X Link 2026-02-08T15:30Z [----] followers, [---] engagements
"@DrivenSports $NVO [---] mg dose has bigger issue with vomit than looks at surface. Look below. Also causes more than 20% dysesthesia. for novo to present it as simple escalation like $LLy tirzepatide [--] mg is misleading"
X Link 2026-02-08T18:36Z [----] followers, [---] engagements
"Another example from today $VKTX phase [--]. Squares are months People who blame BL for no BO need to realize they had [--] wk data. And while modeling long term wt loss works well with this class BP CEO ( most of them in finance and not scientists ) will not put his neck on the line and spend massive without clear tolerability and efficacy which are emerging now. The 1-2 year lead time that VK2735 also offers over others is worth billions. Sorry for $NVO crowd. It has nothing close to this"
X Link 2026-02-08T19:11Z [----] followers, [----] engagements
"@apotecarii @alnafisah1994 @JacobCordosa @ResearchPulse1 The data just started emerging. And despite the new $NVO CEO being more realistic your dear novo team proved over last few years being always behind on action "
X Link 2026-02-08T19:25Z [----] followers, [---] engagements
"These peptide GLP1 trials are over powered for tolerability and efficacy. FDA asked for this size to make sure small molecules dont cause rare toxicity such as liver and cardiac. And $VKTX is doing double size of what FDA asked for. So you dont need to wait for long to know data internally ( if they want to look ) as 25% of pts can give you what you need to know . The placebo effect is predictable. https://twitter.com/i/web/status/2020584711022948550 https://twitter.com/i/web/status/2020584711022948550"
X Link 2026-02-08T19:45Z [----] followers, [---] engagements
"I am with you $NVO is trying but dont they need sc GLP1 GIP before even oral You dig into novo pipeline more than me. Are the oral GLP1/GIP or GGG in humans $VKTx oral dual agonist about to enter phase [--]. [--] year lead is huge in obesity now. Novo cant survive long term on promises of early assets. We have seen it with the NN419 and recent lackluster wt loss in phase [--] Viking can survive with only SC [----] given its size but novo doesnt have a really competitive advanced molecule. You know amycretin is not that well tolerated. And NVO is now hanging on CagriSema. Although I think the latter will"
X Link 2026-02-08T20:15Z [----] followers, [---] engagements
"If $VKTX prices vk2735 $200 per month it will drop $LLy MC by 50%. It will not happen. Lilly will grab VK before even VK thinks about it. This is not an old less effective and less tolerable drug Obesity drugs qualities and their wt reduction potential spread like fire on social media. $NVO @maziardoustdar discussed that last week https://twitter.com/i/web/status/2020598329315602896 https://twitter.com/i/web/status/2020598329315602896"
X Link 2026-02-08T20:39Z [----] followers, [---] engagements
"$VKTX VK2735 looks quite likely to surpass $LLY tirzepatide and easily surpass everything $NVO has. $PFE PF3944 can compete with semaglutide and this is why LLY David Ricks was watching and laughing at the Metsera battle Cant see how @maziardoustdar promised at JPM to retain and expand novo leadership without GLP1 GIP dual agonist. It doesnt add up $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials. $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials"
X Link 2026-02-09T17:37Z [----] followers, 11.1K engagements
"Listening to $PFE Q4 EC. Chris Boshof CSO confirmed my suspicion there is no Pfizer oral amylin peptide in humans trials and no oral GIP ( oral GLP1 peptide will start phase [--] this year. We dont know bioavailability or efficacy in humans ) So Mr Bourla was wrong on all three . $NVO has an oral GLP1 peptide approved $VKTX has an oral GLP1 GIP dual agonist finished phase [--] and oral amylin that about to enter trials I am baffled . How could company CEO ( $PFE ) be this confused on what he acquired with Metsera. As discussed below Metsera oral assets were more claims that facts trials or exps."
X Link 2026-02-09T20:14Z [----] followers, [----] engagements
"It is beautiful and good for humanity Interesting $NVO Cagrisema falls into top [--] in [----] and not $LLY orforglipron or the better injectable $VKTX [----] . The return to prevalent diseases. Big is Beautiful. LEK captures the evolution of the top [--] biggest drugs. [----] all were prevalent by [----] most were rare/specialty now swinging back again. https://t.co/2YwHpLbcYN The return to prevalent diseases. Big is Beautiful. LEK captures the evolution of the top [--] biggest drugs. [----] all were prevalent by [----] most were rare/specialty now swinging back again. https://t.co/2YwHpLbcYN"
X Link 2026-02-09T21:43Z [----] followers, [----] engagements
"@alnafisah1994 @GilaMonstrum Also $VKTX is planning to combine low - moderate dose of GLP1 /GIP with its upcoming oral amylin. That could drive Tirzepatide level efficacy and possible descent tolerability"
X Link 2026-02-10T13:20Z [----] followers, [---] engagements
"HRS9531 being GLP1 GIP and being active at lower sc mg . needing to get to 25-50 mg to show wt loss that $VKTX can show with [--] mg . is clear evidence that VK achieved better bioavailability. Another possibility I raised before the narrow therapeutic window of HRS9531 that may reduce extra benefit from raising dose. But u would expect higher wt loss for both doses if the issue was not bioavailability https://twitter.com/i/web/status/2021217051860402284 https://twitter.com/i/web/status/2021217051860402284"
X Link 2026-02-10T13:37Z [----] followers, [----] engagements
"The reflects my excitement. Best class of drugs in generations struggles to make it to all humans who need it due to dysfunctions health systems that are part of dysfunctional global trends. last [--] years. $LLY $NVO $VKTX GLP1s are the closest thing to a longevity drug we've ever discovered. And that's independent of weight loss. They reduce all cause mortality some. And they have a much bigger effect on healthspan. GLP1s are the closest thing to a longevity drug we've ever discovered. And that's independent of weight loss. They reduce all cause mortality some. And they have a much bigger"
X Link 2026-02-10T17:40Z [----] followers, [----] engagements
"Listen to $ABBV management today. Dont know who they would take ( certainly not a lousy pill ) but they would put pressure on $NVO and ultimately $LLy ABBV is not kidding. CEO repeated multiple times interest in late stage $VKTX classic case of market confusion on relatively new drug class. Wait till data emerge from Vanquish phase [--] program. A small co MC jumps to $10 B on phase [--] data followed by worst times of biotech macro. Attract all sorts of quantum shorts whose primary knowledge is $VKTX classic case of market confusion on relatively new drug class. Wait till data emerge from Vanquish"
X Link 2026-02-12T14:44Z [----] followers, [----] engagements
"@prosperousguy @CNBCFastMoney I dont know where $GPCR going but I know this CNBC crowd has no clue about anything related to biotech. Melissa knows some rudimentary knowledge on obesity but the rest are of no value"
X Link 2026-01-22T00:19Z [----] followers, [---] engagements
"$RHHBY CEO confirmed today receiving calls on the difference between efficacy and treatment estimands. I am questioning by how much Roche could have cut the vomit rate with slower escalation. From 75% to what Still concerned that even at maintenance [--] wks in phase 1-2 there was still 33% vomit If Roche were able to cut total vomit to [--] % ( to be little competitive with $LLy $NVO and $VKTX ) and did not report that in the press release I would call that incompetency as SP didnt react good to news yesterday This is $RHHBY phase 1-2 escalation from [----] ( I dont know escalation speed in today"
X Link 2026-01-29T14:37Z [----] followers, [----] engagements
"Listen to CEO . I just conveyed what she said. Today up due to pipeline update and stated DC rate was 5.9%. Will see GO issues later I like $ROG management. One of best in industry. Totally coherent and smart team ( opposite of $MRK furniture sales team as example ). But they have an issue with their obesity dual agonist. She still confirmed amylin as the foundation for combination ( which does not make sense if CT388 is great ) Roche wants to tackle major human health problems ( unlike your buddy Vas and his useless board ). So Roche will be successful long term whether Ct388 works with them"
X Link 2026-01-29T19:17Z [----] followers, [---] engagements
"@SteveWagsInvest Did you hear CEO today. They are vying to get in Question how much they understand field well. We have seen $NVO and $PFE real time misunderstanding of drugs. Good $ABBV CMO quit talking about stupid muscle preservation. That was red flag"
X Link 2026-02-04T17:01Z [----] followers, [---] engagements
"Pressure is mounting on $ABBV Would it do a GLP1 China deal like $AZN Who knows. But they are serious on obesity vs AZN that is fooling around with weak assets Investors continue to have concerns about growing competition for the companys immunology franchises Phipps wrote in a note to clients. One particular point of worry he added is how Rinvoq and Skyrizi will fare in the inflammatory bowel disease market since the relatively recent entries of Johnson & Johnsons Tremfya and copycat versions of Stelara. https://twitter.com/i/web/status/2019756338738303061"
X Link 2026-02-06T12:53Z [----] followers, [---] engagements
"$ABBv should pay attention. They are running trials in HS with their new IL1 ab. if psoriasis has any connection to obesity HS is totally linked 80% of pts are over wt. but I started having doubts of how much these BP paying attention to details . is it only $LLY that has savvy teams anymore https://twitter.com/i/web/status/2019758167660355902 https://twitter.com/i/web/status/2019758167660355902"
X Link 2026-02-06T13:00Z [----] followers, [---] engagements
"@WallStSai now the likes of $ABBV. $MRK $BMY and even $JNJ will drool"
X Link 2026-02-06T22:55Z [----] followers, [---] engagements
"Keep $NVO crowd trashing $VKtX until $ABBV CEO cuts a deal with them ( there is no joking with ABBV team once they understand the data) that committed $100 B in R &D over [--] years ( their primary focus now is obesity ) and then watch novo MC collapse by another 50% so the traders ( not real novo investors ) can be happy short term. [----] NVO project $6 B free cash flow vs about $20 B for ABBV. Novo will waste their budget on several amycretin phase [--] trials while ABBv ( or anyone else with VK2735 ) competes with $LLy tirzepatide https://twitter.com/i/web/status/2020578217418203432"
X Link 2026-02-08T19:19Z [----] followers, [----] engagements
"Jared Holz indicates one of reasons for $LLy and $NVO guidance divergence is Sema subjected to IRA while tirzepatide not Isnt that irrelevant as far as Medicare ( IRA ) since Trump deal This is sort of recurrent financial analysis on obesity that is on TV now But he rightfully indicated Metsera got lucky with $PFE BO after data . now he changed his mind And as a biotech u have to be advanced in the game for serious BP to look at from obesity BD And BP are not coming up with better than $LLy and $NVO "I think $NVO would fare better if it never got into this business" says @MizuhoAmericas'"
X Link 2026-02-09T09:36Z [----] followers, [----] engagements
"It is interesting that $LLy with no oral peptide GLP1 class given its policy of not leaving any holes in obesity portfolio Either this approach is all hype ( $NVO CEO @maziardoustdar disagrees as Rybelsus is given to [---] M now who are happy with . ) or Lilly will find itself behind. Not clear if Lilly tried oral tirzepatide ( @GilaMonstrum argues that higher alb binding may reduce delivery from gut to serum ) or just had too much confidence in orforglipron that disappointed in Attain [--] Still dont understand why orfor [--] mg was omitted from phase [--] while $GPCR is pushing dose higher. Is it two"
X Link 2026-02-10T15:42Z [----] followers, [----] engagements
"@Merica815 U sell u shares at 20%. I will grab them 😂"
X Link 2026-02-10T21:31Z [----] followers, [---] engagements
"@semodough If you have a habit . hard to change"
X Link 2026-02-10T23:37Z [----] followers, [---] engagements
"If longs leave $VKTX bz of phase 2b it tells you how superficial DD is. I understand people time span . but it is a drug in middle of phase [--] likely better than now $50 B revenue tirzepatide ( a trillion dollar $LLy value is anchored around it ) . that is growing TRX 17% q o q What they usually do they short heavy early on so the chartists ( like Druckenmiller ) feel something is wrong and leave the best day . Actually phase 2b is better for oral form development to get optimized dosing and will get quicker data vs phase [--]. But again there are so many positives in story now including probably"
X Link 2026-02-10T23:45Z [----] followers, [---] engagements
"@rn_flex Tirzepatide will beat Cagrisema in Redefine [--]. We all know that"
X Link 2026-02-11T19:41Z [----] followers, [---] engagements
"This usually high vomit rate with $NVO amycretin takes me again to same observation with $GPCR phase [--]. The escalation was slow over [--] months and vomit rate was still around 40%. Would have definitely contributed to seemingly slightly better wt loss vs $LLY phase [--] orforglipron ( although not better vs orfor phase [--] ). Vomit was scattered across the whole trial period and not just at first [--] mg Company wants to test [---] mg start but pts continue to vomit Problem with GPCR difficult to escalate any slower.already [--] months even not higher dose ( which will cut the wt loss ) and they even want"
X Link 2026-01-25T21:20Z [----] followers, [----] engagements
"$AZN telling me small molecule based on LLY orforglipron and $GPCR scaffold is giving them tolerability issues without telling me . they reported Qt prolongation and a case of ALT elevation in phase [--]. Also likely their GLP1 Glucagon will produce high vomit rate like the case with all similar from $Zeal $MRK and others. With CSPC we're exploring mechanisms that allow us to offer better tolerability and more durable responses. And we know that's important for patients" said AstraZeneca's Barr. $AZN finally realized that their current [--] obesity-assets will likely take it nowhere and decided"
X Link 2026-01-30T11:25Z [----] followers, [----] engagements
"For analysts and bio funds that keep pushing molecules beyond their potential. Listen to FDA response to $CORT DILI cases. ( DILI is any ALT [--] folds ) FDA is concerned about 4/ [---] cases of elevated ALT ( one reached [----]. But took [---] pts ). Whoever rules out FDA placing LFT warning on $LLY and ultimately $GPCR molecules . needs to reassess his understanding history of drug approval . Will see post marketing data. ALT [--] folds seen 1/300 pts at Attain [--] [--] ( again Lilly stated other explanation . so we need to see if FDA convinced ) Recall FDA has low threshold for common conditions that have"
X Link 2026-01-30T12:46Z [----] followers, [----] engagements
"@semodough But how much $SNY spent on c kit inh and how much generating even before upcoming competition from $COGT"
X Link 2026-02-01T00:28Z [----] followers, [---] engagements
"Look again at $GPCR vomit increase at the [--] to [---] mg jump .: structure planning to start at [---] mg . ok and it wants to go to [---] mg . to get higher than [--] % wt loss long term ( as claimed although a some from emesis ) how many months the escalation will last I would imagine they want to slow escalation between [--] and [---] mg. Is it going to take a year of escalation How convenient BTW I am not shorting structure and they have a decent CEO and he likely made his living by now but just try to show people the devil in the details. As someone on X promotes $MRK taking Structure as if done deal"
X Link 2026-02-02T04:17Z [----] followers, [----] engagements
"The funny thing is bio funds pushing $GPCR now thinking that would save the HBA1C. It is becoming monkey show. 😂"
X Link 2026-02-02T16:36Z [----] followers, [----] engagements
"@JoseRestonVA $GPCR can rescue them"
X Link 2026-02-04T12:05Z [----] followers, [---] engagements
"In the USA there is only $VKTX. Then kailera with a Chinese asset that is inferior in phase [--]. Abbv will not look at $GPCR. And a couple of early Chinese assets that will put them [--] years behind with uncertain outcome. Vk2735 is emerging better than $LLY tirzepatide. Not sure why I am posting here as good opportunity for people who can see it early. https://twitter.com/i/web/status/2019089837962256847 https://twitter.com/i/web/status/2019089837962256847"
X Link 2026-02-04T16:45Z [----] followers, [---] engagements
"So $HIMS is in desperate mode now. Probably not the exact oral sema from $NVO and $49 for [---] mg that does not work How about [--] mg. Will they make profit on it It is all stock boosting maneuvers. Funny thing is $LLy down on meaningless news. . let us see how Novo respond 😂 *NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY this company is cursed *NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY this company is cursed"
X Link 2026-02-05T14:34Z [----] followers, [----] engagements
"While some X accounts trash $VKTX CEO salesmans skills and PR appearance ( there are elements of truth to that ) BL is pushing for an oral combination that could make $NVO oral sema irrelevant [--] years from now. We know the winners among Pharma are ones that plan for long term success. $LLy started tirzepatide story long ago and phase [--] was reported in [----] $VKTX is working on combination of its oral GLP GIP dual ( which is clearly more potent than semaglutide in its own ) with oral amylin. It seems from CEO recent statement they tried different iterations in preclinical settings and I expect"
X Link 2026-02-08T14:59Z [----] followers, [----] engagements
"$VKTX added [---] mg q [--] wk maintenance dose to its ongoing phase 1-2 study that completed enrollment. This makes sense Viking team is getting sound external clinical advice on genuine patient preference. It is not all about monthly vs wkly ( see below on $PFE monthly experience and likely significant GI issues. Pfizer left us in the dark on details. ) it is also about smooth dosing and avoiding GI issues. I still bet most humans like rather wkly tiny shot vs one episode of vomit and continuous nausea [---] mg is the right dose as per my modeling likely equivalent to [----] mg tirzapetide in"
X Link 2026-02-09T15:34Z [----] followers, [----] engagements
"$ABBV has struggled to keep pace with BP in [----]. It outperformed most in [----] thanks to Skyrizi legendary performance. Now doubt is casted over its growth rate and emerging competition primarily from $JNJ ABBV eye is on obesity question if they would partner or do a major M&A. Options limited to $VKTX Kailera or an early Chinese asset that will throw them 2-3 years behind and with outcome uncertainty . ( $AZN style ) . Also $PFE claims looked well in China and still liked Metsera well ABBV or others have the option of making BD prior to data and enjoy major upside with a positive phase [--] or"
X Link 2026-02-09T16:08Z [----] followers, [----] engagements
"$LLY Eloralentide is one of the most advanced amylins. Data show more efficacy than [---] mg $NVO cagrilintide But by deeper look into ITT and women predominance in Elora trial ( 80% as below ) one can see that if novo pushes dose higher as planned in its newest cagrilintide trial it could catch up to it Data suggest all amylin are decently tolerated and if you push the dose high enough you will cause significant wt loss early on but also major tolerability issues including GI and fatigue From Eloralentide phase [--] ( Lancet ) even 3-9 mg dose ( thought of the most practical for phase 3) the DC"
X Link 2026-02-10T02:51Z [----] followers, [----] engagements
"$AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single class. ). dont see it in trials alone for obesity. Amylin going through phase [--] Preclinical GLP1 GIP dual licensed from China AZN is way behind in obesity. Dont see anything that can lift it up in obesity in next [--] years ( unless they decide to do massive M&A which is not ruled out for a company like AZN. ) . Preclinical is too early and uncertain outcome elecoglipron"
X Link 2026-02-10T12:10Z [----] followers, [----] engagements
"Kailera oral HRS9531 phase [--] out [--] mg and [--] mg achived same 12.1% wt loss at [--] wks. With low vomit rate of 11% This is a dual GLP1 GIP agonist that kailera licenses from Hengrui ( which owns 20% of Kailera ) Efficacy is there but no dose response between [--] and [--] mg Likely used SNAC or SNAC like enhancer. When I see no dose response I wonder about absorption and bioavailability predictability Clearly not maximum dose as 12% efficacy is way less than expectation from sc. but wonder if absorption maxed out as no dose response here Multiple data set now show for whole GLP1 peptide class oral"
X Link 2026-02-10T12:52Z [----] followers, [----] engagements
"oral HRS9531 same wt loss at [--] and [--] mg is evidence that making these peptides absorbable is not an easy feat ( despite a large China pharma trying ) and testament to the massive efforts $VKTX team placed in making bioavailability predictable and generating a nice dose response. $HIMS promoting oral sema as an active drug was a joke. It took $NVO acquiring a company for $2 B to make that work. Kailera oral HRS9531 phase [--] out [--] mg and [--] mg achived same 12.1% wt loss at [--] wks. With low vomit rate of 11% This is a dual GLP1 GIP agonist that kailera licenses from Hengrui ( which owns 20% of"
X Link 2026-02-10T13:04Z [----] followers, [----] engagements
"Not really. But now it is becoming as @maziardoustdar is going around answering everytime asked about it. He took a tough job but navigating well. Hope he watches his advisors at $NVO. Like the ones who recommended Metsera ( vs getting GLP1 GIP dual ). Bourla saved him from wasting $10 B and many more on useless trials. https://twitter.com/i/web/status/2021664491914899654 https://twitter.com/i/web/status/2021664491914899654"
X Link 2026-02-11T19:15Z [----] followers, [---] engagements
"$AZN finally realized that their current [--] obesity-assets will likely take it nowhere and decided today to license preclinical Chinese GLP1 GIP dual agonist This will not reach market prior to 2030s and no guarantee to pass tolerability issues that others faced such as $NVO NN130 However clear sign that industry is now moving after the principle wt loss mechanism ( even for companies that acquired other mechanisms ) Years after $LLY and later $VKTX moved into that Begs the question of what $MRK management thinking Still of oral GLP1 small molecule with 10-12% efficacy and 25% vomit rate in"
X Link 2026-01-30T04:14Z [----] followers, [----] engagements
"$PFE single GLP1 low efficacy and combo with amylin will be with tolerability issues $AMGN MariTide both low efficacy and questionable tolerability even with slow escalation $RHHBY seems not to show tolerability for a reason $GPCR oral poor drug from both efficacy and tolerability regardless of a couple of MM action and hype $NVO can compete a little but not much with CagriSema ( inferior combo to tirzepatide. ) and amycretin lousy drug poorly tolerated It is not a crowded space. As people will not use lousy drugs in the presence of tirzepatide It is $LLy and $VKTX game . Just got an update"
X Link 2026-02-03T17:52Z [----] followers, [----] engagements
"$AMGN today no update on maintenance trial. Recall AMGN was repeating no plateau in wt loss curve after [--] wk. now we know not only flattening but likely some rise. Mechanism just caps and significant wt loss with MariTide in first month due to GI struggle $PFE today repeated no plateau at [--] wks despite no wt loss curve provided and we have seen vesper [--] AMG [---] has been in phase [--] forever unknown MOA. Remember these breakthrough mechanisms in biology such as GLP1 GIP come once in a generation. We have seen it in PD1 in oncology But when AMGN J Bradner started to brag today about AMGN"
X Link 2026-02-03T23:38Z [----] followers, [----] engagements
"The dislocation in obesity assets reached its peak . $50 B ( at least ) of $AMGN MC is assigned to MariTide a drug significantly less effective and more toxic than $VKTX [----] ( on top of VK amylin sc and PO coming next month ). Doesnt matter who is big and who is small. There is Trump Rx now. VK has a manufacturing deal to supply to millions first year of launch. https://twitter.com/i/web/status/2019511070067474503 https://twitter.com/i/web/status/2019511070067474503"
X Link 2026-02-05T20:38Z [----] followers, [----] engagements
"It is amazing institutions convinced this $VKTX BL guy wants to commercialize vk2735. It always moves on news that reflects on commercial peptides ( like when FDA suggested one vs [--] trials for approval ) .: much more than $GPCR that they presume will be sold How if $ABBV bold CEO proves them wrong Or even the new $NVO guy If ABBV scientific team understands the data well. It could become shorts blood bath . ABBV team is fearless ( see below we will pursue it ) . Shorts could lose a few billions on this adventure. recall ABBV CMO was not interested in Metsera ( based on one interview months"
X Link 2026-02-06T22:33Z [----] followers, [----] engagements
"Another [--] M added to $VKTX SI It is a technique to wear out some superficial longs ( such as the FMR guy retail doesnt make a difference here ) Obviously a tight lipped CEO such as BL makes it less difficult for them. For whatever reason I believe he would outperform tomorrow. He can easily highlight nuggets from Vanquish progress that we all know and harm shorts regardless of FDA decision on a secondary non critical oral asset. https://twitter.com/i/web/status/2021335455749558643 https://twitter.com/i/web/status/2021335455749558643"
X Link 2026-02-10T21:28Z [----] followers, [----] engagements
"@Alpha_bro1 This is a stupid article and $VKTX eccentric CEO did a big mistake by pursing oral And $NVO oral Sema will do nothing to them Same $LLy orfor"
X Link 2026-02-11T15:47Z [----] followers, [----] engagements
"$NVO CEO @maziardoustdar doing good job on media. Highlighted NVO commitment to obesity and diabetes long term Highlighted [---] mg sema .( not scientific or fair comparison to $LLY tirzepatide) but novo approach is understood He wants novo to lead the field down the line . I am sorry to say but novo will not lead wirh CagriSema or amycretin And novo investors excitement about triple G is well taken but seen subsequent disappointment as in the case of GGA agonist. Novo needs to hire top physician / scientists who can do simple drug / molecule comparison to prevail long term. Good interview this"
X Link 2026-02-11T16:11Z [----] followers, [----] engagements
"$NVO Redefine [--] results are not critical as easily predictable from previous large trials of similar doses. This possible intentional delay of data disclosure can only harm NVO as it is setting a narrative that puts more emphasis on this trial outcome than it is worth. $NVO CEO Mike Doustdar sees a 15M patient opportunity as Medicare begins covering obesity drugs later this year. Out of 67M Medicare beneficiaries he estimates around 15M could initially be target patients for Novos GLP-1 treatments. Coverage the new Wegovy pill and other $NVO CEO Mike Doustdar sees a 15M patient opportunity as"
X Link 2026-02-11T19:11Z [----] followers, [----] engagements
"I am sorry $NVO @maziardoustdar . U r doing a good job but still not your scientists. U talk to Bloomberg ( below ) about big desire for M&A and describe that no one is better than Novo in valuing potential targets. But $PFE @AlbertBourla saved u from Metsera deal that could have ended Novo position in top [--] obesity players by [----] Several other obesity hopefuls got their hands on GLP1 GIP dual agonists ( $RHHBY $REGN most recently $AZN ) $VKTX still has the best one by far the most advanced and moving oral to phase [--] . It will get it combined with oral amylin later this year. This could"
X Link 2026-02-12T10:33Z [----] followers, [----] engagements
"Best thing happened to $SNY for ages. Finally a pharma board has a spine to act Next may he $MRK board chatting with Dean Li . most of this $70 B is hype @LaminarRed That is best outcome if $SNY buys $ABVX so we dont hear about sanofi dump CEO plans for next century. He reflects in pharma what Buffet used to say of banks there are more banks than bankers @LaminarRed That is best outcome if $SNY buys $ABVX so we dont hear about sanofi dump CEO plans for next century. He reflects in pharma what Buffet used to say of banks there are more banks than bankers"
X Link 2026-02-12T10:55Z [----] followers, [----] engagements
"$SNY Hudson dumped Sanofi diabetes strength to run after rare diseases ( such as disaster $9 B on mastocytosis drug thats not growing and getting competition soon ) Essentially created one of the biggest gaps vs old peers $LLY and $NVO So Sanofi's board strikes again. Paul Hudson gets the old Paris boot [--] years after taking on the task of remaking the pipeline. It hasn't gone well. Next: Belen Garijo. She has a few years to get ready for the post-Dupixent era. Not easy. Great to have a giant cash cow hard to So Sanofi's board strikes again. Paul Hudson gets the old Paris boot [--] years after"
X Link 2026-02-12T13:35Z [----] followers, [----] engagements
"And $NVO built several billions of oral sema. I am still bewildered why $LLY didnt proceed with [--] mg dose. I cant see any trace of explanation. Building a stock is meaningless. The expectations are sustained demand. We know Tirzepatide met the criteria of sustained demand. We know sc sema is struggling. Will see what happens to orals in [----]. My bet humans care about efficacy and tolerability and some people care a lot about price. and everything else is marginal. https://twitter.com/i/web/status/2022074333372314103 https://twitter.com/i/web/status/2022074333372314103"
X Link 2026-02-12T22:24Z [----] followers, [---] engagements
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