# ![@cloud_walker200 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1481219736067362816.png) @cloud_walker200 cloudwalker

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

### Engagements: [------] [#](/creator/twitter::1481219736067362816/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1481219736067362816/c:line/m:interactions.svg)

- [--] Week [-----] -24%
- [--] Month [------] +4,084%
- [--] Months [------] -62%
- [--] Year [------] +13%

### Mentions: [--] [#](/creator/twitter::1481219736067362816/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1481219736067362816/c:line/m:posts_active.svg)

- [--] Week [--] -41%
- [--] Month [--] +400%
- [--] Months [--] -43%
- [--] Year [---] -31%

### Followers: [-----] [#](/creator/twitter::1481219736067362816/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1481219736067362816/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] -0.40%
- [--] Months [---] -2%
- [--] Year [---] +75%

### CreatorRank: [-------] [#](/creator/twitter::1481219736067362816/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1481219736067362816/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [us election](/list/us-election)  [celebrities](/list/celebrities)  [financial services](/list/financial-services)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$vktx](/topic/$vktx) #6, [$lly](/topic/$lly) #12, [$nvo](/topic/$nvo) #19, [$pfe](/topic/$pfe) #34, [$abbv](/topic/$abbv) #6, [$hims](/topic/$hims), [glp1](/topic/glp1), [acquisition](/topic/acquisition), [$mrk](/topic/$mrk), [$mtsr](/topic/$mtsr)

**Top accounts mentioned or mentioned by**
[@pharmdca](/creator/undefined) [@pcmbio](/creator/undefined) [@amaymd](/creator/undefined) [@cigs1234](/creator/undefined) [@bioinvestor24](/creator/undefined) [@pharmdabbler](/creator/undefined) [@revshark](/creator/undefined) [@eganpeltan](/creator/undefined) [@bastianellilore](/creator/undefined) [@idomeneus_og](/creator/undefined) [@sbarron1950](/creator/undefined) [@houndcl](/creator/undefined) [@cyrpto2021](/creator/undefined) [@meadowcapital](/creator/undefined) [@fluffer9](/creator/undefined) [@wallstengine](/creator/undefined) [@gmeshortsqueeze](/creator/undefined) [@stocktwits](/creator/undefined) [@pawcio2009](/creator/undefined) [@princetongb](/creator/undefined)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [AbbVie Inc (ABBV)](/topic/$abbv) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [GLP1 (GLP1)](/topic/glp1) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Amgen, Inc. (AMGN)](/topic/$amgn) [Synthetify (SNY)](/topic/$sny) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Lantheus Holdings, Inc (LNTH)](/topic/$lnth) [AstraZeneca PLC (AZN)](/topic/$azn) [Viking Holdings Ltd (VIK)](/topic/$vik) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Novartis AG (NVS)](/topic/$nvs) [Nash (NEX)](/topic/nash) [GSK plc (GSK)](/topic/$gsk) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Akropolis (AKRO)](/topic/$akro) [BlackRock Inc (BLK)](/topic/blackrock) [Goldman Sachs (GS)](/topic/goldman-sachs) [Rally (RLY)](/topic/rally)
### Top Social Posts
Top posts by engagements in the last [--] hours

"In case the republicans win that strengthens the bull case for $lly $vktx $novo because the push for cheaper obesity drugs will likely not be enforced under Trump"  
[X Link](https://x.com/cloud_walker200/status/1815217907376230564)  2024-07-22T02:50Z [---] followers, [---] engagements


"Elon Musk the likely political advisor of Trump if he wins the office also is a huge fan of GLP-1 so maybe that could bring even more attention to the obesity sector"  
[X Link](https://x.com/cloud_walker200/status/1815218044181807265)  2024-07-22T02:51Z [---] followers, [--] engagements


"$lly $novo $vktx "North Carolina's Medicaid program to cover weight loss drugs beginning in August""  
[X Link](https://x.com/cloud_walker200/status/1815762666117358041)  2024-07-23T14:55Z [---] followers, [----] engagements


"When people talk about $novo or $lly not only does their share in obesity factor into the valuation but also the therapeutic potential of glp-1 in other indications like cardiovascular or neuro. My belief is: so should $VKTX"  
[X Link](https://x.com/cloud_walker200/status/1816332609850388767)  2024-07-25T04:40Z [---] followers, [---] engagements


"$LLY tanked by around $40B following $VKTX clinical development update. The single day loss could have been used to acquire $VKTX easily and cover the remaining R&D cost. BUT the VIKING ship has sailed already"  
[X Link](https://x.com/cloud_walker200/status/1816486045644476753)  2024-07-25T14:49Z [---] followers, [---] engagements


"FDA issues warning on compounded versions of $Novo semaglutide - Further great news for $VKTX as the barrier to entry thickens"  
[X Link](https://x.com/cloud_walker200/status/1816906287831220549)  2024-07-26T18:39Z [---] followers, [---] engagements


"$Vktx Does anyone have the source for BLs intention to sell [------] shares No Form [--] has been filed yet"  
[X Link](https://x.com/cloud_walker200/status/1818417235524043241)  2024-07-30T22:43Z [---] followers, [---] engagements


"@sbarron1950 @GMEshortsqueeze @Stocktwits Not necessarily. Insiders can set their 10b5-1 threshold at any price so perhaps that price is the acquisition price target they had in mind. Until form [--] is filed everything is still up in the air"  
[X Link](https://x.com/cloud_walker200/status/1818438449390874794)  2024-07-31T00:08Z [---] followers, [--] engagements


"@sbarron1950 Theres a difference between form [--] and form [---]. Nothing is sold yet"  
[X Link](https://x.com/cloud_walker200/status/1818438928049094785)  2024-07-31T00:10Z [---] followers, [--] engagements


"$VKTX insiders filing form [---] - could really be an indicator of both ways. Do they know a buyout is happening within [--] days Or are they selling because they think $60 is already a high price Im more inclined towards the first speculation $xbi $lly $novo"  
[X Link](https://x.com/cloud_walker200/status/1818439581773316183)  2024-07-31T00:12Z [---] followers, [---] engagements


"$VKTX $LLY "Eli Lilly's weight loss drug Zepbound could cut heart failure risks trial finds" What else is a GLP/GIP dual agonist VK2735 Daily price action might not reflect the actual value but clinical data will show everything in the long-term"  
[X Link](https://x.com/cloud_walker200/status/1819086761169228141)  2024-08-01T19:04Z [---] followers, [---] engagements


"$VKTX a potential acquirer that nobody talks about is $REGN - they want a drug that doesn't lead to significant muscle loss and VKTX's DACRAs have the potential for that"  
[X Link](https://x.com/cloud_walker200/status/1819136635780379030)  2024-08-01T22:22Z [---] followers, [---] engagements


"$vktx imho I think phase [--] data for the oral and phase [--] interim results conducted on a larger sample size are the decisive factors for an acquisition to actually take place - Im thinking Q2 2025"  
[X Link](https://x.com/cloud_walker200/status/1819200226843840578)  2024-08-02T02:35Z [---] followers, [---] engagements


"quick poll : do you think if either $novo or $lly acquires $vktx would that raise significant antitrust concerns yes no yes no"  
[X Link](https://x.com/cloud_walker200/status/1819401394165539281)  2024-08-02T15:54Z [---] followers, [---] engagements


"@Pharmdca would an $LLY ER beat and the fact that Tirzepatide is no longer facing supply chain issues further beat $VKTX down or would it help bolster it"  
[X Link](https://x.com/cloud_walker200/status/1820470308316320126)  2024-08-05T14:41Z [---] followers, [---] engagements


"Waitttt Brian Lian was in Amgen before as a research scientist 👨🔬 Maybe its time for homecoming $vktx $amgn"  
[X Link](https://x.com/cloud_walker200/status/1821006756589326811)  2024-08-07T02:13Z [---] followers, [---] engagements


"despite the duopoly in the glp-1 race right now $NVO is losing to $LLY Dropping MASH prospect and giving up monthly dosage looks like raising the white flag but perhaps they already have eyes on a biotech that has both Ya it is $VKTX"  
[X Link](https://x.com/cloud_walker200/status/1821226083502510560)  2024-08-07T16:45Z [---] followers, [---] engagements


"According to Jonathan Gruber the Chairman of MIT's Econ Department if 40% of Americans with obesity took GLP-1s at the current pricing (about $15000 per person) the annual cost would exceed $1 trillion. $vktx $lly $novo"  
[X Link](https://x.com/cloud_walker200/status/1821942870237958436)  2024-08-09T16:13Z [---] followers, [---] engagements


"Of course pricing and payer coverage will be adjusted down the line but IMHO the $105 B market size estimate by Morgan Stanley is still very conservative"  
[X Link](https://x.com/cloud_walker200/status/1821943257334493281)  2024-08-09T16:14Z [---] followers, [---] engagements


"It's important to understand the coverage preference of payers. If glp-1 evidently show clinical benefits of reducing the risks of other diseases that have higher financial burden it's a no-brainer to cover 100% of these drugs for cost-effectiveness $lly $novo $vktx"  
[X Link](https://x.com/cloud_walker200/status/1821943741071892541)  2024-08-09T16:16Z [---] followers, [---] engagements


"$nvo Novo Nordisk to build $220 mln raw materials plant in Denmark $vktx $lly"  
[X Link](https://x.com/cloud_walker200/status/1824485660444512651)  2024-08-16T16:37Z [---] followers, [---] engagements


"$vktx $nvo I still have a gut feeling that there might be something brewing between these two. Novo Nordisk axed once-monthly GLP-1/GIP agonist and MASH prospect. Which company has these two assets as their key pipeline agents - Viking Therapeutics"  
[X Link](https://x.com/cloud_walker200/status/1824486230723055939)  2024-08-16T16:39Z [---] followers, [---] engagements


"$vktx Oct 18th $95 Call had a 4.72k volume today"  
[X Link](https://x.com/cloud_walker200/status/1828526789297086626)  2024-08-27T20:15Z [---] followers, [---] engagements


"About 40% of revenue of $LLY is from GLP. That number is 55% for $NVO. Of course growth and future outlook is priced in their stock but imagine $VKTX just have 1/10th of that sale its value should still be north of $40 B if $NVO and $LLY are fairly priced"  
[X Link](https://x.com/cloud_walker200/status/1830049189100757302)  2024-09-01T01:05Z [---] followers, [---] engagements


"$vktx will be bringing the amylin compound into clinical development by next year - has shown even greater efficacy than VK2735 through in vitro experiments"  
[X Link](https://x.com/cloud_walker200/status/1831396124927922312)  2024-09-04T18:17Z [---] followers, [---] engagements


"$vktx I'll try breaking down some of the risks that people talk about Viking Therapeutics: [--]. [--] full-time employees [--]. Likelihood of approval [--]. Competition against $LLY $NVO $AMGN [--]. Launch & commercialization difficulty and problems with large-scale manufacturing [--]. Financial"  
[X Link](https://x.com/cloud_walker200/status/1832105350872637535)  2024-09-06T17:15Z [---] followers, [---] engagements


"$vktx [--]. GLP-1 and GIP are well-established druggable targets and haven't had any P3 failures for obesity. If it's a H2H study VK2735 will need to show either a faster onset of weight loss fewer side effects or additional benefits such as cardiovascular"  
[X Link](https://x.com/cloud_walker200/status/1832107983045849475)  2024-09-06T17:25Z [---] followers, [---] engagements


"$vktx [--]. TAM will be $150 B for obesity alone. Competition is fierce because we will likely be 4th or 5th in the market. BUT 3% market = [---] B annual sales not to mention other potential TA for expansion. That alone would justify a $50 B market cap ( $lly trades at [--] p/s)"  
[X Link](https://x.com/cloud_walker200/status/1832109349747208506)  2024-09-06T17:31Z [---] followers, [--] engagements


"$vktx the low on 02/27/2024 was [-----]. We are nearly 10% below that at the current level. What has happened since [--]. fast-forwarding SC VK2735 to P3 with a high potential of monthly dosing [--]. sharing that oral can go up to 100mg (the data that got the stock to [--] was just 40mg)"  
[X Link](https://x.com/cloud_walker200/status/1833522180627566962)  2024-09-10T15:05Z [---] followers, [----] engagements


"the only possible explanation for the drop is increased competition but in the biopharma world you'll only sell if you are either FIC or BIC IMHO I don't think the data from $RHHBY or $TERN or $AMGN is good enough to challenge VK2735's fundamental safety and efficacy profile"  
[X Link](https://x.com/cloud_walker200/status/1833523464353075339)  2024-09-10T15:10Z [---] followers, [---] engagements


"$vktx concerned investors should dial into the live stream of $NVO Jorgensens testimony before senate on weight loss drugs pricing"  
[X Link](https://x.com/cloud_walker200/status/1838599186104598577)  2024-09-24T15:19Z [---] followers, [---] engagements


"Ppl who hold stocks that are potential acquisition targets do you have fear selling covered calls $vktx $iova $smmt $capr"  
[X Link](https://x.com/cloud_walker200/status/1841900703784042667)  2024-10-03T17:58Z [---] followers, [---] engagements


"$vktx Ultimately obesity management is all about maintenance - and a monthly dosing schedule will undoubtedly gain higher patient adoption over weekly or bi-weekly"  
[X Link](https://x.com/cloud_walker200/status/1849198760926273967)  2024-10-23T21:18Z [---] followers, [----] engagements


"$vktx congrats fellow longs - this is just the beginning of the ride up. 6.8% placebo-adjusted in a month looks almost too good to be true"  
[X Link](https://x.com/cloud_walker200/status/1853250378105487494)  2024-11-04T01:38Z [---] followers, [---] engagements


"$vktx $xbi stagnancy in biotech/pharma stocks is normal not only for today but maybe for the near-term too. However once there's more clarity on FTC reform drug pricing new FDA regulation expectations long-term trends will be set"  
[X Link](https://x.com/cloud_walker200/status/1854198991069532649)  2024-11-06T16:27Z [---] followers, [---] engagements


"@PharmDabbler @pawcio2009 $MRK $PFE $GILD $SNY $BAYRY $BMY $TAK $NVS"  
[X Link](https://x.com/cloud_walker200/status/1856816827315490825)  2024-11-13T21:50Z [---] followers, [---] engagements


"$vktx 52-Week Histologic Data from Phase 2b VOYAGE Study of VK2809 in Patients with Biopsy-Confirmed Non-Alcoholic Steatohepatitis (NASH) don't think the data that will be presented is new and the presenter is not affiliated with Viking"  
[X Link](https://x.com/cloud_walker200/status/1856847848911802423)  2024-11-13T23:53Z [---] followers, [---] engagements


"$vktx conflict between Stifel [----] Healthcare conference and the 75th Liver Meeting on Nov. 19th. BL prioritizes the investor conference which probably further confirms that no new data will be presented in the NASH/MASH meeting"  
[X Link](https://x.com/cloud_walker200/status/1857168162921328654)  2024-11-14T21:06Z [---] followers, [---] engagements


"@PharmDabbler $pfe paid $43 billion all cash to Seagen back in March [----] despite only having $12.69 billion in cash and short-term investments. If they are fully committed to obesity they should be more than able to afford for $vktx with their current cash reserve at $10 B"  
[X Link](https://x.com/cloud_walker200/status/1857188989976891886)  2024-11-14T22:28Z [---] followers, [---] engagements


"Does $ABBV need to get into the obesity race following its colossal failure in Schizophrenia investment"  
[X Link](https://x.com/cloud_walker200/status/1857196807371034921)  2024-11-14T22:59Z [---] followers, [---] engagements


"they spent $9B on a moonshot but now they can spend around the same amount on both MASH and obesity assets that are derisked and have a high likelihood of approval. time to make your investors rally $vktx"  
[X Link](https://x.com/cloud_walker200/status/1857198987150852505)  2024-11-14T23:08Z [---] followers, [---] engagements


"@PCM_bio Wouldn't that disrupt the cohesive story theyve built around their comprehensive weight loss strategy - a triple agonist and dual form factor (oral and injectable) that can be personalized for patient needs"  
[X Link](https://x.com/cloud_walker200/status/1857222707315642746)  2024-11-15T00:42Z [---] followers, [---] engagements


"@PCM_bio I still think licensing one asset is less likely as multiple big pharma companies (Abbvie Merck GSK Sanofi BMS Regeneron) still lack assets in both MASH and obesity and $vktx happens to have it all"  
[X Link](https://x.com/cloud_walker200/status/1857223829245899070)  2024-11-15T00:47Z [---] followers, [---] engagements


"@Pharmdca Allowing Chinese / other countries biotechs to directly commercialize in the U.S doesnt sound too bullish for $XBI imo. Take obesity for e.g: there are over [---] GLP-1-RAs in the clinic in China and if that competition becomes real companies like $ALT $GPCR $VKTX will 📉"  
[X Link](https://x.com/cloud_walker200/status/1857301323047215586)  2024-11-15T05:55Z [---] followers, [---] engagements


"$lly $nvo $vktx Agreed that ultimately GLP-1 should cost less to get but imo the payers should pay for it not the pharma as lower obesity rates=lower incidence of related metabolic and cardiovascular diseases=less $ paid by payers in the end"  
[X Link](https://x.com/cloud_walker200/status/1857465873063125014)  2024-11-15T16:49Z [---] followers, [---] engagements


"$vktx they are attending Jefferies London Healthcare Conference [----] which two BP are based near London [--]. GSK [--]. AstraZeneca Hopefully the management team doesn't travel to U.K. for no reason just to attend a conference without any new data to report"  
[X Link](https://x.com/cloud_walker200/status/1857557400707854354)  2024-11-15T22:52Z [---] followers, [---] engagements


"$lly $nvo $vktx annual price for Tirzepatide or Semaglutide is around $15k"  
[X Link](https://x.com/cloud_walker200/status/1857849955005903108)  2024-11-16T18:15Z [---] followers, [---] engagements


"$vktx $lly weekly peptide cost is [--] mg for tirzaptide but for oral VK2735 the number is 700mg Whats the difference in COGS between oral and injectable formulation If the ingredient cost is over 40x I just cant get my head around how thats feasible"  
[X Link](https://x.com/cloud_walker200/status/1857903115959177302)  2024-11-16T21:46Z [---] followers, [---] engagements


"@Pharmdca $vktx Given the substantial weekly peptide cost of [---] mg (assuming [---] mg daily) for the oral formulation of VK2735 is it likely that this version will only serve as a complementary option to the SC version rather than being scalable for widespread use"  
[X Link](https://x.com/cloud_walker200/status/1858267520026685689)  2024-11-17T21:54Z [---] followers, [----] engagements


"@princetongb If $LLY and $NVO are already facing shortages with approximately [--] mg of peptide per patient weekly as a prescription drug how could $VKTX feasibly distribute their product as an OTC when it requires over [--] times more ingredients"  
[X Link](https://x.com/cloud_walker200/status/1858287207179530473)  2024-11-17T23:12Z [---] followers, [---] engagements


"$vktx imo if an acquisition takes place the premium will be unprecedented nothing comparable in the history of clinical stage biotech buyout. With sufficient funding VK2735 can run every single label expansion trial that Tirzepatide/Semaglutide is running"  
[X Link](https://x.com/cloud_walker200/status/1858719125373141443)  2024-11-19T03:49Z [---] followers, [----] engagements


"$vktx No new information. Mostly reaffirming his stance on the differentiation of VK2735 against other competitors"  
[X Link](https://x.com/cloud_walker200/status/1858885139096289357)  2024-11-19T14:48Z [---] followers, [---] engagements


"$LNTH one of the best nuclear pharma in the world with an estimated annual revenue of over $4 B by [----] yet it's only trading at $5.5 B. I think the long-term price target should be $250+"  
[X Link](https://x.com/cloud_walker200/status/1858965028239798504)  2024-11-19T20:06Z [---] followers, [---] engagements


"@Pharmdca $LNTH looks like a no-brainer to hold long term"  
[X Link](https://x.com/cloud_walker200/status/1858986751236468936)  2024-11-19T21:32Z [---] followers, [---] engagements


"$vktx just wanna summarize the key bull v.s. bear topics of discussion right now to help folks better understand why people may invest or stay away from this future player in #Obesity and #MASH Hope to hear more about everyone's perspectives on the thesis under this thread:"  
[X Link](https://x.com/cloud_walker200/status/1858987775091208618)  2024-11-19T21:36Z [---] followers, [----] engagements


"1. TAM Bulls: $150 B obesity market in [----] a 5% market share is more than enough to justify a $25 B+ market cap Bears: Think CAGR is overly estimated or think the scalability of VK2735 is limited due to Viking's distribution capabilities and manufacturing concerns"  
[X Link](https://x.com/cloud_walker200/status/1858988481873408508)  2024-11-19T21:39Z [---] followers, [---] engagements


"4. Pricing and access Bulls: Similar profit potential compared to $LLY or $NVO Bears: Lack of in-house infrastructure will make cost much higher even with manufacturer partnerships. Payers may not cover another GLP-1 if VK2735 does not offer a substantial improvement"  
[X Link](https://x.com/cloud_walker200/status/1858991208229671406)  2024-11-19T21:50Z [---] followers, [---] engagements


"my piece: obesity isn't going anywhere considering the high discontinuation rates and the need for maintenance. I think even the $150 B is an underestimate as payers will realize that covering GLP-1 will actually save them rather than cost them $"  
[X Link](https://x.com/cloud_walker200/status/1858991959844737334)  2024-11-19T21:53Z [---] followers, [---] engagements


"my piece: I do think the cost basis for Viking will be significantly higher than $LLY and $NVO not only challenges in manufacturing but also distribution channels. However their margins for GLPs are 90%+ even with price reduction $VKTX will still have lots of room for profit"  
[X Link](https://x.com/cloud_walker200/status/1858994568810950836)  2024-11-19T22:03Z [---] followers, [---] engagements


"$vktx $mdgl VK2809 v.s. Rezdiffra treatment:placebo response ratio: Nash resolution [----] v.s. [----] Fibrosis improvement [----] v.s. [----] Seems like Rzdiffra still have advantages over VK2809 if adjusted to placebo"  
[X Link](https://x.com/cloud_walker200/status/1859008673194143866)  2024-11-19T22:59Z [---] followers, [----] engagements


"$LNTH Lantheus Holdings Approves $250 Million Share Buyback Program. Sending the stock +8% today but that's just the very very beginning i think"  
[X Link](https://x.com/cloud_walker200/status/1859323917346930771)  2024-11-20T19:52Z [---] followers, [---] engagements


"@Pharmdca everybody wants it but I think only $MRK or $ABBV has the capital of $15 B + the need for something to fill their Keytruda/Humira hole by [----] + the execution to allocate resources and axe irrelevant programs to focus on obesity and distributing VK2735"  
[X Link](https://x.com/cloud_walker200/status/1859358474028630382)  2024-11-20T22:09Z [---] followers, [---] engagements


"$vktx [--] minutes since opening with a high at $54.11 and already 1.0M volume drop to $51.04. Today may be the second largest volume in November since obesity weeks data interesting to see where it goes. Normally we follow $xbi and $ibb but todays price action is a bit strange"  
[X Link](https://x.com/cloud_walker200/status/1861067971646394746)  2024-11-25T15:22Z [---] followers, [---] engagements


"@vxxvix I dont think $lly or $nvo or $amgn or any other big pharma who has their own obesity asset will partner not to mention acquire $vktx because theyd be funding their future competitor. Even if FTC allows no sane company would spend $15+B just to shut down a competing program"  
[X Link](https://x.com/cloud_walker200/status/1862823584852328861)  2024-11-30T11:38Z [---] followers, [---] engagements


"$vktx genuinely curious about why Viking isn't actively hiring $mdgl's workforce expanded more than [--] times throughout its development timeline for Rezdiffra. They also partner with CRO and don't maintain all functions in-house yet they constantly hired while in clinical stages"  
[X Link](https://x.com/cloud_walker200/status/1862972925407604803)  2024-11-30T21:32Z [---] followers, [----] engagements


"@PCM_bio @A_May_MD Agreed that by [----] $VKTX will either generate billions in revenue or fail entirely leaving no middle ground. Investing in the stock even at its current price means taking on a 100% risk of loss for the potential of a 3x returna gamble that remains highly risky"  
[X Link](https://x.com/cloud_walker200/status/1863592856562061493)  2024-12-02T14:35Z [---] followers, [---] engagements


"I don't think obesity is a bubble and I don't think the $150 B TAM by [----] is unreasonable. However that alone should not justify anybody's investment in $vktx because you should only buy it if you can tolerate losing everything like investing in most clinical-stage biotechs"  
[X Link](https://x.com/cloud_walker200/status/1863593920183111990)  2024-12-02T14:39Z [---] followers, [---] engagements


"$vktx hot take - but after reflecting on the strategic fit BD guidance and financial health of the remaining BPs w/o obesity programs (not many) I dont think any of them would spend over $10 billion+ on vktx bc oral is not scalable and SQ is essentially a me-too GLP1"  
[X Link](https://x.com/cloud_walker200/status/1863836334630015275)  2024-12-03T06:43Z [---] followers, [----] engagements


"Not saying they shouldnt but they probably wouldnt: The names I was thinking about are $mrk $abbv $bmy $jnj $nvs $sny $azn and $gild"  
[X Link](https://x.com/cloud_walker200/status/1863838527898759650)  2024-12-03T06:51Z [---] followers, [---] engagements


"@houndcl Tbh based on my interactions with management teams cross many BPsover the past month theres a common feeling that none of them believe they can compete against $lly or $nvo. If they dont have a reason to believe they can win they will not spend anything at all"  
[X Link](https://x.com/cloud_walker200/status/1863839865835593920)  2024-12-03T06:57Z [---] followers, [---] engagements


"@pnani456 @Pharmdca agreed 100% - cheap is only a relative concept granting they can commercialize the drug. Given the tremendous amount of investment both $lly and $nvo put into manufacturing and building distribution channels I doubt $vktx can execute on its own"  
[X Link](https://x.com/cloud_walker200/status/1864782452608184466)  2024-12-05T21:22Z [---] followers, [---] engagements


"$vktx shocked to ponder that it'll take a 60% rise at this price to bring it back up to where it was trading a month ago granting that the only "negative" news was the scalability issues of its orals and maybe the "lack of updates" on P3 trial design $ manufacturing plans"  
[X Link](https://x.com/cloud_walker200/status/1864797233549398182)  2024-12-05T22:21Z [---] followers, [----] engagements


"@elonmusk Instead of trying to limit the access of GLP1 payers should advocate for full coverage. You wont have a healthy country with 50% being obese. Lower obesity rate = lower incidence of cancers and cardiovascular diseases = payer actually saving money by covering it $lly $vktx $nvo"  
[X Link](https://x.com/cloud_walker200/status/1864832977869369841)  2024-12-06T00:43Z [---] followers, [---] engagements


"@PCM_bio Agreed - I think $vktx hasnt considered the capital required for indication expansions at all which is gonna be no less than the investment required to manufacture just for obesity"  
[X Link](https://x.com/cloud_walker200/status/1864843163816362017)  2024-12-06T01:23Z [---] followers, [---] engagements


"$bioa $vktx #obesity Whether it's individual investors institutions or big pharma looking for an acquisition target it all comes down to risk-to-reward. GLP1/GIP is the most de-risked MOA and will work in obesity and beyond. Differentiation matters but so does risk mitigation"  
[X Link](https://x.com/cloud_walker200/status/1865172854137897020)  2024-12-06T23:13Z [---] followers, [---] engagements


"@Andre_AGTC think big pharma with interests are more alerted about the risks involved with unproven MOA now but I don't think $vktx can benefit too much from their discontinuation as azelaprag is not in direct competition with incretins but rather intended as a complementary option"  
[X Link](https://x.com/cloud_walker200/status/1865174538507432027)  2024-12-06T23:20Z [---] followers, [---] engagements


"$vktx spending $10 B+ on acquiring a 4th to market drug with similar MOA and slightly better efficacy in a non-fatal chronic disease may sound dumb not to mention the additional billions required for manufacturing and subsequent trials. But imho the risk to reward justifies it"  
[X Link](https://x.com/cloud_walker200/status/1866369514948231173)  2024-12-10T06:29Z [---] followers, [---] engagements


"@PCM_bio I think $bmy has a serious debt issue since [----] and before their Karuna acquisition starts realizing revenue idk if they have the capital to deploy"  
[X Link](https://x.com/cloud_walker200/status/1866982324149293244)  2024-12-11T23:04Z [---] followers, [---] engagements


"$vktx wow low since Feb [----] the previous low of $46.11 on Jun [--] is completely broken"  
[X Link](https://x.com/cloud_walker200/status/1867602491875242340)  2024-12-13T16:08Z [---] followers, [---] engagements


"$vktx just wanna warn that this price action is before CagriSema's readout that's coming out in two weeks"  
[X Link](https://x.com/cloud_walker200/status/1869412930380599311)  2024-12-18T16:02Z [---] followers, [---] engagements


"$MRK $2B for a potentially differentiating oral GLP-1 is not expensive at all considering the shared R&D risks and costs. However I don't think HS-10535 will be relevant before [----] given the timeline of development"  
[X Link](https://x.com/cloud_walker200/status/1869423042969162085)  2024-12-18T16:42Z [---] followers, [---] engagements


"@RevShark $vktx I think the sell-off is not related to the efficacy difference or development timeline gap. It's the fact that one of the most probably acquirer/partner is now off the list - curious on who else is out there"  
[X Link](https://x.com/cloud_walker200/status/1869431600288805184)  2024-12-18T17:16Z [---] followers, [----] engagements


"@sdtola2000 @RevShark genuinely curious who else is out there that don't have any obesity assets and has the capital to spend"  
[X Link](https://x.com/cloud_walker200/status/1869434170919022621)  2024-12-18T17:26Z [---] followers, [---] engagements


"@RevShark $vktx also this is made by Joseph Pantginis right He has a 31.46% success rate with -7.98% average return - maybe you are better off trusting yourself than following his analysis"  
[X Link](https://x.com/cloud_walker200/status/1869443564993946073)  2024-12-18T18:04Z [---] followers, [---] engagements


"$vktx before following price targets it's worth looking into the performance of the person who initiated that target. In case of H.C. Wainwright's analyst Joseph Pantginis I would advise investors do their own DD"  
[X Link](https://x.com/cloud_walker200/status/1869444364436673001)  2024-12-18T18:07Z [---] followers, [---] engagements


"@PharmDabbler definitely not comparable to VK2735's efficacy not to mention the proven biology of GLP1/GIP vs. HS-10535. However regardless of efficacy the chance of $VKTX going alone just rose by a significant amount and imho they cant afford to take that route"  
[X Link](https://x.com/cloud_walker200/status/1869458506895798712)  2024-12-18T19:03Z [---] followers, [---] engagements


"$vktx It's been over a month since BL provided any guidance/update for the next steps. The stock price was hit and cut in half over the last [--] days. "Expected" FDA type-C meeting update due by EOY though still up in the air"  
[X Link](https://x.com/cloud_walker200/status/1869473510814589084)  2024-12-18T20:03Z [---] followers, [---] engagements


"@BioWino taken out by Merck was the major component of their bull case - chance of GIA now at all-time high"  
[X Link](https://x.com/cloud_walker200/status/1869480632264655263)  2024-12-18T20:31Z [---] followers, [--] engagements


"@Pharmdca Have any small biotechs successfully brought their statin asset to commercialization Similarly I think at this point we must acknowledge that $vktx will never see success despite how good their drug is because they simply have no capabilities of doing it all by themselves"  
[X Link](https://x.com/cloud_walker200/status/1869483533615710313)  2024-12-18T20:43Z [---] followers, [---] engagements


"@Pharmdca $vktx good to see that your faith in vktx remains intact :) Genuinely interested in your take on their chance of going it alone as that currently is my greatest concern and a decisive factor of my investment thesis that I'm very uncertain about after Merck and Pfizer's news"  
[X Link](https://x.com/cloud_walker200/status/1869488234050560029)  2024-12-18T21:01Z [---] followers, [---] engagements


"$vktx still in $vktx despite almost down 30% based on my cost basis. However my thesis has shifted to a more neutral position as I believe partnership is the only way $vktx can commercialize. GIA to me means this company will drop to its book value if not less"  
[X Link](https://x.com/cloud_walker200/status/1869587863702274217)  2024-12-19T03:37Z [---] followers, [---] engagements


"$vktx further conviction in the superiority of its weight loss efficacy. If anything the CagriSema's data wasn't that bad after all and only strengthen's VK2735's future outlook with the potential of adding an amylin to its formulary. However partnership is still needed imo"  
[X Link](https://x.com/cloud_walker200/status/1870127491945230440)  2024-12-20T15:21Z [---] followers, [---] engagements


"@crypto_biotech The difference is if CagriSema data was superior Novo can actually sell. $vktx wont be able to sell without partnerships because theres 0% chance a small biotech can play in a large Medicare market like obesity"  
[X Link](https://x.com/cloud_walker200/status/1870163701606547714)  2024-12-20T17:45Z [---] followers, [---] engagements


"$lly $vktx again additional indications other than obesity might not matter to VK2735 at the moment but it's worth for potential buyers/partners to consider. Zepbound's approval in sleep apnea ($8 B market in 2030) is just one of the many more to come"  
[X Link](https://x.com/cloud_walker200/status/1871246261661352048)  2024-12-23T17:27Z [---] followers, [---] engagements


"$vktx [--] more week/working days until the end of the year Maybe one of the few occasions that BL didnt keep his promises on updates"  
[X Link](https://x.com/cloud_walker200/status/1871606817287287118)  2024-12-24T17:20Z [---] followers, [---] engagements


"$vktx 12/27 12/30 and 12/31"  
[X Link](https://x.com/cloud_walker200/status/1872294791742152994)  2024-12-26T14:53Z [---] followers, [---] engagements


"$vktx I think either one of the two is happening rn given the silence despite the 60% decline from its previous high right after oral data: 1) no good news to share (misinterpreted FDA and cant go P3or cant find a partner) 2) a deal is in the works"  
[X Link](https://x.com/cloud_walker200/status/1872538602774938049)  2024-12-27T07:02Z [---] followers, [---] engagements


"Honestly Im hoping for 2) but wishful thinking doesnt help you succeed as an investor. Its worth noting that even at this price level theres still significant risks involved with $vktx that people who cant handle losing all $ invested should stay away from it"  
[X Link](https://x.com/cloud_walker200/status/1872540520880419202)  2024-12-27T07:10Z [---] followers, [---] engagements


"@cyrpto2021 I think even if $vktx ends up proving they have the best-in-class obesity drug after their pivotal trials the stock price is still very likely to go to book value if no buyers step up because a team of [--] ppl simply can't win in a large medicare market like obesity"  
[X Link](https://x.com/cloud_walker200/status/1873580872148164623)  2024-12-30T04:04Z [---] followers, [---] engagements


"@cyrpto2021 look back at statins. tons of biotechs made promising drugs but none were successful. They faced difficulties in scaling up sales the vast majority of them had to repeatedly raise capital to stay afloat and valuation suffered significantly post-launch"  
[X Link](https://x.com/cloud_walker200/status/1873618100882723270)  2024-12-30T06:32Z [---] followers, [---] engagements


"came across this pipeline table from RBC Capital Markets - I think this accurately portrays the BD guidance of big pharma in [----] and forward *NOTE: still half of BP don't have their own GLP-1 (crossing off Merck as the table is not most up-to-date) $vktx"  
[X Link](https://x.com/cloud_walker200/status/1875002658727268637)  2025-01-03T02:14Z [---] followers, [----] engagements


""Lilly Asks to Join GLP-1 Compounding Lawsuit" . Not a good look for $HIMS but not the first day that this topic was brought up"  
[X Link](https://x.com/cloud_walker200/status/1875238441568592000)  2025-01-03T17:50Z [---] followers, [---] engagements


"$iova came across this thorough analysis of lifileucel's safety and efficacy profile in melanoma - nothing new but great piece of information for anyone who's looking into Iovance and TIL https://www.youtube.com/watchv=_z1gk31x684 https://www.youtube.com/watchv=_z1gk31x684"  
[X Link](https://x.com/cloud_walker200/status/1876060284328215018)  2025-01-06T00:16Z [---] followers, [---] engagements


"$vktx BL vesting plans around $8.3 mil sold today"  
[X Link](https://x.com/cloud_walker200/status/1876403683430433274)  2025-01-06T23:01Z [---] followers, [----] engagements


"International Assets Investment Management Llc reports 98.18% decrease in ownership of VKTX / Viking Therapeutics Inc. Not a big fund but their holdings of $vktx dropped from [-------] to [-----] disclosed today"  
[X Link](https://x.com/cloud_walker200/status/1877187524294013431)  2025-01-09T02:55Z [---] followers, [---] engagements


"$lly $nvo $vktx Verdiva launches with $410M series A to fund weekly-dosed weight loss drug trials pipeline growth Weekly oral GLP-1 and amylin asset not an imminent threat but a strong potential future competitor if data carries through Ph2 and 3"  
[X Link](https://x.com/cloud_walker200/status/1877410157535068225)  2025-01-09T17:40Z [---] followers, [---] engagements


"@cigs1234 I think posts like this really give others the opportunity to challenge your credibility. Theres no way a pharma that has an internal asset goes out and spend $10+ billion on acquiring another GLP-1 that will cost few more billions to manufacture and commercialize"  
[X Link](https://x.com/cloud_walker200/status/1877539643219996845)  2025-01-10T02:15Z [---] followers, [---] engagements


"@knioledge you can question the decision making of $MRK $AZN Verdiva and many others but that's the trend we have seen so far - these companies all acquired/partnered with Chinese biotechs rather than developing internally or looking at U.S. based companies that would cost them much more"  
[X Link](https://x.com/cloud_walker200/status/1877722193599123820)  2025-01-10T14:20Z [---] followers, [--] engagements


"$biib $sage i mean Biogen already owned more than 10% of the company plus Sage's assets of $500 M"  
[X Link](https://x.com/cloud_walker200/status/1877877518494994515)  2025-01-11T00:37Z [---] followers, [---] engagements


"$pfe $vktx $lly "We expect that we'll have a competitive profile" Bourla said adding that Pfizer's pill could be the second to market after Eli Lilly's if the company is able to meet its timeline"  
[X Link](https://x.com/cloud_walker200/status/1878909861775495414)  2025-01-13T20:59Z [---] followers, [----] engagements


"$vktx scrolled through the presentation materials don't think anything new will be shared - interesting to hear if BL can give any details on the P3 trial designs or takeaways from FDA meetings that allowed them to skip P2b"  
[X Link](https://x.com/cloud_walker200/status/1878919997201973493)  2025-01-13T21:40Z [---] followers, [----] engagements


"$vktx even with this price action neither the daily nor weekly RSI have broken below [--] not even considered oversold by technicals"  
[X Link](https://x.com/cloud_walker200/status/1878960602871390395)  2025-01-14T00:21Z [---] followers, [---] engagements


"$REGN what's been going on with Regeneron Eylea sales decline is that the only reason behind its downtrend"  
[X Link](https://x.com/cloud_walker200/status/1879236779922039066)  2025-01-14T18:38Z [---] followers, [---] engagements


"$gsk $vktx #obesity another possible acquirer off the list GSK CSO on obesity and GLP-1: It's very crowded and I've got an enormously exciting portfolio in front of me already Wood said adding that hes instead eyeing the later stages of diseases driven by inflammation"  
[X Link](https://x.com/cloud_walker200/status/1879580634815013180)  2025-01-15T17:25Z [---] followers, [---] engagements


"$lly $nvo $vktx #GLP1 #obesity Is it appropriate to compare GLP-1s and its future to that of statins when it first came out in parallel Only that indication expansion potential and commercial opportunities for GLP-1s significantly outweigh statins"  
[X Link](https://x.com/cloud_walker200/status/1879710357528400135)  2025-01-16T02:00Z [---] followers, [---] engagements


"@MeadowCapital i'm long and i think big pharma see the value in owning a GLP-1 as shown by their acquisition and internal development But $vktx without a partner will not have the capital to commercialize given that $900 M on book can only sustain them through clinical stages"  
[X Link](https://x.com/cloud_walker200/status/1879948015945052592)  2025-01-16T17:45Z [---] followers, [---] engagements


"@DrivenSports @MeadowCapital best of luck i used to think data moves $vktx and it now seems that efficacy and safety is not so relevant in a large medicare market like obesity as prescription behaviors rely more heavily on rebates and familiarity perhaps sometimes even marketing (Semaglutide vs. Zepbound)"  
[X Link](https://x.com/cloud_walker200/status/1879994441299292296)  2025-01-16T20:49Z [---] followers, [---] engagements


"@Pharmdca 1% of obesity (assuming $100 B TAM)and 10% of MASH (assuming $15 B TAM) would get $vktx to an annual revenue of $2.5 B"  
[X Link](https://x.com/cloud_walker200/status/1880000329485594803)  2025-01-16T21:13Z [---] followers, [----] engagements


"$vktx I encourage every investor to inquire $vktx about the progress of [--] months toxicity studies of VK2735 as I believe this is material information that greatly impacts the r&d timeline which should have been disclosed by the management team when they announced plans for P3"  
[X Link](https://x.com/cloud_walker200/status/1880398644945514801)  2025-01-17T23:35Z [---] followers, 12.9K engagements


"@fluffer9 In their Q3 [----] earnings call BL indicated plans to initiate a Phase [--] clinical trial for their amylin asset in [----]. Now he is saying IND approval is the plan. It typically takes [--] months from IND submission to the actual initiation of Ph1 dosing. Isnt this a delay"  
[X Link](https://x.com/cloud_walker200/status/1880664667858817452)  2025-01-18T17:12Z [---] followers, [--] engagements


"$nvo $lly $vktx amycretin data is stunning. Doesn't $vktx have their own pre-IND amylin asset if anything how is this a bearish sign for them if they own a more effective and safer form of incretins compared to semaglutide their own amycretin combo will only be better"  
[X Link](https://x.com/cloud_walker200/status/1882797321249058955)  2025-01-24T14:27Z [---] followers, [---] engagements


"$nvo $lly $vktx besides T2D and obesity GLP1s are going to: PCOS Lipodystrophy CVD risk reduction HFpEF Hypertension MASH (p3) NAFLD CKD (approved) AlzD (p3) Parkinsons OSA (approved) Substance addiction Oncology indications Autoimmune You name more"  
[X Link](https://x.com/cloud_walker200/status/1885206008865096022)  2025-01-31T05:58Z [---] followers, [---] engagements


"@prosperousguy Im taking about legal duty - According to U.S. federal regulations (42 CFR Part 11)"  
[X Link](https://x.com/cloud_walker200/status/1885457813771608351)  2025-01-31T22:39Z [---] followers, [--] engagements


"$nvo i think this is one of the most exciting (#1 IMHO) readout of the year. if successful GLP-1 class will make history"  
[X Link](https://x.com/cloud_walker200/status/1885531271830417568)  2025-02-01T03:31Z [---] followers, [----] engagements


"@topsecretstocks Simply wallst pts are not that accurate tbh - it gives $MDGL a $2000 price target lol"  
[X Link](https://x.com/cloud_walker200/status/1886130331784278026)  2025-02-02T19:11Z [---] followers, [---] engagements


"$lly Eli Lilly overnight -5%"  
[X Link](https://x.com/cloud_walker200/status/1886226481384177867)  2025-02-03T01:33Z [---] followers, [---] engagements


"@KNielsen2000 @LeighHa78486036 i think even if NN130 shows inferior efficacy than Tirzepatide $nvo still wouldn't spend over $5 B on acquiring another GLP/GIP asset. Only possible buyers (if there are any) are big pharma with great balance sheet who don't have their own obesity pipeline yet $abbv maybe"  
[X Link](https://x.com/cloud_walker200/status/1886429586025517100)  2025-02-03T15:00Z [---] followers, [---] engagements


"$vktx BlackRock didn't buy nor sell since Aug 2024"  
[X Link](https://x.com/cloud_walker200/status/1886885536050372832)  2025-02-04T21:12Z [---] followers, [----] engagements


"@bioinvestor24 well Raymond James hold over 500K shares they kinda have to take a bullish stand on the equity they own right"  
[X Link](https://x.com/cloud_walker200/status/1887530841179386258)  2025-02-06T15:56Z [---] followers, [---] engagements


"$vktx if you buy something as an investment you'd want to sell it for a profit bankers get shares when they help issue new stocks/ or their investment arm buys shares - how do they sell for higher raise price targets and get retail/other parties in"  
[X Link](https://x.com/cloud_walker200/status/1887708875178078346)  2025-02-07T03:44Z [---] followers, [---] engagements


"$lly $nvo Eli Lilly's next R&D focus: Testing incretin meds in neuro immunology fields This ties to the AD trial that sema is in. Very interested to see some trial designs rolling out Reduced inflammation is indeed tied to therapeutic potential in many neuro/immuno diseases"  
[X Link](https://x.com/cloud_walker200/status/1887746231541096582)  2025-02-07T06:12Z [---] followers, [---] engagements


"@Maximus_Holla $vktx buyout Monday as per usual"  
[X Link](https://x.com/cloud_walker200/status/1887984326630854727)  2025-02-07T21:58Z [---] followers, [---] engagements


"@PersimmonTI I think the belief is GLP1/GIP will shift treatment dynamics for MASH and take a significant chunk of market share from THR-B like Rezdiffra hence why $vktx decided not to pursue VK2809 with limited cash as a clinical stage biotech"  
[X Link](https://x.com/cloud_walker200/status/1888656060657107014)  2025-02-09T18:27Z [---] followers, [---] engagements


"@epictrades1 $lly buying a Korean MASH biotech which explains the segment price action today $vktx $gpcr $akro"  
[X Link](https://x.com/cloud_walker200/status/1889083278386458926)  2025-02-10T22:45Z [---] followers, [---] engagements


"$vktx [--] attributable factors for today's price action: [--]. $mrk likely will spend $4B on acquisition of $swtx which means even less hope for buying $vktx [--]. $lly spending over $600M on OliX's Ph [--] MASH asset meaning no partnership from $lly and less industry interest in THR-B"  
[X Link](https://x.com/cloud_walker200/status/1889093415389770066)  2025-02-10T23:25Z [---] followers, [----] engagements


"@houndcl Right - I guess then the $lly impact is the major factor here with minimal chance for them to partner for VK2809 now"  
[X Link](https://x.com/cloud_walker200/status/1889110518583202003)  2025-02-11T00:33Z [---] followers, [---] engagements


"$vktx 50-month EMA is $28.74 and 50-week EMA is $29.06 both I think are critical levels to hold from a technical perspective"  
[X Link](https://x.com/cloud_walker200/status/1889125375390654568)  2025-02-11T01:32Z [---] followers, [---] engagements


"@cigs1234 @A_May_MD isn't orfoglipron GLP/GIP and i think if $lly wanted they could go for oral but I guess that they were facing a shortage even with the injectables not to mention the 3-5x API requirement for orals without a next-gen capsule technology $lly $vktx"  
[X Link](https://x.com/cloud_walker200/status/1889497295315505523)  2025-02-12T02:10Z [---] followers, [---] engagements


"@A_May_MD @cigs1234 Would orals be cheaper than injectables Reduced costs without an injection device but increased cost from an active ingredient perspective. Dont know if its gonna be more expensive or cheaper"  
[X Link](https://x.com/cloud_walker200/status/1889508628417163661)  2025-02-12T02:55Z [---] followers, [---] engagements


"@fluffer9 There has been major exits from big shareholders like Viking global Millennium and Perpetual but havent seen a new sizable increase or new position yet from non-MMs"  
[X Link](https://x.com/cloud_walker200/status/1889535485376069651)  2025-02-12T04:42Z [---] followers, [---] engagements


"$hims $nvo $lly $vktx 18:35 ET - Hims & Hers Health says it will stop offering compounded semaglutide a version of the active ingredient in weight-loss drugs Wegovy and Ozempic after the first quarter"  
[X Link](https://x.com/cloud_walker200/status/1894173473737433559)  2025-02-24T23:52Z [---] followers, [----] engagements


"@kazzsub @cigs1234 You can split out the sales of $lly or $nvo and more than 50% comes from their GLP products so their valuation does largely rely on semaglutide and tirzepatide but i think a p/s closer to 8-10 makes more sense for the 3-5 years post launch adjusting for competitor launch"  
[X Link](https://x.com/cloud_walker200/status/1899981313224101897)  2025-03-13T00:30Z [---] followers, [---] engagements


"@PCM_bio Consultants may be just soothing their clients for missing the boat and/or for being too scared to throw billions on buying another GLP1 lol"  
[X Link](https://x.com/cloud_walker200/status/1902561653473821018)  2025-03-20T03:23Z [---] followers, [---] engagements


"$vktx any experts have insights into tariff impact on the CDMO deal Assuming mostly just additional costs for the Phase [--] trial but by the time of commercial launch ideally the tariff would be elevated"  
[X Link](https://x.com/cloud_walker200/status/1903306353738666000)  2025-03-22T04:42Z [---] followers, [---] engagements


"$vktx at this point any news that's not a m&a would send this ticker down by 5+%. time will tell"  
[X Link](https://x.com/cloud_walker200/status/1904917672145363445)  2025-03-26T15:25Z [---] followers, [----] engagements


"$vktx a very simple model based on the assumption that GLP-1 treatment rate will increase to 15% in [--] years and that VK2735's GLP-1 class share also peaks at 15%"  
[X Link](https://x.com/cloud_walker200/status/1904934258575093943)  2025-03-26T16:31Z [---] followers, [----] engagements


"@semodough $vktx Think for subq the demand is likely going to be even higher with more enrollment centers - equivalent of free [--] year supply of tirzepatide would incentivize patients who have limited access or capability to pay out of pocket"  
[X Link](https://x.com/cloud_walker200/status/1905001020960506050)  2025-03-26T20:56Z [---] followers, [---] engagements


"@PMDiChristina $vktx $lly $nvo If anything higher living cost incurred by tariffs would only boost obesity rates as more people turn to cheaper more caloric dense options. Food insecurity and the obesogeneic macro environment is one of the main drivers for obesity in the U.S"  
[X Link](https://x.com/cloud_walker200/status/1907539094919590037)  2025-04-02T21:02Z [---] followers, [---] engagements


"$vktx think this is the only occasion of insider purchase we've seen since 2022-05-02 a very small quantity indeed but still signals some positive sentiment"  
[X Link](https://x.com/cloud_walker200/status/1907562180159091168)  2025-04-02T22:33Z [---] followers, [----] engagements


"$srpt patient death is a huge concern but do DMD patients have a better alternative at the moment Does this change the fact that Sarepta still owns the most robust DMD portfolio in the world including multiple FIC/BIC therapies Think the sales will reflect its value soon"  
[X Link](https://x.com/cloud_walker200/status/1907911119651713098)  2025-04-03T21:40Z [---] followers, [----] engagements


"$vktx made a simple DCF model with [--] cases for $vktx The upside is definitely possible (or mechanically logical) but every single driver must break in Vikings favor. Its not what will happen but what could happen in the most optimistic but not implausible outcome"  
[X Link](https://x.com/cloud_walker200/status/1907922788457001024)  2025-04-03T22:26Z [---] followers, [----] engagements


"$lly $nvo $vktx $amgn $pfe $mrk imo were still in the first inning of whats likely a decade-long megatrend. Market penetration is still extremely low payers are just starting to cover obesity innovation is ramping up. My View: Were in the iPhone [--] era of obesity treatment"  
[X Link](https://x.com/cloud_walker200/status/1907928323193524693)  2025-04-03T22:48Z [---] followers, [---] engagements


"@BiotechObserver not my assumptions but from analysts on SimplyWallst: The DCF model projects a present value of next [--] years cash flows of $12065.47 M which then calculates to $24727.5 M Present Value of Terminal Value totals to $36792.97 Total Equity Value today ($379.18 per share)"  
[X Link](https://x.com/cloud_walker200/status/1907929461884100862)  2025-04-03T22:53Z [---] followers, [--] engagements


"$xbi $vktx makes some sense for commercial stage pharma to drop bc of the supply chain disruptions that could lower margins but for clinical stage biotech besides adding some additional cash burns for running subsequent trials what else does it impact"  
[X Link](https://x.com/cloud_walker200/status/1908153704282296466)  2025-04-04T13:44Z [---] followers, [---] engagements


"$vktx $nvo $lly $amgn $pfe approximately 34% of Medicare beneficiaries are considered obese btw"  
[X Link](https://x.com/cloud_walker200/status/1908263457121607892)  2025-04-04T21:00Z [---] followers, [----] engagements


"@Pharmdca @jayabacus Tbh I dont see the necessity for $vktx to partner with another pharma given its guaranteed to treat at max of [---] mil of subq pts and [---] mil of oral pts thats a $39B max revenue assuming $6k GTN price. The only support they need is distribution channel and sales force"  
[X Link](https://x.com/cloud_walker200/status/1908315981912694794)  2025-04-05T00:29Z [---] followers, [---] engagements


"$vktx imho the bear thesis for the scalability of oral vk2735 is only applicable after they run out of the [--] B pills contracted with Corden which equals [----] M patients and $16.44 B annual sales ($6k GTN) just from orals"  
[X Link](https://x.com/cloud_walker200/status/1908988812899881331)  2025-04-06T21:02Z [---] followers, [---] engagements


"$vktx getting punished for [----] CMS policy when VK2735 won't enter the market until [----] should be viewed as an opportunity"  
[X Link](https://x.com/cloud_walker200/status/1909239659927941193)  2025-04-07T13:39Z [---] followers, [----] engagements


"CMS may consider future policy options for GLP-1s pending further review of both the potential benefits of these drugs including updated clinical indications and relevant costs including fiscal impacts on stakeholders such as state Medicaid agencies. $lly $nvo $vktx"  
[X Link](https://x.com/cloud_walker200/status/1909640183856669105)  2025-04-08T16:11Z [---] followers, [---] engagements


"$mtsr Metsera dropped from $28 to $14 in [--] trading days wiping out $1.5B"  
[X Link](https://x.com/cloud_walker200/status/1909650136776441993)  2025-04-08T16:50Z [---] followers, [---] engagements


"$lly $nvo $vktx i think to drive the share price of other obesity drugs next earnings in May for Lilly and Novo are crucial as continued growth in Ozempic and Zepbound sales is needed to be seen by the market to validate a $150 B market by 2030"  
[X Link](https://x.com/cloud_walker200/status/1909652214596936104)  2025-04-08T16:59Z [---] followers, [---] engagements


"$vktx -$2.2 B market cap -$900M+ cash on hand -$150B+ TAM in 2030+ -derisked MoA -FIC GLP/GIP oral -potentially BIC safety/efficacy -CDMO deal secured up to 6.5M patients annually (equivalent to $40 B sales) -SubQ exp. launch in 28' and orals in 31' (could be earlier if Phase [--] and jump right into Phase 3) -LCMs in HFpEF CKD OSA Alzheimer's T2D. -other pipeline assets that synergizes with VK2735 such as VK2809 in NASH -stock repurchase program (historically proven to be the right decisions by management) Risk-unadjusted present value based on my DCF analysis: $168 Risk-unadjusted future price"  
[X Link](https://x.com/cloud_walker200/status/1909706142688669757)  2025-04-08T20:33Z [---] followers, [----] engagements


"$lly $nvo $vktx $amgn $pfe Morgan Stanley - By [----] as much as 9% of the U.S. population (30 million people) could be on GLP-1 1% of the GLP market = 300K patients $1.8 B net sales Source: https://www.morganstanley.com/ideas/obesity-drugs-market-expanded-opportunity#::text=Analysts%20expect%20a%20significant%20increaseand%20fitness%20equipment%20and%20services Can go higher Realistic Impossible https://www.morganstanley.com/ideas/obesity-drugs-market-expanded-opportunity#::text=Analysts%20expect%20a%20significant%20increaseand%20fitness%20equipment%20and%20services Can go higher Realistic"  
[X Link](https://x.com/cloud_walker200/status/1909773774485926119)  2025-04-09T01:02Z [---] followers, [---] engagements


"$nvo $lly $vktx Base case U.S. GLP-1 market revenue forecast by product [--------] (in billions). Semaglutide includes all Novo Nordisk GLP-1 formulations (injections and oral) Tirzepatide includes Mounjaro/Zepbound. Orforglipron is Lillys oral GLP-1 (launch 2026) Retatrutide (Lillys triple agonist) launches [----] VK2735 includes Vikings injectable (2027) and oral (2031) formulations combined Other GLP-1s include older drugs and new entrants In the base scenario total U.S. GLP-1 market revenue climbs from $26.5B in [----] to accelerating to $ 62.7B by [----] and then accelerates to $148B by [----] and"  
[X Link](https://x.com/cloud_walker200/status/1909782214252151117)  2025-04-09T01:35Z [---] followers, [--] engagements


"$nvo $lly $vktx Base case U.S. GLP-1 market revenue forecast by product [--------] (in billions) In the base scenario total U.S. GLP-1 market revenue climbs from $26.5B in [----] to accelerating to $ 62.7B by [----] and then accelerates to $148B by [----] and $252B by [----]. This reflects that higher volumes might offset some price decline from generics both the rapid growth in treated patients and sustained high therapy prices (we have not assumed major price erosion by [----] in this scenario in reality higher volumes might offset some price decline from generics) VK2735 (injectable) is assumed to"  
[X Link](https://x.com/cloud_walker200/status/1909785860083794368)  2025-04-09T01:50Z [---] followers, [----] engagements


"$vktx something that probably nobody noticed on this newly amended form [--] about the recent stock purchase made by Rouan Sarah Kathryn: She violated a Section 16(b) rule but voluntarily returned the profit to the company. i Section 16(b) rule is a short-swing profit rule that says If an insider buys and sells (or sells and buys) company stock within [--] months any profit must be returned to the company even if the trades were legal or unintentional. - The insider bought shares recently (at a much lower price) - She had sold shares back on October [--] [----] for $80.89/share - This creates a"  
[X Link](https://x.com/cloud_walker200/status/1909816674821296490)  2025-04-09T03:52Z [---] followers, [----] engagements


"Knowing that obesity will stay for the drop to be rationale one or multiple of the below must be true: 1) GLP-1s will be replaced by new MoAs 2) none of these drugs are gonna win even 1% of the market share bc of formulary placement against $nvo and $ 3) they have a high likelihood of failure To point #1 lol but what And more importantly whats the time frame they are talking about if this is the case When will the true next-gen muscle preserving treatments become available Even when they become available is there a possibility that those become add-ons rather than replacing GLP-1s To point #2"  
[X Link](https://x.com/cloud_walker200/status/1909829122932474083)  2025-04-09T04:42Z [---] followers, [---] engagements


"$vktx tbh i think P3 initiation may not be a price driver but P2 oral data for sure and if they make clear statements to better clarify their oral supply contract from Corden to the investors to show that they can sell as much as $40 B if there's demand then the optics would be very different imho"  
[X Link](https://x.com/cloud_walker200/status/1910052153177092479)  2025-04-09T19:28Z [---] followers, [---] engagements


"$smmt Textbook play of giving the market confidence as a clinical-stage biotech amidst significant market volatility When Co-CEOs re-invest in their own company after the core asset demonstrated great clinical results that's incredibly powerful"  
[X Link](https://x.com/cloud_walker200/status/1910337054539399679)  2025-04-10T14:20Z [---] followers, [---] engagements


"$smmt expect another 25-50% runup to readout The question now is not whether or not ivonescimab will get approved but more so how quickly can it take market share from Keytruda after approval"  
[X Link](https://x.com/cloud_walker200/status/1910760853474795596)  2025-04-11T18:24Z [---] followers, [---] engagements


"Probably they think Amgen has the capital and sale force and marketing resources to quickly distribute their product. Undeniably Viking doesnt but neither did $mdgl before they launched Rezdiffra. Ofc being FIC was a huge value prop to the patients and physicians but so is being BIC. We will see if vk2735 delivers"  
[X Link](https://x.com/cloud_walker200/status/1910854568600051891)  2025-04-12T00:36Z [---] followers, [---] engagements


"$vktx Obesity positively correlates with numerous incidence rate of diseases including some of the ones that are costing payers the most every year. Long term outcome studies will prove by covering GLP-1 they save more rather than spend more because the probability of them having to pay for obesity-correlated diseases drop as patients maintain their weight. Vk2735 hits market in [----] and likely by then I think glp-1s would already have wide coverage"  
[X Link](https://x.com/cloud_walker200/status/1911253575759438189)  2025-04-13T03:02Z [---] followers, [---] engagements


"$mtsr rebound with over 34% off the $pfe danu news wow"  
[X Link](https://x.com/cloud_walker200/status/1911801286518767735)  2025-04-14T15:18Z [---] followers, [---] engagements


"$vktx The President Chief Executive Officer and a member of the Board of Directors of OmniAb Matthew W. Foehr exercised his options and did not sell immediately afterwards unlike the historical insider trend with "M" immediately followed by "S""  
[X Link](https://x.com/cloud_walker200/status/1912190464339353649)  2025-04-15T17:05Z [---] followers, [----] engagements


"$mtsr a 25% intra day move from $20.47 to $16.68 wow. think this is mainly attributed to the chip breakdown shown below with over 20% already profiting from yesterday's surge"  
[X Link](https://x.com/cloud_walker200/status/1912191354790162546)  2025-04-15T17:08Z [---] followers, [--] engagements


"$vktx Friday 04/11 close was $22.22 Monday high was $27.09 Tuesday currently trading at $22.67 The question to interested investors / current holders is if you knew $pfe would discontinue Danu last Friday would you have bought $vktx If your answer is yes today and perhaps days to come are great opportunities to add because fundamentals and price actions may not always be parallel. If your answer is no then perhaps its time for you to consider what future validations do you think are worth owning the stock at this moment If there isnt something that you can convince yourself with putting up"  
[X Link](https://x.com/cloud_walker200/status/1912197101414486065)  2025-04-15T17:31Z [---] followers, [---] engagements


"$vktx one of the biggest reason for today's price action is probably $mrk's deal with Cyprumed: Efinopegdutide (a GLP-1/glucagon dual-agonist) is a phase [--] candidate for metabolic dysfunction-associated steatohepatitis thats being studied as an injection and falls under one of Cyprumeds focuses of GLP-1 analogues"  
[X Link](https://x.com/cloud_walker200/status/1912265355054956705)  2025-04-15T22:02Z [---] followers, [----] engagements


"$lly $nvo I think the power of marketing and advertising is extremely huge when it comes to chronic non-fatal diseases like obesity where some patients may seek just Ozempic prescriptions because of a personal preference. Also assuming physicians have no incentives to prescribe Zepbound otherwise"  
[X Link](https://x.com/cloud_walker200/status/1912360081779195915)  2025-04-16T04:19Z [---] followers, [---] engagements


"$mtsr +10% rebound from yesterday's drop the only obesity name that's green today so far $lly $nvo $vktx"  
[X Link](https://x.com/cloud_walker200/status/1912536217922498723)  2025-04-16T15:59Z [---] followers, [---] engagements


"$vktx ✅CagriSema and Orfo data out the way ✅Danu discontinued ✅Scalability issue resolved (up to [--] million patients under current contract) Remaining threats: ❓BP acquiring/licensing other GLP-1 options such as $mtsr and $gpcr ❓Payer coverage (3 more years til approval vk2735) ❓ Commercial salesforce and distribution channels (this one imho is the biggest remaining overhang that we'd like to see BL address as we approach P3 PCD)"  
[X Link](https://x.com/cloud_walker200/status/1912950972558590307)  2025-04-17T19:27Z [---] followers, [---] engagements


"IMHO Investors may indiscriminately sell early-stage or hype-driven biotech stocks even if not directly affected. $vktx is in Phase 2/3 aiming at FDA-validated targets (GLP-1 GIP). And there's no accelerated approval reliance and theyre following standard cardiovascular/metabolic endpoints Prasads criticisms are mostly aimed at oncology cell therapy and precision medicine (where surrogate endpoints like PFS are common"  
[X Link](https://x.com/cloud_walker200/status/1919833852446490770)  2025-05-06T19:17Z [---] followers, [----] engagements


"$vktx Fidelity Management & Research decreased their share in Viking by [-------] or 33%"  
[X Link](https://x.com/cloud_walker200/status/1921950370026139878)  2025-05-12T15:27Z [---] followers, [----] engagements


"$vktx interesting AH trading volume"  
[X Link](https://x.com/cloud_walker200/status/1922418207731638389)  2025-05-13T22:26Z [---] followers, [----] engagements


"$vktx Ph [--] oral data comes out in [--] months. Thats all that matters at this stage. Dont think the announcement of P3 initiation is gonna drive up prices given its already clearly stated and priced in. Anticipate more moves from BP into the obesity space and given the policy changes to enforce U.S. based manufacturing $vktx s deal with Corden could be even more lucrative for MNCs granted their Colorado facility can be used for manufacturing VK2735"  
[X Link](https://x.com/cloud_walker200/status/1926928878468989065)  2025-05-26T09:10Z [---] followers, [----] engagements


"Starting to feel that M&As are defined by these two criteria now: [--]. Commercialized asset (or at least high conviction of near-term launch) [--]. No alternatives in China that can be bought for cheaper prices Very bullish on $vktx but I dont think the name fits into either of the trends that weve seen with recent biopharma buyouts. Despite the low likelihood of an imminent buyout with the manufacturing deal signed even if they go alone I still believe $vktx is heavily undervalued at $3B"  
[X Link](https://x.com/cloud_walker200/status/1929417581125083633)  2025-06-02T05:59Z [---] followers, [----] engagements


"$regn I think this deal once again proves the point stated below @Pharmdca Starting to feel that M&As are defined by these two criteria now: [--]. Commercialized asset (or at least high conviction of near-term launch) [--]. No alternatives in China that can be bought for cheaper prices Very bullish on $vktx but I dont think the name fits into either of @Pharmdca Starting to feel that M&As are defined by these two criteria now: [--]. Commercialized asset (or at least high conviction of near-term launch) [--]. No alternatives in China that can be bought for cheaper prices Very bullish on $vktx but I dont"  
[X Link](https://x.com/cloud_walker200/status/1929529446769332524)  2025-06-02T13:24Z [---] followers, [---] engagements


"$vktx $xbi normally wouldnt read too much into an intraday move or single day action. But I think the reason why other obesity names like $mtsr and the broader biotech market $xbi is up significantly is obviously because the big news from $regn $bmy and $sny that boosted confidence in deal flow with smaller companies. However the fact that $vktx is down 3-4% could only mean that more traders today believe its not a candidate for either a partnership or acquisition. Somewhat validating bc of the $regn China deal alongside other 100+ mid-late stage GLPs in China. Speed to market is key in a"  
[X Link](https://x.com/cloud_walker200/status/1929604158748848192)  2025-06-02T18:20Z [---] followers, [----] engagements


"$mtsr 8.4% placebo-adjusted weight loss at Day [--] However there was no dose titration in the Metsera trial a decision that would typically boost efficacy at the cost of tolerability"  
[X Link](https://x.com/cloud_walker200/status/1932077257931080065)  2025-06-09T14:08Z [---] followers, [---] engagements


"$mtsr key information that interested investors/current holders should consider: Metsera's lock-up period expires on Wednesday July 30th. Metsera had issued [--------] shares in its public offering on January 31st. The total size of the offering was $275000004 based on an initial share price of $18.00"  
[X Link](https://x.com/cloud_walker200/status/1932086001947603414)  2025-06-09T14:42Z [---] followers, [---] engagements


"$vktx A little frustrating to see the weekly closes below $27 but we are getting close to the August primary completion date. That being said Id suggest ppl to not count on BD or imminent buyouts because theres a huge misalignment between what BL perceives vs. what big pharma perceive as the underlying value of VK2735. Theres no way board agrees to purchase any biotech for 300% premium and theres no way for BL to settle for $10B or less. Only invest if you 1) believe the clinical differentiation of Vk2735 will drive meaningful uptake 2) have the patience for another [--] months of price"  
[X Link](https://x.com/cloud_walker200/status/1933544880925491523)  2025-06-13T15:19Z [---] followers, [----] engagements


"$vktx I dont think scarcity is the right framing especially when you factor in Chinese assets even limiting to those with completed PoC. The real differentiator is speed to market In my view the [---] year delay between Phase [--] and Phase [--] was likely driven by behind-the-scenes BD conversations potential co-development or licensing deals. Unfortunately nothing materialized. That delay ultimately fueled negative investor sentiment: $vktx appears to be standing still while competition intensifies and the payer landscape becomes more crowded and uncertain Now the BD environment is even less"  
[X Link](https://x.com/cloud_walker200/status/1934154244237500831)  2025-06-15T07:41Z [---] followers, [---] engagements


"I'm just saying anyone's thesis on $vktx should not be based on BD or buyouts. No matter how convinced you are we are seeing a trend from MNCs licensing Chinese GLP-1s. You can talk down as much as you want about these pharma management teams but you are not the one making decisions they are meanwhile you say every one of them is making a wrong move by licensing Chinese asset"  
[X Link](https://x.com/cloud_walker200/status/1934162961683173742)  2025-06-15T08:15Z [---] followers, [---] engagements


"$vrna estimated peak sales for Ohtuvayre is around $4 billion by the mid-2030s and thats their only asset across the entire pipeline So if you are differentiated and are in a market thats big enough one asset alone is enough to support a $10B+ valuation $mrk $vktx"  
[X Link](https://x.com/cloud_walker200/status/1942882719052005507)  2025-07-09T09:45Z [---] followers, [----] engagements


"$vktx not only is $40 the highest level since Jan [----] but it was also the level phase [--] oral data release in 2/26/2024. Went from $38.48 to $99.41 at highest. That was all before the upsetting data from all competitors including $AMGN MariTide $nvo CagriSema $lly Orfo $pfe danu $rhhby Carmot assets etc That was also before the CDMO contract with Corden Pharma that clears a path for commercialization You could argue the obesity market was at its peak back then thus drove up the prices of all relevant stocks. But if you believe the GLP-1 market is going to grow to $150B+ by [----] then $vktx is"  
[X Link](https://x.com/cloud_walker200/status/1954919358666596599)  2025-08-11T14:54Z [---] followers, [--] engagements


"$vktx not only is $40 the highest level since Jan [----] but it was also the level prior to the phase [--] oral data release in 2/26/2024. Went from $38.48 to $99.41 at highest. That was all before the upsetting data from all competitors including $AMGN MariTide $nvo CagriSema $lly Orfo $pfe danu $rhhby Carmot assets etc That was also before the CDMO contract with Corden Pharma that clears a path for commercialization You could argue the obesity market sentiment was at its peak back then thus drove up the prices of all relevant stocks. But if you believe the GLP-1 market is going to grow to $150B+"  
[X Link](https://x.com/cloud_walker200/status/1954920797774159934)  2025-08-11T15:00Z [---] followers, [----] engagements


"$vktx Inspiring to see the 🐐 Druckenmiller entering this name. But hes not alone - two sigma increased their positions by $62M Millennium by $25M and theres more to come as the data matures"  
[X Link](https://x.com/cloud_walker200/status/1956577963169771522)  2025-08-16T04:45Z [---] followers, 14.3K engagements


"@ExBridgewater Two sigma+ Millennium + Druckenmiller added around 3.6M shares which is 3% of total free float. IMHO I wouldnt call this irrelevant"  
[X Link](https://x.com/cloud_walker200/status/1956600021803216935)  2025-08-16T06:12Z [---] followers, [---] engagements


"$gdrx $nvo $hims $lly GoodRx Announces Collaboration with Novo Nordisk to Expand Access to Ozempic and Wegovy for $499-Per-Month"  
[X Link](https://x.com/cloud_walker200/status/1957433797940793558)  2025-08-18T13:25Z [---] followers, [---] engagements


"1.2M shares block order on 08:01 $vktx"  
[X Link](https://x.com/cloud_walker200/status/1957776032452219212)  2025-08-19T12:05Z [---] followers, [---] engagements


"@A_May_MD Think probably the low dose maintenance path is the most viable way forward for oral vk2735. Though i still believe oral has its places in the future GLP1 treatment paradigm just not as significant as people think based on the data we've seen so far whether it's vk2735 or orfo"  
[X Link](https://x.com/cloud_walker200/status/1957796903548035096)  2025-08-19T13:28Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing