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[@GilaMonstrum](/creator/twitter/GilaMonstrum)
"How would $LLY tirzepatide compare with $VKTX sc VK2735 if both are titrated the same To answer this question I built a PK/PD model using the methodology briefly described below: X. Simulate single dose PK for each drug from published parameters (T1/2 and Tmax are reported in the literature/ corporate decks. F=80% for TZP I assumed the same for VK 2735). X. Convert plasma profiles to cumulative exposure (AUC) using the trapezoidal rule. X. Plot AUC to weight loss data from SURMOUNT-1 and VENTURE. X. Fit an individual Hill model for VK and TZP with an assumed Emax of XX% for both drugs."  
[X Link](https://x.com/GilaMonstrum/status/1979950271007699262) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-10-19T16:38Z 1928 followers, 12.4K engagements


"I understand you want to protect your investment but highlighting $VKTX oral VK 2735 d/c while overlooking $ALT challenging obesity d/c rates is a bit funny tbh. VK2735 has oral and sc forms the higher d/c occurred in the P2 oral trial. Pemvis real competitor would be sc VK2735 so.yeah"  
[X Link](https://x.com/GilaMonstrum/status/1980135515350339800) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-10-20T04:54Z 1928 followers, 1015 engagements


"@bioinvestor24 Clinically it seems to be similar to $LLY tirzepatide but the studies are too short (4 weeks). I wasn't impressed by their P2 data vs semaglutide X mg in diabetics. Maybe it is wishful thinking but I am starting to see a pattern here:"  
[X Link](https://x.com/GilaMonstrum/status/1929625513695297607) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-06-02T19:45Z 1925 followers, 4480 engagements


"@bioinvestor24 I just cant get over the fact that $PFE said they reviewed this data and felt "comfortable". It practically screams shady how can they feel confortable to go against $LLY ans $NVO with this"  
[X Link](https://x.com/GilaMonstrum/status/1973027948103102943) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-09-30T14:11Z 1902 followers, 4660 engagements


"@bioinvestor24 $pfe is up $mtsr is up $vktx is down"  
[X Link](https://x.com/GilaMonstrum/status/1973028385040519444) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-09-30T14:13Z 1895 followers, XXX engagements


"Has anyone seen the $MTSR discontinuation rates for any of their drugs $VKTX"  
[X Link](https://x.com/GilaMonstrum/status/1971189510928322622) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-09-25T12:26Z 1928 followers, 4589 engagements


"$MTSR $PFE Finally released the Phase 2b VESPER X and VESPER X results and frankly their PR is confusing and selectively framed. I have a headache after reading it. $VKTX BL take notes this is a masterclass in how to spin your data. Vesper X had X arms (MET-097i XXX mg XXX mg XXX mg and XXX mg) QW without titration. The efficacy they reported is pbo-adjusted and they withheld the actual placebo WL data. This is a huge red flag given that in their previous trials the placebo arm gains weight (uniquely as far as Ive seen - see pic). By hiding placebo here they can inflate the headline and claim"  
[X Link](https://x.com/GilaMonstrum/status/1972908597232202073) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-09-30T06:17Z 1930 followers, 15.3K engagements


"@Doctor_Salomon @LNG_Investor_ I haven't seen data as good as tzp in Surmount X with anything else so far"  
[X Link](https://x.com/GilaMonstrum/status/1979957364208840881) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-10-19T17:06Z 1930 followers, XXX engagements


"@Doctor_Salomon @LNG_Investor_ My base case: the XX mg arm is at least non-inferior to TZP on weight loss with better safety given the slow titration (starting at XXX mg). I expect the XXXX mg arm to outperform TZP XX mg on both weight loss and safety"  
[X Link](https://x.com/GilaMonstrum/status/1979961268753629538) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-10-19T17:22Z 1928 followers, XXX engagements


"@GodSaveCharles "Has yet surpassed" as in "to date". I did not make any assumptions on future trials I guess Novo already made that assumption"  
[X Link](https://x.com/GilaMonstrum/status/1980160040981172520) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-10-20T06:31Z 1928 followers, XXX engagements


""At XX weeks in MOMENTUM mean weight loss reached 1015.6 % without titration and with sub-5 % discontinuations at mid-dose which is extremely impressive for a compound with NO dose escalation" How can you claim sub X% discontinuations with mid doses in Momentum when the XXX mg dose showed a XXXX% d/c and the XXX mg dose showed d/c of XXXX% Also if you include the weight loss of XXXX% for the XXX mg (titrated) dose make sure you also include the d/c rate for that dose (which was a staggering 42.3%). Otherwise it is a WL between XXXX% and XXXX% (8.1% and X% PBO adjusted) at XX weeks with d/c"  
[X Link](https://x.com/GilaMonstrum/status/1980174877756686376) [@GilaMonstrum](/creator/x/GilaMonstrum) 2025-10-20T07:30Z 1928 followers, XXX engagements