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[@bioinvestor24](/creator/twitter/bioinvestor24)
"@ResearchPulse1 Why didnt $NVo report exact number that cut cagrisema dose due to excessive wt loss . It is very easy to collect and trial published in NEJM"  
[X Link](https://x.com/bioinvestor24/status/1978132112818479239) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T16:13Z 4381 followers, XXX engagements


"@ResearchPulse1 $NVO needs to do a number of small early deals to diversify. At same time refocus obesity at mechanism. Hopefully triple agonist will yield some good data. They need it. ML mentioned data year end. Do you believe they would share it"  
[X Link](https://x.com/bioinvestor24/status/1978447355654365281) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-15T13:06Z 4392 followers, XXX engagements


"You keep treating $NVO CagriSema and here kailera HRS9531 as differentiated in potency over $LLy tirzepatide . U need to look at trials data. They are all in my posts. Both showed slightly less activity than TZ. U could have the same debate on tirzepatide that pts would stop due to excessive wt loss. Retatrutide is a different story and even there pts often quit due to GI issues that seem higher than tirzepatide and not just excessive wt loss This 35BMI trial by kailera is clearly to boost drug efficacy for media. They have XX BMI pts in the other two trials. Why to add $NVO issue with"  
[X Link](https://x.com/bioinvestor24/status/1978129245424767060) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T16:02Z 4389 followers, XXX engagements


"It is interesting $MRK was not in serious Metsera acquirers. For sure not party X ( which did full stock. Very Likely $abbv ) and not party X. Other parties 3-6 didnt put down serious offered. So either Merck didnt like Metsera data ( which is not hard to believe ) or / and has something else in mind"  
[X Link](https://x.com/bioinvestor24/status/1978648530618142836) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T02:25Z 4392 followers, XXX engagements


"$JNJ will very likely proceed with $PTGX deal . Question if they do other IBD deals Field is moving to combinations. But now suddenly they have to produce a lot of peptides. Would that change their stance on obesity / GLP1 Given peptide capacity expansion Same applies to $MRK that will build peptide capacity with their PCSK9 inh peptide. $MTSR details show several companies looking at obesity $LLY $NVO $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1977047031433904520) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-11T16:21Z 4382 followers, 2630 engagements


"This is crazy and more crazy are all $ANAB investors. Doesnt matter if they say molecule is partial agonist or all this BS. I didnt know these data exist. Thanks for sharing. Peresolimab was superior to PBO at Week XX for several key endpoints but efficacy was not differentiated from existing treatment options. In context of observed efficacy combined with the number of reported malignancies and possible MACEs through week XX the study was stopped based on the non-favorable benefit/risk profile for peresolimab in treating RA patients.References:1. Tuttle et al. N Engl J Med."  
[X Link](https://x.com/bioinvestor24/status/1977828236580282551) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-13T20:06Z 4387 followers, XX engagements


"This vomit rate from $NVO CagriSema while seem low as percentage it is significantly higher that semaglutide. recall from all $LLy tirzepatide trials chronic vomit is rare ( X% at any week ) And this chronic vomit us usually associate with significant nausea without vomit in other pts that impacts adherence ( as everyone talks about adherence )"  
[X Link](https://x.com/bioinvestor24/status/1978106323569893400) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T14:31Z 4381 followers, XXX engagements


"Link to $VKTX stifle conf available BL is confident of assets although no Metsera type hype. Confident of oral phase X in 2026 Kailera seems want to go till phase X completed highlighting its investors confidence in GLP1 GIP mechanism. Viking has a better molecule from PK and clinical data so far plus oral going to phase X. Vk may do better if waited alone for phase X finish ( pts anecdotes highlight good tolerability and efficacy ). But for partnership hopefuls plenty of interested parties $ABBV being on top ( likely party X in Metsera deal that probably withdrew after seeing single GLP1"  
[X Link](https://x.com/bioinvestor24/status/1978544141974856020) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-15T19:30Z 4392 followers, 3009 engagements


"$AZN Trump deal is easy and sort of irrelevant. Most of their revenues come from expensive injection drugs given in doctors offices. These already provided free in USA for non insured pts. $LLy deal will be the big news. I believe Dr Oz is pushing for GLP1 approval by Medicare. He seems to be leading these negotiations with Lutnick . I doubt Lilly will cave in after all price reductions it did and in comparison with other drugs that are x100 more pricy and with marginal benefit. This admin will not stop here. Expect some debate about the most expensive drugs ( many barely work above placebo )"  
[X Link](https://x.com/bioinvestor24/status/1976779129354936408) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-10T22:37Z 4393 followers, 3807 engagements


"This molecule was dumped by $JNJ due to modest efficacy on wt loss and poor impact on T2D . I believe it was an acquired Chinese asset. It is hard to justify GLP1 class molecule in MASH that doesnt impact diabetes ( XX% of MASH). We have data with biopsy from $LLY tirzepatide. I bet this now $MRK molecule will not beat tirzepatide on biopsy results. And the latter obviously better for wt loss diabetes and likely better tolerated. Merck ran phase X with no biopsy against X mg $NVO sema . that is not ideal control. . from the GLP1 class the ones that would be dominant in MASH years from now are"  
[X Link](https://x.com/bioinvestor24/status/1978647552556707911) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T02:21Z 4392 followers, XXX engagements


"If $JNJ moves on $PTGX although owns most of the oral IL23 peptide value. Why not moving on $ABVX if JNJ finds big value comparered to its MC After all $ABBV pulled a lot from JNJ that wants best chance of getting back market share. I dont understand the ABVX bulls logic here that this moves on PTGX is a positive thing and especially the $XX B estimates Unless JNJ wants them both which I doubt"  
[X Link](https://x.com/bioinvestor24/status/1976680603845370367) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-10T16:05Z 4392 followers, 2411 engagements


"@WallStSai $BMY is one of the companies with the biggest LOEs. Revenues will drop by XX% I agree. Need big one. $MDGL $VKTX Even $RVMD Read below"  
[X Link](https://x.com/bioinvestor24/status/1977363883141501335) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-12T13:21Z 4392 followers, 3816 engagements


"$ABBV is likely party X that offered $MTSR $XX per share . I know BOA analyst asked ABBV indirectly about Metsera 2-3 months ago and CMO sort of brushed it off as interested in other mechanism. I felt Abbv was referring to GLP1 GIP interest like the rest. Party X offered MTSR $XX B largely in stock. I am getting the feeling the $VKTX BL is asking a lot. Probably north of $XX B . will see how Viking investors look back at this. This upcoming agreement between Trump and Ricks will likely determine long term valuations in the whole obesity"  
[X Link](https://x.com/bioinvestor24/status/1975726622847475980) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-08T00:55Z 4380 followers, 1127 engagements


"Dr Oz is a big fan of GLP1. Not surprising as a smart neurosurgeon ( as I recall ) who understands massive clinical benefits in a plethora of diseases. It is all about expanding access ( and popularity ) and they like $LLy building factories everywhere. They will not harm Lilly. It comes down to $NVO management to do the right act here. Not sure what on their minds as far as alternatives but this could play really well for $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1978968372118458646) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T23:36Z 4392 followers, XXX engagements


"@bb_leakers Do they inform pts on this at least theoretical risk as they get to $ANAB trials"  
[X Link](https://x.com/bioinvestor24/status/1977828845018636637) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-13T20:08Z 4380 followers, XX engagements


"@cyrpto2021 also reminded me of $LLY tirzapetide efficacy in the same population. Hb A1C down XXXX %"  
[X Link](https://x.com/bioinvestor24/status/1979338785939951684) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-18T00:08Z 4392 followers, XXX engagements


"Only ones that reduces cholesterol within GLP1 family in most pts ( and not just with deep wt loss ) is $LLy retatrutide and $VKTX 2735. Probably through wt loss and some liver activity. Retatrutide could be through Glucagon. Vk I dont know how. Vk picked the molecule among collections of peptides based on murine live fat reduction Dont know if its albumin binding etc. as alb is made in liver"  
[X Link](https://x.com/bioinvestor24/status/1978152072039342331) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T17:33Z 4386 followers, 2091 engagements


"Over reaction meaningless. A lot of rhetoric but the outcome will be good for all . He cares about image of building factories more than anything else. It is taking time as government likely wants to expand to Medicare and trying to get Lilly to drop price further and Lilly refusing"  
[X Link](https://x.com/bioinvestor24/status/1978942402237796518) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T21:53Z 4390 followers, XXX engagements


"@ResearchPulse1 I think $LLy is concerned about hasty FDA process that could make issue or delay re liver enzyme elevation and monitoring. It will not look good"  
[X Link](https://x.com/bioinvestor24/status/1978939175928734153) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T21:40Z 4391 followers, XXX engagements


"@WallStSai $GILD didnt want to take $X B risk on phase X in MASH. Now left with nothing"  
[X Link](https://x.com/bioinvestor24/status/1976252580406985201) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T11:45Z 4380 followers, XXX engagements


"Dr Oz just confirmed on GLP1 approval question we are in the middle of a lot of action . and refrained from discussions that would be market moving Certainly significant news coming up likely within $LLy deal. Although there could be implicit details such as on compounding that may not be announced on live media. $NVO $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1975344861416247629) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-06T23:38Z 4392 followers, 15.4K engagements


"There is ongoing negotiations with $LLy and very likely $NVO. Lilly preempted by X new factories but White House was unhappy and wanted to be in the announcement. Lilly now relies on cash pay long term thats growing the fastest . I doubt will make big concession that will harm Lilly direct. Novo will likely announce more factories as @ResearchPulse1 suggested and likely reduce Sema price in USA. I believe outcome will be good for more coverage likely Medicare as Dr Oz has an insight of massive class benefit and health cost reduction. I doubt they would announce attack on compounders but there"  
[X Link](https://x.com/bioinvestor24/status/1978941478513660140) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T21:49Z 4392 followers, 10.3K engagements


"$MRK kytruda RR in ovarian ca is about XX% as single agent and now success in phase X on combination with chemotherapy. $MGNX started early 2025 phase X of PD1/ CTLA4 bispecific Lorigerlimab as a single agent in refractory ovarian cancer Lorigerlimab perform better than kytruda in single small prostate cancer phase X trials ( not h to h as below ) but based on its mechanism and low GI toxicity ( although it is a powerful antibody as it caused one case of immune myocarditis in the phase 1) it is at least slightly better than kytruda. Lorigerlimab had XX% RR in prostate ca. and now going in"  
[X Link](https://x.com/bioinvestor24/status/1978891744277057627) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T18:32Z 4392 followers, 3640 engagements


"@Joeyang043 @cigs1234 @Mufaso7 $ABBv CEO believes obesity to lead his company into 2040s. What is 1-2 wks impact on the field. $VKTX team has to design trial right and activate it at several centers. It is not a joke. They just had oral data"  
[X Link](https://x.com/bioinvestor24/status/1978885824474182064) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T18:08Z 4392 followers, XXX engagements


"@Pharmdca $VKTX investors should ask Jared CPA to do long term capital gain after final deal"  
[X Link](https://x.com/bioinvestor24/status/1975981545677857097) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-08T17:48Z 4393 followers, 1037 engagements


"$LLy said not submitting this expedited approval weeks ago before any negotiation. There is issue of liver enzyme imbalance that people not paying enough station to. thats top priority for FDA If admin is targeting orfor for Trump Rx is good news for Lilly as orfor main income will be from Medicare approval for T2D. All this low price chat is for DTC cash"  
[X Link](https://x.com/bioinvestor24/status/1979207858748350685) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T15:28Z 4392 followers, XXX engagements


"$NVO recent price action vs $LLY clear sign that investors see its feeble obesity pipeline as the hanging issue ( and they are correct ) . there is no MASH or other acquisition that would save its face or future revenues long term $VKTX $PFE $ABBV"  
[X Link](https://x.com/bioinvestor24/status/1976699691728617570) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-10T17:21Z 4389 followers, 4002 engagements


"Kailera is not for sale now. They know they own the right mechanism and a drug that is very close to best selling drug in history from $LLy so they will not sell for $XX B or give out their company for cheap like $MTSR did. Metsera management knew they had bad data and nothing competitive with Lilly long term and thus sold the company. Kailera management is acting differently"  
[X Link](https://x.com/bioinvestor24/status/1978210949774692793) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T21:26Z 4389 followers, XXX 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 )"  
[X Link](https://x.com/bioinvestor24/status/1979256538079645893) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T18:41Z 4392 followers, 3215 engagements


"Sorry but many $NVO chart analyses provide no real value . Look at certain days / events like Dec XX ( CagriSema day ) . MC Drop is related to X themes. 1- Poor pipeline competitive positioning 2- patients currently switching from semaglutide to $LLY tirzepatide which flattened revenues 3- concern about IP protection / enforcement in USA. Chart chasers presume novo management has history of solving its problems and a lot of them casting opinions on novo now. management likely figured these X elements and is trying to work on but so far just patching and partial solutions and it hasnt resolved"  
[X Link](https://x.com/bioinvestor24/status/1977434625585889453) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-12T18:02Z 4389 followers, 17.4K engagements


"$ORKA is up on $MLTX woes Although they are going after psoriasis before HS "  
[X Link](https://x.com/bioinvestor24/status/1972761000626831650) [@bioinvestor24](/creator/x/bioinvestor24) 2025-09-29T20:30Z 4388 followers, 2481 engagements


"@TTRAmyloid @ResearchPulse1 I disagree. They just allowed Chinese GLP1 drug to move to phase X through kailera. I think it is Lilly"  
[X Link](https://x.com/bioinvestor24/status/1978941849948631384) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T21:51Z 4392 followers, XX engagements


"@ResearchPulse1 That could really move $NVO big. I believe there is XX% chance of success. Analysts still underestimating this class. There is enough retrospective evidence to boost outcome positivity outcome"  
[X Link](https://x.com/bioinvestor24/status/1979209215483756622) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T15:33Z 4392 followers, XXX engagements


"$ABVX was brilliant binary move . just now bulls are hung on the po vs Sc theme and not getting that IBD therapeutics is moving towards combination due to low responses with single drugs and that what would drive deals . although it will still offer good option as single and in combination but there are combinations that will be more convenient"  
[X Link](https://x.com/bioinvestor24/status/1976682971450270119) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-10T16:15Z 4393 followers, 1876 engagements


"$AMGN PCSK9 ab is $XXX per month. While $ALNY ATTR si RNA is $477000 per year ( that is not supposed to be ultra rare disease actually common ) when is this non sense in drug price inequity going to stop @DrOz . $RHHBY chief scientist Garraway just announced an antibiotic drug that Roche is making for Society as antibiotics dont generate profit any more ( one of the most critically needed drug category ) Woke virus in health system pushed aside innovations for critical areas that masses need. Look at the names that many bio investors chase and their relative impact / or lack of it on society"  
[X Link](https://x.com/bioinvestor24/status/1975374111846375696) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-07T01:34Z 4390 followers, 8396 engagements


"$MGNX lorigerimab could have beaten $MRK Kytruda and not $SMMt drug. But poor execution and refusal to raise when opportunity existed. But could still shine in prostate ca where other checkpoint inhs failed. Nothing unique about prostate ca. if it works there it means it can work better than PD1 in any other cancer. Not sure about this selection of documents immune cold tumors. But my sense it will still works"  
[X Link](https://x.com/bioinvestor24/status/1979013734535434677) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T02:36Z 4392 followers, XXX engagements


"$JNJ CEO brushed off M&A importance in ref to $PTGX and possibly others. His repetition makes me believe he is negotiating and $JNJ needs BD despite boasting about his drugs Remind me of Bourla approach 😂"  
[X Link](https://x.com/bioinvestor24/status/1978137217450016838) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T16:33Z 4388 followers, 6134 engagements


"Why would any informed human take less effective and less tolerated drug ( $NVO semaglutide ) vs $LLY tirzepatide Wonder about GLP1 sales in UK after Lilly hiked price. I dont believe novo can regain its mojo by adding amylin. It clearly adds to semaglutide toxicity ( see vomiting rate below as become chronic with CagriSema vs Sema and that what likely drove dose reduction ) and randomized phase X data ( from Redefine 1) show amylin doesnt improve CV risk factors ( I discussed extensively before ) which is the message ( CV reduction ) that novo is trying to spread. $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1978103275984400748) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T14:19Z 4393 followers, 3374 engagements


"@pacha_8x @HarpA70278288 @Doctor_Salomon I know"  
[X Link](https://x.com/bioinvestor24/status/1978575658713280526) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-15T21:36Z 4390 followers, XXX engagements


"$LLY up and $NVO down. interesting. Will see how it evolves"  
[X Link](https://x.com/bioinvestor24/status/1976275765735092722) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T13:17Z 4390 followers, XXX engagements


"Cant get any more clear that semaglutide cant sustain $NVO long term as seen in TRX below Most of $LLy growth is through Lilly direct cash. Where zepbound X mg is $XXX and XX mg $XXX. If a couple taking X mg splits XX mg it will get cheaper than most compounders . This is why Lilly did the right thing by cutting prices and now building US factories to support its growth. US public health doesnt pay for any obesity indication and thus US admin has little leverage on Lilly there is a lot of uneducated chatter on X after Trump non specific statements that Dr Oz kept correcting. Whatever comes"  
[X Link](https://x.com/bioinvestor24/status/1979176717400052197) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T13:24Z 4392 followers, 2506 engagements


"@bb_leakers U know the field well. How is $ANAB ab different from $LLY And did they treat on trials long enough. You are not going to see malignancies unless u treat for years like on Lilly trial"  
[X Link](https://x.com/bioinvestor24/status/1977830416796279212) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-13T20:14Z 4388 followers, XXX engagements


"BTW $PFE recent acquisition of GLP1 + Amylin seem to cause more GI issues than $NVO CagriSema. MET XXX Amylin had XX% vomit rate at higher doses. Something was not seen with $LLY amylin despite no titration. ( XX% with lilly highest dose ) MET075 + XXX caused XX% vomit even with small dose combination. While that may improve with slower titration but doesnt seem competitive with 10-15% tirzepatide level vomit from phase 3"  
[X Link](https://x.com/bioinvestor24/status/1978104943635497160) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T14:25Z 4381 followers, XXX engagements


"I think in other options he was threatening $NvO with $LLY. You know president and FDA will not support compounding. Alternative remote possibility to look at other GLP1 drugs in phase X etc for government to acquire. This thinking was prevalent in congress when $GILD was dominant in HCV therapy and drowning Medicare. Although long term saved a lot of money on HCV complications and transplants. But doubt Lilly will let matters go that far"  
[X Link](https://x.com/bioinvestor24/status/1978974850958922224) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T00:02Z 4392 followers, XXX 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"  
[X Link](https://x.com/bioinvestor24/status/1964711434883088501) [@bioinvestor24](/creator/x/bioinvestor24) 2025-09-07T15:24Z 4392 followers, 6633 engagements


"$LLY negotiations with the admin is taking long . obviously much more important than $PFE agreement as tirzepatide DTC and price are key issues with potential government expanded coverage . sort of a trade. or tough discussions and we may get nothing. Dr Oz hinted to a positive outcome for pts at least as below David Ricks was preemptive as usual and announced two large factories. Lilly has appreciated more than Pfizer on relative terms since Bourla show with Trump . Pfizer deal in obesity has actually contributed zero to its value so far. Clearly nothing strategic as Bourla repeated for"  
[X Link](https://x.com/bioinvestor24/status/1976055831138271456) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-08T22:43Z 4390 followers, 2352 engagements


"Was $NvO acquiring $MTSR and $AKRO at same time May be may be not Party X at Metsera deal still a mystery . Novo sees an opportunity in MASH. $LLY is running phase X for both tirzepatide and retatrutide vs placebo in MASH. Both drugs clearly more effective than semaglutide from phase X. But this phase X doesnt include a biopsy and will be difficult to compare to Sema phase X although clinical outcome may determine long term usage and thus novo wanted to consolidate outcome through Akero . Still X most underestimated MASH actors long term retatrutide ( presuming cardiac safety ) and $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1976230640908476837) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T10:17Z 4389 followers, 6449 engagements


"What is wrong with $PFE today vs other large pharma Market doesnt believe yet Bourla can complete with $LLY or even $NVO"  
[X Link](https://x.com/bioinvestor24/status/1975288621226946816) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-06T19:54Z 4389 followers, 2849 engagements


"Betaville @bharringtonw11 had Betaville report on $PTGX on Sep X and SP surprisingly didnt move. Prior to WSJ duplicated on $JNJ interest. He demonstrated precedence and good credibility as not all deals go through. To ignore his reporting is missed opportunity"  
[X Link](https://x.com/bioinvestor24/status/1977810212863303954) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-13T18:54Z 4388 followers, 5914 engagements


"Obviously $AKRO is likely to deliver in cirrhosis . the question by how much improvement all MASH trials show drop in efficacy from phase 2-3 And will it really be better than cheaper and more beneficial GLP1 class. $LLY $NVO $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1976336335490461934) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T17:17Z 4382 followers, XXX engagements


"$NVO management is incompetent. Now they will benefit from $LLY negotiating an end to compounding with Trump. They created this political charged . due to selling Sema x XX in USA. Sort of rip off ( although whole class is so cheap compared to these stupid drugs selling for millions per pt ) Actually compounding indirectly helped novo as reduced other BP willing to spend big to enter the sector . until now at least"  
[X Link](https://x.com/bioinvestor24/status/1978235378357133780) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T23:04Z 4386 followers, XXX engagements


"$NVO Sema sales flat for X wks. All these commercial activities Costco deals etc will not help much as this is consumer driven product ( although with massive health benefit ). People know the better drug. If novo was party X they would be the most incompetent management in pharma history ( to bid for another single GLP1 )"  
[X Link](https://x.com/bioinvestor24/status/1975507577158181334) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-07T10:24Z 4389 followers, 1301 engagements


"@bb_leakers $ANAB XX% of EcoR1 holdings"  
[X Link](https://x.com/bioinvestor24/status/1977838382995976687) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-13T20:46Z 4387 followers, XX engagements


"That is on paper. $LLY retatrutide and $VKTX 2735 may beat them combined. All work primarily through hepatic steatosis resolution and likely big overlap in mechanism. But $NVO didnt calculate overlap between GLp1 and amylin before and here the same situation. Although for fairness novo didnt pay much if the drug works in phase X . for sure will show lower efficacy vs small phase 2"  
[X Link](https://x.com/bioinvestor24/status/1976433529044046300) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T23:44Z 4377 followers, XXX engagements


"$MTSR party X could also be $AMGN Latter been indicating interest in M&A and oral. Metsera didnt want to take regulatory risk despite higher offer by party X and $XXX M in compensation if FTC objects that could have supported clinical program. Clearly just wanted to sell. Probably not total confidence in data as management pretended Although as has been my sense both metsera and $VKTX very undervalued particularly in comparison to other sectors such as immunology ( $MLTX ) and rare disease .( I can cite several examples ) $LLy $NVO Interesting to predict who party X that offered all in stocks"  
[X Link](https://x.com/bioinvestor24/status/1975240234578420073) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-06T16:42Z 4390 followers, 7675 engagements


"@ag76_biotech Dont be surprised To run after FGF21 ( a hype and bet on phase X ) reminds me of $NVO running after amylin ( another hype ) and letting $LLY eats its lunch with GLP1 GIP"  
[X Link](https://x.com/bioinvestor24/status/1976270461576343665) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T12:56Z 4386 followers, XXX engagements


"@MaximizeBelief2 @ManOnThePen @NighthawkTradez $HIMS has very good management team but I am afraid the outcome here will not be good for Hims. Unless they get their own branded FDA approved GLP1 one day"  
[X Link](https://x.com/bioinvestor24/status/1978975185714757689) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T00:03Z 4392 followers, XXX engagements


"$IDYA China deal on DLL3 ADC was a smart one. Per CEO set expectation of XX% 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 surprisingly muted $AMGN DLL3 bispecific engager generating $XXX m in q2 shortly after launch. RR 40%. Idya could become AMGN target for this and others although IDYA may not sell for cheap. Amgen strategy of BD not clear after they depleted a lot of cash on the horizon rare disease disappointing deal"  
[X Link](https://x.com/bioinvestor24/status/1964486489641013284) [@bioinvestor24](/creator/x/bioinvestor24) 2025-09-07T00:30Z 4393 followers, 8894 engagements


"MFN doesnt apply to Medicare. It is just a concept. The letters were clear and $PFE made signed agreement based on the letter . MFN only applies for newly launched drugs and Medicaid which is already under reduced prices. This is why I was wondering how $MDGL priced their drug in Europe . although it didnt receive such a letter. $Abbv just launched its IMGN acquired ovarian ca drug in Europe with same price as USA. The issue is Trump Rx and if $LLY or $NVO will agree to reduce price beyond XX% reduction they do for cash pay ( Lilly sells X mg tirzepatide for $XXX ) . RFK stated Trump offered"  
[X Link](https://x.com/bioinvestor24/status/1979073857245057082) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T06:35Z 4392 followers, XXX engagements


"$CYTK continues to cruise. $RVMD and $VKTX little behind. All will experience explosive spurs at some points although a lot baked in CYTK over last few weeks. Nothing comes close to these in TAM and qualities of drugs ( on top of real value to society vs future drug pricing )"  
[X Link](https://x.com/bioinvestor24/status/1974123594277138629) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-03T14:45Z 4392 followers, 4282 engagements


"More than one bio hedge fund is big in $ANAB. This is a mechanism that is the opposite of PD-1 antagonism ( pembro nivo etc. ). Not sure if will be breakthrough in RA and IBD able standard or not . They claim they are addressing locally active Pd1 pos lymphocytes in inflamed tissue. I am not immunologist to claim deep knowledge but I would not take this drug as a pt without X years of data to show it doesnt increase risk of cancer. It is crazy. "  
[X Link](https://x.com/bioinvestor24/status/1977768054303183215) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-13T16:07Z 4381 followers, 2177 engagements


"I actually was bullish on $NVO a few weeks ago thinking they have growth potential more than most large pharma. But I am concerned about flat semaglutide Rx reports last few weeks. It will still grow but the growth rate is uncertain. While $LLY tirzepatide is on fire so it is not a class issue. And they have not filed for CagriSema FDA yet"  
[X Link](https://x.com/bioinvestor24/status/1977440678536999413) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-12T18:26Z 4389 followers, 1011 engagements


"Several other obesity catalysts remain for the year the could indirectly impact $VKTX $LLY $NVO. Biggest is Lilly Trump deal that could redefine the whole sector Lilly retatrutide phase X in OS. I doubt it will look as clean as from AEs some may expect . but will add OA as another GLP1 massive indication that Medicare cant ignore Several other phase X trials from $AZN $GPCR $NVO ( amycretin in T2D) Roche $TERN $AMGN and others. And obesity M&A news could emerge any day or not this year"  
[X Link](https://x.com/bioinvestor24/status/1977812550004953546) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-13T19:03Z 4381 followers, 5361 engagements


"Lately only see obesity and MASH companies going What is happening with rare disease and immunology copies biotechs . Are investors concerned about some drug pricing rebalance based on health value long term once Trump admin done with the Europe rebalance ( $ABBV just priced its ovarian ca drug from $IMGN same in Europe as USA $LLY $NVO $AKRO $VKTX $MTSR $PFE $MDGL"  
[X Link](https://x.com/bioinvestor24/status/1976277824290902436) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T13:25Z 4380 followers, 1624 engagements


"He could have meant tirzepatide by alternative to semaglutide. He is not focused on details on whole things. Just upset about his friend London price. If $NVO smart they would do what $LLy did"  
[X Link](https://x.com/bioinvestor24/status/1978946751819071559) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T22:10Z 4392 followers, XXX engagements


"This is not big vs small. I would like to see $NVO succeed and dont want them to take $VKTX. It will get stuck at FTC forever. But I often highlight the stupid steps that novo is doing. It is amazing as pioneers that sometimes they cant read their own data. They should have developed XX GLP X GIP agonists by now. FGF21 move by them while not bad is just catch up to Roche . And as long as they have inferior GLP1 drugs they would not make it. U are highlighting S Korea situation above as an example "  
[X Link](https://x.com/bioinvestor24/status/1978210021617131713) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T21:23Z 4389 followers, 1208 engagements


"Because this is how FDA works. BL should be more firm. There is almost zero chance FDA will ask for phase 2B. They just let novo moves with phase X on less data with amycretin. But BL is very conservative which harms his company at this point. If u read my posts I mentioned that XXX times. At least my opinions. But you get affected by those who are leaving scores of other greats biotechs and following a litigation case. It is hard to invest in these companies with no knowledge of FDA process. I salute people who trust others"  
[X Link](https://x.com/bioinvestor24/status/1978573269344383133) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-15T21:26Z 4390 followers, XXX engagements


"This video to remind people he would start oral phase X in 2026. Likely early 2026 and that u get news from $VKTX CEO unlike what some clueless claims on X whose job to repost news press releases on biotechs with the most marginal ideas in medicines or to update us all day on litigation between two companies"  
[X Link](https://x.com/bioinvestor24/status/1978570552819511650) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-15T21:15Z 4389 followers, XXX engagements


"@ResearchPulse1 Who leaked last week Dont hear anything. But media in Denmark could have had access"  
[X Link](https://x.com/bioinvestor24/status/1978421564468015496) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-15T11:23Z 4389 followers, XXX engagements


"No he just said Q3 or Oct. may open any time between now and EC next week. They needed to look at PK serum levels from oral to decide on oral maintenance . They should take time on an important trial like this. $VKTX Will have only trial in obesity with monthly and oral maintenance using the same induction molecule and utilizing the best wt loss mechanism ( GLP1 GIP ) that is dominant now and will be dominant X years later"  
[X Link](https://x.com/bioinvestor24/status/1978796046961517026) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-16T12:11Z 4390 followers, XXX engagements


"U dont believe your drug will reverse cirrhosis fibrosis - one of the toughest human diseases and then give out your company $AKRO for XX% premium . all MASH approaches outside $LLy tirzepatide - retatrutide and $VKTX 2735 will not have competitive advantage long term when the dust settles ( not addressing obesity DM and the associated CV risk that is # X mortality in MASH ) Difference with VK management they keep low profile and dont exaggerate although Viking has the best MASH oral combination in the industry. So many ego swollen Viking bashers here either dont understand medicine well cant"  
[X Link](https://x.com/bioinvestor24/status/1976334526294200691) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T17:10Z 4392 followers, 6603 engagements


"@ResearchPulse1 But you miss the main point above. Mechanism. I think $NVO is paying attention to this now"  
[X Link](https://x.com/bioinvestor24/status/1975287059339485539) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-06T19:48Z 4389 followers, XXX engagements


"$ABBV MC $XXX B and a lot of it is based on Skyrizi. If I were ABBV management I would want to diversify more . there are other IL23 coming including oral from $JNJ and future combinations. this is one reason they likely entered obesity. GUBRA gave them their best molecule for cheap. ABBV did two dump deals worth $XX B last X years and now focused on small ones ( as Skyrizi acquisition cost them little ). But will that strategy offer protection against Skyrizi competition"  
[X Link](https://x.com/bioinvestor24/status/1975518238630158377) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-07T11:07Z 4380 followers, 4412 engagements


"$NVO should focus on obesity and not get distracted by MASH or anything else. ( all FGF21 drugs will have low competitive potential against $LLY tirzepatide and Retatrutide in MASH) And it doesnt mater what speaker hepatologists recommend now. As not up to date as some GI providers could be it is not difficult to figure out massive benefit of GLP1 vs others in all obesity related conditions"  
[X Link](https://x.com/bioinvestor24/status/1978199177349026020) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T20:40Z 4389 followers, XXX engagements


"@ResearchPulse1 That trial is concerning how much FGF21 adds to GlP1 in MASH. They both ultimately work.on steatosis. people claim different FGF21 drugs. I am not convinced . there will be little if any added benefit at most"  
[X Link](https://x.com/bioinvestor24/status/1977379639401070642) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-12T14:23Z 4382 followers, XXX engagements


"@bavariaron @Doctor_Salomon @AndyBradley93 @CCP_SPY Seagen generated good molecules into 2030s. But not sure will reach $XX B by 2030. Doesnt look like it. Currently $X B. There are a couple of good molecules advancing to phase 3"  
[X Link](https://x.com/bioinvestor24/status/1978074832429252674) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T12:26Z 4380 followers, XXX engagements


"@2000STOCKMASTER I used to like $GPCR but Attain X screwed all small molecules. Orforglipron has the best PK and best early clinical data and still disappointed Structure drug has big derisking event soon that could killed it or make it"  
[X Link](https://x.com/bioinvestor24/status/1977163975533162891) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-12T00:06Z 4387 followers, XXX engagements


"$LLY tirzepatide q3 revenues $X B estimate. Now the best selling drug in history. Way above $MRK kytruda. By q4 end tirzepatide will generate as much as whole $BMY. at this rate likely sometime in 2026 will generate more than whole $PFE $VKTX $NVO"  
[X Link](https://x.com/bioinvestor24/status/1976341734281089272) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T17:39Z 4392 followers, 6133 engagements


"U never know what is going on behind the scenes with $NVO team. But if they dont see their pipeline shortfalls particularly disadvantage of any amylin containing regimen after Redefine X data then could be blinded by their mindset focus over years. Board should have hired a scientist CEO to inject different views and understand obesity literature. Doing job cuts can be done by any CEO"  
[X Link](https://x.com/bioinvestor24/status/1976706333740351535) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-10T17:48Z 4389 followers, XXX engagements


"$PTGX prime target for $BMY primarily for the heme PV drug. This asset is undervalued. Hopefully management will not take cash and give it all to Takeda"  
[X Link](https://x.com/bioinvestor24/status/1976622629881790635) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-10T12:15Z 4389 followers, 4705 engagements


"I am sure Kim knows more than me about $NVO but my senses $LLy was party X in Metsera deal probably for monthly platform and to fend off competition . I cant phantom novo moving to anything but GLP1 GIP dual agonist next ( could be anything even from China ). And time will tell if I am right here $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1975282205749616963) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-06T19:29Z 4382 followers, 5817 engagements


"@GyroMac @SolariumEarth There are many other good biotech opportunities when it comes to solid molecules. But this is becoming meme stock among bio twists Just casting an opinion here Not a biotech for me"  
[X Link](https://x.com/bioinvestor24/status/1979262290273931517) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T19:04Z 4392 followers, XXX engagements


"@Doctor_Salomon @US_FDA No. China Hegrui has XX% of the company"  
[X Link](https://x.com/bioinvestor24/status/1978116908655263756) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T15:13Z 4382 followers, XX engagements


"$MRK drug is lousy. Was looked at and dumped by $JNJ years ago. And Merck picked from trash. Originally from China as I believe. It is bad from diabetes ( worsens glucose levels which is no go in MASH .) and had high AEs with JNJ. But Rob Davis repeats what he hears from Dean Li Who is getting clueless. He is cardiologist at feet all. Doesnt look at GLP1 impact on CV . They almost signed deal wirh $MLTX and dumped few billions . although I see Rob Davis making his own statements now"  
[X Link](https://x.com/bioinvestor24/status/1976441143333454129) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-10T00:14Z 4380 followers, XXX engagements


"$AKRO drug came from $AMGN . that didnt want to get it back. AMGN struggling with obesity and no MASH. They stated all in before . management continues to talk about M&A in confs. Will be interesting to watch . they also were negotiating for oral asset per Bradner Were they party X $LLY $NVO $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1976241752378884474) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T11:02Z 4390 followers, 4744 engagements


"Ok here we go $PTGX my favorite with $CYTK $MURS $ORKA $SYRE $VKTX $RVMD"  
[X Link](https://x.com/bioinvestor24/status/1976674730641084750) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-10T15:42Z 4390 followers, 1633 engagements


"Obesity and MASH BD has been dominant in biotech this year with X large deals ( $RhhBY $Zeal $ABBV $GUBRA $AKRO $ETNB $NVO). Also $PFE recent deal with $MTSR could have generated confusion on what works best in terms of efficacy / tolerability balance. Wanted below to remind re mechanism performance with $NVO Redefine ( GLP1+ amylin ) vs $LLY Surmount ( tirzepatide) comparison ( same placebo performance ) . Remember tirzepatide was used alone in surmount and could be combined with amylin ( although unnecessary ) From Metsera doc Pfizer offered initially $XX for GLP1 / Amylin assets ( in phase"  
[X Link](https://x.com/bioinvestor24/status/1977137122923696313) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-11T22:19Z 4380 followers, 5591 engagements


"@ManOnThePen $LLy not in a hurry. It will eat into tirzepatide pie"  
[X Link](https://x.com/bioinvestor24/status/1979213442142658974) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T15:50Z 4392 followers, XXX engagements


"All these drugs will be approved . question how much usage in real world. In phase X these is $VKTX and $AMGN The question how much usage of these outside tirzapetide world. One example is $LLy orforglipron. outside diabetes this oral med will have limited use in obesity given low efficacy and poor tolerability. Data are clear from large phase X. Sane level of doubt over Amgen MariTide . people will not take tough drugs particularly if less effective than standard now I would expect the same for most if not all GLP1 - Amylin combination ( such as $NVO CagriSema and likely now $PFE drugs ) due"  
[X Link](https://x.com/bioinvestor24/status/1977148498006229288) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-11T23:05Z 4390 followers, XXX engagements


"@JoseRestonVA Two events could make $NVO explode in near term ( actually all GLp1 companies ) a Trump deal with $LLY - novo on either Medicare expansion or enforcing IP ( likely to happen ) and / or positive Alzheimers trial ( I believe likelihood is higher than analysts believe )"  
[X Link](https://x.com/bioinvestor24/status/1977934994539728938) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T03:10Z 4385 followers, XXX engagements


"In ACHIEVE-2 $LLY orforglipron lowered A1C by up to XXX% compared to XXX% with $AZN dapagliflozin. (an SGLT-2 inhibitor ) meeting the primary endpoint delivering significant A1C reduction and weight loss as well as improvements in multiple cardiovascular risk factors This is remarkable to show clear cut support over key T2D drug such as AZN FARXIGA Keep in mind tirzapetide would have dropped A1C by more . at this point should be medical malpractice not to offer all diabetics GLP1 or better a dual agonist Cant even view a situation of contraindication particularly with peptides that dont"  
[X Link](https://x.com/bioinvestor24/status/1979249948446331376) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T18:15Z 4392 followers, 1755 engagements


"@Doctor_Salomon @AndyBradley93 @Karl1970Karl Biggest winner will be $VKTX as sector uncertainty will be over and large pharma will start salivating more on $LLY tirzepatide sales. Now generating almost XX% of $NVDA data center revenues and growing faster"  
[X Link](https://x.com/bioinvestor24/status/1979184159349445009) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T13:54Z 4392 followers, XXX engagements


"$NVO Loses Appeal in US Court Over Medicare Drug Price Negotiation Program MT Newswires Tue October X 2025 at 3:51 AM MST Can they really rely on semaglutide long term as growth driver And will CagriSema save novo"  
[X Link](https://x.com/bioinvestor24/status/1975539260234281353) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-07T12:30Z 4389 followers, XXX engagements


"@HOThomasWPhelps U know enough about this topic to make me blindly going into $CRVS"  
[X Link](https://x.com/bioinvestor24/status/1978445605442580886) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-15T12:59Z 4391 followers, XXX engagements


"But they are selling at modest premium like this $NVO $AKRO deal. I still believe managements that sells at low premium having doubts about repeating phase X outcome in phase X. If AkRO management believed could do as good in phase X. This should have been $XX B deal. All are worried about GLP1 / GIP / Glucagon competition due to pleiotropic benefits of this class ( this is why $MDGL acquired one ) that drugs such as FGF21 dont provide . $VKTX drugs will be king one day"  
[X Link](https://x.com/bioinvestor24/status/1976233138482266341) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-09T10:27Z 4389 followers, 1288 engagements


"@rn_flex Dont forget $NVO redefine X of CagriSema vs tirzepatide head to head in q1 XX. That was clear stupid trial due to unwarranted overconfidence. Results are clear due to what seen in Redefine 1-2 so far"  
[X Link](https://x.com/bioinvestor24/status/1977159526463029421) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-11T23:48Z 4389 followers, XXX engagements


"It is all about perception and optics. Both can set doses at different prices and just focus on smallest dose price for media . Dr Oz seems not wanting to punish novo or you would have heard some big cut on Medicare price for 2027. I dont believe either company especially $LLy will agree to anything without Medicare expansion into obesity. Overall Lilly now relies on cash pay for growth and doesnt want to harm that line"  
[X Link](https://x.com/bioinvestor24/status/1979076948006764897) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-17T06:48Z 4392 followers, XXX engagements


"What is behind this love of most Biofunds with $RYTM ( MC $XXX B) . they probably invest based on health politics. Woke virus is rampant in biotechs. RYTM charges $400-50O k per year for wt loss shot for syndromes obesity. @SecKennedy Another sample $NBIX ( MC $XX B) valbenazine to help TK which is a side effects of some psych drugs priced at $6000-$10000 per month . Many examples like that of inflated drug prices. $LLY sells tirzepatide for $XXX ( with its massive health benefit ) and congress jumps on them ( although has to be affordable to all humans but many cant get it. Because obesity"  
[X Link](https://x.com/bioinvestor24/status/1956179170133737974) [@bioinvestor24](/creator/x/bioinvestor24) 2025-08-15T02:20Z 4389 followers, 1478 engagements


"Deeper wt loss what drive meaningful decrease in LDL cholesterol and even BP among other CV risk factors ( well described in CV and obesity literature). In $NVO Redefine X trial there was no improvement in LDL cholesterol with deeper wt loss on CagriSema vs semaglutide. Which is concerning for whoever calls amylin class next gen $LLy $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1978131043099308294) [@bioinvestor24](/creator/x/bioinvestor24) 2025-10-14T16:09Z 4389 followers, 1856 engagements