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# ![@bioinvestor24 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1828143022078599168.png) @bioinvestor24 Bioinvestor24

Eli Lilly ($lly) is experiencing massive revenue growth, particularly with its tirzepatide, which is now one of the best-selling drugs in history. The company is operating in the obesity market with its glp1 gip dual agonist, and its international growth is significant, with examples such as a XX% month-over-month growth in India. Other companies, including Novo Nordisk ($nvo), Pfizer ($pfe), and Viking Therapeutics ($vktx), are also active in the obesity market, with various deals, trials, and data releases.

### Engagements: XXXXXX [#](/creator/twitter::1828143022078599168/interactions)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [currencies](/list/currencies)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$lly](/topic/$lly) #11, [$vktx](/topic/$vktx) #4, [$nvo](/topic/$nvo) #43, [$amgn](/topic/$amgn) #8, [$gpcr](/topic/$gpcr) #5, [ceo](/topic/ceo) #1607, [$mrk](/topic/$mrk) #31, [$tngx](/topic/$tngx) #1, [$bmy](/topic/$bmy) #15, [$abbv](/topic/$abbv) #17

**Top accounts mentioned or mentioned by**
[@wallstsai](/creator/undefined) [@gilamonstrum](/creator/undefined) [@physioo](/creator/undefined) [@17thfellow](/creator/undefined) [@joserestonva](/creator/undefined) [@andre_agtc](/creator/undefined) [@pharmdca](/creator/undefined) [@rnflex](/creator/undefined) [@doodaddoctor](/creator/undefined) [@manonthepen](/creator/undefined) [@biopharmiq](/creator/undefined) [@rn_flex](/creator/undefined) [@pjamess69](/creator/undefined) [@biohazard3737](/creator/undefined) [@semodough](/creator/undefined) [@jfmcrr](/creator/undefined) [@wexcapital](/creator/undefined) [@jeromeleonard5](/creator/undefined) [@caramelj7](/creator/undefined) [@tomsilver39](/creator/undefined)

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Novo-Nordisk (NVO)](/topic/$nvo) [Amgen, Inc. (AMGN)](/topic/$amgn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [AbbVie Inc (ABBV)](/topic/$abbv) [Novartis AG (NVS)](/topic/$nvs) [Pfizer, Inc. (PFE)](/topic/$pfe) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Johnson & Johnson (JNJ)](/topic/$jnj) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [AstraZeneca PLC (AZN)](/topic/$azn) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Viking Holdings Ltd (VIK)](/topic/$vik) [Synthetify (SNY)](/topic/$sny) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Bitcoin Incognito (XBI)](/topic/$xbi) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [BEAM (BEAM)](/topic/$beam) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Exelixis Inc (EXEL)](/topic/$exel) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Insmed, Inc. (INSM)](/topic/$insm) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Altria Group Inc (MO)](/topic/$mo) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Adobe, Inc. (ADBE)](/topic/$adbe) [NuCypher (NU)](/topic/$nu) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Pinterest, Inc. (PINS)](/topic/$pins) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx)
### Top Social Posts
Top posts by engagements in the last XX hours

"@WallStSai Could be an institution switching from $AMGN to $VKTX. Non sense gap in Obesity assets value between the two. Or between VKTX ( BIC ) and any other obesity pharma value"  
[X Link](https://x.com/bioinvestor24/status/1996625534206505022)  2025-12-04T16:59Z 4865 followers, XXX engagements


"Same $AMGN analysts who were predicting MariTide to result in XX% wt loss a year ago still predicting best obesity profile 😂. Did Hans listen to management delaying maintenance data till 2026. a year ago my XX% number prediction turned out to apply to efficacy estimand and not treatment estimand due to high rate of toxicities and DC ( more than I thought as below due to GIP antagonism ) $LLY $NVO $VKTX"  
[X Link](https://x.com/bioinvestor24/status/1997134196771353009)  2025-12-06T02:41Z 4865 followers, 3366 engagements


"$BMY currently my favorite large pharma name. Simply they do have growing assets and while they face LOEs they are not necessarily worse than others in this regard that already valued well over last weeks ( $MRK $AMGN even $NVS and $PFE ) plus this BMS management seems very motivated to get them out of that LOE hole. BMS will likely catch up given general forces bullish stance on pharma these days .it could explode with right BD deals"  
[X Link](https://x.com/bioinvestor24/status/1995724152846930408)  2025-12-02T05:18Z 4865 followers, 2350 engagements


"This is from $LLy tirzepatide vs $NVO semaglutide NEJM phase X head to head. Look at wt loss among males with semaglutide. Pathetic . this is what generics promoters who dont look at data miss ( even if you dont consider tolerability difference ) Even for tirzepatide a more potent dual agonist such as $VKTX 2735 or glucagon based such as retatrutide ( for healthy males here and not with CV disease ) will be welcome by males"  
[X Link](https://x.com/bioinvestor24/status/1995860488597766442)  2025-12-02T14:19Z 4865 followers, 14.6K engagements


"U call it mocking. I call it over pay. Congrats on RNA. It is over now. Just reviewing. If $DYN shows better protein restoration - that confirms he overpaid. ( similar to $SNY and $BPMC . with a better C kit inh emerging at ASH) I like $NVS too. But if Vas wants to alter NVS to a few rare disease company ( as he is depleting its cash on over paid deals ) . dont believe he is building bright future . for this company that used to lead in oncology and cardiovascular. And now wants to change it into RNA I and few rare disease. It is cool to follow new technology . but still over pay Did you look"  
[X Link](https://x.com/bioinvestor24/status/1997789996737315294)  2025-12-07T22:07Z 4865 followers, XXX engagements


"$KYMR management participated in 3-4 meetings since Sep. and $GPCR in zero since then. Odd with both reporting big data at same time"  
[X Link](https://x.com/bioinvestor24/status/1997808005434507570)  2025-12-07T23:18Z 4865 followers, 1182 engagements


"$WVE is not an obesity approach. It is a body composition approach. Total body mass was reduced by only XXX% at XX wks. Inhibin E reduction by SiRNA led to reduction in visceral fat. Good results especially if later correlated with CV outcome Although unclear if Inhibin E suppression can lead into other health issues long term and discourage people from exercise .or results hypertrophic cardiomyopathy. But as expected companys not honest In comparing its results to others. addressing the biggest disadvantages of GLP-1s: fat loss at the expense of muscle poor tolerability Not true as 3/4 of wt"  
[X Link](https://x.com/bioinvestor24/status/1998011763028279364)  2025-12-08T12:48Z 4865 followers, 9143 engagements


"$GPCR starting at X mg causing more vomiting was predictable from phase 2a and from $LLy experience $LLy starting orforglipron at X mg vs X mg in phase X reduced rate of vomit but also reduced efficacy. U can see from today GPCR trial that X wk wt loss was competitive with tirzepatide ( in beginning ) likely due to excessive vomit from starting X mg dose"  
[X Link](https://x.com/bioinvestor24/status/1998035932033986707)  2025-12-08T14:24Z 4866 followers, 4167 engagements


"Times have changed for $XBI components. As highlighted by @Biohazard3737 below $VKTX a few months ago reported similar wt loss at highest dose ( XX wks) vs $GPCR (36 was ) Placebo adj vomit rate XX% with VK Placebo adj vomit rate XX% with GPCR Vk rapid escalation - CEO will have less GI issue with slow escalation and smaller start doses . vKTX SP down 40%. ( there is also VDS that will not last forever ) GPCR already slow escalation but CEO will cut start dose from X mg to XXX mg. Market happy and up SP XXX% Congrats to GPCR holders today. Had myself a small position for a long time. As"  
[X Link](https://x.com/bioinvestor24/status/1998085035396903265)  2025-12-08T17:39Z 4866 followers, 5159 engagements


"For Cantor to call it very strong wt loss is a leap above reality ( not stripping better than expected performance) . Data seems in line with $LLy data as extra XX% vomit with $GPCR can count for 1-2 % extra wt loss. Recall slow escalation here. Also access X had a pump of vomit as dose jumped from 120-180 mg. Also higher female ration and very high baseline wt in access X and wt gain on place of small sample (12 pts). Small sample per arm of XX or in access X. most humans will prefer to take a shot not just once weekly but everyday vs one episode of vomiting. Doesnt need medical background"  
[X Link](https://x.com/bioinvestor24/status/1998098991402405928)  2025-12-08T18:34Z 4865 followers, 3872 engagements


"@WallStSai $SNY now has $KYMR that is coming to its turf. Although phase X will not start till 2027. So go figure"  
[X Link](https://x.com/bioinvestor24/status/1998130532010598625)  2025-12-08T20:40Z 4865 followers, XXX engagements


"What sport enthusiasts miss here is approaches like $WVE ( congrats on today performance ) are not natural. First obese people have more muscle to move their mass and when they lose wt ( 3/4 fat. 1/4 rest ) on GLP1 they dont need the same muscle mass that shrinks unless they exercise. They become more mobile and there is no functional significance of this muscle loss This pathway mediated by Inhibin E doesnt appear to regular po intake thus very likely reach saturation quickly so dont much much more results beyond XX wks Unknown health issues may ensue and this could be harmful if needed to"  
[X Link](https://x.com/bioinvestor24/status/1998133862535487893)  2025-12-08T20:53Z 4865 followers, XXX engagements


"$KYMR mean XX% EASI reduction Management earlier stated too small sample to report other parameters. In comparison $REGN Early data at X weeks (end of short-term phase X studies) come from the phase X monotherapy trials (SOLOIST and earlier 4-week studies like M4A/M4B) where dupilumab was administered as monotherapy. These trials showed rapid dose-dependent improvements. The mean percent change in EASI score at week X was approximately -XX% for the XXX mg dose (pooled across relevant arms) compared to -XX% for placebo"  
[X Link](https://x.com/bioinvestor24/status/1998003231667155045)  2025-12-08T12:14Z 4866 followers, 3189 engagements


"First take on $GPCR data. As predicted in one scenario ( below ) wt loss number not bad in comparison with $LLy orforglipron. Although keep in mind higher vomit rate ( up to 44%) might have contributed to wt loss . DC rate up to XX% Nausea / vomit graph Y scale is at XX% intervals ( unlike tirzepatide or other $LLy presentations of X% intervals ) One case of X fold increase in ALT at XXX mg. Same theme of $LLy data . high ALT at higher doses. Question why Lilly didnt test XX mg dose in phase X. Remember this is small sample size to even look at liver enzymes. But overall better wt loss than"  
[X Link](https://x.com/bioinvestor24/status/1998019688627163168)  2025-12-08T13:19Z 4866 followers, 20.6K engagements


"Yeh. XX% vomit within $GPCR trial is not that significant. There were sever cases too. Dont know how these oral small mole GLP1 R agonist will compete with $LLy tirzepatide or $VKTX 2735. Doesnt matter what institution investors believe now . But it is reality. CEO stated will cut start dose to XXX mg. That may help some but it will cut efficacy and still doesnt kill significant nausea with these drugs"  
[X Link](https://x.com/bioinvestor24/status/1998155840700989855)  2025-12-08T22:20Z 4865 followers, 1015 engagements


"$PRME likely the most undervalued genome editing company that is validated after NEJM paper . Everyone knows their technique is more versatile even as compared to $BEAM. Now going after CGD and Wilson disease. They may have less off target effects and potentially less chance of liver toxicities ( which may even be tolerated for rare diseases if happens at low frequency ). Also going after cystic fibrosis ( could make huge impact long term ) and partnership with $BMY"  
[X Link](https://x.com/bioinvestor24/status/1998175028060553237)  2025-12-08T23:37Z 4865 followers, 5808 engagements


"This may sound strange but whoever was promoting $LLy taking $VKTX one day this may be more likely after $GPCR data - now Lilly has similar small molecule competitor likely going into BP hands even if marketed X years later . Lilly may want more potent oral dual agonist peptide / amylin peptide from VKTx. that can work better for wt loss and as maintenance. - Lillys building massive peptide capacity and can improve oral peptide delivery. Oral VK 2735 will give them X years advantage over any oral peptide they need to start on now - I still cant figure why Lilly didnt include XX mg orfor in"  
[X Link](https://x.com/bioinvestor24/status/1998181177459679609)  2025-12-09T00:01Z 4865 followers, 4756 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)  2025-09-07T15:24Z 4864 followers, 17.9K engagements


"Sorry MAT2A inh enthusiasts and $BMY supporters today $TNGX data look good for patients and the company. Best tolerated PRMT5 inh excellent PFSs and descent RR irrespective of tissue. This is definitely approvable drug and combinable with $RVMD pan RAS inh ( no overlapping rash or other toxicity). We are looking at new era in pancreatic cancer ( 1/3 of pts who show MTAP deletion ) where chemotherapy will not be utilized as first line in future"  
[X Link](https://x.com/bioinvestor24/status/1981426594158719401)  2025-10-23T18:24Z 4864 followers, 4459 engagements


"$TNGX PRMT5 inh and $RVMD pan RAS inh show mutually exclusive mechanisms ( at least on paper ) one at the chromatin level and the other at cytoplasmic membrane ( for simplicity ). Also non overlapping toxicity ( no report of skin toxicity with TNG 462). Although animal studies to be taken with caution but this synergy below is remarkable . easily seen as dominating front line pancreatic and potentially other cancers. ( in lung ca rate of double RAS mutation and MTAP deletion is higher than ALK pos tumors. Look at some ALK companies silly valuation $NUVL)"  
[X Link](https://x.com/bioinvestor24/status/1981735987698147463)  2025-10-24T14:54Z 4864 followers, 7875 engagements


"$TNGX strong update today 1- There is robust enrollment in the ongoing combination study of vopimetostat + $RVMD RAS(ON) inhibitors in 2L+ MTAP-del RAS-mut pancreatic and lung cancer patients. Vopimetostat in combination with either daraxonrasib or zoldonrasib have been well-tolerated to date with exposures in the active range for each compound. Initial data from the Phase 1/2 study are anticipated in 2026 2-The lung cancer cohort of the phase 1/2 single agent vopimetostat study is fully enrolled (n=41). Emerging data are consistent with expectations and an update is planned for 2026. 3-The"  
[X Link](https://x.com/bioinvestor24/status/1985784775328874664)  2025-11-04T19:02Z 4864 followers, 5869 engagements


"Something in $AMGN language above not encouraging"  
[X Link](https://x.com/bioinvestor24/status/1996301342696993108)  2025-12-03T19:31Z 4865 followers, XXX engagements


"On the Evercore meeting today analyst U Raffatt pushed hard ok $AMGN managment to answer if further wt loss seen beyond XX% ( requirement to enter maintenance part ) and management got around that and emphasized several times that data are descriptive and further wt loss to be looked at in ongoing phase X. Very interesting dialogue to listen to $VKTX $LLY $NVO"  
[X Link](https://x.com/bioinvestor24/status/1996354642230587445)  2025-12-03T23:03Z 4865 followers, 2267 engagements


"Looks like Seigerman is behind on MariTide and $Amgn progress . one company fire chat can change the whole perspective"  
[X Link](https://x.com/bioinvestor24/status/1996418914914541648)  2025-12-04T03:18Z 4865 followers, 1814 engagements


"@WallStSai $GPCR has to report next week. If they wait till third week. Expect intentional delay. Like what $AMGN did"  
[X Link](https://x.com/bioinvestor24/status/1996983541272387685)  2025-12-05T16:42Z 4866 followers, 5446 engagements


"so $RNA increase in dystrophin is higher than archived with $DYN although different Exon skipping mechanisms . that could impact protein levels more than technique per se A rise to XXXX% dystrophin while statistically significant is modest compared to what Avidity reports (25% over baseline XX% of normal; or higher in some analyses). The X increase from baseline is promising (since many DMD patients start with extremely low/undetectable dystrophin) but the absolute level remains relatively low in the context of near-normal dystrophin"  
[X Link](https://x.com/bioinvestor24/status/1997999523990507616)  2025-12-08T11:59Z 4866 followers, XXX engagements


"So only chance $GPCR can pull an upset over $LLy if drug level fluctuations reduce receptor degradation due to ligand engagement . that is unlikely but not impossible. Flat wt loss after escalation to XXX mg in structure phase 2A argues against that"  
[X Link](https://x.com/bioinvestor24/status/1996039462804226262)  2025-12-03T02:11Z 4865 followers, 17.5K engagements


"$AMGN announced delay of MariTide maintenance trial results from Q4 into 2026. Recall they are including only patients who achieved XX% weight loss on part one I find it hard to imagine they will get more weight loss after another XX weeks. Q3 month dosing is likely toxic due to drug fluctuations as we saw that with Q2 month dosing in part one ( NEJM ) $VKTX $LLy $NVO"  
[X Link](https://x.com/bioinvestor24/status/1996301164434923935)  2025-12-03T19:31Z 4865 followers, 8444 engagements


"@semodough Looks $DYN replicating everything that is $RNA doing. Need another Vas to make a move although expect to see bio funds increasing positions soon"  
[X Link](https://x.com/bioinvestor24/status/1997709234843382019)  2025-12-07T16:46Z 4866 followers, 6500 engagements


"$KYMR reported no conjunctivitis. Phase 2B report in mid 2027"  
[X Link](https://x.com/bioinvestor24/status/1998004970705375249)  2025-12-08T12:21Z 4866 followers, XXX engagements


"@WallStSai Why $AZN puts are relevant here Why would it go down if it acquires $ABVX or not"  
[X Link](https://x.com/bioinvestor24/status/1998181636685582845)  2025-12-09T00:03Z 4865 followers, 1061 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)  2025-10-14T16:33Z 4854 followers, 7005 engagements


"Another waste for resources for $SMMT in front like MSS colon ca. they need to look at $EXEL just reported trial of PDL1 plus VEGF R2 / TKI in colon ca and several failed PD1 trials. Instead of focusing resources on combination with emerging ADC like $PFE $BNTX $MRK $BMY doing"  
[X Link](https://x.com/bioinvestor24/status/1980988852081680745)  2025-10-22T13:25Z 4836 followers, 2990 engagements


"$TNGX CEO updates at Jeffries . met with FDA and aligned on registrational phase X in 2nd PANC. also combo with $RVMD moving fast and to be updates on 2026. Lung ca data 2026. TNG XXX in GBM in 2026. A lot of positive moves and now loaded with bio hedge funds who would push it up against general market forces"  
[X Link](https://x.com/bioinvestor24/status/1991588125886337295)  2025-11-20T19:23Z 4857 followers, 11.7K engagements


"@avidresearch What is under appreciated is potential merger between $RVMD and $TNGX RVMD likes tango product ( which gets in second line PANC descent RR and PFS that rival RAS inh ). Also RVMD has the MC and means to do that now and they want to expand"  
[X Link](https://x.com/bioinvestor24/status/1991872299373572259)  2025-11-21T14:12Z 4857 followers, XXX engagements


"This is not a scientific way to compare GLP1 / amylin class from $LLY $NVO $AMGN $Zeal $VKTX and others. Different escalation regimen in different population. It also doesnt account for GI AEs related wt loss that occurs with rapid escalation. Example Lilly will not follow non titration doses of its amylin. It is meaningless in trying to predict phase X performance when all companies pursue slow escalation to mitigate G.I. toxicity. If you want modeling that gives you prediction close to reality look at @GilaMonstrum posts . he spends a lot of time in getting details and building models that"  
[X Link](https://x.com/bioinvestor24/status/1992090774096220184)  2025-11-22T04:40Z 4863 followers, 4988 engagements


"$LLY will continue to define the moment New MS estimates for Lilly 2030 revenues ( $XXX B ) I believe tirzepatide will continue to be by far lilly primary GLP1 class drug by then. Recall $VKTX has a better dual inh whether institutions ( burned by $NVO and other obesity setbacks ) foresee phase X results on not ( not difficult to read )"  
[X Link](https://x.com/bioinvestor24/status/1993040393781289115)  2025-11-24T19:33Z 4861 followers, 6653 engagements


"@Vanhove_Pieter $CYTK $IMVT $SYRE $APGE $ORKA Or $VKTX. Very small chance $ABVX"  
[X Link](https://x.com/bioinvestor24/status/1993053087670714762)  2025-11-24T20:24Z 4836 followers, XXX engagements


"$RNA released document on negotiation details with $NVS highlighting the crazy interest of Vas as I predicted at time of rumor The guy is lunatic about si RNA or RNA based delivery assets So he first offered $RNA about $XXX B around June time. Then increased to $XXX B in July even before asking for dd RNA reached out to several companies and failed to obtain a single counter offer A Leak broke out on 9-2 ( funny thing that $RNA board was concerned about a leak that will disrupt operations 😂) Ultimately Vas paid XXX % of pre offer premium on top of a spin out company $RNA has good assets for"  
[X Link](https://x.com/bioinvestor24/status/1993098955882713457)  2025-11-24T23:26Z 4864 followers, 3565 engagements


"Based on $NVO amycretin A1C reduction and what is reported from CagriSema and even if we forego tolerability issues $LLY tirzepatide is king in treating diabetes. This is why I believe most diabetics on TZP will not switch to orforglipron Since retatrutide drops A1C slightly less than tirzepatide and since $VKTX 2735 is more portent than tirzepatide ( in the presence of physiologic albumin ) on both GLP1 and GIP and as seen from more wt loss reduction so far I expect VK2735 to become the most potent T2D drug in industry. Viking didnt do phase X in T2D and decided to go straight to phase 3"  
[X Link](https://x.com/bioinvestor24/status/1993347389059399871)  2025-11-25T15:53Z 4864 followers, 6264 engagements


"Update on oral GLP1 efficacy - limited to leading agents ( as complement to post below ) $LLY orforglipron XX% wt loss long term $NVO oral sema 15-16% Now oral amycretin in obese diabetics XX% at XX Wks. If we normalize to obese not diabetic this could be 13-14% wt loss. Could reach 15-16% long term. Oral amycretin underperformed SC amycretin either due to bioavailability issue or due to SC over performance from excessive GI AEs as dose pushed to XX mg sc ( vs XX mg oral ) $VKTX XX mg X% wt loss at XX wks. Viking planning to look at XX mg in the upcoming phase X. Expect 20-40-60-75 mg"  
[X Link](https://x.com/bioinvestor24/status/1993757750925369845)  2025-11-26T19:04Z 4847 followers, 7143 engagements


"$LLY predicted to report first retatrutide trial soon. I am sure for $VKTX VDS trapped big shorts having better than tirzepatide drug will not be enough. They can go amok but just for a brief time with confused institutions who got burned by obesity trials setbacks by many. ( lost on $NVO $XXX B in one year ) Begs the question who even has a drug in development that is any close to tirzepatide $NVO $AMGN $RHHBY $PFE $MRK $JNJ $BMY Looking at retatrutide phase X ( NEJM all text available free) all upcoming phase X will likely repeat same performance reta trial had XX% females which means 24%"  
[X Link](https://x.com/bioinvestor24/status/1994440753896968585)  2025-11-28T16:18Z 4862 followers, 7587 engagements


"$LLY already up a lot. But remember Lilly has another GLP1 GIP in phase X now and not triple agonist. They know the dominant mechanism. Dual agonists will be the primary therapy for obesity in this and next decades. People who talk about siRNA inhibin activin. Etc. simply dont know biology or history of medicine ( sound cocky but it is the truth )"  
[X Link](https://x.com/bioinvestor24/status/1994472748266004522)  2025-11-28T18:25Z 4862 followers, XXX engagements


"I have slightly different view here and still believe $LLy cant own a massive sector such as obesity on its own. Better offerings of the principle regulator of oral intake ( GlP1 GIP ) mechanism may still make big entry as incremental improvement over tirzepatide.( thats highly effective and tolerable ) 1- lipid lowering approaches dont have big overlap with obesity as many humans with high toxic lipids ( LdL cholesterol ) are not obese and levels determined by distinct genetics . 2-FGF21 agents likely hyped in treating MASH as they dont impact obesity / DM that have high overlap with MASH."  
[X Link](https://x.com/bioinvestor24/status/1994638656162636098)  2025-11-29T05:24Z 4833 followers, XXX engagements


"Druckenmiller is top in analyzing macro dynamics. His top pick in mid size biotechs. Was very overweight in $NTRA . but classic example of generalist going for commercials such as $NTRA and $INSM . the potential upside is much less than a pre commercial with a hidden potential that is only obvious to the bio experts. Who am I to comment on Druckenmiller pick but $NTRA molecular tests utilization in oncology is largely off label and falls under this unrestrained spending spree since wars expenditure and fiscal deficit made it irrelevant to look at health care spending that has minimal impact"  
[X Link](https://x.com/bioinvestor24/status/1994783039474352571)  2025-11-29T14:58Z 4857 followers, 2032 engagements


"Now D Sinclair acknowledges anti aging effects of GLP1 in mice independent of wt loss Detailed paper in Cell Metabolism Highlights GLP-1R agonist treatment induces multi-omic age-counteraction in male mice The molecular age-counteracting effects are dependent on hypothalamic GLP-1R Multi-omic impacts closely resemble those of mTOR inhibition $LLY $VKTX $NVO"  
[X Link](https://x.com/bioinvestor24/status/1994925573202690556)  2025-11-30T00:24Z 4834 followers, 2608 engagements


"Some analysts and bio funds will continue to chase oral GLP1 drugs forever . $LLY Tirzepatide annual run rate by year end exceeds $XX B .: they will chase oral even when tirzepatide hits $XXX B Not trying to predict $GPCR data here. But $LLy orforglipron adoption in non diabetics obese will be limited due to its mediocre efficacy and tolerability issues. Even $PFE that hyped oral small mole for years stopped talking about oral last XX months. For people who assign Pfizer interest in Metsera to oral listen to recent CFO on Metsera assets that got Pfizer attention . No mentioning of oral."  
[X Link](https://x.com/bioinvestor24/status/1995137790137205173)  2025-11-30T14:28Z 4861 followers, 10.3K engagements


"With $RVMD MC $XX B. I cant see how It will not acquire or merge with $TNGX. unless $RHHBY or $GILD want tango and go over them. In normal times I would expect $NVS or $MRK to be interested but have no confidence in their current leadership. I still believe TNGO Weber wants to see TNG456 activity in GBM prior to any deal as this would be game changer . Recently stated early data in GBM to be in 2026"  
[X Link](https://x.com/bioinvestor24/status/1995166557580992931)  2025-11-30T16:22Z 4857 followers, 4249 engagements


"$NVO only to get out of its existential crisis is to get top GLP1 GIP dual agonist. They have to partner with $VKTX or kailera . although not sure Viking managment wants such partnership. $LLy now pushing tirzepatide dose in trials and will likely catch to retatrutide wt loss with less toxicity. Both Viking and kailera pushing higher doses. Novo reliance on amylin combination will not save it long term. Hope new management and board realize Sorensen plan to sell semaglutide like compounders price will not save novo as many humans can afford tirzepatide now which will be covered by most"  
[X Link](https://x.com/bioinvestor24/status/1995169239704170606)  2025-11-30T16:33Z 4864 followers, 1463 engagements


"It is clear $MRK has momentum going forward regardless if you agree with long term outcome. Still $BMY next to follow. Way undervalued despite LOEs compared to historically smaller peers such as $GILD $AMGN All depends on BMS next BD move. This clearly helped MRK"  
[X Link](https://x.com/bioinvestor24/status/1995175098819428675)  2025-11-30T16:56Z 4856 followers, 4643 engagements


"$IDYA CEO just confined Co top asset after UM is the DLL3ADC from China ( could justify all current MC . was shrewd move ) . it confirms my suspicion below that it is ahead of MAT2A inh that doesnt seem to work as well as PRMT5 inhs such as from $TNGX and $BMY UM trial results in q1. XX. Great company. But UM outcome is far from certain"  
[X Link](https://x.com/bioinvestor24/status/1995194381943640093)  2025-11-30T18:13Z 4833 followers, 5281 engagements


"$TNGX is focused in PRMT5. $IDYA has several assets. But IDYA investors need to value assets contributions accordingly to avoid disappointments. DDL3 ADC seems quite effective and easily compete with $AMGN bispecific that has some administration difficulty in community practices. it is descent size market and much bigger than UM. Although IDYA will have no competition in UM. The UM upcoming events in q1 iw critical in unlocking company real value"  
[X Link](https://x.com/bioinvestor24/status/1995328766596530484)  2025-12-01T03:07Z 4865 followers, XXX engagements


"Among all BP obesity hopefuls $RHHBY stands out with the most uncertain and enigmatic outcome. Massive commitment by management and few billions already spent but uncertainty clouds assets performance. GLP1 GIP Ct388 from Carmot has not been updated for XX months . company decided to move to phase X in 2026. The hesitancy was surprising and X large phase X trials should have been concluded. Petrelintide from $Zeal is uncertain in terms of potency and unlikely to give them leadership on its own Combination of the two molecules still undefined in terms of tolerability and compatibility. Roche"  
[X Link](https://x.com/bioinvestor24/status/1995354890860900799)  2025-12-01T04:50Z 4857 followers, 3996 engagements


"I believe u will see BP investment in obesity go up next 12-24 months. $MRK $JNJ $BMY and other been looking at GLP1 as common drugs like antibiotics etc that political system decided not to reward innovation for. Everyone been running after rip off profits from rare diseases that deprive common human illnesses from R&N funding. But consumer spending on GLp1 and Trump admin expanded coverage ( led by Dr Oz as without him that wouldnt have happened ) plus $LLY explosive revenues will likely reignite interest by several BP to invest big in this important sector for Pharma and humanity. I cant"  
[X Link](https://x.com/bioinvestor24/status/1995364264148930798)  2025-12-01T05:28Z 4855 followers, XXX engagements


"Lets see full $JANX data soon. Its concerning that they did not report PSA responses on the press release like usual. We need to hear durability as well. rPFS is not very impressive. $AMGN $JNJ"  
[X Link](https://x.com/bioinvestor24/status/1995604090399883558)  2025-12-01T21:21Z 4863 followers, 5114 engagements


"When I see so many posts on $NVO with chart analysis and claims of upcoming short squeeze etc. I realize sheer number of people who invested in the company on the premise of GLP1 without understanding semaglutide competitive position vs $LLy tirzepatide or even novo Pipeline I thought a small position when novo dropped to $XX was in safe zone betting on the new CEO making a big move assuming Sorenson will give him flexibility and resources. This also shows level of confusion in obesity even among institutions that bet and still on big names ( $NVO $AMGN $PFE ) without digging into assets"  
[X Link](https://x.com/bioinvestor24/status/1995709929123193208)  2025-12-02T04:21Z 4862 followers, 4636 engagements


"My next prediction neither $GPCR drug nor $LLY orforglipron will be good maintenance options after dual agonists from $LLY and $VKTX . as the injectables result in profound wt loss and even X mg tirzepatide is not preventing weight regain for high percentage of humans ( scattered reports ) who try to use it as maintenance after 10-15 mg tirzepatide. Recall X mg tirzepatide resulted in XX% wt loss at the seminal surmount X Vs only 11-12% for orforglipron. Oral small molecules could work for the smaller percentage of population who stop at X mg tirzepatide and dont escalate . presuming no"  
[X Link](https://x.com/bioinvestor24/status/1995877333220425916)  2025-12-02T15:26Z 4862 followers, 5584 engagements


"@WallStSai I dont know. That Dean Li runs the show at $MRK. Not sure what in his mind. Still probably looking for I&I BD after luck saved him from $MLTX"  
[X Link](https://x.com/bioinvestor24/status/1995942271926370584)  2025-12-02T19:44Z 4852 followers, XXX engagements


"Today at Piper Sandler $ABBV CFO ( who is the most conservative in management team re deals ) affirmed u will see you continue to look into obesity we are not finished there Expect ABBV to make another obesity deal in. Text weeks to months $VKTX $LLY $NVO"  
[X Link](https://x.com/bioinvestor24/status/1996244604404797732)  2025-12-03T15:46Z 4864 followers, 42.2K engagements


"@chiragontwtr U need to see interest from $ABBV or $JNJ as they have the most M&A power and the market to worry about"  
[X Link](https://x.com/bioinvestor24/status/1996291438720471390)  2025-12-03T18:52Z 4861 followers, 2723 engagements


"Does $NVO management @maziardoustdar consider its obesity stance if $ABBV partners with $VKTX ( best sc GLP1 GIP dual MASH oral dual agonist SC and oral amylin coming soon )"  
[X Link](https://x.com/bioinvestor24/status/1996304600589066312)  2025-12-03T19:44Z 4864 followers, 4942 engagements


"If u want to know what $ABBV look at from Skyrizi competition look at $SYRE. The response rate in IBD is low for any single agent and the field is moving for convenient q3 month combinations and not po vs SC"  
[X Link](https://x.com/bioinvestor24/status/1996379528999190809)  2025-12-04T00:42Z 4863 followers, 2300 engagements


"$VKTX Meeting with FDA scheduled this month. FDA allowed $NVO to advance amycretin from oral po small phase X straight to phase X. Will be shocking if phase 2b requested from Viking while two large phase X trials ongoing for the sub Q same molecule. Amycretin is a fusion molecule that is more strange from biology perspective and still moved straight to phase 3"  
[X Link](https://x.com/bioinvestor24/status/1996424262152826994)  2025-12-04T03:40Z 4857 followers, 8885 engagements


"$VKTX Continues to emphasize amylin on Piper BL is excited about oral amylin now. First oral amylin peptide in industry . surprised $NVO has not moved on that yet VKTXs novel amylin program (1:1 amylin:calcitonin) is on track for IND submission in 1Q26. Preclinical data suggest a competitive profile demonstrating competitive weight-loss efficacy at lower doses vs dual agonists with the potential to develop both SC and oral formulations"  
[X Link](https://x.com/bioinvestor24/status/1996579415325659374)  2025-12-04T13:56Z 4855 followers, 1464 engagements


"$ABVX probably jinx by Jared Holz who highlighted as M&A candidate $LLy will not go for $ABVX. Impossible $MRK could $PFE is gone. $ABBV clearly not interested or would not trash the molecule otherwise. $JNJ Seems more interested in $PTGX $BMY will not waste funds on this as clearly focused on obesity now . $NVS guy is primarily RNA . $RHHBY going primarily metabolic and HTN Merck probably highest chance. Or Takeda"  
[X Link](https://x.com/bioinvestor24/status/1996581901373452501)  2025-12-04T14:06Z 4857 followers, 11.6K engagements


"$ABBV interest in getting big to obesity should not be underestimated. They indicated several times it overlaps well with their declining aesthetic business. CFO yesterday while emphasizing early asset deals kept the door open for bigger ones. $VKTX would put them on collision course with $LLy as early as 2027 with sc and oral dual agonist ( only oral dual agonist in USA ) and only oral amylin in industry "  
[X Link](https://x.com/bioinvestor24/status/1996606675910832251)  2025-12-04T15:45Z 4861 followers, 7674 engagements


"If all data and progress didnt move SP and just this stupid FDA potential action did that to $VKTX 😂 only shows u how deep MMs search biotechs and their assets. I am not convinced this is the reason. But u only need one large account to switch from $AMGN or $LLy to wreak havoc on shorts"  
[X Link](https://x.com/bioinvestor24/status/1996729673141637321)  2025-12-04T23:53Z 4863 followers, 7007 engagements


"Most important piece of data from $GPCR trial is liver enzymes. CEO stresses importance of drug safety. $LLY orforglipron Attain X and Attain X showed imbalance that is tilted towards the higher doses ( of ALT x10). Although both papers stated other reasons such as gallbladder disease this can not be confirmed with confidence in Large trials. And no details re exposure. GPCR uses higher doses of same mole scaffold and thus stating no liver enzyme unbalance is critical. Same with $AZN same scaffold molecule that reported one case of increased ALT in phase 1"  
[X Link](https://x.com/bioinvestor24/status/1997002220936859707)  2025-12-05T17:56Z 4857 followers, 4762 engagements


"@stockgutter It is meaningless as volume low. One bio account could push $GPCR up this much. We have seen it recently with many pre data whether positive or negative"  
[X Link](https://x.com/bioinvestor24/status/1997032207303782747)  2025-12-05T19:55Z 4858 followers, XXX engagements


"@tomsilver39 $IMTX activity in uveal melanoma in early data looks impressive. Could even be more consequential than PKC inh combo from $IDYA"  
[X Link](https://x.com/bioinvestor24/status/1997047474872373464)  2025-12-05T20:56Z 4865 followers, XXX engagements


"@Livid_Sugar @tomsilver39 What percentage is that allele"  
[X Link](https://x.com/bioinvestor24/status/1997053263925887142)  2025-12-05T21:19Z 4865 followers, XXX engagements


"@Lycanbull $KYMR up big after hour. The setting and the announcement suggest positive data on Monday. But I dont know why I have this eerie feeling that the CEO is overconfident on any data by his company. Anyway overvalued for phase 1B despite oral vs king Dupixent"  
[X Link](https://x.com/bioinvestor24/status/1997059431016579442)  2025-12-05T21:44Z 4864 followers, XXX engagements


"@Andre_AGTC Sad. My two most favorite targets in $IDYA assets. Large preclinical target validation . Wonder what happened"  
[X Link](https://x.com/bioinvestor24/status/1997106772159435167)  2025-12-06T00:52Z 4861 followers, XXX engagements


"@WallStSai Chief scientist is stubborn. But the vibe is not of happiness and satisfaction when you hear $AMGN management talk"  
[X Link](https://x.com/bioinvestor24/status/1997134764491657671)  2025-12-06T02:43Z 4864 followers, XXX engagements


"$LLY Attain X dropped the bar for all small molecule GLP1 R agonists . Now if you achieve half efficacy of dual agonist peptides such as from $LLy or $VKTX with even double GI AEs then u are in good shape 😂. But bio funds like oral approach .😂"  
[X Link](https://x.com/bioinvestor24/status/1997342087327678584)  2025-12-06T16:27Z 4865 followers, 6492 engagements


"But you are selectively choosing efficacy data from none titration dose that will not be followed then you talk about nausea from low titration .favorably treating $LLY products here. All the amylin and DACRA will have same outcome when dose pushed up as I can clearly see from several by now. They result in acute wt loss in mammals and primates including humans when going with no titration with with unpleasant pt experience. And when titrated slowly they would give 12-15% long term wt loss. Vomit low but with fatigue and likely more hair loss"  
[X Link](https://x.com/bioinvestor24/status/1997344221355970884)  2025-12-06T16:35Z 4857 followers, XXX engagements


"$VKTX $GPCR Will have zero impact on dual agonists such as VK2735 long term whether strong or weak data tomorrow. As strong data will barely reach XX% of dual agonist efficacy. Irrelevant for VK future market adoption or any potential partnership. $LLy knows by now small molecules not competitive in obesity ( with no diabetes ) and not even with diabetes vs dual agonists"  
[X Link](https://x.com/bioinvestor24/status/1997820597980877297)  2025-12-08T00:08Z 4860 followers, 1671 engagements


"@pacha_8x @WallStSai It is small possibility. But if you see a case of liver enzyme elevation. Expect Lilly to react really badly"  
[X Link](https://x.com/bioinvestor24/status/1997823601597468709)  2025-12-08T00:20Z 4860 followers, XX engagements


"These shorts created preconditioning among retail. Reality $LLy cant take the whole obesity single handed forever and everything else in development is inferior to tirzepatide. $VKTX scientific team picked the right target 2019 when others were going after glucagon and later amylin. There will be a day between tomorrow and 2017 when these shorts face the whole market forces when there is news on a deal or strong data release. So just chill"  
[X Link](https://x.com/bioinvestor24/status/1997827210313638274)  2025-12-08T00:34Z 4861 followers, XXX engagements


"Except $LLy David Ricks was mocking the $PFE deal and didnt see anything differentiating with Metsera. Lilly Swedish partner just reported Monthly Crystal Depot for GLP1. Its not going to be hard for $NVO or others to come up with monthly. The key is having right peptide from balance of efficacy/ tolerability which doesnt exist in any of the small molecules so far. May be GIP small molecule agonist could make a difference one day but it has been elusive"  
[X Link](https://x.com/bioinvestor24/status/1997872718511743031)  2025-12-08T03:35Z 4863 followers, XXX engagements


"No argue. We are best buddies 😂. I think market and based in journalists and others views tend to overvalue pills and undervalue injections. Look at $ABBV and Skyrizi taking the whole IBD and psoriasis market ($20 B now ) and people still dreaming of a pill undercutting it. Same with tirzepatide"  
[X Link](https://x.com/bioinvestor24/status/1998107135625085244)  2025-12-08T19:07Z 4864 followers, XX engagements


"@taeyoon43334145 @WallStSai I dont know. This is being played at strategic for any BP unless $AZN is paying $XX B to get to IBD. I guess possible"  
[X Link](https://x.com/bioinvestor24/status/1998182694006702358)  2025-12-09T00:07Z 4865 followers, XXX engagements


"$KYMR participated in almost all recent analyst confs and here is summary : - phase X B small. X doses each XX in moderate to severe AD. No placebo - high levels of confidence in hitting biomarker endpoints and PD. Management clearly had data at time of conf - they expect similar but not superior to Duxi PD and even implicitly clinical outcome at X wk time point ( not 16) Management obviously upbeat. They almost announced data before release date. While hard to compare clinical outcome in 10-20 pts but expect positive data. Not something I would short at this point although still could be"  
[X Link](https://x.com/bioinvestor24/status/1997687622832177391)  2025-12-07T15:20Z 4866 followers, 8657 engagements


"Is $DYN reporting data stronger than $RNA to rush for PR on Sunday What is $NVS Vas reaction 😂"  
[X Link](https://x.com/bioinvestor24/status/1997728876072763539)  2025-12-07T18:04Z 4866 followers, 5871 engagements


"The trend of isolated cases of elevated ALT is clear now with both $LLy and $GPCR data. Need to ask CEO if that case at XXX mg was explained otherwise. Remember $PFE claimed to have stopped its program after one case surfaced beyond 1400 pts. Expect cases of liver enzyme elevation post Lilly orforglipron marketing"  
[X Link](https://x.com/bioinvestor24/status/1998022620445585672)  2025-12-08T13:31Z 4866 followers, 10.3K engagements


"Clear today that DC rate in obesity trials ( oral and SC ) have to do with several factors beyond just GI issues. ( geographic areas pts compensations etc. ) In $GPCR placebo adjusted vomit rate about XX% with DC rate 25-27%. In $VKTX oral trial plc adjusted vomit rate XX% with DC rate of XX% ( here the pills size and number were primary contributor . that Viking is adjusting in phase X )"  
[X Link](https://x.com/bioinvestor24/status/1998028933229597040)  2025-12-08T13:56Z 4866 followers, 6339 engagements


"@GilaMonstrum Look at Y axis scale Vs what $LLy and $NVO reports in NEJM and lancet supplements ( XX% vs X% intervals ) "  
[X Link](https://x.com/bioinvestor24/status/1998159044675293325)  2025-12-08T22:33Z 4865 followers, XXX engagements


"@WallStSai If deal done for $ABVX IMO will be either $AZN ( part of CEO vision to $XX B ) or $MRK ( Dean Li making a niche in IBD ) But why will they cancel talk while negotiating unless they are getting several offers and there is bid war going on"  
[X Link](https://x.com/bioinvestor24/status/1998553533260640765)  2025-12-10T00:41Z 4866 followers, XXX engagements