For a long time, the consensus was that oral peptides were doomed, and that small molecules would own the oral obesity market. But peptides are better - more weight loss, fewer AE's, and patients are noticing. Just wait until $VKTX's oral VK2735 hits... x.com/investseekers/status/2…

$VKTX MS BULL CASE 9.5 Billion in 2035 & over $200

$LLY $NVO $VKTX TRIUMPH-1 data are out and once again retatrutide does not look particularly impressive in an ITT comparison with tirzepatide. The 12 mg reta dose delivered only 3.3% more absolute weight loss than tirzepatide 15 mg, but with roughly double the vomiting and almost triple the constipation. This sets a clear bar for $VKTX VK2735. In my view, VK2735 should show greater weight loss than tirzepatide, while maintaining a better safety/tolerability profile than retatrutide. investor.lilly.com/news-rele…

Post hoc analyses using epigenetic clocks over 32 weeks shows semaglutide slows #aging approximated through analysis of epigenetic clocks and reduces inflammation in 45 adults with human immunodeficiency virus (HIV)-associated lipohypertrophy nature.com/articles/s41467-0…

$ABBv will not get $GPCR. There are a lot of clueless managements but they have to be extreme And $VKTX better stay alone and compete with $LLY in 2028. Will generate revenues then more than $RvMD that is for $30 B now.

Corden Pharma presented their TAPS (Tag Assisted Peptide Synthesis) process at last years 2025 TIDES Conference. TAPS is a game changing technology that can replace the SPPS process in making peptides at scale. ➡️ Corden TAPS is likely being used to make $VKTX VK2735 API at much lower mfg. cost than currently marketed peptides of similar complexity (e.g. Tirzepatide). 🤔

The TIDES conference is happening this coming week in Boston. Several presentations on CMC and general advancements for peptides and oligonucleotides. $LLY $NVO $VKTX $PGTX $BANB $AZN Here is a link to the 2026 conference website: informaconnect.com/tides/

A recent study has found women who carry a little extra weight live longer than men who mention it.😀

$LLY's entire marketing pitch for Foundayo is "no food or water restrictions." Let's talk about what that actually means in real life. Here's the Wegovy pill routine: 1. Wake up 2. Take pill with a sip of water 3. Shower 4. Brush teeth 5. Get dressed 6. Eat breakfast That's it. That's the "restriction" Lilly says justifies choosing a pill that is: • 48% less effective (11% vs 16.6% weight loss) • 14x higher GI discontinuation • Metabolized through the liver daily • Interacts with statins, turmeric, garlic, vitamin D, birth control, and 20 more • Liver enzymes 3x elevated in trials • Dose capped forever at 17.2mg The "convenience" of Foundayo costs you 48% of the weight loss and a daily audit of your supplement cabinet. The "inconvenience" of Wegovy pill is doing what most people already do: taking a pill before their morning shower. 65% of patients in the OPTIC study said the 30-minute wait would NOT disrupt their daily lives. Because it doesn't. You already wait 30 minutes between waking up and eating. Every single day. You just don't think about it. Lilly spent billions marketing a solution to a problem that doesn't exist. $NVO $LLY #GLP1 #SNAC #Wegovy #Foundayo

$MDGL - Just hired their 1000th employee according to their LinkedIn acct. Just one year ago they were at 500 employees. (Rezdiffra was approved May 2024.) Small Biotech startups can become become big market cap companies (MDGL now at ~12B and growing). Many small biotechs have hit it big -> $AMGN $REGN $GILD Genentech and others have become industry leaders with market caps many times their first drug pre-approval size. Could $VKTX be next as @Pharmdca suggests? 🤔

$VKTX Completing enrollment in the VANQUISH-2 study is an important milestone for Viking as it is the second of our two registration studies to be fully enrolled," said Brian Lian, Ph.D., chief executive officer of Viking. "As with the VANQUISH-1 study, we are happy to see a study of this size enroll quickly, which we believe speaks to the enthusiasm for new obesity treatments beyond those currently available. We look forward to completing the VANQUISH studies in 2027."

$VKTX - Only a week left in the quarter. We should see Viking announce the IND for their DACRA (amylin calcintonin) compound any day now. BL has teased that this compound could have better Weight Loss efficacy than VK2735 and that if ph 1 is successful, Viking will immediately start a combo study between #VK2735 and their DACRA which could set a new bar for all to shoot for in both Obesity AND T2D. BTW- We could also hear any day that the ph3 T2D study for the VK2735 subq has completed enrollment. 😀

$GPCR does “no plateau” still mean no plateau these days, or nah? Because 4 weeks at 180 mg followed by 12 weeks at 240 mg delivering the same weight loss as 16 weeks at 180 mg, but with worse safety looks a lot like… a plateau.Actually, it is the clear pattern for a plateau, but carry on I guess

$VKTX CEO on $NVO 💊 "Fastest drug launch in history. Bodes well for anyone developing a peptide. It puts to bed that nonsense about how bad 30mins is to consume anything. It's just kind of a joke that that's a big deal." Most colorful language I've ever heard Brian Lian use😅

FDA will take swift action against companies mass-marketing illegal copycat drugs, claiming they are similar to FDA-approved products. The FDA cannot verify the quality, safety, or effectiveness of non-approved drugs.

There are 105 US sites participating in $VKTX vanquish trial. We are talking about 200-300 investigators and they all do trials and compare drugs. After a few thousands pts are followed you can’t hide tolerability and efficacy as 78% will get at least 7.5 mg which is a powerful dose. Big pharma that have an obesity interest ( $ABBV $BMY $MRK $AMGN $NVO and others ) for sure are hearing about trial progress and CEO can share confidential blinded data. This is from one pt who lost 25% wt at 26 wks , responding to a question if other pts are quitting for excessive loss or side effects “No. Actually the doctor that I saw last week said that it’s been her favorite study to work because so many people are having such great results.” “What is happening in our trial?! This form come out last week recommending to increase calories? “ “The new consent form says that once you hit a certain bmi the dose will go down and then if you keep losing they will have you up your calorie intake.”

$NKTR Jefferies PT $121 caught up w/ NKTR ahead of their self-imposed quiet period for upcoming Ph2b Rezpeg AD maintenance results in Feb. In addition to the maintenance phase data, Co will release data from the crossover / escape arm at the 52-wk point from the Ph2b AD trial.