Reddit Posts
5 Health Stocks Positioned on the $6T Accessibility Shift
VKTX- Is vk-2735 , the next glp-1 candidate in a Phase 3 trial, going to challenge tirzepatide and semaglutide?
Altimmune - $100k + YOLO - The MASH Sleeping Giant, the train is leaving the station - Stock hit $500m market cap today!
Novo Nordisk launches Wegovy weight-loss pill in US, triggering price war with Eli Lilly
VKTX rally on FDA approval changes .... and , also rumors of bid ?
VKTX (Viking Therapeutics, Inc.) Is Highly Recommended Stock To Buy!
Novo Nordisk hijacks Pfizer with bid for US biotech Metsera
VKTX presents incredible opportunity
$UPB Investment Thesis - Verekitug Can be the First and Only Long-Acting TSLP Biologic to Compete in Multi-Billion Dollar High Growth Markets
VKTX – Short Interest Sky High, Fundamentals Even Higher
$IVA 6.35 Post. 6.65 +1.12 0.30 +21.41% My notes
ENTX - After Viking Therapeutics’ Read-Out, Is Entera Bio the Oral Platform Play Everyone’s Missing? (NASDAQ: ENTX)
Caught the knife or played the bounce $VKTX
(08/19) Interesting Stocks Today - Softbank Takes Stake in INTC!
(08/19) Interesting Stocks Today - Softbank's Takes Stake in INTC!
Hydrograph Clean Power Market Cap HGRAF HG.CN
VKTX Phase 2 results in September. 09/19 $50C
VKTX Phase 2 results in September. 09/19 $50C
VKTX: Due diligence based on upcoming oral Phase 2 VK2735 data and a long term perspective.
VKTX: Due diligence based on upcoming oral Phase 2 data and a long term perspective.
VKTX Viking Therapeutics, Oral Fat Loss Data Coming within 1 month probably sooner.
Is VKTX Big Pharma’s ticket to the Ozempic arms race?
[DD] Could Pfizer Acquire Viking Therapeutics (VKTX)? Here’s a Deep Dive into the Possibility
Lost $671K This Week—But I'm More Bullish Than Ever (Strategy Notes Inside)
Altimmune and Viking are the last two companies left for Pharma to FOMO into the Obesity market
Altimmune and Viking are the last two companies left for Pharma to FOMO into the Obesity market
7 Diabetes and Weight Loss Drug Stocks With Big Potential
VIKING therapeutics VKTX trying to go high.. seeing unusual call activities..
VKTX yesterday there was high unusual call activities there must be something nrws, it can spike to the new high..
VKTX lot of unusual call activity(half million twice) today, there must be something, get into this guys..
Viking stock jumps on early-stage data for obesity drug (NASDAQ:VKTX)
I Told You Guys Early On We Were In For A Treat From The Healthcare Sector 📈 Only 2 Stocks With Trading Plans Posted Today In The Chatroom ✌️ $VKTX $BMEA Not 10 - 20 Stocks ❌ Both Stocks Closed Green After Hours Making New Highs ✔️ This Is Why We Have The #1 Chatroom For Breakout Alerts 🚨
I Told You Guys Early On We Were In For A Treat From The Healthcare Sector 📈 Only 2 Stocks With Trading Plans Posted Today In The Chatroom ✌️ $VKTX $BMEA Not 10 - 20 Stocks ❌ Both Stocks Closed Green After Hours Making New Highs ✔️ This Is Why We Have The #1 Chatroom For Breakout Alerts 🚨
$VKTX The Original Trade Alert Before The Trading Plan 7:08 AM 🚨 A Little Early For Most ☀️ ☕️ 3 Trading Plans In Total On This Play Alone Today , $13.88 Entry By Far The Best ✔️
$VKTX The Original Trade Alert Before The Trading Plan 7:08 AM 🚨 A Little Early For Most ☀️ ☕️ 3 Trading Plans In Total On This Play Alone Today , $13.88 Entry By Far The Best
$VKTX Started The Morning Superb 😃 After The Bell We Needed A Gap Fill 😴 Very Low Range With Each Candle 😴 The Price Action Isn’t Bad But The Range Is Very Low 😴 $BMEA $ITCI $OSCR $SPY
$VKTX Started The Morning Superb 😃 After The Bell We Needed A Gap Fill 😴 Very Low Range With Each Candle 😴 The Price Action Isn’t Bad But The Range Is Very Low 😴 $BMEA $ITCI $OSCR $SPY
VKTX$ Viking Therapeutics - Thoughts on this stocks?
VKTX$ Viking Therapeutics - Looking for thoughts/ideas
VKTX is on the rise !! 🛸🛸🛸 support this life changing company 🤔🤔
Mentions
29 portfolio value 21.5k - redistributed 2 yrs ago based on a lot of research and stepped back during grad school. Originally invested in picks on a 5-7yr timeframe, however, several took off unexpectedly since and the economic climate for different industries has switched up a lot. AAPL 28% (ETF) SMH 21% NET 17% AMZN 13% PLTR 7% DFTX 5% VKTX 4% NVO 3% SOFI 1% COST 1% Not the same positions in my Roth. Trying to go on the riskier side with a small allocation of funds while hedging with Mag 7s. Working to build up COST but would love input on the risk management aspect.
Any thoughts on other healthcare stocks like VKTX?
Add to $VKTX .. 5x to 10x potential …of course there’s risk, but nothing ventured, nothing gained.
Keep buying your WEN, I just bought some VKTX they sell medicine for obese people.
Was holding VKTX for over a year and finally sold last week, but now I'm kind of considering getting back in since it's cheaper than what I sold at.
Did that once with VKTX, it hit my sell number again today and kept ripping after I sold. For about a minute I felt dumb but then I looked at the chart again
Morning Rant : $GRPN ... $VKTX ... $GLW ... [https://www.youtube.com/watch?v=1r9r1jXDHg4](https://www.youtube.com/watch?v=1r9r1jXDHg4)
I think VKTX is slow squeezing...
Am I the only one watching VKTX rise a few % every day for the last month and not doing anything?!
No way I though I was the only one who knew bout VKTX
a better biotech imo would be ALLO, ALT or VKTX
Well, most bags are getting heavy but at least the shares in VKTX I've been sitting on for a year are suddenly mooning.
Wow VKTX is just not slowing down. Thank you for your attention to this matter!
Where are my fellow VKTX people?
At least VKTX is up 10.35% now, that's something among the sea of red in my port.
Exactly - and as per recent NRs the business development room is hot 🔥 “We are experiencing record-high levels of business development and collaboration interest in our DehydraTECH platform, even before the upcoming BIO conference; said Richard Christopher, CEO of Lexaria Bioscience. Although confidential information, by its nature, cannot be publicly disclosed, Lexaria’s BD program has already generated a number of collaborative and potential business partnering discussions with a wide range of companies from innovative smaller biotech developers to well-known global pharmaceutical giants.” $LLY $NVO $VKTX $PFE
I would NOT say these will "explode", but some may well go 2x or even 5x. I'm going to offer stocks that I consider to be unusual or not-well-known, as what's the point of coming on here and stating the obvious (DRAM, MSFT, NVIDIA, MICRON)?? First Stock: Progress Software. I've been testing this the last week, VERY strong gains, consistent, and going strong to start out June. Strong Market Cap at 1.38B, and an impressive PE ratio of 18.86. They make security software, and while they had some technical issues in the past, they seem well past that and ready to surge ahead. And they have been surging. A good mid-level stock, not too risky, and decent weekly gains. They are at $32.83/share and likely go to $55/share in my view. I think they will really pull ahead this week, so get in NOW. Another reason WHY: OK, OP, Software sector on NASDAQ today (Mon 1 June 2026) is strong: +6.31%. And this is a strong stock with a lot more rapid grow potential. Second Stock: Viking Therapeutics (VKTX). Market Cap 3.8B, so solid. This one is going to triple, I think. VERY strong growth projected in the next 2 weeks. Really one to have, despite the risks, as the potential growth is VERY strong and the rewards GREATLY outweigh the risks. WHY: I said it is going to triple 😄 Third Stock: This is the riskiest. It is a penny stock. Market Cap: 188M. This one will probably go 3x to 10x this year. WHY: More just the potential gain. Something to put a few % of the portfolio into: If it loses then you lose 10-20% of nothing. If it wins, then you collect BIG gains. So, check these out. I'm not giving financial advice here, I am not a financial advisor. Make sure you do your own research and due dilligence.
VKTX, SABS, RKT.....3 I soft bought to watch.
https://preview.redd.it/5vfpm0ctbfzg1.jpeg?width=1170&format=pjpg&auto=webp&s=36ab615006bff6ea4d3787d3f0758dce00381da9 Sold 200 shares of SNDK around $45 last August after some stupid analyst group called Edgewater Research tanked the stock overnight by claiming that the memory cycle would continue to be weak in 2025 and 2026. I actually wanted to hold it still inspite of the news, but then I took a break from investing for two weeks after some VKTX losses. I even sold 4 December $45 calls at a loss. Those would have 10xed at least. Come back to see this soaring to $55. But once bitten, twice shy. I didn’t want to be at the mercy of another analyst report. But I did make $5k from riding SNDK from $30 to $45. I’m pretty sure I would have massively trimmed at $100 nevertheless. Just because I was aware of the ticker and liked the company products, I didn’t have the information edge, experience and time to really look through it and understand the thesis of the move and have conviction through the volatility. There are certainly stocks that I have held that have round tripped around the moon. Anyway, my original position would have been worth about 300K in shares alone. Options, maybe 100k.
No, I'd rather they do what VKTX is doing.
dont sleep on VKTX earnings tomorrow, wonder if theyll address rumors about acquisitions
got lots of shares for VKTX, kinda bummed earnings are same day as the Mag 7s
VKTX got done dirty smh
VM toughts on VKTX calls for earnings?
My little biotech play in VKTX shares that made a mad dash for $40 and then proceeded to dump back to 30 is slowly creeping back up which is probably just an artefact of the "buy everything" rally rather than on any actual news. I ain't mad about it tho.
With the medical sector popping off, what do y’all think about VKTX having a nice run up?
I'm holding a call option that rarely ever moves how I would expect: VKTX, $20 strike, expiring 1/15/27. Delta: 0.8604; Gamma: 0.0080; Theta: -0.0120; Vega: 0.0660; IV: 93.07%. Today the underlying stock lost -$0.21. Based on the delta of 0.8604, I would expect the option to lose roughly -$0.18, but it dropped -$0.87. This happens constantly, and I feel like I'm missing something. I'm not totally new to options and my past contracts have been much more predictable against the underlying stock. I do see that the volume is at 0 today, and Bids are $15.70 x 13 vs. Ask of $18.85 x 108 (current option price is $17.28). Could the low volume and/or the wide spread be a cause for this unpredictability?
Full port VKTX, don't touch for 2-3 years.
Tomorrow VKTX dies. You welcome.
I hold VKTX and SM but am otherwise full bear positions.
CEO sucks. Board sucks. PR sucks. Marketing team sucks. Pipeline sucks. Unless they buy VKTX, will continue to get smoked.
What are you talking about? Cagrisema is a disappointment and if you look at the data, Reta isn't even the real issue (more safety issues and less tolerability for more rapid WL is more likely to target a more niche market) -- it's Tirz, which remains just flat out better and more tolerable than anything else on the market. Your analysis also doesn't really take into account that oral agents like the wegovy pill will be outclassed from efficacy/tolerability perspective within a couple years (we have already seen first mover status means nothing in the face of better drugs). I actually agree NVO at these prices isn't a bad buy, but the market is looking forward and its pipeline is weak. Besides LLY, there are also several BP with incoming competition, and the most dangerous competitor to NVO in all likelihood is VKTX or whoever eventually acquires them (if NVO acquires them, then I would actually flip to very bullish).
Oppenheimer dropped a hawt chart on VKTX data that might give it a pump. Gonna be before you queefs can make a move on it though
Gotta say thank you again. I was using real time stock prices but neglecting to do real time company analysis. I missed the update yesterday that Viking is expanding capacity with Catalent. Updated commentary: # VKTX (Viking Therapeutics) - Executive Summary **1. The Fundamental Check (The "Why" Filter):** VKTX is heavily shorted by institutions betting that the clinical-stage biotech lacks the manufacturing capacity to compete against heavyweights like Eli Lilly and Novo Nordisk in the GLP-1 weight-loss sector. However, executing the Counter-Thesis Search Mandate reveals this bear thesis is critically flawed: VKTX recently finalized a massive manufacturing and supply agreement with CordenPharma to provide large-scale supply and fill/finish capacity for both subcutaneous and oral VK2735 formulations. Management confirmed this provides capacity for a multibillion-dollar revenue opportunity. The shorts are trapped in an obsolete narrative, while bulls are trading on advanced Phase III trials and recent M&A takeover speculation. **2. The Convergence Check (Dual-Model Validation):** * **BSM Prob 1 ($45.00 Upper Channel/Call Wall):** 23.04% * **MC Prob 1 ($45.00 Upper Channel/Call Wall):** 11.56% * **Status:** **DIVERGENT (Trust MC - BSM Over-Optimistic)** * *Commentary:* The BSM model is being artificially inflated by a high 72.9% Implied Volatility. While a spike to the $45.00 resistance is theoretically possible, the Monte Carlo path simulation shows that in over 88% of simulated realities, the stock fails to reach and hold that level before April 17th. **3. The Fat Tail Check (The "Squeeze" Filter):** * **Short Interest:** 23.20% (High Pressure) * **Days to Cover:** 10.86 Days (Extreme Bottleneck) * **Borrow Rate:** 0.37% (No Financial Pain) * *Commentary:* No Fat Tail Flag appended. While the 10.86 Days to Cover creates a severe exit bottleneck, the negligible 0.37% Borrow Rate means the shorts are not bleeding capital. They are not trapped by carrying costs; they are simply waiting out the clock. **4. The Output Format (The Final Synthesis):** "Our dual-model probability engine yields a **23.04%** theoretical (BSM) probability and a **11.56%** pathwise (Monte Carlo) probability of reaching the **$45.00** Ignition Point (a **29.12%** ROI) by the **April 17, 2026** options expiration. For the **$92.72** Exhaustion Ceiling, the models show a **0.00%** (BSM) and **0.00%** (MC) probability. **Synthesis:** Because the models are **DIVERGENT**, the **11.56% MC** probability is the more mathematically sound expectation. The 11.48% gap indicates the BSM model is artificially inflated by sector-wide Implied Volatility, while pathwise simulations reveal the stock lacks the sustained momentum required to breach the upper target. Note: This stock is in the Biotechnology sector, which is currently experiencing high M&A speculation and volatility surrounding GLP-1 pipeline advancements." **The Risk/Reward Verdict:** * **Floor Risk (Tier 3 - Warning):** 12.51% drop to the $30.49 algorithmic support floor. * **Risk/Reward Ratio (Target 1):** 1 : 2.33 * **Verdict:** **HOLD.** With a Divergent Convergence Check and a Tier 3 risk profile, the math does not support deploying capital purely for a short squeeze today. Despite the strong fundamental counter-thesis and the extreme Days to Cover bottleneck, the shorts are not financially pressured to cover immediately, and the pathwise probability (11.56%) of hitting the ignition point is too low to justify a 12.51% downside risk.
Thoughts? # VKTX (Viking Therapeutics) - Executive Summary **1. The Fundamental Check (The "Why" Filter):** VKTX is a high-profile battleground in the GLP-1 weight-loss sector. Institutional shorts are betting against their cash burn and potential inability to compete long-term with the manufacturing scale of Eli Lilly and Novo Nordisk. Bulls are trading on the recent advancement of their oral Phase 3 trials and intense M&A takeover speculation. **2. The Convergence Check (Dual-Model Validation):** * **BSM Prob 1 ($45.00 Upper Channel/Call Wall):** 28.62% * **MC Prob 1 ($45.00 Upper Channel/Call Wall):** 14.44% * **Status:** **DIVERGENT (Trust MC - BSM Over-Optimistic)** * *Commentary:* The BSM model is being heavily skewed by the massive 85% Implied Volatility surrounding the obesity sector. While a spike to the $45.00 resistance is theoretically possible, the Monte Carlo path simulation shows that in over 85% of simulated realities, the stock fails to reach and hold that level before April 17th. **3. The Fat Tail Check (The "Squeeze" Filter):** * **Short Interest:** 23.20% (High Pressure) * **Days to Cover:** 10.86 Days (Extreme Bottleneck) * **Borrow Rate:** 0.37% (No Financial Pain) * *Commentary:* No Fat Tail Flag appended. While the 10.86 Days to Cover creates a severe exit bottleneck, the near-zero Borrow Rate means the shorts are not bleeding capital. They are not trapped; they are simply waiting. **4. The Output Format (The Final Synthesis):** "Our dual-model probability engine yields a **28.62%** theoretical (BSM) probability and a **14.44%** pathwise (Monte Carlo) probability of reaching the **$45.00** Ignition Point (a **29.20%** ROI) by the **April 17, 2026** options expiration. For the **$92.72** Exhaustion Ceiling, the models show a **0.02%** (BSM) and **0.01%** (MC) probability. **Synthesis:** Because the models are **DIVERGENT**, the **14.44% MC** probability is the more mathematically sound expectation. The 14.18% gap indicates the BSM model is artificially inflated by extreme sector Implied Volatility, while pathwise simulations reveal the stock struggles to sustain the required momentum. Note: This stock is in the Biotechnology sector, which is currently experiencing high M&A speculation and volatility surrounding GLP-1 pipeline advancements." **The Risk/Reward Verdict:** * **Floor Risk (Tier 3 - Warning):** 12.46% drop to the $30.49 accumulated volume support floor. * **Risk/Reward Ratio (Target 1):** 1 : 2.34 * **Verdict:** **HOLD.** With a Divergent Convergence Check and a Tier 3 risk profile, the math does not support deploying capital purely for a short squeeze today. The shorts are not financially pressured to cover, and the pathwise probability (14.44%) of hitting the ignition point is too low to justify a 12.46% downside risk.
You're welcome, run VKTX maybe. They are a pre-rev biotech I'm in which has a huge short selling percentage
Both will be cooked in 2 years when competitors from VKTX etcetera come out
I don’t have puts lmao. I already sold mine considering NVO and HIMS have eaten absolute shit for the past few months. I’m long VKTX, a superior drug to trash semaglutide.
Green on MSFT, RKLB, SOFI and NFLX.. blood red on RDDT, WMT and VKTX
They need to stop investing in biotech if they thought NVO was a good buy. Literally nothing positive with semaglutide vs competitors and their pipeline is trashola. VKTX gang 😎
VKTX coming out with a better Zepbound (Ozempic sucks) and DRTS killing cancer with alpha radiation approved in Japan today. You guys haven’t even seen the best way to lose $ in the market until you get in biotechs
all of this DD and the real answer is NVO has lost the race even VKTX will eventually take even more market share do you understand why the huge selloff its smart money exiting a sinking ship
60% of my Roth is VKTX. Today was a good day
NVO CagriSema, didn’t achieve its key goal of demonstrating non-inferiority on weight loss when compared to Eli Lilly’s rival drug tirzepatide. This could make VKTX even more valuable if VK-2735 works. [https://www.cnbc.com/2026/02/23/novo-nordisk-stock-cagrisema-trial-fails-weight-loss.html](https://www.cnbc.com/2026/02/23/novo-nordisk-stock-cagrisema-trial-fails-weight-loss.html)
Hedge with some $VKTX for when they buy it for a big number soon.
Semaglutide inferior to Tirzapetide and losing patents soon. NVO’s pipeline is booty hoe. VKTX has a p3 oral/SQ that will compete with Tirz for BIC weight loss and put NVO in the cuck chair as it’s firmly outclassed by both. Good luck with that!
Yeah, I don't disagree with you. My only big play in the space is VKTX, but I've made a lot in it over the years and I know it well, so it's a big conviction play.
NVO is in a death spiral. Ozempic is inferior to Zepbound and VKTX has a P3 that is better than both on the way. NVO needs to buy something asap or they’re toast. Cagrisema is trash
I've said this on here before when NVO was quite a bit higher and people didn't agree with me, but IMO if you have a healthcare growth stock and the market asks what's next and there isn't a compelling enough answer, the re-rate can be very considerable. You saw it with GILD as a hot growth stock in the mid 2010's with the Hep-C drugs. The moment that started to slow and the company didn't have an answer to what's next, the stock started drifting lower. The company did an absurdly large buyback and....it still went further South. Eventually it reached a floor and largely wandered for years. It didn't get back to the 2015 high until ten years later. NVO is probably not far from a floor, but the fact that it fumbled the share it had in obesity certainly isn't good (I can't recall a company having a strong share of a massive new category and having it go South in this manner) and they really need to win investors back imo. They will also probably have to spend (see VKTX up 11% as perhaps people think there's a chance that finally gets bought.)
Google is at least holding up, that's nice when everything else is tanking. But why the hell are my VKTX shares up 13% today?
I'm invested (and red) in Viking VKTX which is also in this field... Gives me some hope lmao
Hm cheaper for a reason? I am long LLY and VKTX rather
Enjoying a small VKTX boost while many other things look a bit sad ngl
VKTX I just started taking Zepbound (competition for VKTX) just to see how this GLP-1 stuff is and it’s a pretty crazy good drug so far in my experience. I’m betting VKTX can massively increase their market cap once they either get acquired or get their GLP-1s to market and this is a massive market.
I follow VKTX very closely and I’m bullish on their products. That being said, their CEO is a liability. He thinks his company should go for 20Bn and has allegedly turned down offers from Lilly in 2024 and Pfizer in 2025. He needs to accept 10Bn. Otherwise Structure and Kailera Therapeutics will be acquired first and Viking won’t be able to make it alone without massive dilution and only getting low single digit % of the US market. They don’t even have money for EU trials which they never even mentioned.
VKTX - originally trying to treat fatty liver, now treating the fatties as well
Pipeline news pumps are notorious for giving back gains once the initial euphoria fades. I'd be looking for a fade back to the $12-13 range where this thing was trading before the announcement. [$VKTX](https://aimytrade.io/ticker/VKTX?utm_source=reddit&utm_medium=comment&utm_campaign=options) puts might actually print if you time the rejection right.
Where are my fellow VKTX investors??
Anyone playing VKTX earnings?
Very true. If they bought VKTX they’d probably have a better drug than any of them too
NVO and LLY have an insane inventory of drug patents though. Far beyond GLPs. I could see VKTX doubling tho.
Only NVO and LLY have FDA approved GLP1 drugs. NVO is run by absolute retards and still worth $200B. LLY is worth $1T. VKTX is next in line to be approved to sell GLP1 in the US and they are currently worth $3B. There is execution risk but if it hits it is going to hit big.
UNH, MSFT, Viking / VKTX, NFLX. Not that they will be V-shaped recoveries, but these are gifts. If the market dumps or we get a recovery and rejection to 6100 SPX and everything goes, I’m buying Taiwan Semi, ASML, Lam
I have the same rule and hoping that VKTX doesnt shit the bed
Except VKTX and their weak CEO
Bought when it was in 700s not thinking to sell it at atleast 1100 because I don't think it will ho any higher than that. I have 13 and thinking to invest on something long term like VOO, VXUS or QQQM. I mean those are already giving me 7 to 8% in 6 months I invested. On the other hand I'm losing in NVO and VKTX like more than 45% down since I bought 🥲
Glad I finally got my money out of the meat grinder that is VKTX. That said, buy fear? 🤔
Viking Therapeutics VKTX buy.
you realize by comparing max tirzp or VKTX weight loss figures, you're cherry picking as well. you can't compare WL figures for the max dose and then pick the side effects from a medium dose. If you look at tirzep p2 in MASH, the only tolerable dose for TPZ (med dose) had the same WL has pemvi in p2. So they are literally the same when controlling for dose and d/cs. Obesity drugs will not seamlessly translate to MASH. Tolerability is the most important thing. And why do you continue to ignore $250m in cash and $100m in credit facility? That is just about enough for a full p3 in MASH with 900 biopsy patients - though I'd love to see them raise $100m more. Not to mention this is the classic logical trap of: I know they're trading at cash...that's bc they need more capital, then they'd be 10x and in line with peers. But they can't raise it - otherwise they'll tank 30%! Every drug that has raised funds going into p3 in MASH has appreciated in price. Viking has basically abandoned MASH....no p2 results in a year, no p3 plans. At the last MASH conference, KOL Rohit Loomba literally said from the podium, "I don't know what they're doing...has anyone heard from them??" and then moved on to other drugs. Viking is dead in MASH.
So this is gaslighting 101 by a VKTX baggie. No stock has a bigger cult following than VKTX. How many times have you heard of ALT? My guess is few and far between - hence it doesn’t pass the smell test that it has a cult following. ALT does have a few followers who objectively look at very good science and differentiating factors that continue to be ignored by WS and bashed by competitors. The truth about pemvidutide: it’s a 1:1 glucagon to GLP agonist, which skews it less towards max weight loss (-15% in its straight obesity trial) and better suited for MASH. It had its phase 2 results (which weee excellent) published in The Lancet, has late-breaker podium presentation at the largest hepatology conference in Nov, receive BTD from the FDA for phase 3, has a new commercially-focused CEO, and is now likely in talks with a partner. Yet it barely sits above cash value. That is what ALT investors are focused on - the mispricing or deliberate suppression of the share price. The competitive landscape favors pemvidutide: it has the classic MASH and fibrosis response of other drugs in its class, but it has BIC tolerability. This is what matters most in MASH: staying on the drug. Hepatologists and GIs have repeatedly said that they are not chasing weight loss. It’s nice to have, but GLP1s that have 10-20% diacontinuations (like survodutide) are not going to be prescribed. Patients have a serious liver disease and have to remain on the drug. Pemvi has <1% tolerability, mainly due to its EuPort construction, which slows absorption and decrease max concentration. This is a large differentiating factor for pemvi. After that, its results with prescriber-preferred noninvasive tests (VCTE, ELF, PDFF) were so good and statistically significant that the global head of MASH for Lilly called them “beautiful” at AASLD conference in Nov. and now FDA is moving away from biopsy and allowing NITs for pivotal trials - right at the perfect time for ALT’s p3 design. ALT bulls aren’t trying to convening you that pemvidutide will be the number 1 drug of all time, or that it will replace all other MASH drugs. It’s simply that pemvidutide does seem poised to capture a lot of the market, has been derisked due to FDA BTD (conferring a historical 80% prob of success from a Jefferies analysis), and that every other drug entering p3 in MASH with good data and BTD has been bought for $3bn to $5bn. It’s a hot field. There are many legacy players with no presence - including GSK, AZ, PFE, and many others looking to get into the MASH field. ALT longs would simply like to see the company rerate to fair value. It’s certainly long overdue.
lol must be a bitter VKTX bag holder
They likely tried already behind closed doors (offered 10B for MTSR, which is VERY inferior to VKTX and a lot further behind). However VKTX's management probably is asking for 25-40B in a buyout scenario (which is a huge premium on today's share price, but is what the company would be worth for VK2735). So it's a lot in the look of it. If you do a buyout for a 1200% premium, maybe the shareholders (who aren't necessarily knowledgeable in bio data) will not be happy. That's the only reason. You are right, I am extremely bullish on VKTX, see my last WSB DD on my profile for more info. I will also become extremely bullish towards the company that acquires or partners with VKTX and will buy a large position. This is because NVO/ABBV/MRK have a really good supply chain and marketing, they are just lacking a good product.
What’s the case for them not acquiring VKTX? This sounds like a no brainer and thus would think you are very bullish on the stock
This is wrong here's why, and bagholders will downvote me. Tirzepatide (LLY) is way better on both efficacy and tolerability, by far. They have crazy growth, almost in the triple digits % (meanwhile semaglutide growth is almost halted, we're talking single digits growth). Everyone is taking tirzepatide, not Wegovy, this is a fact from the data, nothing subjective. Also retatrutide (LLY) is coming soon like a freight train, meanwhile, NVO's internal pipeline is non-existent. This is corroborated by the fact that NVO is looking for M&A, they tried and failed to acquire MTSR. Thus even management is not comfident in their internal pipeline and knows it's not competitive against LLY. The X factor though: VKTX. All hope is not lost for NVO yet, so rejoice if you are a bagholder. They tried and will try again and again to partner with VKTX or buy them out (they have a tirzepatide-but-better drug in Phase 3 which is both subq and oral). Asking price is high but with that, NVO will be able to compete with LLY. That's the only way NVO can compete long term. If they do acquire VKTX, this will be extremely bullish for NVO and they will go back to their ATH.
LLY better. VKTX pushing through p3 trials but also better. I’m taint deep in VKTX for the upside but if I had to hold an established company it’s LLY all day.
Did VKTX finally cure fatassness?
VKTX saving my port today
VKTX still severely undervalued considering the assets. Now with talk of NVO acquisition/partnership.
VKTX x NVO rumors