Viking Therapeutics Inc (VKTX)

[ZeWaffleBaron]

The heart stuff is our main advantage. They have great earlier phase stuff showing that it is muscle and bone selective, really good data to support that, just my opinion. Secondly, this is why the population they are seeking approval for is genius. Likely an old debilitated population, with a 2 year chance of death nearly 50%. Heart stuff, if it did happen (at lower rates), I just don't know how likely it would be to occur in less than 2 years. Every person in this group who lives more than 2 years, period, is a success. 5-10 years later heart stuff may in fact be a very acceptable risk, in my eyes. Post marketing will sort out the very long term cardiac risk. I don't think heart stuff will limit our advancement through all phases and approval, for those reasons, and a few others.