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And how do you expect him to see your message
Message to our CEO....get your ass in the office and compile that data that is sitting on your desk..
No more delays, your shareholders deserve to be treated well after holding all summer while you delayed trials.
according to the timeline 14 weeks is almost up on October 23. I expect a timely release . Get to it and do not make excuses. You are supposed to be a leader....show us you are !!!!!
Go VKTX
Holding strong, MM's cant take my shares...They will have to Pry them from my cold dead hands before they can have them.
VKTX
Just same discussion I had with IR ..
They will pick the right dose and start a p3 trial next year .. independent of SS as long as clear efficacy is seen which I expect it to be
Still think stock is held back till after this SARM readout
Without having the benefit of hearing your convo and the way you presented the context 'the company is blinded' could mean numerous things in this setting, but it's not worth discussing. I will simple this down for ya. "Somebody" decided 108 patients is enough. So maybe Viking gave someone the authority to independently stop their study under certain conditions. Ok, maybe. Could interpret that many ways.
New line of thought. How'd they make that determination? Did they then flip some switch and a red light started blinking in the batcave (Viking headquarters). And since then, all Viking knew is that their study got triggered for early patient pool closure, which probably could only occur under really good or bad circumstances. So then they wait for months, and decide to pass the time by scheduling a KOL to talk about how much they love researching bone demineralization.
Anyways, outside of your one word answer- 'blinded' !!! that the clever chap in IR gave to another guy calling and asking about if they knew the results yet, which I commend you for picking up the phone, a lost art, what other information are you actually giving us here? And why'd ya buy stock recently if you feel that their sarm trial will result in catastrophic miscalculations in enrollment (avg phase II trial size = 100-500 pt). You could buy it way cheaper in a few weeks when the statistical significance monster emerges from its mountainside den, if you are so in love with the lipid drug and their selective ability to perform that trial well with 'statty sig'.
Company blinded .. I asked them .. if interim analysis , dine by an indep monitoring
The IBB is green right now still up...Trump cant do much about this.
Exactly right. What usually happens is they perform an interim data analysis (to feel our where they are at with data and enrollment and see if the data collection is occurring correctly) - they see the results thus far, and then they decide if they have powered the study correctly to get results with statistic significance. So sometimes companies extend the trial or increase enrollment if they have borderline positive results but are way below magnitude of effect size needed for statistical significance with that volume of patients, and sometimes they see what the expect to see (or even better), and decide that data will likely continue as such and that statistical significance can be obtained with less than full enroll. Sometimes companies just can't find enough patients or run into problems with enrollment processes and cut trials early. If that were the case, they've made no mention of such being a cause. And if it was a wash and the trial is being scrapped and enroll cut early, why would they schedule the KOL and go through all the trouble... it likely is isn't to bump the price to do an offering, they have had No trouble raising money on favorable terms and have only done modest capital raises compared to what their peers generally do. Doubtful that ligand or mgmt is gonna be quick to dilute themselves out of their huge ownership of this company.
I think Greens understands this statistical significance issue much better than others on here.
Showing up and saying that Viking has had 10 years to plan all this and is backed by Ligand and Succeeded in correctly powering and executing ALL studies to date, and now magically stopped the trial early "just because" and that will cause them to lose statistical significance... wow. Ok, anythings possible... but honestly? Why would you (claim) to be invested in a company that you suspect is unable to correctly enroll enough people to get statistically significant data?! The effect sizes were large in phase I's just like the effect sizes claimed by bodybuilders and avg joes who have been using this drug for Years. I have yet to encounter people alleging that this product is analogous to a weak steroid.
I get it, people are here to bash. Claiming to own a bunch of shares and then saying that the results will be ok but not statistically significant... implies that you are betting on something that you think will fail based on data analysis metrics. Makes no sense. Bash on though!
Fair point. But didn't they voluntarily stop recruiting after 108 patients when they had originally planned for more? Let's hope they did that for a good reason.
Anyways .. sell off today appears profit taking after trump talk
It will not be a total fail .. just not SS .. they only have 25 patients per dosed group .. hard to get SS finless drug works very very well
That would be odd and unlikely IMO. Whenever biotechs fail their lead trials they tank 70-80% AFTER the bad news is released. You're saying in Viking's case the market has already priced in a failure? I highly doubt it.
I get it ...I'm not worried about Random chance with VK5211...the drug works.
You just don't get it .. sorry
The company had their own data already before the Study was set up . I'm sure they knew that Statistcally Significant would be ok. They have 3 different doses in trial.
VKTX
But i thought you said the study was blinded ? how could it be held back ?
I think the Market Makers are to blame for the diff between MDGl and VKTX, and when data gets released the PPS will catch up.
still not sure what you are refering to... I need more detail....Thanks.
Stat significant .. p less than 0.5
What is SS ?
Data maybe ok but not SS .. so another p2 maybe needed with the right dose
The CEO needs to get VK5211 data out ASAP....we all know the timeline in when last pateint was enrolled...any more than 14 weeks and he is fuc#% shareholders. Not even sure why he is attending a conference this week...he should be in his office compiling Data that he already has delayed twice.
I think stock is being held back coz of SARM readout
Only thing that can explain this huge market cap diff between mdgl and vktx
Thyroid Hormone Receptor Beta in the Ventromedial Hypothalamus Is Essential for the Physiological Regulation of Food Intake and Body Weight
http://www.cell.com/cell-reports/fulltext/S2211-1247(17)30723-4
This paper bodes well for MDGL and VKTX for their NASH pipelines. As you said on Twitter, if MDGL reports positive phase 2 data this quarter, it should lift VKTX to some extent as well, assuring to some degree that they could report positive NASH data next Q/H as well.
Not major readouts but should warm up the stock for hip data this quarter and then if that's good, should set a great share price base for NASH data next Q1/Q2.
Additionally,
Significant improvements were also observed in other NASH-related genes of interest, including CYP7A1 (cholesterol metabolism), MAP3K5 (ASK1, oxidative stress), ANXA2 (inflammation), KRT18 (CK-18, cell apoptosis), ACTA2 (aSMA, fibrosis) and LGALS1 (Galectin 1, fibrosis). Detailed results from this study will be presented at the 68th annual meeting of the American Association for the Study of Liver Diseases (AASLD), October 20-24, 2017 in Washington, D.C.
VK0214 data will be presented at the 87th Annual Meeting of the American Thyroid Association in British Columbia, October 18 - 22.
https://seekingalpha.com/news/3299255-viking-therapeutics-vk0214-shows-treatment-effect-proof-concept-study-shares-ahead-12-percent
Solid week , held most of the gains, RSI cooling off Re - setting the chart .
http://stockcharts.com/school/doku.php?id=chart_school:chart_analysis:chart_patterns:flag_pennant_continuation
VKTX
If vk5211 and vk2809 have good P2 results 15.00 sounds reasonable . GLTA
Correction .. $17 a share .. so SARM is valued at -$15
In mdgl terms, vktx should be $12 .. so SARM is now valued -$10
Maybe if they stop SARM, we go up
I liked this article with a Biotech Investor Avisol Biotech Partners , thought I would share it because it is very informative analysis on picking Biotech stocks.
"We value development stage biotech companies on six metrics - management, pipeline, market, IP, partnerships, cash position."
"SA: Do you prefer to enter biotech companies at a certain phase (For example, companies with products in their pipelines that have passed Stage II trials and are moving to Stage III)? If so, how have you come to this preference?
ACP: We like entering a biotech (with no other marketed products) when it has first declared efficacy results; usually this is a Phase 2 trial. Before that, it is all unproven talk; after that, it is a crowd. A Phase 2 trial with solid efficacy results is the first time a new molecule comes out of the womb, so to say, and makes itself heard the right way. That’s the best time for a biotech professional to enter a speculative biotech. Someone who understands the science can make an educated guess about its prospects, but not everyone can do it, or has even heard of the company and/or the drug at this stage."
https://seekingalpha.com/article/4113055-will-biotech-continue-boom
Lol Greens, well said! Really happy to be going into news with these recent levels and volumes traded. I wonder if ligand would ever increase their stake if data looked good. Partnership opps shouldn't really be impacted if they did. They already have quite a stake in the drug anyways by virtue of their holdings.
I am grateful for todays red candle, and looking forward to the next move up
My calculations July 12th PR add 12 weeks from last enrolled patient + 2 weeks to compile data has the Vk5211 Phase 2 data released sometime between October 23 - November 10th...we are very close.
VKTX
Picked up some more just now. Looking forward to data and any good news that it might attract this quarter. GLTA!
agreed, I think a partnership is on the Horizon . It would really push the stock higher too..
VKTX
If VK5211 data is positive, I think they are highly likely to receive a partnership offer to not just commercialize it (post p3) in hip but also to expand trials in the other indications you mention. This will set a higher share price base before liver data is due in 1H18.
As for me, I'm super excited about the hip data itself, which can come any time this quarter.
Thank you both ..
VK5211 is projected have a Billion dollars in sales and if approved for other things like Knee replacement of bone fractures in the leg will be have even more. Huge potential.
If 1 billion +++ is not much life I want more of it.
"not much Life" ...my arse .
VKTX
"and quality is compromised more than likely" That is one of the reasons I hear Enhanced Athelete office was raided and they took Ostarine and Ligandrol of the website., . You really have no Idea who manufactured it and what is in it. I hear they were putting steroids in it.
The hype on Sarms isn’t commercialization the hype is for a new merge or BO Viking will not take this to market but yes vk2809 big money
Thanks .. SARM parents run mid 2025 .. this can get approved 2021
Not much life
Isn't most of Value in vk2809? .. ($16 in mdgl terms)
*vk2809 and yes there is more value in that drug for sure. But the stock is so undervalued it will pop tremendously on the hip data
No Sarms are not available over the counter. You can technically purchase them still but it’s technically illegal and quality is compromised more than likely. I know this because I have used Ostarine (gtx-024) and ligandrol (vk5211) off and on for three years
Isn't ligand SARM already avail over counter?
So vktx SARM is like Doug a study to show aspirin can help heart attacks?
What am I missing
Value is in vk2808 .. AKA mdgl
Putting too much emphasis on SARM .. Action is in MDGL
I would say thst indication Alone should value vktx at $8 min TODAY
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