Viking Therapeutics Inc (VKTX)

[ZeWaffleBaron]

Read a great article about methodology of clinical research 2 or 3 days ago on a newsfeed I get. It discussed why placebo effect often is increased in later enrolled trial patients, and varies depending on how trials recruit at various stages of enrollment and are managed.

I speak Not at all about Viking specifically, and as of now have no qualms with they way they research and run trials... yet acknowledge that they are a young company. You can have a great drug, a great trial concept... but if the trial is designed or executed imperfectly, or less ideal endpoints or measurement instruments are used, results can be impacted.

Kind of like a dog show. You can have a great lookin dog, but if you send in pictures of the dog from odd angles or a bunch of dog butt photos, they won't accept your animal to the show haha.

Again, I am long on this and strongly believe this company may be onto somethin huge... I just want to give you a devils advocate argument for why some may decide to take some profits in the coming few weeks, and leave a little less on the chopping block for the big decision.

If I missed the boat explaining this, let me know. And again, I offer no specific criticisms of the endpoints they chose, as I am willing to be naive here, and assume that they knew which ones to choose, because they have had this drug in development and the secondary black market exposure for wayyyy longer than most drugs out there, and have had a long long loooong time to prepare for this moment and capture what they believe to be the best fit of data approaches