Hey guys, a quick thought or two. Nothing big, just bored waiting for the 5211 conference and patiently waiting for the offering trading pattern to subside. Excited for the rest of the Nash results for the stuff that wasn’t released with top line. So far so good. Hard to imagine that liver fat reduced would be that big. I read some post with article saying can’t compare our study to MDGL bc diff enrollment criteria. I’m less concerned by this as the magnitude of effect in our study is so substantial that it seems less likely that when we eventually expand enrollment criteria, it’s a large gap we would have to drop to not be considered at Least as efficacious as MDGL (with MDGL remaining double priced over our pending post offering cap). Cuz right now the discrepancy of how much more potent ours seems to be looks kinda outrageous. The ability to use a medication to selectively and efficiently shrink the fat content of an organ seems like rocket science compared to our current lipid targeting drugs imho. Gets me wondering, could it possibly even just a little bit reduce the fat content around and with other internal organs, (ie maybe at a much lesser extent or something (makes me think of diseases that involve fat accumulation in internal organs, and makes me wonder if this could be an implication related to heart health comment I think I saw somewhere).
I read a scientific article awhile back that said that heart attack and stroke risks actually was ? found to be more correlated with the amount of intraperitoneal fat (fat in your stomach outside your intestines basically, in the linings that hold the intestines together and elsewhere), rather than how fat you are on the outside. Some people really are ‘skinny fat’ - they can be thin built but have lots of intraperitonal fat (and fatty liver etc)- and their heart risks, the article claimed, was higher perhaps as an example, than a super fat guy who had less intraperitoneal fat. Anyways, gives me a lot of hope for this class of compound. Whether it turns into relevance, maybe maybe not.
I saw GTXI’s sarm didn’t get the primary endpoint. I’m actually ok with that, and started a position in gtxi this morning. I’m gambling it might be short term rough but long term better for them and us, and is better for viking. Not for reasons you may think tho. ?They were looking at how much pelvic floor muscle growth was occurring with their compound, and if it would subsequent influence how strong your ‘stop from peeing’ muscles are. If sarms end up getting a rap as influencing urination (as a class they aren’t gonna be massively different sometimes in some regards), that could maybe limit their use in people that have urinary retention or in people who don’t want their pee muscle gettin big (a variety of conditions would require caution there). And... (who has all kinds of weird urinary issues of all flavors, old hip fracture folks). So I was kinda ok w seeing it didn’t do massive things there. In my mind, I’d rather see the muscle growth where it’s really needed, the limbs (appendicular), not bulkin up your poop and pee muscles haha. So here’s the question. Maybe the secondary data will guide a different type of endpoint or approval angle for gtxi, that happens rarely but can occur. But if not, I just find it hard to believe that gtxi wouldn’t be able to ‘repurpose’ their sarm. Look at all the fun stuff ours might do (I can’t wait for this conference next week bone n joint one 5211)- muscle building, maybe bone healing. If their drug targets different muscles (likely it’s alternatively a potency thing), or the same as ours, there is a role for every muscle in the body, and likely a symptom constellation out there needing treating, depending on all of the stuff this drug does. Unless it’s some pelvic floor muscle only sarm, which isn’t ringing a bell maybe I’m wrong. So I like viking even more, and temporary reduced competition is never bad, and for a 50 mil or less market cap, I’ll throw my gambling cap on, acknowledging I may lose, but hey, life’s a gamble. I have much less knowledge and confidence in their sarm, so don’t give anything I said more than a passing thought. By default, I’m even happier to be holding Viking, as I still believe we are pursuing an awesome endpoint. See older posts, but in this old sick hip population, quality of life may become a more relevant secondary than some suspect, if we even need to go that route (prob not but never hurts to have plan b)
Cheers viking bros
Waffles
