Biotech Values

[Mufaso]

VKTX - Another interesting tweet du jour on Viking. This one is regarding Raymond James comments on VK2809 vs Madrigal resmetirom saying the Viking drug showed a comparative "2-fold reduction in liver fat" with the "fat reduction being >60%." They also commented that VK2809 safety being better than resmetirom saying "Rate of TEAE's leading to study discontinuation was in-line with placebo compared to >2x the pbo discontinuation due to AE rate for 100mg resmetirom". Really like the conclusion "Liver fat reduction looks best in class, even at less frequent dosing"

Raymond James $VKTX
vs $MDGL's pooled P2 12W doses, VK2809's fat reduction is greater
All of this@ doses multiples lower than resmetirom/ w/out concerning AE imbalances
Thus,VK2809 is the more potent molecule

Liver fat reduction looks BiC, even at less frequent dosing$tern $iva https://t.co/zbWHNt99DO pic.twitter.com/eXUd7CHm2k

— quantumup (@Quantumup1) May 18, 2023