Biotech Values

[Mufaso]

I don't see the results from ALT's phase 2 study on Pemvidutide as being similar to VKTX's phase 1 on VK 2735. In ALT's study the subjects were given the drug for 24 weeks to get an approx. 10% weight loss. In the VKTX study, the study participants were given the drug for 4 weeks and got up to a 7.8% weight loss The tolerability of the ALT drug was significantly worse than the Viking drug.

In addition, the drugs do not share the same MOA and are completely different. ALT's Pemvidutide MOA is a GLP-1/Glucagon Dual Receptor Agonist. VKTX VK2735 is a dual GLP1/GIP agonist.

As noted in #msg-172204950

Data presented late yesterday appears to suggest once again that the only thing glucagon agonism adds to GLP-1 agonism is toxicity. The side effects of survodutide, the GLP-1/glucagon co-agonist being developed by Boehringer Ingelheim and Zealand Pharma, prompted high levels of discontinuation in a mid-stage obesity trial.