Highest probability for takeout is between now and Nov 3. Any acquirer wants to be able to dictate ph3 trial design, while avoiding having to pay an elevated VWAP (likely to be caused by imho) obesity week disclosures. Fair?
Otherwise VKTX goes solo and brings the drug ti market in 2028.
If you’re Brian, do you take $15-20bn by the end of the year, or try to hit $100-$200bn in 4 years while diluting yourself by 1-2x along the way?
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