Biotech Values

[Mufaso]

An excellent estimate of WL for VK2735 was done by GilaMonstrum on X. His speculation is based upon getting a bioavailability estimate of 1.25% from Ph1 oral and using Ph2 SC WL results from 13wks. FYI- I did something using the same methodology (but not using sophisticated math) on my own (not publicly posted) and his results came within the range that I came up with. I will also will mention that Brian Lian tried to set expectations for 8% for the ORAL over 13 wks when speaking with analysts as I recall. (He is typically under promises and over delivers).

Be careful when looking at this info. LLY thought the Orfor data would be better and look what happened there. We simply don't know till results are released. While I'm personally very confident the ORAL will have great tolerability, I'm expecting that the WL results will also be great with a lower confidence level. VKTX and all stocks in the diabesity area are volatile with emerging Bios there especially risky.

MY Speculative WL prediction for VENTURE Oral trial $VKTX

The 30 mg QD oral VK2735 delivers systemic exposure equivalent to 2.5 mg QW sub q VK2735, while 90 mg QD corresponds to 7.5 mg QW and 120 mg QD aligns with 10 mg QW. However, the oral regimens escalate more quickly, with… pic.twitter.com/q4mmnwcqmk

— Noumena Analysis (@GilaMonstrum) June 8, 2025