Replies to post #250781 on Biotech Values

[jbog]

Mufaso

What was your impression of the 14% to 20% discontinuation for the two upper doses at 13 weeks. What am I missing? They did decent titration.



Patients treated with VK2735 were titrated to final doses as indicated:
2.5 mg cohort = 2.5 x 13 weeks;
5 mg cohort = 2.5 mg x 3 wks, 5 mg x 10 wks;
10 mg cohort = 2.5 mg x 3 wks, 5 mg x 3 wks, 7.5 mg x 3 wks, 10 mg x 4 wks;
15 mg cohort = 5 mg x 3 wks, 7.5 mg x 3 wks, 10 mg x 3 wks, 15 mg x 4 wks

[Whalatane]

Congrats Mufaso. Thx for all your excellent DD
Kiwi

[DewDiligence]

VKTX—WSJ Heard on the Street column says, “Pharma executives, get out your wallets.”

https://www.wsj.com/livecoverage/stock-market-today-dow-jones-02-27-2024/card/heard-on-the-street-viking-therapeutics-invades-eli-lilly-s-obesity-territory-TDPnsFlcF3JgTzK3bx5d

[vinmantoo]

The data provided so far shows VK2735 to be both more efficacious and more tolerable than tirzepatide. It was a home run especially on tolerability given the aggressive dosing/titration. Comments by analysts in the conference call included: "Looks more potent than Zepbound" "Stellar" and "Pristine profile".

Mufaso, you are the man. Congratulations on VKTX!! After reading your comments I bought a little and was planning on doing a bit more research before buying more but I was slow. Thanks so much and I look forward to hearing your analysis of the CC.