Replies to post #250855 on Biotech Values

[Mufaso]

Marthambles- Nice find on VKTX. Retatrutide has been discussed heavily on this board. See Dew's #msg-172233230 for other links and #msg-172232928 for this comment:

Indeed, LLY's Retatrutide has_safety_issues—the 11-14% arrhythmia rate ought to be quite concerning for a drug that will likely be taken chronically (assuming it makes it to market).

As I noted in a prior post, hitting three targets may not be the way to go.

In your post, the original tweeter Chris Carper was exaggerating of course about the "75% vomiting" but the reply by Adam May had accurate important data. (E.g. 45% experienced nausea at most efficacious dose!).

If I had anything to add it would be that both Viking management and LLY management have gone on record recently to say that adding a GIP component to a GLP1 agonist tends to reduce nausea. Further, VKTX management commented in the 3rd q cc that they evaluated adding glucagon to a GLP1/GIP and could never get the added weight loss effect to be worth the added risk/issues. LLY management doesn't appear to ascribe to this theory- but then again they are doing everything they can as they should to protect/extend their market share in Obesity and T2D .