Replies to post #250931 on Biotech Values

[EnergyFundies]

Also, what is the estimated weight loss at 4 weeks for VK2735 SubQ? Looks like GGG was around 4%, and 15mg VK2735 SubQ is a bit better at 12W weeks. During 2Q23 earnings call Brian said oral was 60% as effective as SubQ in vivo tests.

[Mufaso]

Here were Brian's Lian's comments during the 3rd q cc Oct 25th on this topic:

Joon Lee
...And, on the Oral VK2735, can you elaborate on the reasons why it may be delayed to first quarter of next year? Is that due to an addition in possibly another cohort or those? Or just wondering what the delay could be due to? Thank you.

Brian Lian
Yes, thanks, Joon. No it's really just going more slowly than we'd like. Nothing more than that. We haven't reached the point. The protocol is flexible in that we can add additional cohorts, but we're not to the point of making any of those decisions at this point.

So yes you are correct that no cohorts add been added at that point. Does it really take 8-9 weeks for each cohort to run and complete before starting the next? I think that might be a bit long. I think a cohort was likely added in early December and another was added sometime in January accounting for the delay till now as my most likely scenario. (But your point is well taken that more than two cohorts being added is a stretch)

I think the add of at least 1 cohort was a near certainty. At the end of the day even 1 added cohort is a good indicator that safety/tolerability was good in the original cohorts which is the most important takeaway from additional cohorts being added.

If anyone else has an opinion here , please share especially if you have knowledge on how these sequential cohorts work/the process to add cohorts.

EnergyFundies- Welcome to the board and also welcome to ihub as I see from your newly created alias! Thanks for sharing!