Just_me_Jackie

I invest in biotech for a living. Former health care professional. Posts are my opinion, not financial advice.

[DC_Draino @DC_Draino]

Every mother I talked to said this drug improved their child’s daily life dealing with DMD.

Their voice matters and it’s why I’m a Capricor partner.

[Human Shadow @HumanShadow0x]

1/ 🧵 Since yesterday, everyone has been talking about the FDA briefing, the $CAPR @Capricor stock crash, and the market reaction. But behind every chart and every headline, there is something much more important: people, families. Children living with Duchenne muscular dystrophy

[Mario Gabelli @MarioGabelli]

PSKY …not hostile ! Shareholder friendly all cash bid ….!!!

[Charles Gasparino @CGasparino]

SCOOP: Netflix is ramping up a major charm offensive with Warner Bros. Discovery and US regulators as it pursues the media giant’s streaming service and Hollywood studio – and rival bidders fret that it may be working, On The Money has learned. @netflix @wbd @paramountco @Skydance @comcast

https://t.co/jSyEcXKsRk

[WOLF @WOLF_Financial]

Snap $SNAP and Perplexity announce AI search partnership: Perplexity will pay Snap $400 million over one year in cash and equity to integrate conversational AI search into Snapchat.

Starting early 2026, Perplexity will appear in Snapchat's chat interface, bringing AI-powered search directly to the app's 850 million+ daily active users. Revenue begins contributing in 2026.

The deal provides Snap $SNAP with significant near-term revenue while giving Perplexity massive distribution among younger users who dominate the platform. Perplexity gains access to demographics that rarely use traditional search engines.

The partnership follows a wave of AI integration deals: Apple paying Google $1B annually for Gemini-powered Siri, and Meta embedding AI across its apps. Social platforms are racing to integrate conversational AI as search behavior shifts away from Google.

For Perplexity, the $400 million investment buys entry to a closed ecosystem where users spend hours daily. For Snap, it monetizes chat without traditional ads—critical as the company struggles with profitability.

The deal accelerates AI search adoption beyond traditional browsers, positioning Perplexity as the embedded search layer across social platforms.

[Cigs @cigs1234]

$VKTX

Highlighting @Mufaso7 @GilaMonstrum @Pharmdca @bioinvestor24 @semodough as some of my favorite accounts to follow for $VKTX and the GLP1 space. This list is not all inclusive but definitely a good start.

They don’t need any promotion from me, but I recommend giving these guys a follow if you’re invested or interested in $VKTX or the weight loss/GLP-1 pharma space

Don’t underestimate retail!

$VKTX, $PFE, $NVO, $AMGN, $RHHBY, $MRK, $BMY, $XBI

[Mufaso @Mufaso7]

There were several really good replies to the quoted post on $VKTX's Maintenance study. In particular there was a thread on the induction phase where @ResearchPulse1 and @GilaMonstrum commented that they rightly thought the WL originally projected at 19 wks was too aggressive especially given the titration scheme during induction is not known. Using a more conservative titration estimate @GilaMonstrum graciously created a new WL estimate at 19 wks using his much better model and that graph is included in this post requote.

The "best guess" on the titration scheme is that it is 2.5mg, 5.0mg, 7.5mg, 10mg,15mg in 3week blocks which gets you to week 15 and then you have 4 weeks at the 17.5mg which is the final dose used in the Ph3 Vanquish study. A second "aggressive" guess at the titration scheme jumps goes 2.5, 5, 10, 15 in 3 wk blocks and ends at 17.5mg for 7 wks. (it is likely only one titration scheme will be used in induction to allow valid comparison of the different maintenance arms.)

This gets a WL guess/estimate of around 16-17% which if achieved would be a great result at week 19 . We would also get new AE data on this large data set which would presumably be better that the good AE seen in ph2 as the titration scheme is likely less aggressive in this trial. Again this would be the longest trial data for VK2735 and with N around 180, the largest single arm where data is disclosed so it should help to predict ph3 Vanquish result.

There are many other aspects of this trial that are very important. This is is a pioneering study that no one has done before because VK2735 is the only compound that can effectively support 4 different dosing regimens (SubQ weekly, and monthly plus Oral daily and weekly). There are several comments in the original post that cover the groundbreaking maintenance aspect of this study and if you are interested you can look at those aspects there. (and special thanks 🙏to @GilaMonstrum who always provides unique insights!)

[The Analyst @MMatters22596]

$NFLX made the expected move.

Now it’s time to shift attention toward $WBD and $FUBO — both are getting far more interesting from here.

$NFLX is nearing its bullish cyclical top — I give it a maximum of 2 years left before a major reversal.

[dough @semodough]

$VKTX - transformative execution

[Maarten 🇪🇺 @MaartenDik]

$VKTX Q3 2025 earnings

- Phase 3 VANQUISH Trials for Subcutaneous VK2735 in Obesity
Proceeding on Schedule

- VK2735 Phase 1 Maintenance Dosing Study Underway

- Additional Phase 2a VENTURE Study Data to be Presented at ObesityWeek in November

- Strong Quarter-End Cash Position of $715 Million

[quantumup @Quantumup1]

Wow, Seedhouse/Cantor just called the $VKTX (Overweight; $105 PT) 3Q update transformative and said that "this was the most bullish update Viking has given since we started covering the stock more than 7 years ago."
$GPCR $LLY NVO AMGN PFE MRK
Cantor additionally said:
VKTX just crystallized five critically important data catalysts in the next 24 months, and Viking affirmed cash on hand of >$700M was sufficient to get through all of them.

[MaxGoku @DragonMaxGoku]

$VKTX Huge MASH comment in earning Q&A. Viking has seen uptick of interest in the MASH asset from partners.

[Daniel Newman @danielnewmanUV]

A lot to like about the $VKTX call. Positive signals and a bit of not so subtle confidence in its pipeline. 👊🏻

[quantumup @Quantumup1]

Cantor has Strong Words on $VKTX's Oral:
Viking also mentioned on the call that a manuscript for the Phase 2 VENTURE study was accepted for publication in a leading medical journal and should be published in early-2026.
$GPCR $LLY NVO AMGN PFE MRK
👀Positive and Strong Words from Seedhouse on the Oral:
VENTURE Phase 2 data publication in leading medical journal: Early-2026 (will discharge any lingering questions about strength of data compared to tirzepatide and others).😱

[Pharmdca @Pharmdca]

$VKTX what's important about VK2735- Having both subq and oral formulation with the same molecule.
Use subq formulation to lose quick weight short term and move on to the oral maintenance regimen. Simple
Perfect regimen in future for weight loss.
Now we need PH3 blessing from the FDA

[Pharmdca @Pharmdca]

$VKTX All I can say is stop looking at the stock price if you are in for the long haul. Zoom out and chill
Management knows what they own, they not gonna throw it cheaply
Obesity is a huge TAM so let them execute
Stop listening to FUD/Misinformation
Zoom out

[Dr. Salomon @Doctor_Salomon]

Probably $VKTX (updated)
1. Returns to $42 (in days)
2: if Trump and $LLY reach an agreement VKTX returns to $85 (likely in November)
3. if the FDA approves phase 3 for oral VKTX to +$100 (likely in December)

[NOTRELOAD AI @notreload_ai]

$VKTX +12% [Morgan Stanley, Cantor Fitzgerald, and BTIG raise Viking Therapeutics price targets to $102-$125, citing accelerated obesity trials and upcoming FDA meeting for oral treatment.] https://t.co/48xU1JiGkZ

[Maarten 🇪🇺 @MaartenDik]

$VKTX on a question on their latest thinking about a partnership vs going at it alone.

[Wild trading @YYDSxjm]

$VKTX Let's see:
- CEO says that there is M&A interest in a NASH asset
- There were recently acquisitions of whole companies for their NASH assets AND for valuations a lot higher than current VKTX's SP
- Our market cap is STILL 3.5B

It can't be any clearer than that guys. This is one of the most undervalued stocks in the entire market AND one of the safest plays imo.

The thesis hasn't changed. See you at $350.