Mufaso

Currently a Factory/Process Automation Consultant in WNY. Long time ChemE having a career spanning eng/maint and sales roles. Please do your own due diligence.

[Mufaso @Mufaso7]

https://t.co/Tv9Ugtw47t

[Mufaso @Mufaso7]

https://t.co/6BvZkm8ZZY

[Andreas Schulz @ASchulz888]

For a long time, the consensus was that oral peptides were doomed, and that small molecules would own the oral obesity market.

But peptides are better - more weight loss, fewer AE's, and patients are noticing.

Just wait until $VKTX's oral VK2735 hits...

https://t.co/SKDsFN5mvN

[Mufaso @Mufaso7]

The "micro dosing compounders" are not sourcing Tirzepatide from LLY. They get TRZ from non approved mfg facilities and processes that have not been validated or follow cGMP. Several points to make:
➡ No data exists from studies using compounded API.
➡ People who are using these compounded meds are taking chances especially when you realize what chemicals are used in the SPPS process.
➡Impurities can exist that can be really bad for you, Getting all the bad stuff out costs money. Having these unregulated players competing on cost is not a good idea IMO. (you either think cGMP is necessary or not)
➡If you get some drug that came from a bad batch- you might never know it given the known GI side-effects of TRZ.

[Mufaso @Mufaso7]

$VKTX $LLY - Interesting that MS thinks low dose Reta could be a "workhorse" for patients with lower BMI as low dose Reta compares favorably to Tirzepatide. Thing is #VK2735 compares even more favorably to Tirzepatide than low dose Reta. ➡️This will become very clear as we get data from the VK2735 Maintenance Dosing Clinical Trial and PH3 Vanquish studies.

[dough @semodough]

$VKTX MS BULL CASE 9.5 Billion in 2035 & over $200

[Noumena Analysis @GilaMonstrum]

$LLY $NVO $VKTX
TRIUMPH-1 data are out and once again retatrutide does not look particularly impressive in an ITT comparison with tirzepatide.
The 12 mg reta dose delivered only 3.3% more absolute weight loss than tirzepatide 15 mg, but with roughly double the vomiting and almost triple the constipation.

This sets a clear bar for $VKTX VK2735. In my view, VK2735 should show greater weight loss than tirzepatide, while maintaining a better safety/tolerability profile than retatrutide.

https://t.co/H2ZwkOodqT

[Daniel J Drucker @DanielJDrucker]

Post hoc analyses using epigenetic clocks over 32 weeks shows semaglutide slows #aging approximated through analysis of epigenetic clocks and reduces inflammation in 45 adults with human immunodeficiency virus (HIV)-associated lipohypertrophy https://t.co/nE1NiIemnT

[Bioinvestor24 @bioinvestor24]

@WallStSai $ABBv will not get $GPCR. There are a lot of clueless managements but they have to be extreme

And $VKTX better stay alone and compete with $LLY in 2028. Will generate revenues then more than $RvMD that is for $30 B now.

[Mufaso @Mufaso7]

With respect to Corden TAPS, the search/AI results you posted are "generic" as you say and they don't tell the whole story. I will be commenting on this further but a better thing to do now would be to look at the actual talk Corden gave at TIDES 2025 on this topic. (see link at end of this post). The talk used Exenatide (a 39 aa peptide that targets GLP1 aka Byetta) as an example and at around the 22 min mark they talk about the fact that they were working on doing the whole peptide with TAPS as a case study.

In the specific case of VK2735, neither Viking or Corden have disclosed much about how the VK2735 API is or will be made for competitive reasons. A key question is how much of the VK2735 aa sequence is TAPS being used to make. It could be anywhere from half the sequence to the whole sequence. (It's quite likely that working on VK2735 was a higher priority for them back then.)

You can view the Corden 2025 TAPS presentation at this link:
https://t.co/aAFMrpvNvF

[Mufaso @Mufaso7]

Corden Pharma presented their TAPS (Tag Assisted Peptide Synthesis) process at last years 2025 TIDES Conference. TAPS is a game changing technology that can replace the SPPS process in making peptides at scale. ➡️ Corden TAPS is likely being used to make $VKTX VK2735 API at much lower mfg. cost than currently marketed peptides of similar complexity (e.g. Tirzepatide). 🤔

[Mufaso @Mufaso7]

The TIDES conference is happening this coming week in Boston. Several presentations on CMC and general advancements for peptides and oligonucleotides.
$LLY $NVO $VKTX $PGTX $BANB $AZN

Here is a link to the 2026 conference website:
https://t.co/SR3l7DHEJQ

[Mufaso @Mufaso7]

The TIDES conference is happening this coming week in Boston. Several presentations on CMC and general advancements for peptides and oligonucleotides.
$LLY $NVO $VKTX $PGTX $BANB $AZN

Here is a link to the 2026 conference website:
https://t.co/SR3l7DHEJQ

[Mufaso @Mufaso7]

It is an excellent point that Foundayo (orforglipron) is "not exactly a small molecule". Foundayo has a MW of 883 g/mol and its formula is C48H48F2N10O5. It contains 4 chiral centers which makes the mfg. process very complex.
➡️So while Orfor meets the generally accepted definition of being <1000 g/mol to be a small molecule, it is on the "high side" (we are not talking about making aspirin here) and orfor is very hard to make at high purity due to both its size and the chiral centers.
➡️The amount of capital that LLY is investing to make Foundayo should help to understand the difficulty in making this SMOL. LLY has committed $6.5 Billion in a Houston TX plant to make only orfor and another $6.5 Billion in a Huntsville AL plant to make orfor as well as other SMOLs.
$VKTX $NVO $LLY

[Mufaso @Mufaso7]

$VKTX Peptides have many advantages over Small Molecules and I'm reposting a version of a chart I've posted before here. Viking's VK2735 has all of the advantages associated with peptides while minimizing the disadvantages. This is true of both the SubQ and ORAL forms.

[Mufaso @Mufaso7]

A recent study has found women who carry a little extra weight live longer than men who mention it.😀

[FollowTheFilings @fdzmurillo]

$LLY's entire marketing pitch for Foundayo is "no food or water restrictions."

Let's talk about what that actually means in real life.

Here's the Wegovy pill routine:

1. Wake up
2. Take pill with a sip of water
3. Shower
4. Brush teeth
5. Get dressed
6. Eat breakfast

That's it. That's the "restriction" Lilly says justifies choosing a pill that is:

• 48% less effective (11% vs 16.6% weight loss)
• 14x higher GI discontinuation
• Metabolized through the liver daily
• Interacts with statins, turmeric, garlic, vitamin D, birth control, and 20+ more
• Liver enzymes 3x elevated in trials
• Dose capped forever at 17.2mg

The "convenience" of Foundayo costs you 48% of the weight loss and a daily audit of your supplement cabinet.

The "inconvenience" of Wegovy pill is doing what most people already do: taking a pill before their morning shower.

65% of patients in the OPTIC study said the 30-minute wait would NOT disrupt their daily lives.

Because it doesn't. You already wait 30 minutes between waking up and eating. Every single day. You just don't think about it.

Lilly spent billions marketing a solution to a problem that doesn't exist.

$NVO $LLY #GLP1 #SNAC #Wegovy #Foundayo

[Mufaso @Mufaso7]

$MDGL - Just hired their 1000th employee according to their LinkedIn acct. Just one year ago they were at 500 employees. (Rezdiffra was approved May 2024.) Small Biotech startups can become become big market cap companies (MDGL now at ~12B and growing).

Many small biotechs have hit it big -> $AMGN $REGN $GILD Genentech and others have become industry leaders with market caps many times their first drug pre-approval size.

Could $VKTX be next as @Pharmdca suggests? 🤔

[Pharmdca @Pharmdca]

$MDGL one of my portfolio stars in this market mess 😍😍
Up $40
$VKTX will shine too, just a matter of time
Recall, $MDGL position initiated around $70

[Mufaso @Mufaso7]

@bioinvestor24 @ResearchPulse1 I believe PH1 on the Amylin will start as a Subq and then possibly add "arms" like VK2735 did.

[Mufaso @Mufaso7]

$VKTX - Only a week left in the quarter. We should see Viking announce the IND for their DACRA (amylin calcintonin) compound any day now. BL has teased that this compound could have better Weight Loss efficacy than VK2735 and that if ph 1 is successful, Viking will immediately start a combo study between #VK2735 and their DACRA which could set a new bar for all to shoot for in both Obesity AND T2D. BTW- We could also hear any day that the ph3 T2D study for the VK2735 subq has completed enrollment. 😀

[Mufaso @Mufaso7]

@semodough Viking continues forward with focus. Completing enrollment in PH3 for VK2735 is a huge milestone that they did quickly. They just are executing very well. $VKTX

[dough @semodough]

$VKTX Completing enrollment in the VANQUISH-2 study is an important milestone for Viking as it is the second of our two registration studies to be fully enrolled," said Brian Lian, Ph.D., chief executive officer of Viking. "As with the VANQUISH-1 study, we are happy to see a study of this size enroll quickly, which we believe speaks to the enthusiasm for new obesity treatments beyond those currently available. We look forward to completing the VANQUISH studies in 2027."