Ronald Baker

MBA, Mentor, and Protégé

[Ronald Baker @bavariaron]

@bioinvestor24 @WallStSai PFE stealthily shaking up strategic leadership since late 2024: CMO, CSO, Business Development team members, and now CFO stepping down.

PFE also poached a J&J Exec in 2025 to lead their Internal Medicine and to lead obesity development.

I agree, something on the horizon.

[Ronald Baker @bavariaron]

@SpacGuru Zero

[Ronald Baker @bavariaron]

@chartillect TERN shelved obesity program to focus on oncology before being acquired by MRK; ALT shelved obesity program.

[Ronald Baker @bavariaron]

@bioinvestor24 I thought about your expectations for Orfor potential DILI when I saw the following post yesterday. Is the post credible? I’m vaguely familiar with FAERS.

[Redpulse @Redpulse_News]

Three Ls LLLilly took, Part 1/3: Orforglipron.

L #1: A serious FAERS report of liver failure in a patient taking Lilly’s new oral GLP-1 (orforglipron / Foundayo) just dropped. Early post-approval signals like this raise real safety questions the company would rather ignore.

L #2: Clinical trials showed significant gastrointestinal side effects and discontinuation rates. Patients are voting with their feet — and the real-world data is already looking messy.

L #3: Lilly rushed an oral GLP-1 to market… only for it to look inferior in tolerability to Novo’s established semaglutide and upcoming oral zenagamtide. This was supposed to be their convenience play. It’s not landing.

$NVO $LLY

[Ronald Baker @bavariaron]

Mystwood💯% Correct…

Pancreatic Cancer TAM:
. 2025: $4.5B
. 2035: ~ $14B

Obesity Market TAM:
. 2025: $47.9B
. 2030: ~ $150B to $190B

The math is easy for 2030 Rev: VKTX
3% (Bear Case): $4.5B
5% (Base Case): $7.5B
10% (Bull Case): $15B

Potential valuation

VKTX MCap Range: ~ $45B to $105B

[Ronald Baker @bavariaron]

@avidresearch No.

[Ronald Baker @bavariaron]

@MeadowCapital @biotechtoast James, how ‘bout that VK2735 pill prediction? 😎

Viking Therapeutics Rises as Phase 3 Trials and Oral Formulation Progress Accelerate

https://t.co/DhDvwBgbaR

[Ronald Baker @bavariaron]

@MeadowCapital @biotechtoast James’s posts always age poorly. 😂🤣

[Ronald Baker @bavariaron]

@MeadowCapital @masterlongevity @Biohazard3737 @anandcpatelmdms Yeah, I echo Meadow Capital’s question. I have not heard a “word” about Viking rebuffing a $120 offer.

Source?

[Ronald Baker @bavariaron]

@meremrtl Yes, this is X. The word selection and response in this thread provided the clarity I sought for readers on X that might happen upon your post.

[Ronald Baker @bavariaron]

“Going into” is a phrasal verb in this context that literally means: starting phase 3 programs.

VKTX VANQUISH trials have been active over a year and fully enrolled for months.

You are welcome—English is rough.

If the statement read: VKTX currently running two Ph 3 trials and going into a third costly Phase 3 oral trial—I would agree, no correction required.

[Ronald Baker @bavariaron]

@MeadowCapital @pacha_8x @A_May_MD @seedy19tron As of 6/2/2026 Adam May VKTX Long:

[Adam May @A_May_MD]

@Zoomer7777777 I’m not and haven’t been making fun of Viking longs. Yeah I was bearish when jt was in the $90s, but how many times do I have to tell you guys my most recent positions in $VKTX have been long positions before you guys quit assuming I’m some deluded permabear? Chill man

[Ronald Baker @bavariaron]

@rn_flex Thanks for sharing the first hand insights from personal benefit and quality of life benefits.

These are exceptional outcomes.

[Ronald Baker @bavariaron]

@MeadowCapital 💯😂🤣 Perfectly clear, direct, accurate translation! 👏

After reading the post, I imagined your translation in Brian’s voice and intonation…I was rollin’!

[Ronald Baker @bavariaron]

@SubtleInduction @bioinvestor24 Yep—Ditto to what “Into Absurdity” said.

[Ronald Baker @bavariaron]

@WallStSai The chart is wrong. Mounjaro was top selling drug in 26Q1 with $8.662B.

https://t.co/VuSm9M0ToO

[Ronald Baker @bavariaron]

@RedwaveDawg @RonFilipkowski Why has he stopped saluting. Multiple occasions failed to salute and not a peep from anyone.

[Ronald Baker @bavariaron]

@WallStSai That’s not good for VKTX.

[Ronald Baker @bavariaron]

@BiotechAnalysst @adamfeuerstein Enron CEO in the 20th century, I voted SGMO CEO for the 21st century.