Jim Hansen

Proficient in boring people about running Marathons, my dog Benson, gardening and non league football.

[Jim Hansen @fluffer9]

@sainsburys Fillet steak. Really? How’s your quality control 🤮

[Jim Hansen @fluffer9]

$VKTX on partnership from earnings call. Summary:

[Jim Hansen @fluffer9]

$VKTX 12-18 months ahead on oral now.
Saving ….
2b design + startup: 3–4 months
•Enrolment: 4–6 months
•24–36 week treatment period
•Data readout + analysis: 3–4 months
•FDA meeting to align on Phase 3: 2–3 months

That’s roughly:
+12 to 18 months

[Pharmdca @Pharmdca]

$VKTX Huge news for shareholders- Boom
Oral drug moving to Ph3 guys

[Jim Hansen @fluffer9]

$VKTX. Interesting that this new job went up at the weekend.

Senior clinical data manager

https://t.co/olJGrdv8BS

[Jim Hansen @fluffer9]

$VKTX Full reversal from HIMs

“Since launching the compounded semaglutide pill on our platform, we’ve had constructive conversations with stakeholders across the industry. As a result, we have decided to stop offering access to this treatment,” Hims said”
From Apple News

[Jim Hansen @fluffer9]

$VKTX For me it’s interesting that this year the wording from Viking has changed from “Concurrently, the company is evaluating an oral formulation of VK2735 in a Phase 2 trial” to now saying
“Concurrently, the company is evaluating an oral formulation of VK2735 in obesity”

[Jim Hansen @fluffer9]

$VKTX https://t.co/U42mfB3b9F

[Jim Hansen @fluffer9]

@lipa0902 @MeadowCapital Yeah, just ignore the positive meeting and no Ph2b for 2735 Subq. This is a really poor example of trying to find negative context. Very poor, must to better.

[Jim Hansen @fluffer9]

$VKTX clearly going straight to Ph 3

[dough @semodough]

$VKTX has had its FDA phase 3 oral drug meeting. But still waiting on minutes

[Jim Hansen @fluffer9]

$VKTX https://t.co/RpB3hnLmki

Looks like a full report on Venture just published

[Jim Hansen @fluffer9]

@morton1984 @sicollins7723 And don’t forget the key tactic at the bar “Get across the front!” 😂

[Jim Hansen @fluffer9]

$VKTX literally hundreds of posts from this guy, since he first appeared spouting “single figures” and “FDA issues”.
Viking moved +46% since he started posting negatively.
That must hurt and is just stupid; money lost with every post.

[James @biotechtoast]

@GMEshortsqueeze @Stocktwits @wallstreetbets $VKTX - April update they still use 12/31 cash balance, required by law to update 3/31. $95 to $19.85, CEO/CFO/COO delayed/drip data so they could dump their shares, 85 Inst buyers were deceived. Heading to single digit

[Jim Hansen @fluffer9]

@PGainz96934 @vtcarguy81 @pacha_8x They have no money to take this through Ph3 and your posting is desperate now

[Jim Hansen @fluffer9]

@PGainz96934 @jp_sed @jimmckay132 @PK_Fund Why don’t you even mention the lack of money ALT have to get to Ph 3

[Jim Hansen @fluffer9]

@Mufaso7 @mark1eddie He did say in an update q&a about amylin and 2735 being special. Said the first trial would be amylin alone then a quad. I think

[Jim Hansen @fluffer9]

@0xPasserby @WallStSai Or the company rightfully values itself at a higher level.

[Jim Hansen @fluffer9]

@Mufaso7 Great post. I think what also completely surprised some of the analysts was that there is no second titration on the switch from subq to oral. This makes ViK2735 in my opinion. Imagine a subq weight loss and then just one pill a week to keep the weight loss off!

[Jim Hansen @fluffer9]

@jilllives York Sour. York Minster Gin, Rhubarb Liqueur, Fresh Lemon, Egg White, Raspberry Dust xx
(Sitting infront of York Minster of course)

[Jim Hansen @fluffer9]

@jayabacus 26th August for me

[Jim Hansen @fluffer9]

Shorts inadvertently positioned themselves as coiled spring and amplify any news. Shorts thought to be retail, hedges betting on VKTX “too late” and technical traders on chart breakdowns.

Positive Ph2 (8-12%) plus BO rumour creates up to $12bn loss for shorts from resulting BO

[Jim Hansen @fluffer9]

$VKTX
Talk me out of this scenario:

VKtX release Ph2 on 26 Aug prior to 4 major pre planned Sept presentations which give BP opportunity to deal

All short reasons, obesity overcrowding, VKTX lateness, production, LLY/NVO superiority now flipped

TAM of $100bn+ sees $50bn BO

[Jim Hansen @fluffer9]

$VKTX
Cash deal (PFE, Merck, J&J) doesn’t need shareholder approval. Triggers immediate share price to BO price as 28m shares cover (26% of float) No rolling of short positions to acquirers stock. Immediate margin calls see short cover in open market and stock returned to lender