Pluto

Yale Student - In-Depth Analyses of Healthcare Stocks. No Investment Advice!

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[Pluto @ForPlanetPluto]

Inside The Anti-Obesity Drug Boom: What It Means for You

1. In my article, I discuss why $VKTX is in such a strong position in the market.

2. Why $NVO might be a stock that deserves a second look.

3. How $PFE is struggling to get a foot in the door.

4. And why every big pharma player is racing to get a share of this market

Read the article for free here:
https://t.co/DMsAAS4IKc
Not investment advice
$XBI $IBB

[Pluto @ForPlanetPluto]

@wallstlobo Noted!

[Pluto @ForPlanetPluto]

$GPCR, $VKTX

What other companies should I write about?

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[Pluto @ForPlanetPluto]

Which is the most exciting biotech company right now?

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[Pluto @ForPlanetPluto]

Some milestones for this quarter are still hanging in the balance, including $PCSA; the prolonged wait could potentially signal a high PFS.

Meanwhile, $RCE is still waiting for its DFI data to be released once 155 patients have been treated. However, enrollment has been slow, so I wouldn’t be surprised if the deadline gets pushed back again.

[Pluto @ForPlanetPluto]

$GPCR
2.5mg titration brought the dropout rate from 27% to 2-3%.

$VKTX
This might be what could tame Viking Therapeutics tolerability.
And its why you should follow me to read the full Structure Therapeutics (GPCR) article.

$XBI $IBB

[Pluto @ForPlanetPluto]

$GPCR - if you are invested in $VKTX, this article will be for you aswell! -> This company may introduce a novel dynamic within the anti-obesity drug market.

The full analysis is coming on Thursday at 10:30am EST.

In this analysis, I employed a novel approach to evaluate the drugs, fully adjusting for both efficacy and safety.

The graphic below presents efficacy comparisons from pivotal or recent studies. Since Aleniglipron is administered orally, safety considerations are paramount; however, efficacy remains a distinguishing factor.

Safety will be addressed comprehensively in the forthcoming analysis.

$XBI, $IBB

[Pluto @ForPlanetPluto]

$GPCR might show why safety in GLP-1s is more important than efficacy.

[Pluto @ForPlanetPluto]

The $GPCR analysis is on the deck for a Thursday release.

Let’s talk about my next analysis:

$CVS
$ALT
$KLRA

or should I do a different one all together?

Trying to get the poll to work.

$XBI $IBB

[Pluto @ForPlanetPluto]

The $GPCR analysis is on the deck for a Thursday release.

Let’s talk about my next analysis:

$CVS
$ALT
$KLRA

or should I do a different one all together?

$XBI $IBB

[Pluto @ForPlanetPluto]

My $GPCR analysis has been extremely interesting as the low dropout rate is essentially the opposite of $VKTX ’s moat.

[Pluto @ForPlanetPluto]

$GPCR I am fairly confident that I will be able to post my analysis of GPCR on Thrusday.

Until now it has been really interesting to analyze the company since it is essentiall ythe opposite of $VKTX. Instead of boasting really high efficacy, the key moat for GPCR is the low dropout rate at about 2-3% in the current body composition study.

I am excited to post this analysis, follow me so you don’t miss it.

$IBB $XBI

[Pluto @ForPlanetPluto]

$VSTM

Verastem Oncology Announces U.S. FDA Fast Track Designation for VS-7375, an Oral and Potential Best-in-Class Investigational KRAS G12D (ON/OFF) Inhibitor for the Treatment of KRAS G12D-Mutated Locally Advanced or Metastatic Non-Small Cell Lung Cancer

[Pluto @ForPlanetPluto]

$QNRX just submitted an IND for QRX003 in peeling skin syndrome, a disease that has no current treatment or cure.

Quoin plans Phase 2 study initiation in 2H 2026

[Pluto @ForPlanetPluto]

@Driller562 Thank you!

[Pluto @ForPlanetPluto]

I want to reitterate that my $VKTX M&A possibilities analysis is online on my substack now.

I evaluate the current market situation and why there potentially will be or won’t be an acquisition of VKTX.

I compare potential acquirers, and targets.

https://t.co/trgV1CJe5E

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[Pluto @ForPlanetPluto]

@Driller562 I hope you like it!

[Pluto @ForPlanetPluto]

The $VKTX market/acquisition analysis is online now on my Substack!

Please consider the following to not miss any future analyses.

Article:
https://t.co/m0s1sORuk0

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