Biobb

Investor. Long only. Self count: 330.

[Biobb @lcccc333]

@Mind_Essentials Some people should stop acting like they’re morally superior to others. Every one of us is the same. There is no difference in the harm caused by hurting others through different means.

[Polymarket @Polymarket]

BREAKING: Senate Democrats unanimously block the Stop Insider Trading Act.

[Manchester United Forever @UtdForever7]

🚨🎥 Throwback to when Bruno Fernandes fooled EVERYONE — even the cameraman — with this outrageous assist to win the 2024 FA Cup Final against SHAMCHESTER CITY! 🧞‍♂️🪄

[Manchester United Forever @UtdForever7]

🚨🎙️ Patrick Vieira says he had an opportunity to sign for Manchester United:

‘‘I had an opportunity to move to Manchester United, i had a meeting with Sir Alex Ferguson and full respect, i couldn’t say NO to meeting him because he was an important figure on the Premier League. We met and we talked and he explained me his vision for Manchester United and his team.

He wanted to play me with Roy Keane in the midfield, Giggs on the left hand side and David Beckham on the right — while Paul Scholes to play behind Ruud van Nistelrooy as no. 10, so it wasn’t a bad team.

But i couldn’t leave Arsenal at that time, i was to happy there and i felt we where building something there. It was hard to say NO, but i did respectfully.’’

#MUFC [@premierleague]

[Biobb @lcccc333]

need to wait

[おもち @omochiomoching]

抱き枕かわいすぎ🥰

[Biobb @lcccc333]

$CRVS Is the next meaningful update expected to be the Cohort 2 data in Q1 2027, since Cohort 1 is at a low dose?

[Pharmdca @Pharmdca]

$VKTX vs $LLY in terms of Safety and tolerability so far based on available data.
Conclusion- $VKTX 17.5 mg Is the best Commercial Dose (de-risked PH3) with best tolerability-to-efficacy ratio and is competitive with retatrutide in efficacy and best in class in safety vs retatrutide.

Data here ⬇️⬇️

Retatrutide-
Safety
TRIUMPH‑1 shows:
Nausea: 4 mg: 28.6% 9 mg: 38.4% 12 mg: 42.4%
Diarrhea: 4 mg: 25.2% 9 mg: 34.1% 12 mg: 32.0% Placebo: 13.5%
Constipation: 4 mg: 23.8% 9 mg: 25.9% 12 mg: 26.1% Placebo: 10.9%
Vomiting: 4 mg: 10.6% 9 mg: 22.8% 12 mg: 25.3% Placebo: 4.8%
Dysesthesia: 4 mg: 5.1% 9 mg: 12.3% 12 mg: 12.5% Placebo: 0.9%

Keep in mind- Skin sensitivity event is not a class-wide GLP/GIP feature, could likely be linked to this molecule.

Discontinuation due to AEs 4 mg: 4.1% 9 mg: 6.9% 12 mg: 11.3% Placebo: 4.9%

Basically, a double-digit discontinuation at 12mg dose a real risk for commercial take.

$VKTX Based on Maintenance data reported last week. My focus is primarily on $17.5mg dose

Nausea
Placebo: ~10–12%
10 mg: ~15–18%
15 mg: ~18–22%
17.5 mg: ~20–25%
20 mg: ~22–28%
22.5 mg: ~25–30%

Vomiting
Placebo: ~2–3%
10 mg: ~4–6%
15 mg: ~5–7%
17.5 mg: ~6–8%20 mg: ~7–10%
22.5 mg: ~8–12%

Diarrhea
Placebo: ~8–10%
10 mg: ~10–12%
15 mg: ~12–14%
17.5 mg: ~12–15%
20 mg: ~14–17%
22.5 mg: ~15–18%

Discontinuation Due to AEs
Placebo: ~3–4%
10 mg: ~3–4%
15 mg: ~4–5%
17.5 mg: ~4–6%
20 mg: ~5–7%
22.5 mg: ~6–8%

Key point: The 17.5 mg discontinuation rate is essentially placebo‑like safety.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US 10Y Note Yield officially rises above 5.30% and hits its highest level since April 2002.

This puts the 10Y Note Yield up +55 basis points this month and +138 basis points since the March 2026 low.

US mortgage rates are nearing 7.60%.

[Biobb @lcccc333]

So jealous. So low.

[アヴェマナヴ @hotateyasan]

きぃーちゃんは表情豊かで凄いな...メロメロです...

[Bull Theory @BullTheoryio]

US bond yields are unstoppable, no matter what gets thrown at them.

Both the 20-year (5.685%) and 30-year (5.641%) just hit fresh 24-year highs.

Yields fell a bit after today's cooler PCE data. It didn't last.

Both are already back at new highs.

[Manchester United Forever @UtdForever7]

🚨NEW: Louis van Gaal has been told he should consider legal action over Manchester City’s part in his 2016 Manchester United sacking.

AD columnist Sjoerd Mossou argued that City’s confirmed guilt on all 115 Premier League charges and their alleged “sham” arrangements to dodge financial rules - underpinned a decade of dominance that included finishing fourth in 2015/16 on goal difference while Manchester United finished fifth, missing the Champions League despite Van Gaal winning the FA Cup and then losing his job.

#MUFC [@Sport_Witness, @Sean_Lunt, @sjoerdmossou]

[Chill Banker @ChillBanking]

B. Riley: $VKTX

We view $LLY's eloralintide plus tirzepatide data as offering a template for VK2735 plus VK3019 (amylin DACRA), given VK3019 WL benefit over VK2735 in NHPs.

VK3019 Ph1 SAD topline is expected later in 4Q, alongside additional updates expected at ObesityWeek'26 with fuller Ph1 maintenance trial data, followed by the SC-to-oral maintenance readout in mid-2027, setting up Ph3 VANQUISH topline releases in 2H27.

[Jen Can NuSH @JCanNuSH]

Let’s look at this, shall we?
▪️The standards for inclusion only appear to require a SINGLE GLP-1 injectable SCRIPT (not a fill) prior to switch. So some people in this might not have ever taken an injectable, if they ran into insurance or cost issues.
▪️41% of those switched from Zepbound had 2.5mg as their last script before switching. Thats just the intro dose and not approved for weight loss efficacy.
▪️69% of those switching from injectable Wegovy were on 1mg or lower for their last script before switching. 1.7mg is the first dose approved for weight loss efficacy.
▪️Mean BMI change over 3 months was 1.4 and mean loss was 4kg (8.8lbs).
▪️That may be *statistically* significant, but is it that stage sort of significance patients are expecting when you say “significantly”?
▪️They don’t break out results by starting treatment AT ALL.

[Manchester United Forever @UtdForever7]

🚨Matheus Cunha needs to START on the left wing against Tottenham.

We had the left wing sorted last season with Cunha — so why change something that was working?

Put him back in his best position and let him play his game. We know what he can do from the left.

As for Rashford, bench him or play him as the striker. Simple.

#MUFC

[Bioinvestor24 @bioinvestor24]

not all GLP1 GIP dual agonists are equal when it comes to tolerability. $ROCH.NE CT388 was titrated over 24 wks .. generated up to 25% vomit and DC rate of about 20% and DC rate from AEs of 6-14% .. interestingly 12 mg dose had most AEs and DC despite descent size sample.

$VKTX 2735 was escalated over 12 wks and reported 26% vomit , 12 % DC and 1% DC from AEs. Although shorter interval .. AEs and DC from AEs tends to happen early during escalation
Expect lower vomit and GI issues with slower escalation in Vanquish phase 3

[In Honour Of Thomas W Phelps @HOThomasWPhelps]

I have made several posts on $CRVS #Tregs could be beneficial in atherosclerosis

$NKTR new slides show cardiovascular and atherosclerotic benefit for #Rezpeg #Tregs furthering the potential of Tregs in this disease

Good news for Treg therapies + read thru for #soquelitinib

Nektar slides, see Slide 17
https://t.co/sg6ov151QY

Prior posts on Tregs potential in removing atherosclerotic plaques:
https://t.co/hPXPqbr061

https://t.co/D338Z1gR2G

[Bioinvestor24 @bioinvestor24]

With all data flocking , Is $VKTX 2735 emerging as the best obesity molecule @GilaMonstrum ?