@stocklllovers6 When a stock is promoted from R2 to R1 it's net for sale just fyi - the amount of selling from the R2 Indexers is greater than the buying from the R1 Indexers
@bioinvestor24 wish P3 data was coming first-feel like the mkt focuses on the neg with this stock so even if 19wk data is stellar but the maint portion falters (can't maintain or con't to lose weight) does the stock react -ve? Plus 8 cohorts is there a preferred cohort mkt wants to see do well?
$VKTX may not end up having “the”best SubQ but I’m fairly certain they’ll end up having the industry’s best SubQ/Oral combo offering -dual agonist identical core peptide , easily switchable , good for maintenance , same brand recognition (which we’ve seen is important re: Wegovy
@Biohazard3737 better would obviously be a grand slam. However, if they sandwiched themselves btw $NVO and $LLY for the 2nd best obesity asset would that not make it a homerun from where it is now?
If I told you the active REIT etf $REIT was at 52wk highs would you believe me? Look at $VNO $PK - today IR sensitive names $RKT , $XHB $BLDR up big- the market doesn't seem to be pricing in rate hikes - more like the ME war is over soon and return to normal
For those saying $VKTX is late to market and we’ve moved on to next gen obesity assets you may want to take a look at oral uptake. There is maybe 1 triple agonist in pre-clinical development. Dual agonist oral will have quite a runway for the distant future $VKTX $LLY $NVO
GLP-1 drugs may be the most consequential medications of the last decade.
Originally developed for diabetes, they are now showing effects on appetite, cardiovascular disease, inflammation, fatty liver disease, kidney health, sleep apnea, and even behaviors linked to addiction and reward.
But the deeper scientists look, the stranger the story becomes.
What exactly are these drugs doing—and what do they reveal about hunger, metabolism, and human desire itself?
A short 🧵
@IntegralAnswers
@breakoutchrts not related in terms of disease state but $ABVX proved to a lot of bioXers that there's no such thing as sure thing data release (or more importantly, the market reaction to said data) after P2 Oral and market reaction - no one knows but yes here is more of a buy than sell
AI Drug Discovery names very strong today $GENB $SDGR $TEM $RXRX .....$CRSP is a name that looks good to me - gets over $60 and holds and it should work well
@AaranYoyo i agree - not even close to when Soderling beat Nadal - both players have to be playing great - or Stakhovsky/ Federer at Wimbledon - he played out of his mind to win
@DolemanRobert@ggreenwald 92 Degrees - French 17-year-old Moise Kouame became the fifth-youngest man to reach the third round of a Grand Slam, defeating Paraguayan Adolfo Daniel Vallejo 6-3 7-5 3-6 2-6 7-6(8) in a gripping French Open clash lasting nearly five hours on Wednesday.