Rajt

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[Rajt @Rajt1111]

$VKTX Saw below in Stocktwits..No insider sells for last 3-4 months.. Something could definitely be cooking in Vikings world.

https://t.co/5RARpDFFeP

[Rajt @Rajt1111]

What the hell is going on with $VKTX? Goes down 3-4% on tiny tiny volume and then someone comes in and buys 1 million shares and slows drips down….

[Rajt @Rajt1111]

@MeadowCapital @biopharmacaster The only comment I have seeing BL execution for last 3-4 years is that he should have raised 1.2-1.5B back in March 2024. I think it was doable. Other than that it has been flawless execution.

[Rajt @Rajt1111]

@MeadowCapital @biopharmacaster Well he didn’t go to P3 with their lead NASH asset when they had best in class P2 data: that suggests that he is calculated, thorough and very frugal with cash. So everything suggests pretty awesome future but I am still shocked that they got to this point without CMO $VKTX

[Rajt @Rajt1111]

@MeadowCapital @biopharmacaster It’s it crazy that almost 10B ( at peak sometime around Mar 2024) ran the company with CMO….. BL is has either an awesome molecule or has no clue on creating great pharmaceutical company

[Rajt @Rajt1111]

@vtcarguy81 Good data will put massive pressure on existing players. DTC companies could make significant inroads in being Healthcare companies with major partnerships or acquisition

[Rajt @Rajt1111]

If/when, $VKTX makes a deal with major DTC ($AMZN , $WMT) more than likely $LLY and $NVO will lose one third of their market cap almost immediately. It is crazy BL is thinking of going alone..This is going to be great for the patients... short term not so good for shareholders.

[Rajt @Rajt1111]

$OMER huh!!!! Buying shares…. Small buys at this time…. But giving strong signal to market…

[Rajt @Rajt1111]

@Delivadariva @wallstlobo Just the prime membership could generate roughly $50-80 billion for Amazon. or Health Insurance companies could save almost a trillion dollars or more. Now that we do not have to pay $LLY or $NVO or any new comers.

[Rajt @Rajt1111]

@Delivadariva @wallstlobo I tweeted about this sometime ago. Almost 1/5 to 1/4 of the population will be on GLP1s soon; it makes prefect sense $AMZN or Health Insurance companies buying $VKTX. Massive revenue/savings could be realized should everything pans with wrt to P3 results. Prime members 1500/year.

[Rajt @Rajt1111]

I think $NVO and $PFE (should approved product in the GLP1 space) are at a disadvantage, if $LLY buy $MDGL . Lilly with have platform products for metabolic diseases and others won’t. $VKTX prospects looking hotter and hotter

[Rajt @Rajt1111]

So we now know that there is good money to be made on $VKTX NASH asset as well…. Ligand notice is a very good news for the company. Now we all know big companies are lining up to strike deals with these assets as well…. Vikings story keeps getting better… behind all this noise

[Rajt @Rajt1111]

They are saying they are starting monthly dosing as part of ongoing clinical trials… This is a big hint to everyone what they see with their molecule. I am surprised this has not gone up significantly today $VKTX . It will be close to 100 very soon…. My 2 cents

[Rajt @Rajt1111]

Just found about $CAR …. Crazy stuff!!!! Well done to the holders …. $VKTX could also be a candy for such squeeze….

[Rajt @Rajt1111]

$VKTX imagine a scenario where $HUM $UNH or others buy/partner with this. They will save trillions and $LLY and $NVO market cap reduce by half. And/or Walmart/Amazon buy them and offer significant discounted price to this members. Game just just interesting.

[Rajt @Rajt1111]

@Cellgoliath @RolfHattesen Bull case, should be at least 500-800

[Rajt @Rajt1111]

@bioinvestor24 I think it is a good decision wrt to partnership. They need cash as it gets them what they need without going through dilution. If this deal get them royalty of mid teens; they are Golden with decent upfront cash.

[Rajt @Rajt1111]

@bioinvestor24 I think they are going to do it. I think it might come out as soon as in next few days to within 2 weeks. They are reluctant to do anything with GLPs at this time wrt to partnership. They might be of th opinion that they might have struck gold wrt to GLPs (at least at this time)

[Rajt @Rajt1111]

Looks like $GPCR hype is fading quite rapidly. Let’s see how $VKTX performs over the course of next 12 months. $LLY still miles ahead at the moment. $NVO might go through insane gyrations…

[Rajt @Rajt1111]

@MeadowCapital Coming off conferences slots are rare for early stage biotech companies… typically sign of potential buyout in works, and some new developments at company including change of (add/removal) leadership. Typically they are (always) looking for investors and building connections