dough 𝕏

BIOTECH man LONGTERM FOCUS many positions-also trade around my CORE holdings my opinion only do your own research with me

[dough 𝕏 @semdough]

Wonderful Day for me. - celebrating 25 GREAT years with my WIFE & best friend today. Best decision I ever made - happy #anniversary to my WIFE ❤️❤️

[dough 𝕏 @semdough]

$VKTX refreshing to relisten to TRUIST DOC call-conviction VK2735 has best-in-class tolerability profile.oral GLP1s likely to be deployed by PCPs/GPs in the frontlines of weight mgmnt, we view tolerability as the more important criteria over magnitude of weight loss.

[dough 𝕏 @semdough]

$VKTX - why we wait on 100mg oral data - let’s remember this nugget from mgt on the what we know on 60-80mg data and it’s tolerability

[dough 𝕏 @semdough]

$CLRB Iopofosine I 131 Featured in Two Separate Presentations at 12th International Workshop on Waldenstrom’s Macroglobulinemia :: Cellectar Biosciences, Inc. (CLRB)
https://t.co/30RlTzTc6I

[Paras Sharma @paras_biotech]

Obesity's 'beefed up' clinical landscape: 77 clinical stage programs from 52 companies!

Source: Evercore

[dough 𝕏 @semdough]

$MRK Merck Receives European Commission Approval for WINREVAIR™ (sotatercept) in Combination With Other Pulmonary Arterial Hypertension (PAH) Therapies, for the Treatment of PAH in Adult Patients With Functional Class II-III

[dough 𝕏 @semdough]

TRUIST Obesity GLP-1 Market $LLY, Buy) Zepbound grew 9% w/w with 41% market share since launching Nov 8, 2023 $NVO Wegovy TRx grew 3% w/w with market share declining to 58% from 61% in the prior 13wk period. $VKTX $GPCR

[dough 𝕏 @semdough]

$UNCY 3 posters at #ASN2024 October 24-27
https://t.co/qPPB6OMIcw

[dough @semodough]

$NVDA 💰 💰💰💰- is all I see 🤷‍♂️🤷‍♂️🤷‍♂️

[dough 𝕏 @semdough]

$SOFI - sentiment changing - lower interest rate environment should only accelerate $SOFI

[Micro2Macr0 @Micro2Macr0]

Today, $SOFI will break out of a downtrend started almost 1,300 days ago.

[dough @semodough]

Lots of Scientific Meetings starting soon $XBI $IBB $SPY #biotechs

[dough 𝕏 @semdough]

JEFF sees $125B+ peak sales in global GLP-1 obesity market is currently split between $NVO $LLY highlight players that could capture up to 20%+ of mkt ($20-25B in 2030+). biotechs with upcoming data catalysts that could drive notable share upside $AMGN $SRRK $ZEAL $VKTX $GPCR

[Matthew Herper @matthewherper]

A lot of discussion about drug prices is abstract, but this is striking. This is a forecast sent out by Michael Yee at Jefferies for the GLP-1 drugs, forecasting sales of more than $120 billion.

You'll notice 80% of the sales (that black line) are in the U.S. That's likely as much because of differences in price as usage.

There's a good chance that GLP-1 drugs will save the U.S. money even at these high prices. And if the U.S. just cut what it pays all the way to what is paid by other nations, there would be a lot less money being put into developing these medicines.

But the U.S. is paying 5x the whole rest of the world.

The Jefferies report has a ton of interesting information on the companies developing these meds.

[dough @semodough]

$GOSS Gossamer Bio Announces Data Presentations at the European Respiratory Society Congress 2024 | Gossamer Bio https://t.co/uziBWqlPvY

[dough @semodough]

$TGTX - impressive conviction by shorts here are stupidly- $TGTX profitable now & they increased there holdings 🤷‍♂️

[dough @semodough]

$VKTX - short continues to increase after phase 3 news and obesity week pending

[dough 𝕏 @semdough]

$HROW Harrow has a short interest of 5.44 million shares. This marks a -2.33% decrease in short interest from the previous month. The short interest ratio (days to cover) is 9.9

[dough @semodough]

$MREO Mereo BioPharma Group (MREO) has a short interest of 4.37 million shares. Up from 31 million last month This marks a 40.06% increase in short interest from the previous month.

[dough 𝕏 @semdough]

MS $LLY PT 1106 est that Zepbound US net price in 2Q24 was $790/month
model this trending down over time to ~$600/month in 2028
So while this could pressure Zepbound avg price assumptions near term
(depends on mix)incremental volume from vials could prove to be a positive
offset

[dough @semodough]

$VKTX shorts can do what they want- but remember longs $VKTX 100mg oral finishing up - $VKTX would have NOT dosed 100mg if they saw (AEs-plateauing-or tolerance issues with 60-80mg) SUBq how soon they forget its going directly to Phase 3 -Cmax & PK data secret sauce- more details

[dough 𝕏 @semdough]

$NBIX - 20% drop today - seems little excessive - significant FCF Free cash flow next several years if $NBIX does some M&A

[dough @semodough]

$VKTX fireside chat with MS SEPT 4 150est