Quant Kitty

Leveraging state-of-the-art quantitative algorithms to decode the financial markets with precision.

[Quant Kitty @TheQuantKitty]

@OracleNYSE Nah bro this is fake news. There is virtually zero chance $NVO acquires $VKTX. CagriSema only mildly underperforms VK2735 and will be FDA approved soon + it would trigger an immediate aggressive antitrust review by the FTC and DOJ

[Quant Kitty @TheQuantKitty]

@A_May_MD This was very poor timing for an offering imo. $VKTX was ready to explode above $43 within maybe a few days if you look at the chart. It would have went past $60+ easily. Now they're stuck in the 25-40 range again.

[Noumena Analysis @GilaMonstrum]

For anyone still wondering why $NVO keeps selling off, this is part of the problem. Multiple agents beat semaglutide 2.4 mg (slide 1), semaglutide 7.2 mg (slide 2) and CagriSema (slide 3) on the weight-loss/tolerability trade-off.

And then observe how $LLY tirezpatide is performing. Literally nothing beats it on weight loss vs vomiting. This is why $NVO is losing the obesity market.

The one drug that has a realistic chance of beating tirzepatide on the overall profile is VK2735. And today $VKTX showed something beyond efficacy: optionality. VK2735 may be able to address a real unmet need in obesity treatment: maintaining weight with less frequent dosing and excellent tolerability.

That is what Novo needs. As $NVO CEO Mike Doustdar himself told Albert Bourla during the $MTSR bidding war: “put your hand in the pocket and bid higher.” Time to take your own medicine, Mike.

[Noumena Analysis @GilaMonstrum]

And btw, when looking at the ITT, literally nothing beats $LLY tirzepatide. Not even reta. This is why tirzepatide is king. For now. $VKTX

[Quant Kitty @TheQuantKitty]

@avidresearch $LLY incretin portfolio as a whole is worth 80% of their market cap (the CEO said this himself). So tirz + reta combined is worth $800B+. VK2735 outperforms both of em and has oral formulation. My prediction is that Viking will be acquired by either Merck or AbbVie by end of year

[zerohedge @zerohedge]

Wait, the new iphone starts at $2400?

[Enes Kanter FREEDOM @EnesFreedom]

After careful consideration and reviewing the current eligibility guidelines,
I’m officially declaring myself a @WNBA prospect.

If simply declaring who you are is all that’s required, then I meet every single requirement necessary to compete in the WNBA.

My team and I have carefully examined the WNBA’s eligibility criteria and governing framework surrounding self-identification and inclusion. Based on the current guidelines, I can and am officially declaring my eligibility for the upcoming WNBA draft in April 2027.

I know my presence on the court will stir up strong opinions.
I am definitely not here to mock, make fun of, or disrespect any community or personal choices.
I’m simply asking that the current rules be applied equally to everyone — the rules that represent the very values many WNBA players and coaches have publicly advocated for.
My team and I are prepared to ensure these guidelines are applied equally, consistently, and without exception, and I look forward to the #WNBA honoring its stated principles.

See you at training camp.

https://t.co/zlwWpVF0Ou

[Beardson 28 @BeardsonBeardly]

so let me get this straight here:

Sneako, who’s jewish, accused Nick of being Jewish, and now Dan Blizerian, who’s jewish, is attacking Nick because he thinks Nick is jewish

[LeBron James @KingJames]

I thought I was done when the season ended. I wasn't ready to announce it, and I knew I needed some time to really decide, but I was pretty sure I played my last game. I was honest at that last press conference when I said I needed to look at myself and deicide if I still love

[Shams Charania @ShamsCharania]

BREAKING: LeBron James is signing with the Philadelphia 76ers on a two-year, $8 million deal with a player option, Klutch Sports Group and Klutch CEO and Game Over show host Rich Paul tells ESPN.

[JalenHurtsEnthusiast @EnthusistHurts]

@emvpiid2l I swear he on hate watch for the season first time he tricked us it’s whatever but running it back and tricking us again hell na

[Quant Kitty @TheQuantKitty]

@PedroPe13193856 @ManOfTheLibrary you just donated $500 bro

[Quant Kitty @TheQuantKitty]

@ManOfTheLibrary @Kalshi Show receipts instead of larping bro

[Quant Kitty @TheQuantKitty]

@ManOfTheLibrary Show receipts instead of larping bro

[Quant Kitty @TheQuantKitty]

@FullTimeSprts Stop with this bro. We know Lebron is coming to Philly, no need to post fake shit.

[Fastbreak Hoops @FastbreakHoops5]

Bro really thinks he's him 💀

[Dexerto @Dexerto]

KFC has started selling whole watermelons alongside an entire roasted chicken in China

[Christian Angermayer @C_Angermayer]

https://t.co/b4x7i8vnyv

[Polymarket @Polymarket]

JUST IN: Eli Lilly agrees to acquire Thiel-backed psychedelic drug developer AtaiBeckley.