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@NateNs5
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Suggest you read the WSJ article posted several times … Chinese obesity assets
$VKTX like the risk reward here at these levels sitting at ~$3.6B MC and $903M cash
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That is at least part of the reason why the S&P Biotech ETF has been basically flat over the past two years, while the S&P 500 has surged 48%.
Merck chose to license an oral GLP-1 drug from China’s Hansoh Pharma . The deal: $112 million upfront, with potential milestone payments of up to $1.9 billion. AstraZeneca $185 million upfront with future milestones totaling nearly $1.83 billion in a deal with China’s Eccogene.
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Merck chose to license an oral GLP-1 drug from China’s Hansoh Pharma . The deal: $112 million upfront, with potential milestone payments of up to $1.9 billion. AstraZeneca $185 million upfront with future milestones totaling nearly $1.83 billion in a deal with China’s Eccogene.
Merck and AstraZeneca both turned to China for earlier stage orals under development. In late 2024, after scouring the market for obesity assets—presumably eyeing U.S. companies like Viking Therapeutics , which trades at a market value of around $3.7 billion
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Merck and AstraZeneca both turned to China for earlier stage orals under development. In late 2024, after scouring the market for obesity assets—presumably eyeing U.S. companies like Viking Therapeutics , which trades at a market value of around $3.7 billion
$VKTX Earnings tomorrow
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FDA approved a new faster and more efficient way to use Ojemda and expand its reach amongst patients. .. No company PR …acquisition? …. is that why DAWN recently added two board members quietly a month ago that have superior M&A backgrounds in bio?
$DAWN price action is sideways despite - FDA approved rug - Nice uptick in revenues in early launch - Strong cash position Long term investment. Believe patience will pay over time
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Viking … although have made a significant profit since 2018 sold too early and missed the huge upswing. Maybe will get second opportunity.
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Scorpion Capitol… wow Walk Like An Egyptian: A “Mafia-Style” Extortion, Racketeering, And Organ Trafficking Scheme Masquerading As A Medical Device Company – Fueled By Kickbacks, Billing Fraud, Unreported DeviceFailures, And Off-Label Misuse On A Vast Scale; Price target $0
TMDX FALLS ON SHORT CALL
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How about V and MC ?
MASSIVE slip up on my end… $AMZN belongs at the top of this list 🤦🏻♂️
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Down 28% ($35.00) after hours
$TMDX Fintwit darling smackdown
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