Cigs
@cigs1234
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Physician, bio/med tech and tech enthusiast, nothing I say is financial advice , just a long term investor in high growth stocks with personal opinions
Joined December 2022
I agree, I'm always surprised by how many cling on to these narratives and make decisions based on them. I usually call out BS when I have the energy so I get it. I've only blocked one person who was insulting someone contributing to my posts with obscene profanity for no real good reason. As much as I call people idiots, I think blocking someone who differs in opinion is an admission of defeat, deceit, immaturity and shows lack of intellectual ability to stand by one's word or admit fault or wrong doing.
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@cloud_walker200 I agree, I don't think there's a much of a pathway without partner/buyout unless the economics change drastically.
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I think their platform will bring opportunity and help new entrants gain ground likely via partnerships If they had a partnership with one of theGLP1 incumbents instead of having to rely on compound pharmacies, they could easily 3X from today's value. Institutional buy in will likely escalate when the threat of FDA declaring the end of the a GLP1 shortage is no longer looming.
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Orlistat has been out there for years, how Many physicians can you get to prescribe it? how many patients can you convince to take it? to what end? In Essence merely having a product out is not enough, best in class (efficacy and tolerability) and differentiation will take a bigger pie of the cake both of which VKTX has
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