Jim Hansen
@fluffer9
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Proficient in boring people about running Marathons, my dog Benson, gardening and non league football.
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Joined May 2011
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“Holly, now tell the viewers you weren’t queue jumping, you just went for everyone who couldn’t go.”
#ThisMorning
#HollyandPhil
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$VKTX just how many catalysts in the next 8 months.
1. Type C meet with FDA
2. Ph2 Venture PK data
3. July earnings poss FDA update
4. VK2809 Nash biopsy data
5. VK2735 oral extra cohorts results
6. Obesity week presentations
7. Vk2735 oral Ph2 starts
8. VK2735 SubQ Ph3 or Ph2b
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$VKTX Rabbit out of the hat from Viking Therapeutics at ADA next week 21st June , “Viking Therapeutics, newly of GLP-1 agonism fame, will share preclinical data on their own version of an amylin/calcitonin coagonist”
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$VKTX as I understand it, there is an embargo on Viking as a company saying anything about their presentation at AD this weekend until 18:30 today.
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$VKTX AGM done and 12m options for employees set at $65.73. Now watch the news flow!
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$VKTX READ THIS
Morgan Stanley and Leerink Partners were 5x oversubscribed on the upsized sum before placing at almost no file to offer discount.
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$VKTX Wow. April 28th Truist Meeting notes: Viking meet FDA Type C this quarter -response to Ph2b/Ph3 expected July/Aug. Poster today says CEO verbatim from May 8th “We have a Type C meeting scheduled with the FDA this quarter …we will get a written response later this quarter”
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$vktx Based on these promising initial results, Viking Therapeutics will continue dose escalation in this trial, starting patients at the 40mg dose and could go as high as 60-90mg or higher depending on safety/tolerability.
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$VKTX Amazing - great work from Viking
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$VKTX $VKTX Viking appearing now on short squeeze target lists.
One article says the average price for the short position is $29.55
“Viking Therapeutics Inc shorts are staring down the barrel of -55% returns. Short sellers account for 17.1% of VKTX’s float”
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$VKTX Type C meeting with FDA has two outcomes as I see them:
1) Ph2b - allows Viking to move to monthly SubQ testing from weekly
2) Straight to Ph3 - have to stay on weekly dosing but partner would want to secure deal as would want be involved in design of trial
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$VKTX - got to applaud Raymond James for calling out PFE in their new Viking note this morning. Brilliant
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$VKTX. Someone should explain to me how the Roche CEO can spout a PR statement saying they’ll be on the market in 2028. looks like they’ve just started Ph2 which doesn’t finish until into 2026. Makes no sense
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$VKTX This is where Oral VK2735 (or a version) comes in.
“In participants with early Parkinson’s disease, lixisenatide therapy resulted in less progression of motor disability than placebo at 12 months in a phase 2 trial but was associated with gastrointestinal side effects”
$VKTX could really hit the jackpot here. Lose weight without the GI side effects of $NVO and $LLY and also prevent/treat Alzheimer's.
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$VKTX First time I’ve heard BL stutter when asked about BO
Beautifully pre set response. We continue to add value “that’s all we can say at this point”
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$VKTX I’m not sure people are grasping the point of difference in weight loss maintanance and how Viking are leading.
1) Titrate on weekly SubQ for initial weight loss
2) Once target weight achieved move to monthly SubQ or weekly oral. Same molecule so not AEs introduced
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$VKTXTriple agonist in the clinic next year - 50% more efficacy
Dosing above 100mg for oral very likely
SubQ Ph3 dosing higher than Ph2
175-200hrs half-life makes monthly dosing for SubQ likely -ideal for maintainance of weight loss, or switching to oral.Smooth as same molecule
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$VKTX the BIG question is does a big pharma really want the oral weight loss to be revealed at obesity week before they’ve partnered? Analysts saying the weight loss for the extended trial could be DOUBLE that of the original trial - and the tolerability is known to be excellent
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$VKTX - fully expecting
@jimcramer
to fall over with FDA so positive that Viking go straight to Phase 3. He’ll start saying “but they’ve got no production plants”
SubQ so positive that monthly dosing. So much better than LLY
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When one of the very nicest guys in football helps lead
@PockTownAFC
to the
@HumberPremier
Championship, for the first time ever, it’s a lovely reminder that the good guys win
He’ll never see this, but I hope he is enjoying every minute of this
#joecooney
#definitelydefinitely
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$VKTX 100mg and all data presented at Obesity Week - shorts knackered in my opinion
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$VKTX Tolerability is just so good on 2735 Oral they may go higher than 100mg. Now looking at more combinations with other mechanisms to be “best in industry”
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$vktx well at least $GPCR shared tolerability data unlike NVO and Roche but whilst the Viking CEO says that Viking would like to stop the oral trial for VK2735 but the drug is just so tolerable, 62% of Structure’s trialists are vomiting.
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$VKTX.CFO $MRK 2day“As we think about obesity, specifically, we do think there's the possibility for second and third waves of innovation, maybe with oral agents ..that have more tolerability .. we will look to invest internally while we'll also evaluate the external landscape.
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$VKTX $VKTX *IMPORTANT* in the analyst says “why don’t you combine 2809 and 2735 which would be checkmate for everyone else”
Viking announce they HAVE been working on a combination, it’s encouraging but we haven’t disclosed data. We will meet with the FDA about trial design.
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$VKTX
Ryan “I’m going $100k short”
- oh wait a moment….
$VKTX Covered half short position - significantly heavy volume came in last hour.
Pfizer could be moving in ….
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$VKTX amazing that the size of the tablet is more of an issue to consider at 120mg+ than the tolerability for 2735. This is where PK data of 180 hours comes in as they can go weekly dosing.
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$VKTX nothing from PFE again on AEs and only say “with a safety profile consistent with prior danuglipron studies”. It’s a non statement of non statements.
A negotiating tactic?
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Hats off to
@EastHullPete
for continuing to give up his time to video and promote local football. ⚽️⚽️
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$VKTX Ph 1 oral top was 40mg, (1w at 20mg and 3w at 40mg). For the extended trial the 60mg cohort went straight in at 40mg for a week and then 60mg for 3w. At that point when 80mg and 100mg became a reality BL was saying “the drug is so well tolerated”
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$VKTX “ best-in-class profile”
“Discontinuations due to adverse events were low and balanced among placebo and treatment arms””Up to 75% of Patients Treated with VK2809 Achieved NASH Resolution with No Worsening of Fibrosis as Compared to 29% for Placebo (p=0.0001)
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$VKTX reading that some felt the price dip today was because no clear Ph3 plans were shared.
Viking have publicly said they are in active and ongoing discussions with a partner. That partner is totally focused on Obesity and 2809 is an afterthought.
That’s why!
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$VKTX
Laidlaw: VKTX: Increasing target price to $51 reflecting the potentially increased outlook of obesity pipeline
2024-02-20 17:55:48.160 GMT
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$VKTX conference call notes
VKTX Plans to talk straight to FDA after next 2735 readouts
Won’t characterise any current discussions ie takeover/partnership
SubQ enrolled very quickly because of interest and easy and is ahead of schedule
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$VKTX
1) “Pfizer’s approach here seems wishful at best”
2)”Pfizer simply won’t be a major player in the weight loss drugs market unless it significantly changes its current approach, perhaps by acquiring another company’s pharmaceutical assets..”
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$VKTX 1/2 Lian: “we have a fairly robust effort in metabolic disorders and obesity in particular. I think not everything is ready for prime time right now, but we hope to talk more about those in the coming quarters, but I think we’ve got some exciting projects in house here”
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$VKTX Anyone know about William Blair’s equity research team hosting a 2Q earning preview call today , July 19th at 12 noon ET?
Clearly generating some buying interest.
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$VKTX Why are you misleading people? Principal Investigator for VK2735 was Harold Bays MD, FOMA, FTOS, FACC, FACE, FNLA, FASPC Medical Director and President of the Louisville Metabolic and Atherosclerosis Research Center, Inc who has served as investigator for 600 trials
@PersimmonTI
Take whatever early clinical data reported by small biotech, especially one like $VKTX that has a checkered history, with a grain of salt. They typically collect analyze and report their own early phase clinical data. Remember $ALLK ?
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$VKTX
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Very positive for $VKTX “Meanwhile Viking Therapeutics’s VK2809 looks like it can be a more compelling case” says the article insight.
Merck And Altimmune Vie To Be Leaders In NAFLD And NASH
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@jayabacus
@semodough
@Pharmdca
$VKTX here is what BL actually said in Q1 about data release - anything less and I think they’ve been asked by BP not to release.
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Goodnight everyone.
I’m done.
Pleased to have raised more money for the fabulous
@macmillancancer
at the
#ManchesterMarathon
today.
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$VKTX Study of the Dual GLP-1/GIP Agonist VK2735 in. Healthy Adults. Non-CME Oral. Session. T3. 0. D174. Tue Oct 17 11:30 AM
- looks like Viking on their feet updating during Obesity week perhaps.
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$VKTX has VK2809 highlighted in a recent report from Alzheimer Drug Discovery Foundation
Here we go
$NVO is in Ph3 for Alzheimer's with oral GLP-1. Should complete in 2023.
If positive, watch $VKTX and $GPCR and $TERN explode
h/t to
@eomes_biotech
to point that out.
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$VKTX have an oral version expected to be once a WEEK because of outstanding tolerability, but you stick to the production story with your LLY fan club badge
Pfizer says that they have once a day pill for obesity formulation, I wonder where that comes from. Expect heavy pressure on LLY today but where is PFE in mass production and what happened to make it so now it has something when it said it didn't have it before
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I wonder if one very humble man's ultimate reward for an amazing contribution to local football could possibly be captured in a picture
#emotional
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Really saddened by the news of the passing of Kris Blakestone from
@HullCityAcademy
. Ten years ago the club welcomed by 9 year old son on trial and Kris was not only a fabulous guy but a credit to the club. RIP
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Absolutely nothing on a football pitch makes me happier than to see this kid smiling.
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To be fair to you, it was a decent volley 😉
Glad to have played a part in this massive achievement⚽️🏆
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Always better to see clubs try to develop their own youngsters within I feel, rather than just open the front door.
@HRRFC
@THERAILFC
@pcfc1906
good examples in NCEL
#keeppathwaysopen
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It’s fair to say that exercise and I drifted apart after my spinal surgery which following my 3rd Marathon 5 years ago. But today I signed up to run a full Marathon in 15 weeks time.
My coaching team at Full Potential are all ready. I am!! Let’s go 👍👍
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I understand why coaches use Rondo now .The brain plans 2.5 secs in the future and players have 5-10 mental images upon recieving a ball.
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Isn’t it great to see
@teddyrich
enjoying seeing players move on to challenge themselves.
Sign of a great coach in my opinion
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@SarahMillican75
@ShobnaGulati
But you probably called them “pet”, Sarah which is a bit of a giveaway 😉
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Went back to
@HRRFC
today to watch
@PockTownAFC
win and celebrate the
@HumberPremier
. Grabbed a few pics whilst I was there.
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$vktx “$VKTX
Lisn: “we are planning to continue dose escalation until we either get to some sort of a some reason for stopping it or maybe a plateau …And so we’ll probably have more to say about that around the middle of the year when we have data from the additional cohorts”
@stonksonly23
Here’s list of catalysts for $VKTX
1) NASH readout this quarter
2) Obesity data for oral drug (high dose cohorts) around July
3) X-ALD data mid year
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$VKTX
@semodough
@BIOTECHSCANNER
Well, unless my eyes deceive me, Black Rock who had sold 3.7m shares in ‘22 have now bought 6.2m back. Oooh now you see it, now you don’t !
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2/2 $VKTX Lian on a combination of 2735/2809 “I think it’s a really potentially high-value combination. But we don’t have anything to say further about it right now. I think it could be very useful though in the future.”
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$VKTX anyone noticed that this guy never posts about Viking on a green day and then says he’s read it perfectly on a red day. He does make me laugh
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Ten people I’ve met in the last decade who are the unselfish types who make football better.
Joe Cooney
@coachtonymee
@EastHullPete
@morton1984
@CfdNelly
@caughtlight
@Marshy003
@Townofmylife
@LeeMyersPhoto
@webblyhead
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Grabbing a bit of time in Dallas to watch Ronny
@Ronaldo_Vieira8
debut for England. Proud moment for him, his family and
@i2iFootballAcad
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As a spectator I used to think pre season was all about results, but then last season I saw
@Marshy003
at
@PickeringTownFC
and learnt that it’s a period to watch and observe and then build for the season.
Their season ended in promotion.
I now see pre season entirely differently
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Wishing
@Ronaldo_Vieira8
a very successful first full season as a pro with Leeds United.
More in the pipeline from
@i2i_ACADEMY
I'd imagine
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Cheers all; early Savvy B, but I believe that in every respect I am acting responsibly, legally and with integrity, and with the overriding aim to stopping the spread of the virus and saving lives. I’ll have one for you later x
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Hoping we see
@EastHullPete
with video camera at
@HRRFC
v
@northferribyutd
tomorrow night.
Decent guy who is not affiliated to any particular club, but takes his camera in (once he has paid his own entrance money) to lots of local games.
#getthelenscapbackoff
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@webblyhead
@PockTownAFC
@sportmailonline
@HumberPremier
@DanOConnor_11
Rumours that
@FraserHansen1
and Tom Reay had it rehearsed.
#fines
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20 tomorrow is this kid. Cannot believe how quickly the time has gone. Still remain ridiculously proud of him and always will.
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I wish
@THERAILFC
well. A decent club when I watched there a couple of years back and good to see they haven’t abandoned their youth development focus to bring players through to the first team.
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You are very quiet today. Tail between your legs?
@timeout2575
That’s my bold prediction: VK2735, like VK2809, will never be approved! This is based on my past experience with $VKTX management.
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$vktx. Barron“ Pfizer could look to make a deal with a biotech developing an anti-obesity pill, given the roadblocks its own internally-developed anti-obesity pill has hit. Shares of Viking Therapeutics , which has an obesity pill under development, are up 47% so far in December
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BREAKING NEWS: Young Full-Back Signs Up - News - Tadcaster Albion AFC
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@MeadowCapital
@Andre_AGTC
Rough calcs. Market size $130bn x 5% market share =$6.5bn. Conservative model x2 sales = $13bn plus 9% value Nash = $14.2bn divided by 110m shares issued = $129 per share
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2 years on from suffering a stroke triggered by a silent migraine and running half marathons and a full marathon this year
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A young footballer died this evening. A Dad with whom who I used to watch our lads play Hull Sunday Boys League football passed away too young.
Puts life into perspective really.
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Good luck to Ronaldo Viera from
@i2i_ACADEMY
playing in a trial for Leeds United U21's at 16 yes old.
Outstanding player;outstanding Academy
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