Jul. 21 at 1:57 PM
$VKTX investors beleive M&A in obesity is unlikely ( which is very wrong ) and that VKTX will make it on its own.
Vk for sure can raise post data and sell tons of vk2735 at least on Trump Rx and other channels (
$HIMS CEO is waiting on fire for Vk2735 to arrive. Dont know what on his mind ). But to think BP will not pay big once they be certain no data risk on vk2735 is mere nonsense
Recall
$GPCR has not stated phase 3 yet and
$LLY orforglipron is not selling well ( it will never sell well in obesity. It will do ok in diabetes.. unless liver toxicity is as high as I believe 1/300 )
