Dec. 6 at 3:58 PM
$VKTX
Most important piece of data from
$GPCR trial is liver enzymes. CEO stresses importance of drug safety.
$LLY orforglipron Attain 1 and Attain 2 showed imbalance that is tilted towards the higher doses ( of ALT > x10).
Although both papers stated other reasons such as gallbladder disease , this can not be confirmed with confidence in Large trials. And no details re exposure. GPCR uses higher doses of same mole scaffold and thus stating no liver enzyme imbalance is critical.
Same with
$AZN same scaffold molecule that reported one case of increased ALT in phase 1
High liver enzyme with structure data will kill anything having to do with orfor scaffold including
$MDGL and MRK preclinical deals from China
Hope I am wrong as will be another option for people who hate needles and honestly different segment as all this class has no competitive position against dual agonist injectables.
