Jun. 16 at 6:42 AM
$GPCR, my analysis of the company describes how the future of GLP-1’s could shift from an efficacy discussion to a safety discussion.
There are strong pure-play GLP-1 drugs like
$VKTX, but if adjusted for safety, the oral drugs' utility might be different. (VKTX’s strength lies in the maintenance study, and maybe they can improve the titration; I am just trying to elaborate on a point.)
(I don’t want to say one is better than the other here)
Here is the link for those of you who want to deep dive:
https://open.substack.com/pub/plutoanalyses/p/structure-therapeutics-analysis-whats?r=5e6tza&utm_medium=ios