Nov. 15 at 3:29 PM
$VKTX bio hedge funds are a lot more in
$GPCR than Viking or
$MTSR
It is an odd position that may reflect structure cheaper valuation. and show people are still confused about po vs Sc.
$LLY attain 1 and with 11% ITT wt loss show small mole will not be a hit in obesity. This is a consumer driven market and Lilly can’t force doctors to Rx.
Structure drug seems inferior to orfor from PK and early data efficacy and it is years behind it.
Now bio hedge are pumping the price prior to data. Still any obesity company is cheaper than other immunology ( like
$KYMR that they are pumping as well ) or rare disease companies .. but there is risk of disappointing data. .modeling show less efficacy and higher GI issues than orfor
