Dec. 22 at 5:04 PM
$VKTX not static. No complacency. That what matters. Good delivery on trials and moving with amylin po and sc soon. 2809 is irrelevant long term. Although they will likely advance it in 2026.
VK Will have a portfolio that stands up to
$LLY by 2027-2028 time. Not all institutions see medical facts as they are before phase 3 data . Poeple who followed obesity recall institutions were loaded with
$NVO to
$650 B MC when early data were clearly inferior to Lilly and we were posting daily on that. It is a patience game.
Like Pfizer and others that proved lack of understanding of obesity data and trends , I am concerned about
$LLY lack of understanding of IBD trajectory . It is moving towards combination of Sc drugs given q 3-6 months like from
$SYRE and not po vs sc.
ABBV and JNJ who have the most skin in game know that and this is why not very keen on ABVX
