Jul. 17 at 3:26 PM
$VANI
Added
$50K this week and continuing to build a position in this range.
Chairman Gregg Williams also purchased another
$2M.
The thesis: VANI is developing a small subdermal implant designed to deliver long-acting GLP-1 (semaglutide) for obesity and diabetes, potentially improving adherence vs. weekly injections.
Key catalysts:
Phase 1 data expected by end of 2026
Cash runway into mid-2027
Clinical-stage biotech remains high risk, but the obesity market opportunity is significant.
Watching execution, data, and milestones.