Oct. 4 at 10:40 PM
$VKTX
Modeling of Vk2735 serum levels vs
$LLY tirzepatide. Higher exposure by vk2735 determined by better PK profile ( particularly longer t1/2)
This is independent of even potentially higher VK potency at GLP1 GIP levels from Viking patent.
Early clinical data from sc phase 2 ( highest efficacy of all ) is c/w better PK profile endowed by the lipid side chain ( as aa seq is similar )
We should see remarkable wt loss at 17.5 mg and no amylin combo is needed ( although vk plans to do that )
$NVO missing big on this GLP1 GIP mechanism and thus sema sales flat last 9 wks. Although novo has Triple agonist just finished phase 1. Novo has data. Not shared yet and just opened a phase 2 of this NN419 molecule
$PFE Bourla obtained mechanism that will not be competitive with tirzepatide and even not approvable prior to 2029-2030..
