avidresearch
@avidresearch
Joined October 2009
1,609 Photos and videos
avidresearch retweeted
Mufaso
@Mufaso7
20h
Article

VK2735 -> Week 78: A Model Projection for VANQUISH-1

Introduction $VKTX In prior articles I used a 1st order Bateman function along with known PK to model the amount of #VK2735 compound in the body at any given time over various dosing (titration)

9
15
108
27,573
avidresearch retweeted
BiotechTV
@BiotechTV
19h
𝐖𝐞𝐞𝐤 𝐢𝐧 𝐑𝐞𝐯𝐢𝐞𝐰: Grail scored an FDA advisory committee win while numerous clinical readouts had a big impact this week. Here's your week in review. $GRAL $CMPX $ACAD $VKTX $CLDX
3
11
2,315
Don’t understand why biotechs have to be so sensitive to interest rates. Feels like an old playbook that needs to be retired. $XBI $BBC
kiwicarrotcake@kiwicarrotcake
Sep 25
Yes, your multi-billion peak sales estimate bios $ABVX $CYTK $BBIO are overvalued with rates at 5%. $TEM $TWST at an optimistic 50x 2030 ebitda are not.
7
24
7,459
This will consume every one’s Monday
Bio Stocks™
@BioStocks
Sep 25
$KOD to Report Topline Data from DAYBREAK Pivotal Phase 3 Study of Zenkuda and KSI-501 in Patients with Wet Age AMD on Monday
2
15
5,459
Version number 234
Oracle
@OracleNYSE
Sep 25
$SPY IRAN GAVE US HORMUZ REOPENING TERMS VIA QATAR — AXIOS SOURCES - AXIOS
3
1,787
avidresearch retweeted
Chill Banker
@ChillBanking
Sep 25
We estimate 20M U.S. adults are on a GLP-1, which is quite low considering the 41M Americans w/ Type Il diabetes & 106M with Obesity. With lower prices, expanded access & new drugs, we believe the market can essentially double by 2030, with the potential to 5x. $LLY $NOVO $VKTX
7
5
30
3,639
Many SMID biotechs charts look like WTF. Don’t look at $XBI $QQQ $SPY They completely mask the carnage in mid caps.
2
13
2,466
Impressive!
OldGrape@OldgrapeX
Sep 24
$KYTX Clean confirmation that this one time therapy is durable Median T25FW improvement was 46% at week 16 and 49% at month 12, and 95% of patients who hit a clinically meaningful improvement at the primary analysis kept it. 92% remained free of chronic immunotherapies for SPS
1
4
2,723
avidresearch retweeted
Michel Doepke
@doepke_michel
Sep 24
$VKTX Prices Upsized $500 Million Offering of Common Stock and Convertible Senior Notes - $35 per share. prnewswire.com/news-releases…

Viking Therapeutics Prices Upsized $500 Million Offering of Common Stock and Convertible Senior...

/PRNewswire/ -- Viking Therapeutics, Inc. (Nasdaq: VKTX), a clinical-stage biopharmaceutical company focused on the development of novel therapies for...

prnewswire.com
1
2
15
9,935
Indexes are pretty useless.
Sp3cul8r
@sp3cul8r
Sep 23
Cringy 😬 363 New Lows to 26 New Highs
2,215
$VKTX
On The Pen™
@ManOnThePen
Sep 23
Viking Therapeutics VK2735 STUNS! nitter.net/i/broadcasts/1nGnRBePv…
3
3,393
$MRNA went straight up a few days after it issued convertibles. Market works in funny ways.
Jose Hurtado
@JoseRestonVA
Sep 23
Replying to @monaco_biotech @Lucy3370
$VKTX Another one using convertibles. Are they trying to become Moderna 2.0? It depends on the terms. Interesting!
2
10
4,074
$GOSS if this gets approved, will be one heck of a turnaround story. The drug works, just got messed up by some sites in LatAm.
Monaco
@monaco_biotech
Sep 23
$GOSS Gossamer Bio Submits New Drug Application to U.S. FDA for Seralutinib for the Treatment of Pulmonary Arterial Hypertension biopharmcatalyst.com/company…
5
2
9
5,145
avidresearch retweeted
Bioinvestor24
@bioinvestor24
Sep 23
Jeffries $VKTX 17.5 mg 33 wk 22% plc adjusted wt loss is one of the strongest injectable dataset reported to date.
3
4
68
5,711
Portfolio 🩸🩸🩸🩸
15
1,644
Any of my shitcos in it ??
Polymarket
@Polymarket
Sep 23
JUST IN: Morgan Stanley employee accidentally leaks confidential internal list of more than 100 potential deals.
2
1
29
6,566
$MRNA trading at $74B with only 50% rights to the PCV (long way to go before it extends beyond melanoma) $VKTX at $4.6B with 100% rights to a drug that is arguably better than Zepbound and Reta. Some f*cd up market efficiency.
8
3
103
13,486
$MRNA
1
2
1,502
Initially was skeptical thinking they used tafamids subjects from 2020-2024 (before acoramidis approval) which would introduce a large bias but they only included tafamidis subjects from recent years. Impressive $BBIO
dough
@semodough
Sep 23
$BBIO BridgeBio Pharma Inc. - Acoramidis Demonstrates Real-World Benefit Versus Tafamidis in ATTR-CM, Reducing Risk of Clinical Worsening investor.bridgebio.com/news/…
1
1
9
7,281
avidresearch retweeted
dough
@semodough
Sep 23
$BBIO BridgeBio Pharma Inc. - Acoramidis Demonstrates Real-World Benefit Versus Tafamidis in ATTR-CM, Reducing Risk of Clinical Worsening investor.bridgebio.com/news/…

Acoramidis Demonstrates Real-World Benefit Versus Tafamidis in ATTR-CM, Reducing Risk of Clinical...

- In the first peer-reviewed, real-world, contemporary, comparative effectiveness study of TTR stabilizers in ATTR-CM using U.S. claims data, acoramidis was associated with a statistically and...

investor.bridgebio.com
2
2
17
14,625
Load more