Matrix Meister
@MatrixMeisterLove bio/pharma stocks! Eternally optimistic. Hate politics
Resharing this. My hypothesis is that either $VKTX or $MDGL or both will be acquired in Q1 2025. GLP/GIP & THR-B combo is DYNAMITE. One acts in the liver & one targets receptors outside. THR-B’s are oral. So both companies will benefit #MASH #OBESITY #GLP-1
Dropping this. Post #AASLD, big discussions around combination therapy with THR-B’s & GLP-1’s for NASH. $NVO is looking for THR-B partner apparently following ESSENCE data. Numerous KOLs want to use this combo. WATCH this space. $VKTX $MDGL $GPCR. $VKTX is best suited. All 👀
Man Twitter or X has turned to shit lately. Feeds are only full of political bs. Mostly right wing crap. Just want business news & insights. Wish there was a saner place. The election is over but the toxicity persists. Fucking exhausting
Dropping this. Post #AASLD, big discussions around combination therapy with THR-B’s & GLP-1’s for NASH. $NVO is looking for THR-B partner apparently following ESSENCE data. Numerous KOLs want to use this combo. WATCH this space. $VKTX $MDGL $GPCR. $VKTX is best suited. All 👀
$VKTX Reiterating this all. There is nothing wrong with $VKTX. As expected, now red even after good news yesterday. I think as do numerous others, that there is uncertainty around RFK Jr & other cabinet picks. This is not just end of year profit taking. $XBI is under pressure
Lack of clarity on public policy will hamper BD deals & market outlook for pharma. Look at the capitulation of $LLY $XBI. Patience is key with $VKTX. If invested at lower levels, do consider holding. Avoid gimmicks like buying options. So many good places to invest alternatively
#AASLD Update. Lots of discussion around $MDGL being acquired by a large cap pharma. Expect this to run the stock price on Monday. Hopefully, this pushes $VKTX $XBI out of the doldrums. Fun times & fingers crossed.
Someone needs to put this fuckface in a bag of shit. His cock is shrinking as the price falls 🤣
$VKTX $NOVO $LLY reason all these stocks in obesity are down in the last two is RFK Jr & his stance on obesity. If you voted for Trump, congratulations—- you voted to fuck the obesity play. Now go buy your shitty $VKTX options. I bet that fuckface pharmD peddler is shitting now
#AASLD2024 $VKTX Remember VK2809 😀! $MDGL reached $65M in sales in Q3. Mk Cap is now $7B. $VKTX has a better THR-B agonist in VK2809. Gives you an idea of current evaluation for $VKTX. Throw VK2735 on top, the evaluation goes parabolic. Suspect we should be hearing a deal soon.
#AASLD2024 Keep your eye out for next week. $VKTX will see some potential deals in play. Attendees from Obesity week will be returning to this conference to follow up on #MASH #NASH deals. Especially with $MDGL soaring. About to get interesting. I think $VKTX gets acquired V soon
$VKTX Any thoughts on why the price is yo-yoing this am. Up to $90 then back to $79…. Makes no sense. It should have gone past $100 this am. Thoughts?
Serious answers only. What is the price point at which you start to sell $VKTX @Viking_VKTX? Post obesity week I’m sure it will run up. Been holding for numerous years. Would be good to unload a few. Curious about thoughts from long term owners.
All Longs. Let’s enjoy the jump and good news from $VKTX @Viking_VKTX today. Rather than bash shorts, chest thump, act like assholes (one guy from CA in particular) just enjoy the moment. We are blessed, no need to start shitting on everyone else. This is not a Trump rally. Peace
$VKTX @Viking_VKTX After the $NVO flop last week, VK2735 is the ONLY ORAL name in town! The technicals are set up well for an explosion to the upside. But the value of 2735 is going to be parabolic for the company that buys $VKTX. As many have said, short this at your own risk.
$MRK & $VKTX. I strongly suspect a deal coming very soon. Potentially a buyout. But there may be a CVR in place for dev & regulatory milestones for 2735. But this is going to happen. Watch this space
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