Aaron Novikoff

Not sure if $VKTX will report tomorrow early data on amylin 3019 SAD results. It is irrelevant for what SP could become next year. The unknown to institutions is vanquish performance on efficacy and tolerability. What I track is very encouraging and C/W phase 2 and maintenance.. tolerability is excellent and DC rate is low. Can’t get exact numbers on efficacy in blinded fashion but $LLy TZP achieved > 20% wt loss in 55% of pts at the end . Retatrutide number was 64% at ITT analysis. What I gathered so far point to Vk 2735 getting > 60% of pts achieving same wt loss level ( > 20%) and trial not finished yet. One could question why Vk decided on a peptide with identical aa to TZP and different lipid chain. From BL in 2023.. excellent PK was the primary motivation and it actually worked well as seen in maintenance.. my understanding patent people already cleared any issue with Lilly as VK passed multiple freedom to operate analyses and got multiple patents on composition , crystals , oral , schedule and monthly. The fact that Lilly also did modest modifications of $NVO NN2746 to come up with TZP makes any patent debate look silly . I included BL clarification as they looked at different peptides and D Ricks prediction of what approached competitors might pursue in obesity.