@semodough on Captain Solutions

@semodough | Semo Dough

BIOTECH man trying to help others also LONGTERM FOCUS holding many positions-also trade around my CORE holdings my opinion only do your own research with me

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Most engaging posts mentioning stocks from @semodough over the last 72 hours.

07/24/24

$VKTX UNDERPROMISE a& OVERDELIVER •VK2735 to Advance to Phase 3 for Obesity; End-of-Phase 2 Meeting Planned for 2H24 •Oral VK2735 Phase 2 Study in Obesity Expected to Begin 4Q24 https://t.co/OJHonX10J9

07/24/24

On June 28. MS said $VKTX moving to phase 3 25% upside surprise https://t.co/hvvBgN7bEA https://t.co/d6B9ogYcIl

07/24/24

$VKTX During the second quarter, Viking received written responses to a U.S. Food and Drug Administration (FDA) Type C meeting packet, submitted to the agency earlier in the quarter. Based on agency feedback, the company plans to advance VK2735 into a Phase 3 program for obesity https://t.co/jvc9oZLZAQ

07/24/24

$VKTX - on call monthly dosing will be studied. - huge advantage over the competition imho

07/25/24

$VKTX BTIG PK data supporting monthly dosing from VENTURE study was previously guided to presentation at Obesity Week, though it now appears VKTX will be more selective about what is disclosed due to competitive reasons, supporting view co is gaining confidence in monthly dosing https://t.co/uTxWtBcnMa

07/24/24

$VKTX ORAL UPDATE Given promising weight loss signal demonstrated after 28 days of once daily, along with excellent tolerability profile observed thus far,further dose-escalation has been evaluated at daily doses of up to 80 mg; dosing at 100 mg is ongoing. Results later in year https://t.co/jvc9oZLZAQ

07/26/24

$CRVS #biotech that’s been quiet but getting little attention here - like the mgt team here and pipeline within one drug - not to mention its oral first and only in class drug https://t.co/m4ZlOPlIYw

07/25/24

TRUIST BUY PT 120 $VKTX seems there more surprised by 100mg dosing on Oral then the Phase 3 - but then again if you been following JOON & how close he is to story I can see that -TOLERABILITY seems to continue to very good or “HIGHLY ENCOURAGING “ as we heard on the call https://t.co/e9M1bt5mw9 https://t.co/oUlyvhGeMF

07/25/24

RT @Quantumup1: RaymondJames~7/24⬆️ $VKTX $118 was$116💪🏽Buy Straight to Ph3 (+Ve Surprise); Big Catalyst Nov (Oral VK2735 Ph1 Data): Laidl…

07/25/24

$VKTX WB for bears out there on $VKTX began clinical testing of VK2735 clinical program in early 2022, commend MGT for developing the asset at a torrid pace, which will likely culminate in Phase III initiation in early 2025 (roughly three years after starting the Phase I trial). https://t.co/oUlyvhGeMF

07/24/24

$VKTX 60mg and 80mg oral dosing completed and 100mg now testing Results at obesity week https://t.co/I8AYNEtKyU

07/26/24

MS $DXCM Tough miss on Q2 for DXCM on sales force disruption, share losses, rebate rates. Guide for Q3 also impacted, implying c. 1-3% organic sales growth and limited visibility. makes for a challenging narrative. PT of $75 on the back of limited visibility&remaining questions

07/25/24

RT @TomSilver39: Leerink:" $VKTX 2Q24: Accelerating SC ‘2735 Directly into Ph3 with Monthly Dosing on the Table..." https://t.co/UjZEPD00kl

07/26/24

Citi $AMZN believe 2Q24 results—scheduled for Thursday, 08/01, AMC—are likely to be better-than-consensus expectations across both revenue&Operating Income. Given GenAI tailwinds believe AWS revenue growth likely accelerated in 2Q&based on improving efficiencies across Retail

07/26/24

$LLY is recruiting in a Ph3 trial (NCT06439277) of Tirzepatide in Adolescents With Obesity and Weight-Related Comorbidities (SURMOUNT-ADOLESCENTS-2)

07/26/24

Cantor $CRBP (Aug 9): Discussion with CEO – focus on CB1 $GPCR (Aug 14): Discussion with Management – oral obesity targets (GLP-1, amylin) $KROS (Aug 15): Discussion with Management – focus on muscle preserving approach in obesity. . $SKYE (Sep 5): Lunch Meeting with Mgt in NYC

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