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Noumena Analysis

@gilamonstrum

Pharmacist
PhD candidate

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linkhttp://Noumena.tech calendar_today16-02-2022 19:51:01

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$LLY orforglipron data looks encouraging, the earlier worry about liver toxicity has been resolved for now. The ACHIEVE‑1 trial enrolled only T2D patients (who tend to lose less weight but tolerate the drug better, so factor that into any cross‑trial comparisons). The molecule

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At first glance $LLY orforglipron seems to outperform $GPCR aleniglipron, at least based on P2 and P3 data in T2D patients. Based on cross-trial comparisons, orfo induces better glycaemic control (0.4% is the superiority threshold for A1c), better weight loss and a more favorable

At first glance $LLY orforglipron seems to outperform $GPCR aleniglipron, at least based on P2 and P3 data in T2D patients. Based on cross-trial comparisons, orfo induces better glycaemic control (0.4% is the superiority threshold for A1c), better weight loss and a more favorable
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$VKTX $LLY $RHHBY and HRS: cross-comparing GLP‑1/GIP RAs is messy because titration speeds differ. VK‑2735 & CT‑388 (8 mg) escalated every 3 wks Tirzepatide & HRS‑9531 stepped up once‑monthly. That alone drives the big gap in GI AEs. I’m expecting $VKTX to move in P3 with QM

$VKTX $LLY $RHHBY and HRS: cross-comparing GLP‑1/GIP RAs is messy because titration speeds differ.
VK‑2735 & CT‑388 (8 mg) escalated every 3 wks
Tirzepatide & HRS‑9531 stepped up once‑monthly. That alone drives the big gap in GI AEs. I’m expecting $VKTX to move in P3 with QM
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$VKTX $LLY $RHHBY Across GLP-1/GIP RA trials (including GLP-1/GIP/GCGN RA $LLY Retatrutide) the placebo adjusted % weight loss at week 12 rises with the share of participants who report nausea or vomiting (R² ≈ 0.7 Log curves), while diarrhea has a weak correlation with weight

$VKTX $LLY $RHHBY Across GLP-1/GIP RA trials (including GLP-1/GIP/GCGN RA $LLY Retatrutide) the placebo adjusted % weight loss at week 12 rises with the share of participants who report nausea or vomiting (R² ≈ 0.7 Log curves), while diarrhea has a weak correlation with weight
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Why is Tmax important? $VKTX $LLY $RHHBY Across 4 GLP-1/GIP RAs, Tmax emerged as the single strongest differentiator of tolerability, accounting for most of the variability in chronic diarrhea and a substantial share of variance in vomiting and nausea. The weight loss effect

Why is Tmax important? $VKTX $LLY $RHHBY

Across 4 GLP-1/GIP RAs, Tmax emerged as the single strongest differentiator of tolerability, accounting for most of the variability in chronic diarrhea and a substantial share of variance in vomiting and nausea.
The weight loss effect
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$vktx "a monthly regimen should be feasable" BL ref VK2735. Yes, it is feasible and there is a strong likelihood that the oral formulation is feasible for QW dosing. They should at least explore QM in P3.

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Take-away from Brian’s update on $VKTX VK-2735 Viking will run a dose-finding PK/PD study that starts with the QW injections, then switches participants to QM dosing for three months. Slide 1 (left panel) backs the idea up: VK-2735’s long half-life (170–250 h) sits second only

Take-away from Brian’s update on $VKTX VK-2735

Viking will run a dose-finding PK/PD study that starts with the QW injections, then switches participants to QM dosing for three months.

Slide 1 (left panel) backs the idea up: VK-2735’s long half-life (170–250 h) sits second only
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MY Speculative WL prediction for VENTURE Oral trial $VKTX The 30 mg QD oral VK2735 delivers systemic exposure equivalent to 2.5 mg QW sub q VK2735, while 90 mg QD corresponds to 7.5 mg QW and 120 mg QD aligns with 10 mg QW. However, the oral regimens escalate more quickly, with

MY Speculative WL prediction for VENTURE Oral trial $VKTX

The 30 mg QD oral VK2735 delivers systemic exposure equivalent to 2.5 mg QW sub q VK2735, while 90 mg QD corresponds to 7.5 mg QW and 120 mg QD aligns with 10 mg QW. However, the oral regimens escalate more quickly, with
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Quite a clear illustration of the WL trade-offs for $MTSR MET 233i vs $ZEAL $RHHBY Petrelintide. Also Gubra showed a Pbo adjusted WL of aprox. 9.7% at week 6 (not shown here due to lack of AE reporting, source: gubra.dk/mfn_news/gubra…). The MTSR data does not look BIC so far.

Quite a clear illustration of the WL trade-offs for $MTSR MET 233i vs $ZEAL $RHHBY Petrelintide. Also Gubra showed a Pbo adjusted WL of aprox. 9.7% at week 6 (not shown here due to lack of AE reporting, source: gubra.dk/mfn_news/gubra…). The MTSR data does not look BIC so far.
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$LLY unveiled encouraging topline results for its biased amylin RA, Eloralintide, likely explaining the $MTSR sell-off yesterday. Dose levels and detailed safety data are still under wraps, making the upcoming ADA presentation one of the most anticipated disclosures of the year

$LLY unveiled encouraging topline results for its biased amylin RA, Eloralintide, likely explaining the $MTSR sell-off yesterday. Dose levels and detailed safety data are still under wraps, making the upcoming ADA presentation one of the most anticipated disclosures of the year
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$VKTX $RHHBY $LLY $NVO Hengrui has released preliminary PK and safety data for its oral formulation of HRS-9531 (GLP-1/GIP RA) in healthy Chinese subjects. According to their patent, I think they use either SNAC or a SNAC analog as the intestinal permeation enhancer. The

$VKTX $RHHBY $LLY $NVO Hengrui has released preliminary PK and safety data for its oral formulation of HRS-9531 (GLP-1/GIP RA) in healthy Chinese subjects. 
According to their patent, I think they use either SNAC or a SNAC analog as the intestinal permeation enhancer. The