Viking Therapeutics

It's a once a month.

And then Viking Therapeutics has something that's also a once a month that's going to be coming out.

And we've got these amylin analogs, Cagrasema that's coming.

The issue is side effects with a lot of them.

I have Expedia, which has done really well, believe it or not.

And then I have this one stock called Viking Therapeutics, which is an oral weight loss drug, which hasn't done too well, but I'm banking on that weight loss drugs, and particularly if you don't have to inject a needle, but if you just take it orally, then if this drug works, then it should take off.

The point is that I'm happy with a 30% return.

I think that's quite good.

the big

debates in the past couple days, and, you know, really months, but couple days has been around profitability of inference, how much of a moat does anthropic open AI have versus Kimmy versus, you know, which is moonshot labs, deep seek, and these other Chinese models, how much is their specific you know, IP, how much is like the value and the margin they can get on inference.

Austin is showing that they have some pretty solid numbers, despite what you hear.

We've talked about tokens being subsidized a fair amount as well.

And that is something people are willing to shell out for.

There's a lot of stickiness there.

There's also a lot of uncertainty on moat when it comes to Anthropic.

Is all the investment they put in to compute going to be worth it? Does Inference have a moat? Or are cheaper models like a DeepSeek able to come out and compete? So I think with Lily...

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They have a great pipeline in this space.

Uh, Viking has their own shot, which most shots are weekly.

This is a monthly injection, and two weeks ago, the data showed that, uh, people are taking their-- who take that one-month injection, they kept up to ninety percent of their weight off.

So just the injections.

So I took a look at some of the most significant stock changes in the industry this last month, so for September.

And Viking Therapeutics came out as one of the top stock gainers with significant catalysts in the month, while Longeveron experienced some of the largest stock loss in September.

So Viking stock popped thirty percent on its injectable GLP-1 and GIP dual agonist maintenance data, which Truist analysts deemed the best-case scenario.

So a day after that data drop, Viking did propose a common stock and convertible notes offering, which ultimately did bring down their stock a little bit at the end of the month.

Um, Lilly is just crushing it, right? So everything that Novo does to try to catch up, Lilly's got, you know, 10 times the weight and answers in the way that they go look at acquisitions and product development.

You got Viking Therapeutics coming into the mix, uh, good results with their drug.

One of the recent IPO is Kylera, led by Ron Renaud, who did the sale of Cerevel to AbbVie a couple years ago, serial, uh, successful CEO.

Um, Kylera was one of the biggest IPO e- events, uh, in history in the last couple of months.

So look, they're, they're, they are interesting to me, um, in terms of adding to, and they always are when they, when they come down in price because I think they're all long-term really attractive, um, businesses.

The, the only other stock that I've got my eye on, Steve, at the moment, and we, we talked about it briefly off air, is, um, a company called Vi- uh, Viking Therapeutics.

They had, um, they have a GLP-1 drug, which, um, is both injectable and, uh, in pill form.

Um, it's, uh, it's just come off the, the back of some really good trials.

If they have a successful GLP-1, um, which does what it says it does, that is worth money to somebody else, to Novo, to Lilly.

It's, it's definitely, uh, you know, Roche has a, a drug coming out soon, um, as well.

But there, there are, there are big players who will wanna be in this market, and if Viking, uh, Therapeutics drug makes it through with only a three and a half billion valuation on a-

a-multi-milli, multi-billion potentially dollar drug.

everywhere are in there.

Viking Therapeutics, I'll give a shout out to them.

I really like that company as well.

So I'm going to start out strong here.