Pharmdca

LT position PART 1 Portfolio Positions acquired: $RNA $DAWN $SLNO $NARI $BPMC $MYOV base:0x9bba915f036158582c20b51113b925f243a1a1a1 $KRTX $HZNP $PRVB $ISEE $BLU $CTIC $FSTX $ICVX $LVGO $STML base:0x4e6c9f48f73e54ee5f3ab7e2992b2d733d0d0b07 $CMRX $RLYP $ITCI $KVUE Tech positions: In order $AMZN $META $NVDA $MSFT $SOFI $GOOGL $RDDT $MELI $APP $RKLB $INTC $IREN $NBIS $CRDO $AAOI $BE $AXON $MDB Biotech positions: $VKTX $CYTK $ARDX $HROW $MDGL $CRVS $ABVX $TMDX $RVMD $NKTR $CELC $AVR

$SNDK Company announced 8-for-1 stock split. Will be effective on November 19th.

Some bounce in $AMZN $SNDK

We are going to bomb Iran Oil is going to drop sharply Are you tired of hearing this day and night?

$LLY has a market cap of nearly $1.3 trillion, while $VKTX sits at just $3.8 billion. Just saying. The obesity market is heading toward $100B+ — even a low-single-digit share of that is billions in revenue. Lilly remains the undisputed leader, but the long-term upside for $VKTX is substantial if execution continues. Drug development takes time. It doesn't happen overnight, which is why patience is one of the most important qualities for success in biotech investing.

$VKTX $LLY VK2735, Tirzepatide and Retatrutide- DIFFERENTITION is the Key vs all other drugs in the clinical trials. VK2735 (Viking) — the only one testing less drug. a) VK2735 vs Tirzepatide Maintenance VK2735's maintenance study showed that after 21 weeks of weekly treatment, patients who switched to: ➡️➡️Every-other-week dosing maintained up to 97% of prior weight loss Monthly dosing maintained up to 90% of prior weight loss Placebo patients maintained only about 61% of prior weight loss over the same period. GI side effects during maintenance tracked at placebo levels. ➡️➡️For tirzepatide, SURMOUNT-4- The maintenance gold standard at maximum dose. However, it showed that patients who continued therapy maintained and even extended their weight loss, while those switched to placebo experienced substantial weight regain. Placebo regained 14.0%, total −9.9%; only 16.6% kept 80% of their loss. So, stopping costs you over half the loss within a year. Retatrutide — best raw efficacy, no maintenance story yet. Retatrutide has demonstrated the strongest weight-loss efficacy seen so far with weight loss of ~ 24.2% at 48-weeks. However, there is no directly comparable maintenance dataset for Retatrutide like the VK2735 maintenance study. Safety profile is less desirable at higher doses. Conclusion- Retatrutide remains the efficacy king until proven otherwise by VK2735 when company reports PH3 results next year. Tirzepatide is the commercial gold standard with proven long-term outcomes and massive real-world experience. $NVO is nowhere even in the race. $VKTX VK2735's differentiator may be the potential for every-other-week or monthly maintenance dosing, which could improve convenience, adherence, manufacturing efficiency, and payer economics. What to watch in 2027- $VKTX ph3 full results. That will definitely make the picture much clearer and definitely will prove all the bears wrong.

$GOOGL would be looking to add if price pulls back to $270+

$CBRS The stock is making higher highs, and the chart is starting to curl higher. In hindsight, the buy signal was when XYZ published its short report after the stock had already fallen to 52-week lows. Stock has fallen from 52-week highs of $386. Then you see a random dude publish a short report around $110. Joke

$SOFI is seeing a very positive reaction following its earnings report. I believe the bottom is in. The stock is advancing despite higher interest rates, which makes the setup even more compelling. Imagine the upside potential when rates eventually begin to decline. We believe in @anthonynoto In low interest rate environment, I believe we see stock hitting $30 plus again. Long

$IOVA down 33% post Phase 2 IOV-LUN-202 data in mNSCLC. Following a significant rally from $2+, I sold my position ahead of the Phase 2 IOV-LUN-202 update. With the stock now down 33% on the data, taking profits and reducing event risk proved to be the right call.

Added a starter position in $URGN Will be looking for pullback opportunities in this name.

Obesity landscape The market is telling the story. If Novo Nordisk's obesity franchise were truly on par with Eli Lilly's, $NVO would be making new highs rather than struggling. Based on the clinical data to date, $VKTX remains the only obvious challenger to Lilly's obesity leadership. Patience will be rewarded.