Mar. 18 at 10:42 PM
$VKTX Don’t want to over dwell on
$GPCR. I didn’t look deep enough on data day as I didn’t expect much info from small data set ( 10 pts per arm ). But clear flattening of wt loss curve beyond wk 40 ( 120 mg ) like the case with
$LLY orforglipron.
Beyond heavy GI side effects ( I discussed before the irrelevance of DC rate in these small trials as easily manipulated ).
The most concerning is ALT > x5.
2 cases on the OLE arm ( short period from 36-56). I am now totally convinced that this chemical scaffold triggers liver enzyme elevation. And it correlates with dose and likely explain LLY not looking at 45 mg in phase 3 ( Lilly didn’t provide a table like this from NEJM phase 2 )
Small molecules will be problematic and for the small section of society that can’t handle tiny auto injector brick ( probably < 5% ) , they may have to deal with oral peptides long term.
$NVO people should be happy
