$VKTX vs $LLY in terms of Safety and tolerability so far based on available data.
Conclusion- $VKTX 17.5 mg Is the best Commercial Dose (de-risked PH3) with best tolerability-to-efficacy ratio and is competitive with retatrutide in efficacy and best in class in safety vs retatrutide.
Data here ⬇️⬇️
Retatrutide-
Safety
TRIUMPH‑1 shows:
Nausea: 4 mg: 28.6% 9 mg: 38.4% 12 mg: 42.4%
Diarrhea: 4 mg: 25.2% 9 mg: 34.1% 12 mg: 32.0% Placebo: 13.5%
Constipation: 4 mg: 23.8% 9 mg: 25.9% 12 mg: 26.1% Placebo: 10.9%
Vomiting: 4 mg: 10.6% 9 mg: 22.8% 12 mg: 25.3% Placebo: 4.8%
Dysesthesia: 4 mg: 5.1% 9 mg: 12.3% 12 mg: 12.5% Placebo: 0.9%
Keep in mind- Skin sensitivity event is not a class-wide GLP/GIP feature, could likely be linked to this molecule.
Discontinuation due to AEs 4 mg: 4.1% 9 mg: 6.9% 12 mg: 11.3% Placebo: 4.9%
Basically, a double-digit discontinuation at 12mg dose a real risk for commercial take.
$VKTX Based on Maintenance data reported last week. My focus is primarily on $17.5mg dose
Nausea
Placebo: ~10–12%
10 mg: ~15–18%
15 mg: ~18–22%
17.5 mg: ~20–25%
20 mg: ~22–28%
22.5 mg: ~25–30%
Vomiting
Placebo: ~2–3%
10 mg: ~4–6%
15 mg: ~5–7%
17.5 mg: ~6–8%20 mg: ~7–10%
22.5 mg: ~8–12%
Diarrhea
Placebo: ~8–10%
10 mg: ~10–12%
15 mg: ~12–14%
17.5 mg: ~12–15%
20 mg: ~14–17%
22.5 mg: ~15–18%
Discontinuation Due to AEs
Placebo: ~3–4%
10 mg: ~3–4%
15 mg: ~4–5%
17.5 mg: ~4–6%
20 mg: ~5–7%
22.5 mg: ~6–8%
Key point: The 17.5 mg discontinuation rate is essentially placebo‑like safety.
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