Bio5C Podcast

Portfolio Moves!

Hello Subscribers! Over the past week, we’ve sold two stocks and bought (or increased our position) in three others. Out: ITOS, MLTX In: NKTR, ETNB, and ???? Cheers, JNap This will be the last FREE Podcast! I might do an occasional post here or there, but going forward, all new Podcasts will be for subscribers only! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit bio5c.substack.com/subscribe [https://bio5c.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]

Thoughts on VKTX (Podcast)

Hello JNap Substackers! This is my inaugural podcast where I opine on VKTX’s oral data from yesterday. I also include some additional thoughts on the obesity market, where I touch on LLY, NVO, MTSR, GPCR, and TERN. I’m sending this to everyone. I have been doing podcasts like this for Bio5C subscribers for the past five years. Going forward, Bio5C subscribers and Remsen LPs will receive these emails as an additional service included in their subscription fees. If you are not a Bio5C subscriber or Remsen LP, you can upgrade your free subscription to this Substack for $25/mo. You can also visit Bio5C [http://www.Bio5C.com] to learn more about my research and Discord. Cheers, JNap Stock Discussed in this Podcast where JNap or Remsen has a position: VKTX, GPCR This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit bio5c.substack.com/subscribe [https://bio5c.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]