Difference Maker Investments, Founder
@mikemillmier
Father, Husband, and friend. Investor and Trader. Beating the S&P is a passion of mine. MSU MBA '98, MSU '94 ... My thoughts only and NOT FINANCIAL ADVICE.
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$VKTX Yeah I’m buying more 😂. From a very close friend of mine.
If you followed $VKTX closely over the last 18 months, you've heard the CEO answer questions regarding pharma "partnerships"/"interest". He's consistently answered that there's been a lot of interest. PFE and NVO both want $MTSR. One and likely others will be still looking and…
Must read for $VKTX investors ... very powerful data
$VKTX Data from the study showed that 78% of VK2735-treated patients who were characterized as prediabetic at baseline had successfully shifted to normal glycemic status at Week 13, as compared to 29% for placebo patients (p=0.0008).
I asked Grok which company has the stronger obesity pipeline $VKTX or $MTSR? Here's Grok's conclusion. Viking Therapeutics (VKTX) has the stronger overall pipeline. Its later-stage assets (Phase 3 for lead obesity drug, Phase 2b for NASH) provide a clearer path to…
$PM price moves over the last 24 hours is a classic case of the market over reacting and rational buyers coming in to buy an excellent company with great growth prospects. Here's what I responded to yesterday on why the quarter was good. The largest issue is the CFO poorly…
First, I have enormous respect for TI. A few things to comment on ... 1) IQOS volumes were up 15.5% Q/Q (vs. 9.2% last Q). Japan only up 6% but took share even with tough competition. 2) Zyn brand is as strong as ever ... sure margins decreased but that was done to cut the crazy…
First, I have enormous respect for TI. A few things to comment on ... 1) IQOS volumes were up 15.5% Q/Q (vs. 9.2% last Q). Japan only up 6% but took share even with tough competition. 2) Zyn brand is as strong as ever ... sure margins decreased but that was done to cut the crazy…
PMI: Q3 2025 Results - Summary IQOS: weakening ZYN: brand equity not as strong as assumed VEEV: who cares?! Combustibles: weakening (volume: -3.4%) Top/bottom-line: beautified, but the market is not stupid $pm -6%
How would $LLY tirzepatide compare with $VKTX sc VK2735 if both are titrated the same? To answer this question, I built a PK/PD model using the methodology briefly described below: 1. Simulate single dose PK for each drug from published parameters (T1/2 and Tmax are reported in…
$BTI $BATS $PM VELO continues to gain momentum in dollar share, while ZYN ceded share after the launch of a buy-one-get-one-free campaign (with any nicotine product, except cigars and wraps). You may find this chart boring, but the following chart may surprise you! 🧵
Nine years ago today our Spartans lost Mylan Hicks tragically. My thoughts and prayers are with his Mother, Renee, his family, team and coaches. He was an outstanding young man who made life special for those around him. RIP #6 🙏
For all the politicians and activists that have a war on safe nicotine, this is a very important thread. Incredible results!
Prevalence of smoking and smokeless product (Swedish snus & nicotine pouches) use were the same (11%) in Sweden in 2013. Now, smokeless use (15.7%) is almost 3x more common than smoking (5.3%) Cigarettes are on the way to becoming a thing of the past in Sweden
$vktx the ALT news is clearly good for Viking Therapeutics ... big pharma needs to go big with Viking or be stuck. The cheap alternative isn't going to yield the results they need to really move the needle, IMO.
77-YEAR-OLD RUNS MARATHONS FASTER THAN YOUR GYM TEACHER Meet Jeannie Rice. She’s 77. She just ran a marathon in 3 hours and 33 minutes. That’s faster than most people in their 20s who own running shoes. Scientists tested her and were like: wait, what? Her VO₂ max (how much…
🚨🇺🇸BRYAN JOHNSON IS “DE-AGING” HIS PENIS BY 15 YEARS—SAYS ERECTION HEALTH IS KEY TO LONGEVITY Biohacker Bryan Johnson continues pushing the boundaries of longevity, revealing that his penile health now matches that of a 22-year-old. Using the Adam Sensor, a device that tracks…
Well, it looks like the China Trade War is in the last inning. Exclusion of $AAPL phones and other tech products is basically what China wanted and needed to keep in China. It’s all over but the crying … shorts and India being at the top of the list.
The S&P 500 fell 1.97% on Friday, the 13th daily decline in 2025 w/ a loss above 1%. Last year at this point we had only 3 large down days which was abnormally low. The average year since 1928 has 29 large declines. This is the price of admission. Video: youtube.com/watch?v=gmMCQz…
Michigan State SURVIVES Ole Miss! @GoodmanHoops breaking it down LIVE from Atlanta! After Dark ⬇️⬇️ youtube.com/live/G7hY0ODTe…
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HOUSTON WINS AT THE BUZZER! Auburn SURVIVES! Tennessee and Michigan...
CAGNY Update $PM - Philip Morris International I went to CAGNY (the premier CPG annual investor conference) primarily for PM’s update. I would recommend any potential investor to watch the presentation, linked below. After the update, they provided a Q&A breakout and I also got…
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