NHP data from $Regeneron Pharmaceuticals (REGN.US)$ 's new s...

NHP data from $Regeneron Pharmaceuticals(REGN.US)$ 's new slide deck is very relevant for the weight loss space.
Combining pure anti-Myostatin antibodies with Semaglutide was marginally effective in NHPs in preventing muscle loss. I believe that for that reason, $Scholar Rock(SRRK.US)$ and probably also $Biohaven(BHVN.US)$ are likely to disappoint.
Additionally blocking other ligands like Activin A dramatically improves body composition. That is what $Eli Lilly and Co(LLY.US)$ , $Keros Therapeutics(KROS.US)$ and now also $Regeneron Pharmaceuticals(REGN.US)$ is trying to accomplish. In terms of market cap, $Keros Therapeutics(KROS.US)$ is clearly the most levered play.