Viking's new GLP-1 weight loss pill is pretty great -- but is it enough to turn the company profitable? Is Viking Therapeutics stock a buy? Viking and VK2735 Don't get me wrong: A weight loss pill that requires no injections or needles and helps people lose nearly 1% of their body weight in a week sounds pretty great. It just may not mean that Viking has come up with a wonder drug to beat all other wonder drugs. In a press release this morning, Viking put a brave face on results of its "Phase 2 VENTURE-Oral ...

来源：滚动播报 Viking Therapeutics（VKTX）跌43.19%，最近五个交易日迄今累计下跌41.18%。 ...

美股三大指数涨跌不一，纳指跌0.13%，标普500指数跌0.04%，道指涨0.18%。 英特尔涨7.4%，特朗普政府考虑入股英特尔10%或成最大股东，软银同意向英特尔投资20亿美元。 小鹏汽车涨2.6%，Q2总收入同比增长125.3%至182.7亿元，净亏损收窄至4.8亿元，毛利率17.3%。 爱奇艺涨2.5%，消息称其已聘请银行安排其在香港二次上市事宜，或筹资2亿至3亿美元。 Viking Therapeutics大跌超40%，实验性口服肥胖症药物VK2735在13周内帮助患者平均减轻12.2%的体 重，分析师预期为10%至15%。 (格隆汇) ...

Shares of Viking Therapeutics fell more than 30% in premarket trading Tuesday after the company released mid-stage trial data on its obesity pill that disappointed investors. The results could be a blow to Viking, which was once seen as a hot M&A target as pharmaceutical companies scramble to join the booming market for obesity and diabetes drugs. It could reinforce Eli Lilly and Novo Nordisk's dominance in the space, especially as they develop pills for weight loss that could enter the market years ahead o ...

Viking Therapeutics (VKTX) Conference Call Summary Company Overview - **Company**: Viking Therapeutics (VKTX) - **Date**: August 19, 2025 - **Key Speakers**: Brian Lyon (President and CEO), Maryann Mancini (COO), Karen Modesto (Executive Director, Clinical Development), Greg Zanti (CFO) Core Industry and Product Focus - **Industry**: Biotechnology, specifically focused on obesity treatment - **Product**: VK2735, a dual agonist of GLP-1 and GIP receptors Key Points and Arguments Phase II Study Results - Viking announced top-line results from the Phase II Venture oral dosing trial for VK2735, aimed at treating obesity [3][5] - The study achieved its primary and secondary endpoints, demonstrating statistically significant reductions in body weight [11] - Subjects receiving VK2735 showed weight loss up to **12.2%** from baseline and **10.9%** relative to placebo [12] - The treatment was reported as safe and well-tolerated, with most adverse events classified as mild or moderate [11][16] Weight Loss and Efficacy - VK2735 demonstrated a progressive weight loss trend throughout the 13-week treatment period, with no evidence of plateauing [12] - Up to **97%** of subjects achieved at least **5%** weight loss compared to **10%** for placebo, and **80%** achieved at least **10%** weight loss compared to **5%** for placebo [13] - The study included an exploratory arm assessing the transition from high daily doses to lower maintenance doses, showing effective weight retention [14] Safety and Tolerability - Adverse event rates were higher in VK2735 treated cohorts compared to placebo, primarily due to gastrointestinal (GI) events [16][17] - **11%** of VK2735 treated subjects discontinued the study early, compared to **5%** for placebo [16] - GI-related adverse events were most prevalent in the first week, with rates declining over time [18] Future Development Plans - Viking plans to initiate a Phase III registration program for VK2735, named the Vanquish studies, which will evaluate the drug in adults with obesity and those with type 2 diabetes [6][7] - The company is also developing an oral tablet formulation of VK2735, which could provide an alternative treatment option for patients [7][8] Market Positioning and Strategy - The company believes that the dual formulation (oral and subcutaneous) could mitigate safety challenges when transitioning patients between treatments [8] - Viking aims to explore the potential for lower maintenance doses based on the encouraging results from the maintenance dosing cohort [19] Questions and Answers Insights - Discussions highlighted the need for a slower titration rate in future studies to improve tolerability [22][56] - The company is considering the implications of dosing regimens, including the potential for less frequent dosing to enhance patient compliance [120] Other Important Considerations - The results from the exploratory maintenance dosing cohort provide a proof of concept for transitioning patients to low-dose maintenance therapy [19] - Viking's approach to addressing GI tolerability through optimized titration regimens is a key focus for upcoming studies [34][56] This summary encapsulates the critical insights from the Viking Therapeutics conference call, focusing on the company's advancements in obesity treatment through VK2735 and its strategic plans moving forward.

药物开发商Viking Therapeutics(VKTX.US)盘前大跌超34%，报27.75美元。 消息面上，Viking Therapeutics公布，与安慰剂相比，其实验性口服肥胖症药物VK2735的体重下降幅度 具有统计学意义，而且在13周的每日服药过程中安全、耐受性良好。该药物在13周内帮助患者平均减轻 了12.2%的体重，分析师在结果公布前预计平均减重幅度在10%至15%之间。另外，13%接受安慰剂治 疗的患者因副作用而中断治疗，而20%接受VK2735治疗的患者因副作用而中断治疗。(格隆汇) ...

Group 1 - Viking Therapeutics' experimental oral weight loss drug VK2735 showed disappointing mid-term trial data, leading to a nearly 34% pre-market drop in stock price [1] - VK2735 helped patients lose a maximum of 12.2% of their weight, but approximately 28% of participants dropped out of the trial within three months, raising concerns about its competitiveness against drugs from Eli Lilly and Novo Nordisk [1] - Eli Lilly's orforglipron trial results indicated an average weight loss of 12.4% over 72 weeks, which was below market expectations, as analysts had anticipated results similar to Novo Nordisk's Wegovy [1][2] Group 2 - The oral weight loss drug sector is viewed as a new frontier, but it presents significant scientific challenges for pharmaceutical companies [2] - Pfizer terminated its oral weight loss drug danuglipron development earlier this year due to liver damage signs in a clinical trial participant [2] - The perception of oral weight loss drug projects remains highly controversial on Wall Street [2]

Core Insights - Viking Therapeutics, Inc. announced positive top-line results from its Phase 2 clinical trial of VK2735, demonstrating statistically significant weight loss compared to placebo [1][11] - VK2735, a dual agonist of GLP-1 and GIP receptors, showed a mean weight loss of up to 12.2% (26.6 lbs) after 13 weeks of treatment, while placebo participants lost only 1.3% (2.9 lbs) [1][2] - The treatment was found to be safe and well-tolerated, with 99% of gastrointestinal-specific treatment-emergent adverse events classified as mild or moderate [1][5] Weight Loss Efficacy - Participants receiving VK2735 exhibited progressive weight loss throughout the study, with no plateau observed at 13 weeks [2] - Statistically significant weight loss was noted for all doses greater than 15 mg, starting from Week 1 [2] - Up to 97% of VK2735 participants achieved at least 5% weight loss compared to 10% for placebo, and up to 80% achieved at least 10% weight loss compared to 5% for placebo [2] Safety and Tolerability - The study reported low discontinuation rates due to adverse events, with 20% of VK2735 participants discontinuing compared to 13% for placebo [5] - The majority of treatment-emergent adverse events (TEAEs) were mild or moderate, with nausea reported in 58% of VK2735 participants [6] - Gastrointestinal-related adverse events were most common, but their frequency decreased with continued dosing [6] Maintenance Treatment Insights - An exploratory assessment of a low-dose maintenance treatment showed promising results, indicating effective weight maintenance could be achieved at doses below 30 mg [9] - Participants transitioned from a higher dose of 90 mg to a lower dose of 30 mg maintained significant weight loss, suggesting a potential strategy for long-term weight management [10] Company Overview - Viking Therapeutics is focused on developing novel therapies for metabolic and endocrine disorders, with VK2735 being a key candidate for obesity treatment [15] - The company is also evaluating a subcutaneous formulation of VK2735 in a Phase 3 obesity program, alongside other clinical programs targeting various metabolic disorders [15]

Core Insights - Viking Therapeutics, Inc. (NASDAQ: VKTX) presents a significant investment opportunity, drawing parallels to the successful trajectory of Eli Lilly and Company [1] Company Analysis - The company is perceived as deeply undervalued with long-term potential that is often overlooked by the market [1] Industry Context - The analysis is informed by extensive experience in investment management since 1999, providing insights across various market cycles [1]

Core Viewpoint - Viking Therapeutics is gaining attention in the development of an orally administered weight loss drug, VK2735, following positive news from Novo Nordisk regarding its obesity drug Wegovy, which received FDA approval for a new indication [1][2][4][5]. Group 1: Company Developments - Viking Therapeutics' stock price increased by over 5% due to positive market sentiment and news from Novo Nordisk, while the S&P 500 index remained flat [1]. - The FDA approved Novo Nordisk's Wegovy for treating noncirrhotic metabolic dysfunction-associated steatohepatitis (MASH), which positively impacts the morale of shareholders in the obesity drug sector [4][5]. - Piper Sandler analyst Biren Amin reiterated an overweight recommendation for Viking Therapeutics with a price target of $71 per share, boosting investor confidence [6]. Group 2: Market Potential - The anticipated readout of a phase 3 study for VK2735 is expected within the current calendar quarter, which could significantly influence Viking's market position [7]. - If VK2735 performs well in clinical trials and reaches the market, it is projected to generate sales of approximately $2.1 billion [7].