Viking Therapeutics(VKTX)

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Viking(VKTX.US)盘前暴跌!口服减肥药VK2735中期试验结果不及预期
智通财经网· 2025-08-19 12:56
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]
Viking Therapeutics Announces Positive Top-Line Results from Phase 2 VENTURE-Oral Dosing Trial of VK2735 Tablet Formulation in Patients with Obesity
Prnewswire· 2025-08-19 11:08
Study Achieves Primary and Secondary Endpoints, Demonstrating Statistically Significant Reductions in Body Weight with Once-Daily VK2735 Dosing as Compared to Placebo Up to 12.2% (26.6 lbs) Mean Weight Loss Observed After 13 Weeks of VK2735 Treatment Compared with 1.3% (2.9 lbs) for Placebo Exploratory Assessment of Low Dose Maintenance Treatment Demonstrates Positive Proof of Concept VK2735 Shown to be Safe and Well-Tolerated in 13-Week Study; 99% of GI-specific Treatment Emergent Adverse Events Considered ...
Viking Therapeutics: Still On Track
Seeking Alpha· 2025-08-19 00:56
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]
Why Viking Therapeutics Stock Zoomed 5% Higher Today
The Motley Fool· 2025-08-18 22:18
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].
1 Beaten-Down Stock That Could Soar by the End of the Year
The Motley Fool· 2025-08-17 12:55
Core Viewpoint - Viking Therapeutics is positioned to capitalize on opportunities in the competitive weight loss therapy market, especially following setbacks faced by larger competitors like Eli Lilly [2][5][7]. Company Overview - Viking Therapeutics is a mid-cap biotech company focusing on weight loss therapies, competing against established players such as Eli Lilly and Novo Nordisk [2][10]. - The company has a promising candidate, VK2735, currently in phase 3 studies, and is also developing an oral version of the drug in phase 2 trials [6][11]. Market Dynamics - The weight loss therapy market is becoming increasingly competitive, with major players needing to deliver exceptional clinical trial results to maintain their share prices [10]. - Eli Lilly's oral GLP-1 medicine, orforglipron, underperformed in a phase 3 study, creating a potential opportunity for Viking if its oral candidate meets expectations [7][8]. Clinical Developments - VK2735 showed strong phase 2 data, leading to a significant increase in Viking's stock last year, although it has since declined by 40% due to broader market volatility and profit-taking by long-term shareholders [5][12]. - Viking is also developing VK2809 for metabolic dysfunction-associated steatohepatitis (MASH), addressing a significant unmet medical need [11]. Investment Considerations - The stock has potential for significant upside if ongoing clinical trials yield positive results, particularly for the oral version of VK2735 [6][12]. - Investors are advised to consider their risk tolerance, as Viking, like other clinical-stage biotech companies, carries inherent risks [13][14].
Viking's Oral Obesity Drug Poised To Gain Ground After Eli Lilly's Orforglipron Setback: Analyst
Benzinga· 2025-08-13 18:30
Core Viewpoint - Viking Therapeutics is advancing in the weight-loss drug market with the initiation of its Phase 2 VENTURE-Oral trial for VK2735, aiming to leverage Eli Lilly's recent challenges and broaden treatment options beyond injections [1][5]. Group 1: Trial Details - The VENTURE-Oral trial commenced in January 2025 and will evaluate the safety, tolerability, pharmacokinetics, and weight-loss efficacy of a once-daily oral dose over a 13-week period [1][3]. - The primary endpoint of the study is the percent change in body weight from baseline after 13 weeks, with secondary endpoints assessing additional safety and efficacy measures [3]. Group 2: Market Context - Eli Lilly's recent Phase 3 ATTAIN-1 trial for orforglipron showed underwhelming weight loss results, creating an opportunity for smaller competitors like Viking to fill the clinical gap [5]. - Analysts expect Viking to demonstrate the potential of VK2735's oral formulation as a competitive option in weight maintenance, with recommendations to buy shares before the Phase II readout [6]. Group 3: Expected Outcomes - Viking anticipates releasing trial results in the second half of 2025, with projections indicating a placebo-adjusted weight loss of slightly under 7% for the highest doses, based on Phase I results [4]. - Previous studies showed that patients receiving VK2735 achieved statistically significant mean body weight reductions of up to 14.7% from baseline and up to 13.1% relative to placebo [7].
The 3 Things That Matter for Viking Therapeutics Now
The Motley Fool· 2025-08-13 08:10
Core Viewpoint - The enthusiasm for weight loss medications is increasing, with several companies, including Viking Therapeutics, Novo Nordisk, and Eli Lilly, preparing oral formulations to compete in a lucrative market [1][7]. Company Analysis Viking Therapeutics - Viking Therapeutics is developing VK2735, a novel dual agonist targeting GLP-1 and GIP receptors for metabolic disorders, currently in both subcutaneous and oral clinical trials [4]. - The phase 3 trial for the subcutaneous formulation began in June and will take 78 weeks, with results expected in 2027, while the phase 2 oral trial results are anticipated in 2025 [5]. - If the oral trial is successful, it is likely that a major pharmaceutical company may consider acquiring Viking [6]. Novo Nordisk - Novo Nordisk is a leading player in the weight loss market with its product Wegovy and is developing an oral version of it, which has shown similar weight loss results to the subcutaneous formulation [7][8]. - The FDA has accepted Novo Nordisk's submission for the oral formulation, with a decision expected in Q4 2025 [8]. Eli Lilly - Eli Lilly is developing Orforglipron, a small molecule drug, instead of an oral formulation of Zepbound, which is not suitable for oral delivery [9]. - Orforglipron has completed a successful phase 3 trial, achieving a mean weight loss of 12.4% at the highest dosage over 72 weeks, with plans to submit to the FDA by the end of the year [10]. Market Dynamics - The competition among Viking, Novo Nordisk, and Eli Lilly is intense, with the success of their respective oral formulations likely to influence investment decisions [11]. - The timelines for the release of phase 2 data from Viking and the FDA decisions for Novo Nordisk and Eli Lilly create a critical period for potential investment opportunities [11].
Viking Therapeutics (VKTX) Is Considered a Good Investment by Brokers: Is That True?
ZACKS· 2025-08-04 14:31
Core Viewpoint - Brokerage recommendations, particularly for Viking Therapeutics, Inc. (VKTX), show a strong positive bias, but their reliability in guiding investment decisions is questionable [5][10][11]. Group 1: Brokerage Recommendations - Viking Therapeutics has an average brokerage recommendation (ABR) of 1.22, indicating a consensus between Strong Buy and Buy, based on 18 brokerage firms [2]. - Out of the 18 recommendations, 16 are classified as Strong Buy, accounting for 88.9% of the total recommendations [2]. Group 2: Limitations of Brokerage Recommendations - Relying solely on brokerage recommendations may not be advisable, as studies indicate they often fail to identify stocks with the highest potential for price appreciation [5]. - Analysts from brokerage firms tend to exhibit a strong positive bias due to vested interests, leading to a disproportionate number of Strong Buy recommendations compared to Strong Sell [6][10]. - The ABR may not be up-to-date, while the Zacks Rank, which is based on earnings estimate revisions, provides a more timely and accurate reflection of stock price movements [13]. Group 3: Zacks Rank Comparison - The Zacks Rank categorizes stocks into five groups based on earnings estimate revisions, with a strong correlation to near-term stock price movements [8][11]. - Viking Therapeutics currently holds a Zacks Rank of 4 (Sell), reflecting a 27.4% decline in the Zacks Consensus Estimate for the current year to -$2.37, indicating growing pessimism among analysts [14][15].
This Biotech Stock Could Soar on Upcoming Clinical Data
The Motley Fool· 2025-08-04 11:15
Core Viewpoint - Viking Therapeutics is currently undervalued at a market cap of $3.7 billion, presenting a compelling investment opportunity in the weight loss drug sector, particularly as the company approaches critical clinical data releases for its oral VK2735 candidate [2][3][5]. Company Overview - Viking Therapeutics is focused on developing a dual GLP-1/GIP mechanism for weight loss, which has shown promising results in previous trials, including a 14.7% body weight reduction over 13 weeks with 88% of patients achieving at least 10% weight loss [6][10]. - The company is expected to report Phase 2 data for VK2735 in the second half of 2025, with September being the most likely timeframe [5]. Competitive Landscape - The obesity drug market is evolving, with competitors like Pfizer and Roche facing setbacks, creating an opportunity for Viking to capitalize on its differentiated approach [9][10]. - The market for obesity drugs is projected to reach $100 billion in annual sales by 2030, yet few companies have successfully developed oral alternatives, which could enhance Viking's strategic positioning [11]. Value Creation Pathways - Viking offers multiple avenues for value creation, including potential strategic partnerships or acquisition interest from major pharmaceutical companies facing patent cliffs [12][13]. - The company could also explore independent commercialization through innovative partnership models, such as subscription-based treatment platforms [14]. Market Dynamics - The competitive landscape has created a scarcity of advanced oral GLP-1 assets, making Viking's differentiated platform particularly attractive to potential acquirers, including Novo Nordisk [15][11]. - Viking's clean intellectual property position and manageable valuation further enhance its appeal as a target for companies looking to fill gaps in their obesity drug portfolios [13]. Upcoming Catalysts - The upcoming readout of VK2735 oral data is critical, as success could lead to various value creation scenarios, including strategic acquisitions or licensing partnerships [20][21]. - The dual-pathway approach of Viking addresses validated market needs, positioning the company favorably in a landscape with limited competition [19].
2 Biotech Stocks That Could Soar 29% and 165% According to Wall Street's Top Analysts
The Motley Fool· 2025-08-03 10:00
Core Insights - The healthcare industry remains a resilient sector for investors, particularly in biotech, which is known for innovation and life-saving products [1][2] Company Summaries Regeneron Pharmaceuticals - Regeneron Pharmaceuticals is projected to have a potential upside of 29% to 68% over the next 12 months, driven by its antibody-based therapies [4] - The company's top-selling product, Dupixent, achieved global net sales of $14.2 billion in 2024, a 22% increase from the previous year [5] - Eylea, another key product, generated $6 billion in U.S. net sales in 2024, maintaining its sales figures from 2023 [5] - Libtayo, an oncology drug, surpassed $1 billion in annual net sales in 2024, reflecting a 40% increase from the prior year [5] - Regeneron is advancing its pipeline with 45 product candidates in clinical development and expects several regulatory approvals in 2025 [8] - Recent approvals include Lynozyfic for multiple myeloma and several label expansions for Dupixent [8] - The company reported a first-quarter revenue of $3.03 billion, a 3.7% year-over-year decline, but net income increased by 12% to $809 million [7] Viking Therapeutics - Viking Therapeutics has a projected share price increase of 165% at the midpoint and up to 268% at the high end over the next year [11] - The lead candidate, VK2735, is a dual GLP-1 and GIP receptor agonist currently in phase 3 trials for obesity [11][12] - Viking is also developing an oral tablet formulation of VK2735 and plans to announce results from a phase 2 study in the second half of 2025 [12] - The company has other candidates targeting metabolic dysfunction and X-linked adrenoleukodystrophy (X-ALD) [13][14] - As a clinical-stage biopharmaceutical company, Viking is pre-revenue and has reported losses while preparing for commercialization [15] - The company had approximately $808 million in cash and equivalents at the end of Q2 [15]