“减肥药” 史诗级暴跌！

Core Viewpoint - Viking Therapeutics' stock plummeted nearly 44% following disappointing mid-term trial data for its oral weight loss drug VK2735, raising concerns about its competitiveness against established players like Eli Lilly and Novo Nordisk [2][3]. Group 1: Viking Therapeutics - Viking Therapeutics reported that its VK2735 can help patients lose up to 12.2% of their weight, with 80% of participants losing over 10% [3]. - Approximately 28% of patients dropped out of the trial within three months, which negatively impacted investor confidence [3]. - The company previously saw its stock price increase over 400% last year, peaking at $99.41 per share [4]. Group 2: Eli Lilly - Eli Lilly's oral weight loss drug Orforglipron showed a weight loss of 12.4 kg (approximately 12.4%) after 72 weeks of treatment at the highest dose [5]. - Following the announcement of Orforglipron's trial results, Eli Lilly's stock fell over 14%, resulting in a market cap loss of about $100 billion [6]. - Analysts believe the sell-off was an overreaction, as Eli Lilly's core growth drivers remain strong, and Orforglipron has advantages such as ease of use and global market potential [6][7].