速递｜股价一夜暴跌42%！Viking口服减肥药2期数据不及预期

Core Viewpoint - Viking Therapeutics' stock plummeted by 43% after disappointing mid-stage trial results for its oral obesity drug, leading to a significant decrease in market capitalization from over $4 billion to approximately $2.69 billion [2] Group 1: Company Performance - Viking's oral medication helped patients lose up to 12.2% of their weight over approximately three months, with no plateau in weight loss observed, suggesting potential for greater effects in long-term trials [4] - The company faced a high dropout rate of about 28% within just 13 weeks, compared to a 25% dropout rate over 72 weeks for Eli Lilly's oral medication [5] - Common reasons for discontinuation included gastrointestinal side effects, with 58% of patients experiencing nausea and 26% experiencing vomiting, compared to 48% and 10% in the placebo group [6] Group 2: Competitive Landscape - The disappointing results for Viking's drug further solidified the market leadership of Eli Lilly and Novo Nordisk, whose oral weight loss medications are expected to reach the market much sooner than Viking's candidate VK2735 [2] - Eli Lilly's highest dose oral medication achieved a weight loss of 12.4% over 72 weeks, demonstrating stronger results compared to Viking's [4][6] - Viking's drug mimics two naturally occurring gut hormones, GLP-1 and GIP, which suppress appetite and may improve metabolism of sugars and fats [7]