Viking Therapeutics Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy VKTX?
Source: seekingalpha
- Clinical Trial Progress: Viking Therapeutics completed enrollment for VANQUISH-1 ahead of schedule in Q4 2025 and is nearing completion for VANQUISH-2, indicating smooth progress in its Phase III clinical trials for VK2735 obesity treatment, which is expected to lay the groundwork for future market launches.
- Surge in R&D Expenses: Research and development expenses surged to $153.5 million in Q4 2025, compared to $31 million in the same period of 2024, reflecting increased investment in clinical trials, although this led to a wider net loss of $157.7 million, or $1.38 per share.
- Strategic Business Adjustments: The appointment of Neil Aubuchon as Chief Commercial Officer aims to optimize the company's market strategy, with management indicating a fresh perspective on the market to ensure flexibility and adaptability in the competitive obesity treatment landscape.
- Future Outlook: Management anticipates that the oral VK2735 program will enter Phase III in Q3 2026, with a transition to an auto-injector device planned, demonstrating the company's proactive response to future product line expansion and market demand.
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Analyst Views on VKTX
Wall Street analysts forecast VKTX stock price to rise
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 30.490
Low
70.00
Averages
97.00
High
125.00
Current: 30.490
Low
70.00
Averages
97.00
High
125.00
About VKTX
Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company that is focused on the development of therapies for the treatment of metabolic and endocrine disorders. Its clinical programs include VK2735, a novel dual agonist of the glucagon-like peptide 1 and glucose-dependent insulinotropic polypeptide receptors for the potential treatment of various metabolic disorders. It is evaluating an oral formulation of VK2735 in a Phase II trial. It is also developing VK2809, a novel, orally available, small molecule selective thyroid hormone receptor beta agonist for the treatment of lipid and metabolic disorders. Its newest program is evaluating a series of internally developed dual amylin and calcitonin receptor agonists for the treatment of obesity and other metabolic disorders. In the rare disease space, it is developing VK0214, a novel, orally available, small molecule selective thyroid hormone receptor beta agonist for the potential treatment of X-linked adrenoleukodystrophy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- AI Panic Trade: The launch of a new freight efficiency platform by an AI firm has spooked markets, leading to sharp declines in traditionally resilient trucking and logistics stocks, as fears grow over the vulnerability of labor-intensive business models to automation.
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- Market Trend Analysis: The global health and wellness sector is projected to reach $6 trillion in consumer spending by 2026, driven by rising demand for functional products, compelling companies to adapt to the FDA's updated 'Healthy' labeling framework to meet market needs.
- New Product Launch: Doseology Sciences launched caffeine-based energy pouches in January 2026, marking the entry of its Feed That Brain brand into the rapidly growing oral pouch market, utilizing a sugar-free, non-carbonated, portable design to cater to consumer demand for healthier alternatives.
- Strategic Acquisition: Doseology acquired the Feed That Brain brand for $400,000 in August 2025, enhancing its competitive edge in the functional product space, while also appointing Joseph Mimran as a strategic advisor to further bolster brand influence.
- Optimistic Market Outlook: The global energy drinks market is expected to grow from $79.4 billion in 2024 to $125.1 billion by 2030, indicating strong market demand, and Doseology's product innovations align perfectly with this trend, likely driving future company growth.
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- Strategic Acquisition: Doseology acquired the Feed That Brain brand for $400,000 in August 2025, leveraging its strengths in functional product design to drive compliant new product development and further expand market share.
- Market Potential: The global energy drinks market is expected to grow from $79.4 billion in 2024 to $125.1 billion by 2030, indicating strong market demand, and Doseology's product innovations align perfectly with this trend, likely driving future growth for the company.
See More
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- Strong Market Demand: Since its U.S. launch in early January, Novo Nordisk's oral Wegovy has seen weekly prescription fills reach 50,000, indicating robust demand for oral GLP-1 therapies, which bodes well for Viking Therapeutics' VK2735 as it positions itself to capture significant market opportunities.
- Clinical Trial Progress: Viking plans to initiate Phase 3 trials for VK2735 in Q3 2026, with encouraging mid-stage data showing patients lost up to 12.2% of their body weight in just 13 weeks, providing strong support for the drug's market potential.
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See More
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- Cisco Systems Warning: Cisco Systems saw its stock plummet over 12% after forecasting that rising memory chip prices would erode profitability, raising investor concerns about future performance and potentially diminishing market confidence.
- Weak Economic Data: Initial jobless claims in the U.S. fell by 5,000 to 227,000, below the expected 223,000, while January existing home sales dropped 8.4% month-over-month to 3.91 million, marking a 16-month low, which reflects signs of economic slowdown that could impact market sentiment.
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See More
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