Viking Plans to Advance VK2735 Oral Drug
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 10 2026
0mins
Should l Buy VKTX?
Source: stocktwits
- Clinical Trial Progress: Viking Therapeutics is set to advance its experimental oral obesity drug VK2735 into late-stage studies in Q3 2026, with plans for four late-stage trials by the end of 2026, indicating a proactive approach in the obesity treatment sector.
- Expected Drug Efficacy: The subcutaneous formulation of VK2735 demonstrated a mean weight loss of 14.7% over 13 weeks in mid-stage trials, with the CEO expressing hopes that it will be competitive with existing GLP-1 monoagonists, thereby enhancing market competitiveness.
- Market Competition Analysis: Unlike industry giants Novo Nordisk and Eli Lilly, which launched subcutaneous forms of their blockbuster obesity drugs first, Viking's strategy to develop both subcutaneous and oral formulations showcases its diversified approach in the obesity drug market, especially as Novo's oral drug launched in January.
- New Drug Application Plans: Viking is also looking to file an application to initiate trials for a novel amylin agonist this quarter, aiming to expand its obesity portfolio and further strengthen its market position in this therapeutic area.
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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: 33.700
Low
70.00
Averages
97.00
High
125.00
Current: 33.700
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.
The 'Diabesity' Market Is Poised for Rapid Growth: Key Catalysts for Lilly and Novo Stocks.
Weight-loss Drugs in Focus: The spotlight is on weight-loss drugs, particularly GLP-1 medications like Wegovy and Zepbound, as they gain popularity.
Market Competition: Eli Lilly and Novo Nordisk are key players in the emerging "diabesity" market, indicating a competitive landscape ahead.
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- Defensive Healthcare Advantage: Large-cap healthcare stocks like Johnson & Johnson and CVS Health exhibit strong performance during economic downturns, with low beta values (0.33 for JNJ and 0.46 for CVS) indicating smaller losses during market declines, thus providing a stable income source for risk-averse investors.
- Rising Recession Risks: The ongoing conflict in Iran has led to soaring energy and food prices, increasing the risk of a global economic recession, prompting investors to gravitate towards healthcare stocks to mitigate potential market volatility and uncertainty.
- High-Risk, High-Reward Strategy: Smaller healthcare companies such as Grail and Viking Therapeutics present high-risk, high-reward investment opportunities; despite Grail's multi-cancer early detection test failing to meet primary endpoints, follow-up data could potentially shift market perceptions positively.
- Portfolio Diversification: In light of increasing economic uncertainty, building a diversified portfolio of small healthcare companies can effectively mitigate stock-specific risks, particularly those reliant on clinical trial outcomes, which may offer potential returns amidst market fluctuations.
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Iran Conflict Raises Recession Risks Amid Inflation
- Recession Risk: The ongoing conflict in Iran is causing inflationary pressures from soaring energy and food prices, complicating global economic challenges and increasing investor interest in healthcare stocks as a defensive measure.
- Defensive Healthcare Stocks: Large-cap pharmaceutical company Johnson & Johnson (JNJ) and integrated healthcare company CVS Health are viewed as defensive stocks, with JNJ's beta at 0.33 and CVS at 0.46, indicating their relative stability during economic downturns.
- Opportunities in Small-Cap Stocks: Investors may consider small- and mid-cap healthcare companies whose growth relies on binary events like clinical trial results, as successful firms can offset losses from others, despite the inherent risks.
- Investment Strategy Choices: Risk-averse investors may prefer low-beta defensive stocks, while risk-seeking investors might opt for high-risk, high-reward healthcare stocks to navigate potential recessionary pressures.
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Viking Therapeutics Faces Challenges in Weight Loss Market
- Clinical Trial Progress: Viking Therapeutics' leading candidate VK2735 is undergoing pivotal 78-week phase 3 studies, with the second study recently completing enrollment; strong results could establish a solid foundation for the company in the competitive weight-loss market.
- Significant Market Potential: Analysts predict VK2735 could generate peak sales of $14.4 billion in the U.S. and $7.2 billion in Europe, totaling $21.6 billion, highlighting the drug's market potential as the weight-loss sector is projected to exceed $100 billion in the next decade.
- Increasing Competitive Pressure: While VK2735 aims to match the efficacy of Eli Lilly's Zepbound, Viking Therapeutics must demonstrate exceptional results in clinical trials to secure its position in the weight-loss drug market as competition intensifies.
- Investment Risk Advisory: Viking Therapeutics faces clinical, regulatory, competitive, and funding challenges, and while its stock may soar over the next decade, the risk of bankruptcy remains, necessitating cautious consideration from investors.
See More
Viking Therapeutics Faces Major Clinical Challenges Ahead
- Clinical Trial Progress: Viking Therapeutics' leading candidate VK2735 is undergoing two 78-week phase 3 studies, with the second recently completing enrollment; strong results could significantly enhance the company's competitive position in the rapidly growing weight-loss market.
- Massive Market Potential: Analysts predict VK2735 could generate peak sales of $14.4 billion in the U.S. and $7.2 billion in Europe, totaling $21.6 billion, and if it matches Eli Lilly's Zepbound, Viking's stock price could soar.
- Oral Drug Advantage: Viking's oral VK2735 completed phase 2 studies last year, and if it performs well in pivotal trials, it will further solidify its market position, particularly in attracting patients hesitant about injectable medications.
- Risks and Challenges: Despite the optimistic outlook, Viking Therapeutics faces clinical and regulatory risks, and increasing competition may hinder its commercial success, necessitating cautious evaluation of potential risks by investors.
See More
Wegovy Pill Shows Superior Weight Loss Over Foundayo
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- Patient Preference Insights: An analysis by Novo revealed that 84% of patients preferred the drug profile of Wegovy, highlighting strong patient recognition of its lifestyle compatibility, which provides robust support for Novo's market promotion efforts.
- Market Competition Dynamics: The launch of the Wegovy pill is seen as the beginning of a new era in weight-loss medications; however, analysts note that the rapid increase in prescriptions may slow down as Foundayo approaches its market entry, potentially impacting Wegovy's market share.
- Side Effect Comparison: Recent studies indicate that Wegovy outperforms Foundayo in terms of discontinuation rates, with the latter associated with about 14 times higher odds of stopping treatment due to side effects, providing Wegovy with a crucial differentiation advantage in the increasingly competitive anti-obesity drug market.
See More
The 'Diabesity' Market Is Poised for Rapid Growth: Key Catalysts for Lilly and Novo Stocks.
Weight-loss Drugs in Focus: The spotlight is on weight-loss drugs, particularly GLP-1 medications like Wegovy and Zepbound, as they gain popularity.
Market Competition: Eli Lilly and Novo Nordisk are key players in the emerging "diabesity" market, indicating a competitive landscape ahead.
See More
Healthcare Stocks Performance in Economic Recession
- Defensive Healthcare Advantage: Large-cap healthcare stocks like Johnson & Johnson and CVS Health exhibit strong performance during economic downturns, with low beta values (0.33 for JNJ and 0.46 for CVS) indicating smaller losses during market declines, thus providing a stable income source for risk-averse investors.
- Rising Recession Risks: The ongoing conflict in Iran has led to soaring energy and food prices, increasing the risk of a global economic recession, prompting investors to gravitate towards healthcare stocks to mitigate potential market volatility and uncertainty.
- High-Risk, High-Reward Strategy: Smaller healthcare companies such as Grail and Viking Therapeutics present high-risk, high-reward investment opportunities; despite Grail's multi-cancer early detection test failing to meet primary endpoints, follow-up data could potentially shift market perceptions positively.
- Portfolio Diversification: In light of increasing economic uncertainty, building a diversified portfolio of small healthcare companies can effectively mitigate stock-specific risks, particularly those reliant on clinical trial outcomes, which may offer potential returns amidst market fluctuations.
See More
Iran Conflict Raises Recession Risks Amid Inflation
- Recession Risk: The ongoing conflict in Iran is causing inflationary pressures from soaring energy and food prices, complicating global economic challenges and increasing investor interest in healthcare stocks as a defensive measure.
- Defensive Healthcare Stocks: Large-cap pharmaceutical company Johnson & Johnson (JNJ) and integrated healthcare company CVS Health are viewed as defensive stocks, with JNJ's beta at 0.33 and CVS at 0.46, indicating their relative stability during economic downturns.
- Opportunities in Small-Cap Stocks: Investors may consider small- and mid-cap healthcare companies whose growth relies on binary events like clinical trial results, as successful firms can offset losses from others, despite the inherent risks.
- Investment Strategy Choices: Risk-averse investors may prefer low-beta defensive stocks, while risk-seeking investors might opt for high-risk, high-reward healthcare stocks to navigate potential recessionary pressures.
See More
Viking Therapeutics Faces Challenges in Weight Loss Market
- Clinical Trial Progress: Viking Therapeutics' leading candidate VK2735 is undergoing pivotal 78-week phase 3 studies, with the second study recently completing enrollment; strong results could establish a solid foundation for the company in the competitive weight-loss market.
- Significant Market Potential: Analysts predict VK2735 could generate peak sales of $14.4 billion in the U.S. and $7.2 billion in Europe, totaling $21.6 billion, highlighting the drug's market potential as the weight-loss sector is projected to exceed $100 billion in the next decade.
- Increasing Competitive Pressure: While VK2735 aims to match the efficacy of Eli Lilly's Zepbound, Viking Therapeutics must demonstrate exceptional results in clinical trials to secure its position in the weight-loss drug market as competition intensifies.
- Investment Risk Advisory: Viking Therapeutics faces clinical, regulatory, competitive, and funding challenges, and while its stock may soar over the next decade, the risk of bankruptcy remains, necessitating cautious consideration from investors.
See More
Viking Therapeutics Faces Major Clinical Challenges Ahead
- Clinical Trial Progress: Viking Therapeutics' leading candidate VK2735 is undergoing two 78-week phase 3 studies, with the second recently completing enrollment; strong results could significantly enhance the company's competitive position in the rapidly growing weight-loss market.
- Massive Market Potential: Analysts predict VK2735 could generate peak sales of $14.4 billion in the U.S. and $7.2 billion in Europe, totaling $21.6 billion, and if it matches Eli Lilly's Zepbound, Viking's stock price could soar.
- Oral Drug Advantage: Viking's oral VK2735 completed phase 2 studies last year, and if it performs well in pivotal trials, it will further solidify its market position, particularly in attracting patients hesitant about injectable medications.
- Risks and Challenges: Despite the optimistic outlook, Viking Therapeutics faces clinical and regulatory risks, and increasing competition may hinder its commercial success, necessitating cautious evaluation of potential risks by investors.
See More
Wegovy Pill Shows Superior Weight Loss Over Foundayo
- Weight Loss Efficacy: The Wegovy pill demonstrated significantly greater mean weight loss of 16.6% compared to Eli Lilly's Foundayo, which showed only 12.4%, indicating Wegovy's competitive edge in the weight-loss drug market.
- Patient Preference Insights: An analysis by Novo revealed that 84% of patients preferred the drug profile of Wegovy, highlighting strong patient recognition of its lifestyle compatibility, which provides robust support for Novo's market promotion efforts.
- Market Competition Dynamics: The launch of the Wegovy pill is seen as the beginning of a new era in weight-loss medications; however, analysts note that the rapid increase in prescriptions may slow down as Foundayo approaches its market entry, potentially impacting Wegovy's market share.
- Side Effect Comparison: Recent studies indicate that Wegovy outperforms Foundayo in terms of discontinuation rates, with the latter associated with about 14 times higher odds of stopping treatment due to side effects, providing Wegovy with a crucial differentiation advantage in the increasingly competitive anti-obesity drug market.
See More
