Viking Plans to Advance VK2735 Oral Drug
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 10 2026
0mins
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: 30.680
Low
70.00
Averages
97.00
High
125.00
Current: 30.680
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.
Viking Therapeutics to Participate in Two Major Healthcare Conferences
- Conference Participation: Viking Therapeutics will participate in the William Blair 46th Annual Growth Stock Conference and the Jefferies Global Healthcare Conference in June, showcasing its latest advancements in treating metabolic and endocrine disorders, which is expected to enhance the company's visibility among investors.
- Clinical Trial Progress: The company is conducting Phase 3 clinical trials for VK2735 in obesity, including VANQUISH-1 and VANQUISH-2, with preliminary data indicating a favorable safety and tolerability profile, potentially offering new treatment options for patients with metabolic disorders.
- New Drug Development Success: VK2809 successfully met both primary and secondary endpoints in a Phase 2b study for biopsy-confirmed non-alcoholic steatohepatitis (NASH) and fibrosis, demonstrating its potential in improving lipid and metabolic disorders.
- Rare Disease Treatment: Viking is developing VK0214 for the treatment of X-linked adrenoleukodystrophy (X-ALD), which showed good safety in a Phase 1b trial while significantly reducing plasma levels of very long-chain fatty acids, potentially providing new hope for patients.
See More
Analysis of Biotech Companies' Prospects
- Abivax's Potential: Abivax's obefazimod has shown promising results in a phase 3 trial for moderate-to-severe ulcerative colitis, with 47.3% of patients having inadequate responses to prior therapies, indicating strong efficacy in a competitive market; if approved, the stock could potentially double by 2030.
- Valuation Risks: Currently valued at €8.44 billion ($9.8 billion), Abivax's market cap reflects high expectations for obefazimod's commercial potential, but if the leading candidate fails to meet these expectations, the stock could plummet, highlighting significant investment risks.
- Viking's Market Positioning: Viking Therapeutics is developing VK2735 as a weight-loss drug, with data from phase 3 trials expected in 12 to 18 months; strong results could lead to substantial stock price increases, particularly in the rapidly growing weight-loss market.
- Diverse Strategy: Viking is developing both subcutaneous and oral formulations of VK2735, showcasing strategic flexibility, especially as newly approved oral weight-loss medications attract new patients, potentially opening new revenue streams in the coming years.
See More
Investment Potential Analysis of Biotech Stocks
- Abivax's Clinical Progress: Abivax's obefazimod has shown remarkable results in a phase 3 trial for moderate-to-severe ulcerative colitis, with 47.3% of patients having inadequate responses to prior therapies, indicating strong potential in a competitive market, which could significantly enhance the company's market position if approved.
- Future Stock Price Expectations: Should Abivax secure regulatory approval for obefazimod by the end of 2027 and achieve strong commercial performance, its stock price could potentially double by 2030, reflecting the market's high expectations, but this comes with the risk of clinical failures.
- Viking Therapeutics' Market Positioning: Viking Therapeutics is conducting phase 3 trials for VK2735, with data expected in 12 to 18 months; strong results could help it establish a leadership position in the rapidly growing weight loss market, especially with its development of both subcutaneous and oral formulations providing strategic options.
- Risks and Opportunities: While Viking Therapeutics' stock could see significant gains over the next four years, potential clinical and regulatory hurdles pose risks, making it suitable for investors with a high tolerance for volatility to gradually build positions.
See More
Viking Therapeutics: A Potential New Star in Weight Loss Drugs
- Market Share Shift: Eli Lilly currently holds a 60% share of the U.S. GLP-1 weight loss drug market, and while Novo Nordisk remains a giant, Lilly's success indicates increasing competitive pressure from new entrants.
- Clinical Trial Progress: Viking Therapeutics' VK2735 is undergoing phase 3 trials, with the oral version set to enter phase 3 in Q4, potentially providing the company with an opportunity to compete against Lilly.
- Weight Loss Market Outlook: Analysts forecast the weight loss drug market to approach $100 billion by 2030, and Viking's dual GLP-1/GIP offering stands out, potentially attracting more attention from patients and doctors.
- Competitive Challenges: Although Viking's clinical results are comparable to those of Lilly and Novo, achieving market success will require overcoming challenges such as Lilly's brand trust and manufacturing capabilities.
See More
Eli Lilly's Dominance in Weight Loss Drug Market
- Market Share Leadership: Eli Lilly commands a 60% share of the U.S. GLP-1 weight loss drug market, showcasing its competitive strength despite Novo Nordisk's long-standing presence since 2017.
- Significant Revenue Growth: Eli Lilly's tirzepatide, marketed as Mounjaro and Zepbound, generated over $12 billion in revenue in the latest quarter, indicating robust demand and profitability for its weight loss products.
- Viking's Potential: Viking Therapeutics is conducting phase 3 trials for VK2735, which demonstrated over 14% weight reduction in phase 2 trials, positioning it as a potential competitor to market leader Eli Lilly if approved.
- Expansive Market Outlook: Analysts forecast the weight loss drug market to reach nearly $100 billion by 2030, with Viking's unique dual GLP-1/GIP formulation potentially attracting significant interest from patients and doctors alike.
See More
Viking Therapeutics to Participate in Two Major Healthcare Conferences
- Conference Participation: Viking Therapeutics will present at the William Blair 46th Annual Growth Stock Conference from June 2-4, showcasing its advancements in metabolic and endocrine disorders to investors.
- Investor Engagement: At the Jefferies Global Healthcare Conference, Viking's management will engage in a fireside chat and investor meetings, enhancing communication with investors and increasing the company's visibility in the capital markets.
- Clinical Trial Progress: Viking is conducting Phase 3 trials for VK2735 in obesity, with preliminary data indicating a favorable safety and tolerability profile, potentially laying the groundwork for future market performance.
- New Drug Development Updates: VK2809 has shown significant efficacy in treating non-alcoholic fatty liver disease (NAFLD) and elevated LDL-C in Phase 2 trials, further solidifying Viking's innovative position in the metabolic disease treatment landscape.
See More
Viking Therapeutics to Participate in Two Major Healthcare Conferences
- Conference Participation: Viking Therapeutics will participate in the William Blair 46th Annual Growth Stock Conference and the Jefferies Global Healthcare Conference in June, showcasing its latest advancements in treating metabolic and endocrine disorders, which is expected to enhance the company's visibility among investors.
- Clinical Trial Progress: The company is conducting Phase 3 clinical trials for VK2735 in obesity, including VANQUISH-1 and VANQUISH-2, with preliminary data indicating a favorable safety and tolerability profile, potentially offering new treatment options for patients with metabolic disorders.
- New Drug Development Success: VK2809 successfully met both primary and secondary endpoints in a Phase 2b study for biopsy-confirmed non-alcoholic steatohepatitis (NASH) and fibrosis, demonstrating its potential in improving lipid and metabolic disorders.
- Rare Disease Treatment: Viking is developing VK0214 for the treatment of X-linked adrenoleukodystrophy (X-ALD), which showed good safety in a Phase 1b trial while significantly reducing plasma levels of very long-chain fatty acids, potentially providing new hope for patients.
See More
Analysis of Biotech Companies' Prospects
- Abivax's Potential: Abivax's obefazimod has shown promising results in a phase 3 trial for moderate-to-severe ulcerative colitis, with 47.3% of patients having inadequate responses to prior therapies, indicating strong efficacy in a competitive market; if approved, the stock could potentially double by 2030.
- Valuation Risks: Currently valued at €8.44 billion ($9.8 billion), Abivax's market cap reflects high expectations for obefazimod's commercial potential, but if the leading candidate fails to meet these expectations, the stock could plummet, highlighting significant investment risks.
- Viking's Market Positioning: Viking Therapeutics is developing VK2735 as a weight-loss drug, with data from phase 3 trials expected in 12 to 18 months; strong results could lead to substantial stock price increases, particularly in the rapidly growing weight-loss market.
- Diverse Strategy: Viking is developing both subcutaneous and oral formulations of VK2735, showcasing strategic flexibility, especially as newly approved oral weight-loss medications attract new patients, potentially opening new revenue streams in the coming years.
See More
Investment Potential Analysis of Biotech Stocks
- Abivax's Clinical Progress: Abivax's obefazimod has shown remarkable results in a phase 3 trial for moderate-to-severe ulcerative colitis, with 47.3% of patients having inadequate responses to prior therapies, indicating strong potential in a competitive market, which could significantly enhance the company's market position if approved.
- Future Stock Price Expectations: Should Abivax secure regulatory approval for obefazimod by the end of 2027 and achieve strong commercial performance, its stock price could potentially double by 2030, reflecting the market's high expectations, but this comes with the risk of clinical failures.
- Viking Therapeutics' Market Positioning: Viking Therapeutics is conducting phase 3 trials for VK2735, with data expected in 12 to 18 months; strong results could help it establish a leadership position in the rapidly growing weight loss market, especially with its development of both subcutaneous and oral formulations providing strategic options.
- Risks and Opportunities: While Viking Therapeutics' stock could see significant gains over the next four years, potential clinical and regulatory hurdles pose risks, making it suitable for investors with a high tolerance for volatility to gradually build positions.
See More
Viking Therapeutics: A Potential New Star in Weight Loss Drugs
- Market Share Shift: Eli Lilly currently holds a 60% share of the U.S. GLP-1 weight loss drug market, and while Novo Nordisk remains a giant, Lilly's success indicates increasing competitive pressure from new entrants.
- Clinical Trial Progress: Viking Therapeutics' VK2735 is undergoing phase 3 trials, with the oral version set to enter phase 3 in Q4, potentially providing the company with an opportunity to compete against Lilly.
- Weight Loss Market Outlook: Analysts forecast the weight loss drug market to approach $100 billion by 2030, and Viking's dual GLP-1/GIP offering stands out, potentially attracting more attention from patients and doctors.
- Competitive Challenges: Although Viking's clinical results are comparable to those of Lilly and Novo, achieving market success will require overcoming challenges such as Lilly's brand trust and manufacturing capabilities.
See More
Eli Lilly's Dominance in Weight Loss Drug Market
- Market Share Leadership: Eli Lilly commands a 60% share of the U.S. GLP-1 weight loss drug market, showcasing its competitive strength despite Novo Nordisk's long-standing presence since 2017.
- Significant Revenue Growth: Eli Lilly's tirzepatide, marketed as Mounjaro and Zepbound, generated over $12 billion in revenue in the latest quarter, indicating robust demand and profitability for its weight loss products.
- Viking's Potential: Viking Therapeutics is conducting phase 3 trials for VK2735, which demonstrated over 14% weight reduction in phase 2 trials, positioning it as a potential competitor to market leader Eli Lilly if approved.
- Expansive Market Outlook: Analysts forecast the weight loss drug market to reach nearly $100 billion by 2030, with Viking's unique dual GLP-1/GIP formulation potentially attracting significant interest from patients and doctors alike.
See More
Viking Therapeutics to Participate in Two Major Healthcare Conferences
- Conference Participation: Viking Therapeutics will present at the William Blair 46th Annual Growth Stock Conference from June 2-4, showcasing its advancements in metabolic and endocrine disorders to investors.
- Investor Engagement: At the Jefferies Global Healthcare Conference, Viking's management will engage in a fireside chat and investor meetings, enhancing communication with investors and increasing the company's visibility in the capital markets.
- Clinical Trial Progress: Viking is conducting Phase 3 trials for VK2735 in obesity, with preliminary data indicating a favorable safety and tolerability profile, potentially laying the groundwork for future market performance.
- New Drug Development Updates: VK2809 has shown significant efficacy in treating non-alcoholic fatty liver disease (NAFLD) and elevated LDL-C in Phase 2 trials, further solidifying Viking's innovative position in the metabolic disease treatment landscape.
See More
