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Lee Samaha, The Motley Fool
Mon, July 6, 2026 astatine 6:35 AM CDT 4 min read
The short, but glib, reply to the header question posed for Viking Therapeutics (NASDAQ: VKTX) investors is "no," due to the fact that the likelihood is that the $4.6 cardinal marketplace headdress institution volition beryllium bought up by a larger pharmaceutical institution if it has occurrence successful its objective trials, and peculiarly with its pb cause campaigner VK2735. Still, that doesn't mean the institution can't present important worth to investors. Here's why.
A competitory marketplace for VK2735
VK2735 is simply a dual GLP-1/GIP agonist successful improvement for value nonaccomplishment and diabetes management. It's portion of a increasing and popular people of drugs that already predominate the value nonaccomplishment market, acknowledgment to blockbuster drugs similar Eli Lilly's (NYSE: LLY) Zepbound (tirzepatide) and Novo Nordisk's (NYSE: NVO) Wegovy (semaglutide).
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At which point, investors are entitled to inquire however Viking tin anticipation to drawback marketplace stock successful a competitory market. It's a marketplace wherever Eli Lilly and Novo Nordisk already person blockbusters, person oral value nonaccomplishment pills approved, and proceed to make caller drugs successful the GLP-1 class.
What makes VK2735 antithetic
Viking's VK2735 has a mates of qualities that acceptable it isolated from the competition.
First, it's successful improvement arsenic a dual-formulation therapy. This raises the imaginable for it to beryllium initially administered arsenic an injectable to rapidly suffer weight, past shifted to a little intrusive, much convenient oral dose for maintenance.
Second, VK2735 has demonstrated, successful some injectable and oral form, an quality to importantly trim value loss. Note that the mid-teens percent baseline value nonaccomplishment successful the 2 signifier 2 VK2735 trials occurred astatine 13 weeks, compared to overmuch longer periods for the Eli Lilly and Novo Nordisk oral offerings.
This raises the imaginable of accelerated value nonaccomplishment over, say, a fewer months utilizing the injectable form, earlier switching to the oral signifier for attraction oregon to proceed value loss. This benignant of enactment mightiness beryllium much charismatic for galore implicit taking oral pills for a twelvemonth and a fractional to nutrient akin results.
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