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Altimmune and Viking are the last two companies left for Pharma to FOMO into the Obesity market
Altimmune and Viking are the last two companies left for Pharma to FOMO into the Obesity market
7 Diabetes and Weight Loss Drug Stocks With Big Potential
VIKING therapeutics VKTX trying to go high.. seeing unusual call activities..
VKTX yesterday there was high unusual call activities there must be something nrws, it can spike to the new high..
VKTX lot of unusual call activity(half million twice) today, there must be something, get into this guys..
Viking stock jumps on early-stage data for obesity drug (NASDAQ:VKTX)
I Told You Guys Early On We Were In For A Treat From The Healthcare Sector 📈 Only 2 Stocks With Trading Plans Posted Today In The Chatroom ✌️ $VKTX $BMEA Not 10 - 20 Stocks ❌ Both Stocks Closed Green After Hours Making New Highs ✔️ This Is Why We Have The #1 Chatroom For Breakout Alerts 🚨
I Told You Guys Early On We Were In For A Treat From The Healthcare Sector 📈 Only 2 Stocks With Trading Plans Posted Today In The Chatroom ✌️ $VKTX $BMEA Not 10 - 20 Stocks ❌ Both Stocks Closed Green After Hours Making New Highs ✔️ This Is Why We Have The #1 Chatroom For Breakout Alerts 🚨
$VKTX The Original Trade Alert Before The Trading Plan 7:08 AM 🚨 A Little Early For Most ☀️ ☕️ 3 Trading Plans In Total On This Play Alone Today , $13.88 Entry By Far The Best ✔️
$VKTX The Original Trade Alert Before The Trading Plan 7:08 AM 🚨 A Little Early For Most ☀️ ☕️ 3 Trading Plans In Total On This Play Alone Today , $13.88 Entry By Far The Best
$VKTX Started The Morning Superb 😃 After The Bell We Needed A Gap Fill 😴 Very Low Range With Each Candle 😴 The Price Action Isn’t Bad But The Range Is Very Low 😴 $BMEA $ITCI $OSCR $SPY
$VKTX Started The Morning Superb 😃 After The Bell We Needed A Gap Fill 😴 Very Low Range With Each Candle 😴 The Price Action Isn’t Bad But The Range Is Very Low 😴 $BMEA $ITCI $OSCR $SPY
VKTX$ Viking Therapeutics - Thoughts on this stocks?
VKTX$ Viking Therapeutics - Looking for thoughts/ideas
VKTX is on the rise !! 🛸🛸🛸 support this life changing company 🤔🤔
Mentions
Pipeline news pumps are notorious for giving back gains once the initial euphoria fades. I'd be looking for a fade back to the $12-13 range where this thing was trading before the announcement. [$VKTX](https://aimytrade.io/ticker/VKTX?utm_source=reddit&utm_medium=comment&utm_campaign=options) puts might actually print if you time the rejection right.
Where are my fellow VKTX investors??
Anyone playing VKTX earnings?
Very true. If they bought VKTX they’d probably have a better drug than any of them too
NVO and LLY have an insane inventory of drug patents though. Far beyond GLPs. I could see VKTX doubling tho.
Only NVO and LLY have FDA approved GLP1 drugs. NVO is run by absolute retards and still worth $200B. LLY is worth $1T. VKTX is next in line to be approved to sell GLP1 in the US and they are currently worth $3B. There is execution risk but if it hits it is going to hit big.
UNH, MSFT, Viking / VKTX, NFLX. Not that they will be V-shaped recoveries, but these are gifts. If the market dumps or we get a recovery and rejection to 6100 SPX and everything goes, I’m buying Taiwan Semi, ASML, Lam
I have the same rule and hoping that VKTX doesnt shit the bed
Except VKTX and their weak CEO
Bought when it was in 700s not thinking to sell it at atleast 1100 because I don't think it will ho any higher than that. I have 13 and thinking to invest on something long term like VOO, VXUS or QQQM. I mean those are already giving me 7 to 8% in 6 months I invested. On the other hand I'm losing in NVO and VKTX like more than 45% down since I bought 🥲
Glad I finally got my money out of the meat grinder that is VKTX. That said, buy fear? 🤔
Viking Therapeutics VKTX buy.
you realize by comparing max tirzp or VKTX weight loss figures, you're cherry picking as well. you can't compare WL figures for the max dose and then pick the side effects from a medium dose. If you look at tirzep p2 in MASH, the only tolerable dose for TPZ (med dose) had the same WL has pemvi in p2. So they are literally the same when controlling for dose and d/cs. Obesity drugs will not seamlessly translate to MASH. Tolerability is the most important thing. And why do you continue to ignore $250m in cash and $100m in credit facility? That is just about enough for a full p3 in MASH with 900 biopsy patients - though I'd love to see them raise $100m more. Not to mention this is the classic logical trap of: I know they're trading at cash...that's bc they need more capital, then they'd be 10x and in line with peers. But they can't raise it - otherwise they'll tank 30%! Every drug that has raised funds going into p3 in MASH has appreciated in price. Viking has basically abandoned MASH....no p2 results in a year, no p3 plans. At the last MASH conference, KOL Rohit Loomba literally said from the podium, "I don't know what they're doing...has anyone heard from them??" and then moved on to other drugs. Viking is dead in MASH.
So this is gaslighting 101 by a VKTX baggie. No stock has a bigger cult following than VKTX. How many times have you heard of ALT? My guess is few and far between - hence it doesn’t pass the smell test that it has a cult following. ALT does have a few followers who objectively look at very good science and differentiating factors that continue to be ignored by WS and bashed by competitors. The truth about pemvidutide: it’s a 1:1 glucagon to GLP agonist, which skews it less towards max weight loss (-15% in its straight obesity trial) and better suited for MASH. It had its phase 2 results (which weee excellent) published in The Lancet, has late-breaker podium presentation at the largest hepatology conference in Nov, receive BTD from the FDA for phase 3, has a new commercially-focused CEO, and is now likely in talks with a partner. Yet it barely sits above cash value. That is what ALT investors are focused on - the mispricing or deliberate suppression of the share price. The competitive landscape favors pemvidutide: it has the classic MASH and fibrosis response of other drugs in its class, but it has BIC tolerability. This is what matters most in MASH: staying on the drug. Hepatologists and GIs have repeatedly said that they are not chasing weight loss. It’s nice to have, but GLP1s that have 10-20% diacontinuations (like survodutide) are not going to be prescribed. Patients have a serious liver disease and have to remain on the drug. Pemvi has <1% tolerability, mainly due to its EuPort construction, which slows absorption and decrease max concentration. This is a large differentiating factor for pemvi. After that, its results with prescriber-preferred noninvasive tests (VCTE, ELF, PDFF) were so good and statistically significant that the global head of MASH for Lilly called them “beautiful” at AASLD conference in Nov. and now FDA is moving away from biopsy and allowing NITs for pivotal trials - right at the perfect time for ALT’s p3 design. ALT bulls aren’t trying to convening you that pemvidutide will be the number 1 drug of all time, or that it will replace all other MASH drugs. It’s simply that pemvidutide does seem poised to capture a lot of the market, has been derisked due to FDA BTD (conferring a historical 80% prob of success from a Jefferies analysis), and that every other drug entering p3 in MASH with good data and BTD has been bought for $3bn to $5bn. It’s a hot field. There are many legacy players with no presence - including GSK, AZ, PFE, and many others looking to get into the MASH field. ALT longs would simply like to see the company rerate to fair value. It’s certainly long overdue.
lol must be a bitter VKTX bag holder
They likely tried already behind closed doors (offered 10B for MTSR, which is VERY inferior to VKTX and a lot further behind). However VKTX's management probably is asking for 25-40B in a buyout scenario (which is a huge premium on today's share price, but is what the company would be worth for VK2735). So it's a lot in the look of it. If you do a buyout for a 1200% premium, maybe the shareholders (who aren't necessarily knowledgeable in bio data) will not be happy. That's the only reason. You are right, I am extremely bullish on VKTX, see my last WSB DD on my profile for more info. I will also become extremely bullish towards the company that acquires or partners with VKTX and will buy a large position. This is because NVO/ABBV/MRK have a really good supply chain and marketing, they are just lacking a good product.
What’s the case for them not acquiring VKTX? This sounds like a no brainer and thus would think you are very bullish on the stock
This is wrong here's why, and bagholders will downvote me. Tirzepatide (LLY) is way better on both efficacy and tolerability, by far. They have crazy growth, almost in the triple digits % (meanwhile semaglutide growth is almost halted, we're talking single digits growth). Everyone is taking tirzepatide, not Wegovy, this is a fact from the data, nothing subjective. Also retatrutide (LLY) is coming soon like a freight train, meanwhile, NVO's internal pipeline is non-existent. This is corroborated by the fact that NVO is looking for M&A, they tried and failed to acquire MTSR. Thus even management is not comfident in their internal pipeline and knows it's not competitive against LLY. The X factor though: VKTX. All hope is not lost for NVO yet, so rejoice if you are a bagholder. They tried and will try again and again to partner with VKTX or buy them out (they have a tirzepatide-but-better drug in Phase 3 which is both subq and oral). Asking price is high but with that, NVO will be able to compete with LLY. That's the only way NVO can compete long term. If they do acquire VKTX, this will be extremely bullish for NVO and they will go back to their ATH.
LLY better. VKTX pushing through p3 trials but also better. I’m taint deep in VKTX for the upside but if I had to hold an established company it’s LLY all day.
Did VKTX finally cure fatassness?
VKTX saving my port today
VKTX still severely undervalued considering the assets. Now with talk of NVO acquisition/partnership.
VKTX x NVO rumors
Idk from a product standpoint LLY is better and VKTX has a better pipeline. NVO kinda 💩 but they might buy something useful
Nah just wait for the VKTX offering. My calls will thank you, your doctor will just be annoyed.
the biggest winners this year will be in biotech, but that's a high risk sector as you will know. The big pharma companies need to replenish their pipelines because some megabillion drugs are going off patent in the next couple of years. They will be buying these companies with high premiums in bidding wars. For example look at Metsera and the bidding war there. Obesity will still be the big one, as that market is growing immensely and still quite new with it's products. conviction plays for me in that sector are VKTX and BMEA, former already multi billion and the latter still under 100mil
Most don't understand the nuances of this. First, NVO's pill is only $149 for the low dose; a largely ineffective dose. That's aside from the fact the pill itself, is not nearly as effective as the shots, and are less tolerable. We already see a significant number of discontinuations in the shots after a year; the pill will be even worse considering it's even less tolerable (and less effective). Second, this will not be a long-term solution for NVO. Their pipeline is very weak and they we have seen what happens when a better option becomes available on the market (see LLY slowly taking over the market share despite NVO first mover status for the shots). NVO is lucky LLY's pill is also very underwhelming (if not more), but they won't dominate the burgeoning oral market and they'll be completely overshadowed when VKTX hits the market in a few years with a dual agonist pill that is much more effective and tolerable. Imo, NVO badly needs to acquire a company to bolster its future obesity pipeline because this race to the bottom with a product that will be soon be overshadowed will not keep it relevant for too long.
VKTX is at the lowest part of its range. It either collapses back to 26~ or bounces back to 36-37+.
SLS still is a gamble, there is a real case that current valuation is fair/high and people banking on something happening during JP Morgan event will probably be disappointed which could cause a (big) drop VKTX, IMRX and GANX have way more room for steep rises in the coming weeks imo
Viking Therapeutics (VKTX) a $4 Billion market cap pharmaceutical company developing anti-obesity and liver disease medications. I’m betting the company gets acquired for $10-15 Billion in the next 2 years.
next year i'll yolo my life out of student debt. pls god RDDT / VKTX to the moon
VKTX, will be the 3rd large player in obesity or get bought out quite soon. I think the latter is very likely
I’m in on VKTX too. And I see them as the best play in GLP-1 stocks right now. The question to me is why has the stock not responded at all over the last 12 months when their trial results have been so stellar and the entire analyst community is pumping up VKTX as a 2x or 3x in the next year? Is there something we’re all missing? And second why did Pfizer buy Metsera as their GLP-1 play instead of VKTX? Did they approach VKTX first and get turned down?
Exactly, I agree on all points. I do think NVO will eventually acquire VKTX, or at least try. I mean, they tried with MTSR for a reason: their CEO understands NVO needs M&A to remain competitive. They could go the cheap way with GPCR/SMMT and not become competitive with LLY, or they could pay a higher premium in VKTX and have the possibility of becoming #1, surpassing LLY. As you said, the maintenance possibility with a placebo-like tolerability profile and great efficacy is basically unheard of. VKTX really has its hands on a great drug.
People don't appreciate that VKTX will allow patients to switch seamlessly between SQ and PO because it's the same dual agonist; and no other competitor will be able to provide that patient flexibility. VKTX PO will be the best on the market by far upon approval, and the tolerability should be placebo-like anywhere around 30-50mg with reasonable titration. It's also likely monthly SQ dosing and potentially weekly PO may get validated as well. If NVO is serious about challenging LLY's dominance in the long run, the only path I realistically see is acquiring VKTX.
I have no idea what you're trying to flex in the first few sentences. Yeah their amylin doesn't appear to be competitive to be honest. It's a non-issue. Won't help NVO long term. Let's agree to disagree on the tirzepatide vs semaglutide point. One thing I'd say is I do believe tirzepatide won't be the king for long as there is some heavy competition coming mainly from VKTX with their PO dual GLP-GIP and their subq VK2735 which appears to have significantly better efficacy than both tirzepatide & retatrutide with a better tolerability profile.
Depressing because you didn't do enough research. There's a reason why LLY is up so much and why NVO is down so much. LLY with its tirzepatide is eating NVO's lunch. Crazy growth, we're talking 80%+ growth YoY, meanwhile, semaglutide's growth is in the low single digits to flat. Wayyy better efficacy, wayy better tolerability. The only reason why someone would be on semaglutide would be that it's cheaper. Add to that the fact that competition is coming extremely fast (VKTX with its VK2735 that will dominate on both subq and oral [only dual GLP-GIP oral = better efficacy than orforglipron & oral semaglutide and better tolerability]). NVO's only long term hope at this point is quality M&A. If they can do quality M&A (the only one that would be worth it to acquire would be VKTX imo), then they may get back to the top place on the podium. But if they don't do quality M&A, then.... I wouldn't want to be a NVO shareholder in that case. They already lost their MTSR deal recently to Pfizer (which is good actually because they still wouldn't have become competitive, the only one worth it is, again, VKTX). With pharma/biotech stocks, you can't invest based on technicals or based on the fact that it's down. It's not like other sectors where there can be quick rebounds after a dip. You always have to do deep research before buying pharma stocks.
Stocks I bought heading into 2026 (DCAing into don’t have full positions yet). PATH, ZETA, SOFI, CRM, AMZN, VKTX, ULS
My top right now are VKTX SYRE for mid caps GANX is a good small cap also
my personal take on VKTX is that it's an M&A target, perhaps by NVO after the Metsera debacle... VK2735 is a nice drug, but i doubt it will have any meaningful advantage over tirz because it activates the same receptors. you would need a head to head phase 3 trial to prove superiority or at least have a pharmacological reason why it would have better activity on those same receptors... there will obviously be room for everyone, but just like in high school, there will only be ONE starting quarterback that gets most of the girls... LLY is ready to dominate with retatrutide, with the best SELECTIVE amylin: eloralintide, and with the possible holy grail: bimagrumab...
I'm curious what this thread's thoughts are on LLY and its Retatrutide will have on other GLPs and GLP-1s. I'm long VKTX and wondering if I should feel worried about Retatrutide or will there be room for everyone to play in the obesity space?
Well, at least my VKTX is having a +10% day.
look, i'm very happy VKTX is up 9%, but i don't understand ***why*** and that concerns me.
No I don't like their fundamentals they're a compounder so it's not the same thing at all. I much prefer LLY, VKTX and a little NVO.
VKTX reaching for the stars
Viking Therapeutics (VKTX) had the best weight loss data in their phase2 trial, better dan Novo and Lilly. They will either go it alone and become part of the obesity gravy train, or more likely, will soon be bought by a big pharma company for at least 4x the current sp. Sellas Life Sciences (SLS) has an imminent readout of their phase 3 trial in acute myeloid leukemia, which will very likely 10x the current sp in a buyout or 2y after launch of their therapy
VKTX. Could be even in the 1-3 year range
Not really, LLY has the brand now. Look at their tirzepatide revenue/growth and compare those to semaglutide. It's pretty crazy. LLY is eating NVO's lunch right now. That's why it's priced so much higher than NVO and why NVO is on a free fall. I'm not saying NVO isn't a good buy. If they can do quality M&A (the only option is pretty much VKTX), then they will have both the product and the marketing/supply chain to compete with LLY. This would be extremely bullish for NVO. But they NEED m&a. What they have now is not enough.
I think the safer stock is LLY. It's a powerhorse. Probably won't see crazy share price movement though. Want to gamble on potential M&A? NVO. But if they fail to get deals done, then I wouldn't like the stock. High risk high reward? VKTX. Disclaimer: I own both VKTX and LLY shares.
NVO is old news. The new thing is dual agent GLP GIP (NVO is single GLP) such as tirzepatide from LLY. Better efficacy, better tolerability, a lot less side effects like nausea/vomiting. LLY is actually not up that much. They have crazy growth with tirzepatide (especially if you compare it to NVO's semaglutide, which is in the low single digits) and are price very, very, very conservatively. Lots of room to grow. NVO is riskier because as I said they don't have a dual GLP GIP and their internal pipeline is not great. Which is why they tried (and failed) to acquire MTSR recently. They will try again with VKTX imo, if they do get it, they may be able to compete with LLY => NVO may grow 500%+ in the next 5 years, easily.
Honestly those results were a little worse than I expected. Yes the share price drop is justifiable because now semaglutide offers nothing more than others. Why would anyone go on semaglutide when you can get better efficacy & tolerability with tirzepatide, and even better + an oral solution with VK2735 in 2 yrs? Long term I believe this is really bad for NVO. Like, really really bad. The only way NVO can rise again is with quality M&A, which basically at this point means only VKTX (because others all have less efficacy, tolerability, or have other problems). Will NVO be willing to spend 20-30B on VKTX (which is a huge premium based on today's share price but is what the CEO is asking for)? I don't know, but for the sake of NVO's shareholders, I sure hope so. Is it a good entry point? It's a gamble in my opinion. As I said, if NVO can get the deal done with VKTX, then a +500% rise over the next few years would be appopriate. But if they can't get the deal done? Very bearish long term outlook then.
Makes me even more bullish on VKTX
With all that said, I agree that NVO is undervalued right now. Attractive price imo. Most important thing is we now know they want to do M&A with at least 10B firepower (from MTSR offer). New CEO is very aggressive, I like it. My thesis is still very bullish on NVO if they can get the deal done with VKTX. They very likely tried and offered at least 150% MTSR's offer (~15B), not enough to close it. If they can get it done, NVO will 5x over the next 5 yrs. Otherwise, it will probably still rise but not as steeply.
$VKTX is an irrelevant stock so that’s why the spread is ass. I focus on short term news for popular stocks and I’ll do itm/atm depending on the stock so market orders are fine for me.
Never do a market order instead limit order in robinhood especially with stocks like VKTX. In a hurry I executed market order for put buy and this stock ask is more than bid. It's 1.38 (bid) to 1.99 (ask). And even this stock dipping than my strike price but put order biding is more shrinking and I am in loss than profit. ALWAYS DO LIMIT ORDER. LOTS OF RIGGING IN THIS APPS
Anyone who sold VKTX today ya mom is a hoe
$VKTX else you hate free money
VKTX very important news this morning. They just announced completion of enrollment in their P3. Why? This was a lot faster than what analysts predicted. As one analyst said, this was "lightning fast". This will be very green today.
Nope. Biotech M&A, not just in obesity but overall is largely biased towards companies/drugs that are differentiated, not 'me-too'. VKTX is the walking definition of a me-too company
Dont you think MTSR is acquired purely because it was cheaper than VKTX (VKTX being expensive bcz they are ahead in drug development)?
VKTX is just a slightly longer half life tirzepatide. Retail investors love it, the buyside not so much. We don't think it's materially differentiated from tirzepatide. And you need differentiation to stand out in the obesity race. That's why MTSR got bought out. Also Lian imo is not a good CEO. IOVA is imho junk. Margins are terrible. Improving but a long way to go. The bulls hope it will see approval in NSCLC use after immunotherapy and chemo off open-label data. I think that's an absurd premise and even if it were to happen, you would still struggle to find payers to cover it. And even if that barrier were to fall, you still have a company burning tons of cash with terrible margins. Also REPL has their competing therapy in Melanoma on April 2026 that could put further pressure.
Good write up. Your views on VKTX (buyout / deal / pipeline) and IOVA .
Bought the VKTX dip a while ago and been getting PAID
Trimmed some AMD in my roth at 245 and bought 300 shares of VKTX at $37 💰
Bullish for VKTX. Advanced fatties require advanced solutions
Buying more VKTX ….
VKTX very strong price action today. I like it.
VKTX oh yes I love that stock.
How long we holding VKTX boys
Why of course I sold my VKTX options and kept UNH.
Michael Burry, can you short VKTX so it can moon please
It's not official, but it is an educated guess based on the fact that NVO aggressively bid on MTSR (which has an inferior pipeline compared to VKTX).
Wait wat? I've read nothing about NVO bidding on VKTX. I agree though, if that occurred NVO would moon.
Just heard Drunkenmiller took a sizable position in VKTX so maybe we start getting some real traction
Not sure why Metsera is getting all the bids with VKTX out there - guess they are asking too much
This is a good thing for NVO by the way if they can execute on the acquisition of VKTX, who wants 25B+. New NVO CEO appears to be a lot more aggressive in M&A and will get it done. If it happens: VKTX +500% by 2026. NVO +400% (~$225/sh) by 2030.
Possible, CEO certainly is making moves that seems in line with looking for a distribution channel more than looking for a buyout. I don't care much for Motley Fool, but they did have a bull case for VKTX growing to Eli Lily valuations the other day that included rejecting buyout offers. Don't think I agree with the bull case they made, and I certainly don't see Eli Lily valuations in the future, but there's some upside from where they're trading right now.
Nobody buying VKTX , BL going at it alone.
NVO was bidding for VKTX and flamed out by not offering enough money. Then tried for Metsera and got rejected in favor of Pfizer for not offering a lot more money than they offered for VKTX. It's either cough a looot more cash or watch VKTX go to someone else.
Looks very good for my VKTX bags.
Honestly that wasn't a bad move. NVO's bidding war was very unexpected and kinda out of nowhere. Makes me think they offered a large amount to VKTX (15-20B?) who said no, and then they panicked and made a bid on MTSR.
Yes, exactly. If an inferior actor (MTSR) can get acquired for ~10.5B, then VKTX's price would be closer to 25-40B. VKTX received offers from probably everyone, but they were all too low. The CEO wants at least 30B imo.
My initial price target on VKTX when I bought after their crash at 27 and then a couple more buys on the way down to 23 was selling at 30, but I'm still holding and we're way past my price target. They're ripe for getting bought up, and at this point I'm thinking I'll just hold and see what happens.
The data readout was actually incredibly good and was best-in-class for both efficacy and tolerability, what makes you think it was bad? It at first appeared bad because of somewhat high adverse events, but the placebo arm actually had very high adverse events, so when placebo-adjusting, the tolerability profile was actually best-in-class. This is why the stock recovered so quick all its losses. VKTX is the only one who offers a competitive solution for both oral and subq with the same molecule (NVO does too with oral sema + subq sema, but it's not competitive).
why would they acquire VKTX after the bad readout on their obesity drug in August?
The agreement is amended already, there will be no additional share price movement on MTSR. The play could be NVO leaps and VKTX leaps.
NVO just lost the MTSR deal. NVO needs another obesity asset to remain competitive vs. LLY. The only options left are GPCR (WL not competitive, same for tolerability) and VKTX. NVO already tried to acquire VKTX but didn't offer enough. Then, they turned around and tried to acquire MTSR (way lower cost vs VKTX) and were not successful. They will bid on VKTX soon, again, probably something like 18B which is a lowball. They will need to, as their CEO said this week, "dig deep in their pockets" for an appropriate 30B offer. Then, they may get back their #1 spot on the leaderboard and get ahead of LLY. If this scenario happens, my expectations are as follows: VKTX +600% by 2026 NVO +400% (share price of $225) by 2030.