VIKING THERAPEUT.DL -,005 WKN: A12GD6 ISIN: US92686J1060 Kürzel: VKTX Forum: Aktien Thema: Hauptdiskussion
68,53 USD
+4,04 %+2,66
8. Nov, 00:11:59 Uhr,
UTP Consolidated
Kommentare 1.442
Tommy311073,
16.05.2024 11:04 Uhr
0
Positiv für Viking ? Was meint ihr ?
https://www.globenewswire.com/news-release/2024/05/16/2883079/0/en/Ad-hoc-announcement-pursuant-to-Art-53-LR-Roche-reports-positive-Phase-I-results-for-its-dual-GLP-1-GIP-receptor-agonist-CT-388-in-people-with-obesity.html
Tommy311073,
15.05.2024 19:11 Uhr
0
Und mit großen Schritten auf die 100$ zulaufend
Ase,
13.05.2024 21:02 Uhr
1
Besten Dank Tommy!👌
Tommy311073,
13.05.2024 17:32 Uhr
0
https://finance.yahoo.com/news/viking-therapeutics-stock-could-30x-140000615.html?guccounter=1
Z
Zimtstern192,
13.05.2024 16:44 Uhr
0
Geht ja noch weiter runter. Hoffe das dreht heute noch
Tommy311073,
12.05.2024 22:52 Uhr
1
Angesichts der rasanten Entwicklung des Adipositasmarktes ist es nicht einfach, ein Unternehmen wie Viking zu bewerten, aber der Konsens zum Straßenpreis von 114 Dollar deutet darauf hin, dass Analysten erwarten, dass Viking bis Anfang der 2030er Jahre etwa 3 Milliarden Dollar an jährlichen Spitzenumsatz erzielen wird. In einem Buyout-Szenario betrachten wir wahrscheinlich eine Prämie von 60-70%, um das Viking-Managementteam und die Aktionäre zu loken, und das bedeutet einen potenziellen Buyout-Preis im Bereich von über 130 Dollar, wenn wir uns den aktuellen Aktienkurs ansehen.
Tommy311073,
12.05.2024 22:40 Uhr
0
What Makes Viking Therapeutics An Attractive Takeover Target Or Big Pharma Partner
May 12, 2024
Viking Therapeutics' subcutaneously administered version of VK2735 has generated competitive data in the phase 2 trial in obese patients.
The oral formulation of VK2735 reported good tolerability that leaves room for exploration of higher doses.
VK2735 makes Viking an attractive buyout candidate or big pharma partner.
VK2809, the company's MASH/NASH candidate can add to the long-term upside but I would assign most of the value to VK2735.
The key medium and long-term risks are the rapid evolution of the obesity market and Viking being one of many companies developing incretin product candidates.
This idea was discussed in more depth with members of my private investing community, Growth Stock Forum.
https://seekingalpha.com/article/4692515-what-makes-viking-therapeutics-an-attractive-takeover-target-or-big-pharma-partner
Tommy311073,
12.05.2024 11:21 Uhr
0
Is Viking Therapeutics Incredibly Undervalued ?
What's Driving Investor Interest?
Two key factors have fueled investor enthusiasm:
Sales Estimates: Wall Street analysts have unveiled jaw-dropping sales projections for VK2735. But more on that shortly.
Buyout Rumors: With each clinical update over the past 13 months, buyout speculations have gained momentum.
The VK2735 Opportunity
Viking currently boasts a market valuation of $8.1 billion. For an unprofitable biotech company without approved products, this might seem extravagant. However, VK2735 represents a potential mega-blockbuster in the pharmaceutical industry--a rare gem.
Why?
Goldman Sachs analysts foresee the weight loss drug market ballooning to a staggering $100 billion by 2030. Taking a leap further, Leerink Partners predicts it could reach $158 billion by 2032.
Viking could be sitting on a gold mine. William Blair analyst Andy Hsieh projects VK2735 peak sales of $14.4 billion in the U.S. and an additional $7.2 billion in Europe, thanks to the enormous commercial opportunity inherent in the weight loss care market. These astronomical sales figures are remarkable for a company with an $8.1 billion market cap.
The Valuation Gap
But here's the twist: Viking's valuation gap might be deceptive. Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) hold a crucial first-mover advantage with their drugs Zepbound and Wegovy, respectively. Most analysts believe these two drugs will continue dominating the market for years to come.
Moreover, both companies are also actively developing next-generation weight loss drugs to ward off competitors. Lilly is testing a triple-hormone receptor agonist called retatrutide, while Novo Nordisk is working on a pill called amycretin that stimulates gut hormones regulating appetite and blood sugar levels. These next-gen candidates pose another hurdle for would-be competitors like Viking.
Is this biotech stock a table-pounding bargain?
Unfortunately, the market's skepticism is probably warranted. Historically, overcoming a first-mover advantage in the pharmaceutical market has been exceptionally challenging--unless major clinical setbacks occur.
In a stand-alone scenario, VK2735 may struggle against entrenched competitors like those from Eli Lilly and Novo Nordisk. While efficacy matters, marketing muscle reigns supreme in pharmaceutical sales.
VK2735's true value lies thus in the hands of a well-funded big pharma player with the marketing might to compete effectively. This fact profoundly alters the calculus for prospective investors (keep reading to find out how).
What's the bottom line?
Investors considering Viking Therapeutics' stock at its current levels should carefully evaluate the competitive landscape and the appeal of VK2735 as a potential deal catalyst. After all, a solo launch for VK2735 might not be advantageous for the company's shareholders.
However, there is a bright side: there are likely interested parties. For example, Pfizer could be looking for an attractive acquisition to address its gap in weight loss drugs. Additionally, several other major drug manufacturers have publicly expressed interest in potential acquisitions in this therapeutic area.
So, while a solo sales launch might not be ideal, the possibility of acquisition interest could provide hope for Viking Therapeutics and its shareholders. That being said, Viking's shares don't necessarily leap off the page as an "incredible bargain" due to its evolving risk profile.
https://www.theglobeandmail.com/investing/markets/stocks/VKTX-Q/pressreleases/25797155/26146578/
Tommy311073,
12.05.2024 11:18 Uhr
0
5 'Strong Buy' Growth Stocks to Grab This May
1. Viking Therapeutics Stock
Valued at a market cap of $8 billion, Viking Therapeutics (VKTX) is a clinical-stage biopharmaceutical company that develops therapies for metabolic and endocrine disorders. It is currently developing anti-obesity medicines - a market that is forecast to expand to $77 billion by 2030, up from $2.4 billion in 2022, according to a Morgan Stanley (MS) report.
Viking’s weight-loss drug VK2735 is in the clinical trial stage. Its phase 2 clinical trial data showed a 14.7% decline in body mass for patients over a 13-week period.
VKTX stock is up 315% on a YTD basis, but can currently be scooped up at a 24% discount to its 2024 highs.
https://www.theglobeandmail.com/investing/markets/stocks/VKTX-Q/pressreleases/25848224/5-strong-buy-growth-stocks-to-grab-this-may/
F
L
Les_D,
10.05.2024 17:47 Uhr
0
Biotech generell fällt...
L
Lautrader,
10.05.2024 16:57 Uhr
0
Sehr Komisch
Z
Zimtstern192,
10.05.2024 16:31 Uhr
0
Warum fällt es so stark?
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