VIKING THERAPEUT.DL -,005 WKN: A12GD6 ISIN: US92686J1060 Kürzel: VKTX Forum: Aktien Thema: Hauptdiskussion

To the moon🚀

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Viking Therapeutics, Inc. gibt positive Ergebnisse der Phase-1-Studie für VK2735 bekannt, die einen bis zu 3,3% placebobereinigten mittleren Gewichtsverlust und niedrige GI-bezogene Nebenwirkungen zeigen. Phase-2-Studie für Fettleibigkeit in 2H24 geplant.

https://www.stocktitan.net/news/VKTX/viking-therapeutics-announces-results-from-phase-1-clinical-trial-of-i7cxv4qginiq.html

https://finance.yahoo.com/news/best-obesity-drug-stock-eli-095100541.html

Viking Therapeutics Die Aktien von Viking Therapeutics (NASDAQ: VKTX) sind 2023 um etwa 275% gestiegen, aber Analysten an der Wall Street denken, dass es noch nicht fertig ist. Das Konsens-Preisziel für die Biotech-Aktie im klinischen Stadium deutet darauf hin, dass ein Gewinn von 47 % voraus sein könnte. Die Aktie von Viking Therapeutics stieg im Februar, nachdem das Unternehmen überraschend positive Ergebnisse aus einer Phase-2-Studie mit einem Anti-Adipositas-Kandidaten namens VK2735 angekündigt hatte. Vikings Kandidat ähnelt Eli Lillys Tirzepatid, dem Wirkstoff in Mounjaro und Zepbound. Die Ermittler randomisierten 174 Patienten, um ein Placebo oder eine von vier Dosierungen von VK2735 zu erhalten. Patienten, die die höchste Dosis erhielten, erreichten nach 13 Wochen eine durchschnittliche Gewichtsreduktion von 14,7% im Vergleich zu einer durchschnittlichen Gewichtsreduktion von 1,7% in der Placebo-Gruppe. Es ist noch früh, aber die Leistung von VK2735 scheint mit Lillys Tirzepatide wettbewerbsfähig zu sein. Wall Street-Analysten erwarten, dass der Umsatz von Tirzepatid jährlich über 50 Milliarden Dollar liegen wird. Wenn der Kandidat von Viking weiterhin beeindruckende Ergebnisse für klinische Studien liefert, könnte ein pharmazeutischer Riese mit tiefen Taschen versucht sein, ein saftiges Buyout-Angebot zu machen, das die Aktie noch höher bringt. Bevor Sie alle Ihre Chips auf Viking Therapeutics setzen, ist es wichtig zu erkennen, dass es mehr als ein Jahr dauern kann, bis es genehmigte Produkte zum Verkauf hat. Trotz dieses unattraktiven Zeitplans ist die Marktkapitalisierung des Unternehmens zu den jüngsten Preisen auf 7 Milliarden Dollar gestiegen. Die Aktie von Viking Therapeutics könnte viel höher steigen, aber jedes Anzeichen von Problemen bei bevorstehenden klinischen Studienständen könnte zu schweren Verlusten führen. Wenn Sie eine Chance auf diese Aktie eingehen, machen Sie sie zu einem sehr kleinen Teil eines vielfältigen Portfolios.

Vielen Dank fürs Posten @tommy311073!

My prediction The most likely scenario to happen is the third one, in my opinion. I predict Viking Therapeutics will be acquired over the next two years. I wouldn't be surprised if a takeover deal is announced later in 2024. Which big drugmaker might acquire Viking? There are lots of possibilities. Whichever large biopharma company sets its sights on Viking will need a hefty sum to complete the buyout. The scenario where Viking is thriving 10 years from now is more likely than the scenario where it's struggling. Viking's management and shareholders know this. And I suspect all of Viking's potential suitors know it, too.

Scenario No. 3: Non-existent There's also another scenario where Viking Therapeutics stock no longer exists. I don't think the company will fail and go out of business. However, it could be gobbled up by a bigger drugmaker. Many large biopharmaceutical companies are eyeing the massive market opportunities in obesity and NASH. If they aren't, they should be. Viking could be an attractive acquisition target for any companies that are either behind the pack in clinical development for these indications or don't currently have a pipeline program targeting obesity or NASH.

Scenario No. 2: Struggling The second scenario isn't so rosy. It's possible that Viking Therapeutics could be struggling 10 years from now, with its stock reflecting the company's challenges. How could this happen, considering the huge opportunities we previously discussed for VK2735 and VK2809? In a word, competition. As promising as Viking's drugs appear to be right now, rivals could develop much better therapies. There's certainly no shortage of companies vying to grab as much share of the obesity and NASH markets as possible. Current weight-loss leaders Eli Lilly and Novo Nordisk especially stand out. Madrigal Pharmaceuticals recently won FDA approval for the first NASH drug. Several other drugmakers are developing obesity and/or NASH drugs as well.

Scenario No. 1: Thriving Viking Therapeutics could be worth much more than its current market cap in 2034. It's not hard to envision a scenario where the company and its stock are thriving. After it announced great phase 2 results for VK2735, Viking said it planned to talk with the U.S. Food and Drug Administration (FDA) about the next steps for the drug's development. I suspect those discussions will lead to a relatively quick advancement of VK2735 into phase 3 testing. If we assume that a phase 3 study of VK2735 takes around two years to complete, Viking could be in a position to file for FDA approval of the drug by late 2026. VK2735 would then possibly be on the market in 2027 if all goes well. William Blair analyst Andy Hsieh thinks the drug could achieve peak annual sales in the ballpark of $14.4 billion in the U.S. and $7.2 billion in Europe. Based on a price-to-sales ratio of 6 times (which is a little lower than the current average multiple for biotech companies), Viking's market cap could be around $130 billion -- more than 17 times higher than the current level. We can't forget Viking's other pipeline candidates, though. The company is evaluating VK2809 in treating nonalcoholic steatohepatitis (NASH). I think the drug could be another megablockbuster for Viking if it's ultimately approved.

Where Will Viking Therapeutics Stock Be in 10 Years ?

Viking Therapeutics Inc. Date Announcement After specifying an announcement date for VK2735 - (VENTURE) trial results, Viking Therapeutics now has three catalyst announcements planned. Viking Therapeutics plans to announce top-line results for their Phase 2 trial on March 31, 2024. The community is currently bullish on the prospects of progression, as the bulls outnumber bears by seven to one. Viking Therapeutics zoomed up $1.83 (+2.89%) to $65.18 on typical volume today. It is now up $53.55 (+460.4%) over the past year. The increase today improved the results for this week, which were still down $1.92 (-2.86%). We’ll have to see what kind of effect the catalyst will have on Viking Therapeutics' currently stellar analyst ratings. At the moment, all nine analysts have a 'buy' grade (or equivalent), and they set the stock’s target price at $98.11.

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