Viking Therapeutics, Inc VKTX

The Motley Fool 13 nov

Viking Therapeutics is conducting phase 3 trials for its obesity drug VK2735 in both injectable and oral forms. The oral formulation could expand the addressable market through a dual-dosing strategy. With conservative assumptions of 50% phase 3 success rate and 10% market share of tirzepatide's peak sales, Viking's stock could reach $110 per share by 2028, making a $10,000 investment worth up to $47,800.

The Motley Fool 11 nov

Eli Lilly raised its 2026 sales forecast to $91-92 billion, driven by strong Zepbound weight-loss drug sales. While smaller competitor Viking Therapeutics shows promise with its VK2735 candidate demonstrating encouraging clinical trial results, Eli Lilly's diversified pipeline and market leadership position it well to withstand competition. Viking offers high upside potential but carries significant clinical and regulatory risks.

GlobeNewswire Inc. 11 nov

DelveInsight released a comprehensive competitive landscape report on GLP-1 receptor agonists and incretin-based therapies, covering 200+ pipeline drugs from 180+ active players. The report highlights approved drugs like MOUNJARO (tirzepatide) and OZEMPIC (semaglutide), with 30+ therapies in late-stage development and 60+ in mid/early stages. Key indications include obesity, type 2 diabetes, and cardiovascular outcomes. Recent developments include positive Phase III results for retatrutide, survodutide, and other dual/triple agonists from major pharmaceutical companies.

Zacks Investment Research 11 nov

Novo's newly launched Wegovy oral pill generated DKK 5.4 billion in Q3 2026 sales with 3.6 million U.S. prescriptions, prompting the company to raise its 2026 growth outlook. However, the company faces intense competition from Eli Lilly's surging Mounjaro and Zepbound sales, as well as emerging competitors like Viking Therapeutics and Structure Therapeutics developing alternative GLP-1 therapies. Novo's stock has underperformed the industry year-to-date, trading at a discount valuation.

Zacks Investment Research 9 nov

Novo Nordisk shares gained 4.3% over the past month following better-than-expected Q3 results and raised 2026 guidance, driven by strong Wegovy pill sales exceeding 8 million U.S. prescriptions. However, the company faces significant headwinds from Eli Lilly's growing obesity drug presence, pricing pressures on injectable products, and pipeline setbacks. While long-term investors may hold positions given the company's established obesity franchise and pipeline potential, short-term investors should await greater visibility on sustainable growth and market-share stabilization.