Viking Therapeutics Inc (VKTX) Price

Viking Obesity Drug Pipeline Drives Bullish $11.5B Valuation

An investment thesis projects a $110/share valuation for Viking Therapeutics, driven by Phase 2 results showing its obesity drug VK2735 achieved ~15% mean weight loss.

Zealand Pharma Intensifies Weight-Loss Drug Race

Zealand Pharma announced its "Metabolic Frontier 2030" strategy and a potential $2.5B partnership with OTR Therapeutics. The move aims to challenge leaders Novo Nordisk and Eli Lilly in the rapidly fragmenting, $150B weight-loss drug market, despite a 29% year-to-date stock decline.

Competition Batters Novo Nordisk Market Dominance

Novo Nordisk's stock has fallen over 58% in the past year as its dominance in the GLP-1 weight-loss market is challenged by intense competition, slowing growth, and looming patent expirations. While the company defends its position with strategic acquisitions and pipeline diversification, analyst sentiment is sharply divided, reflecting a fundamental debate over its valuation and future prospects.

Pfizer Secures Metsera for $10 Billion, Outmaneuvering Novo Nordisk in Obesity Drug Market