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I assume that if $LLY (+1.78%) and $NOVO B (-17.74%) do not follow suit $VKTX (+1.85%) will become the new market leader.


It could even be that Viking will be the only provider of an effective and well-tolerated weight loss pill for a long time.


Viking is very likely to bring the next two really big blockbuster drugs onto the market. Since the market has been waiting for such blockbusters for a long time, the valuation will be correspondingly high.


Should the share price fall again, take a look at all the GLP-1 pipelines and Viking.

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The first is an SC injection, phase 2 study, the second is orally administered product and only the phase 1 study (phase 2 planned). Why do you think these products will replace the products already on the market?
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However, Phase 1+2 are IRRELEVANT for approval and reimbursement by global health insurance companies. And also with regard to the actual efficacy or superiority to a comparative therapy. Incidentally, in case of doubt, a clique like Viking is simply swallowed up. These little things often fail in Phase 3 trials, and only then do things get really expensive....
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