6D·

Possible Eli Lilly takeover and such a collapse?

Does anyone know what's going on here $VKTX (+0.42%) ? When the rumors surfaced in the past, the share price reacted positively - now it's crashing massively?

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15 Comments

they published the results of the weight loss pill study. but they were actually good.
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@Cai-pirinha klassischer buy the rumor sell the news fall
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@Cai-pirinha with a study of no less than 280 people
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@Cai-pirinha... the data indicate a difficult compatibility profile... the investors didn't like that 🤷🏽‍♂️

Potential customers are more likely to fall back on products from Novo or Eli Lilly.
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So you would not buy now? It seems to have prospects for the long term
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Here are the latest developments on Viking Therapeutics (ticker: VKTX) - both in terms of company news and share price performance:



Current news situation

1. top results from the Phase 2 study of VK2735 (oral)
- Viking Therapeutics announced positive results from the Phase 2 study ("VENTURE-Oral Dosing Trial") on August 19, 2025: With the oral GLP-1/GIP dual agonist VK2735, patients achieved up to 12.2% weight loss in 13 weeks, compared to only 1.3% with placebo. 
- In addition, 97% of VK2735-treated patients were ≥ 5% weight loss and 80% ≥ 10%, compared to only 10% and 5% respectively with placebo. 
- The substance is considered safe, with 99% of gastrointestinal side effects classified as mild or moderate. 

2. share reaction: sharp fall in share price despite clinical efficacy
- Despite the promising efficacy, the share price plummeted:
- Start of previous month (premarket): Slump of around -35 % to -40 %. 
- Causes: high discontinuation rates (20 % for VK2735 vs. 13 % for placebo), mainly due to gastrointestinal side effects such as nausea (58 %) and vomiting (26 %). 
- Individual analyses report declines of up to -41 %, price levels around USD 26 - 27.    

3. analyst rating and other
- Oppenheimer maintains the Outperform rating with a price target of USD 100, despite the high risk. 
- Piper Sandler confirms "Overweight" with a price target of USD 71, referring to upcoming Phase 3 data in the current quarter. 
- Technical: VKTX shows technical momentum with a relative strength rating of 83 (top area), but could already be overbought. 
- Analysts continue to see potential, adjusted for liquidity concerns and security profile. 



Summary at a glance

Topic Details
Efficacy Up to 12.2% weight loss in 13 weeks, clear superiority vs. placebo
Safety High side effect and discontinuation rates, particularly GI-related
Share price Massive slump of around -35 to -40 % despite good study results
Analyst opinion Predominantly positive despite setbacks: price targets between USD 71 and USD 100
Technical situation Relative strength, but already overbought - possible pullback regions
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Thank you. It's also exciting to see what's going on. Could also be exciting for a trade in the near future. Especially if Lilly really takes it over
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@MaxtheCat i was stopped out, but after i saw the results, i bought a few more shares at a lower price. let's see.
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in the meantime, it's already well ahead again, the reaction was certainly exaggerated. the study target was fully met. the dropout rate, ok... is an issue. nevertheless, the story remains intact. i'm not a pharma expert, but that's how i interpret it.
@Cai-pirinha I'm fed up with pharma and biotech :D I'm staying out of them for now and only investing in Lilly and Novo (I hope to get rid of the latter soon)
@MaxtheCat 😀😀 It's the other way around for me!
@MaxtheCat $TEM but I find it very exciting. medicine in general, but pharma is really cruel.
@Cai-pirinha I like them too. I also tend to use them in the tech sector, so that fits :D
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Healthcare sector share makes healthcare sector dinge....
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