No se ha encontrado

TaxesAreTheft · 2024-11-04T09:54:33.425746Z

Ich gehe davon aus, dass wenn $LLY und $NOVO B nicht nachziehen $VKTX der neue Marktführer wird. Es könnte sogar sein das Viking der einzige Anbieter einer effektiven und verträglichen Abnehm Pille auf längere Zeit sein wird. Viking wird mit sehr hoher Wahrscheinlichkeit die nächsten beiden wirklich großen Blockbuster Medikamente auf den Markt bringen. Da der Markt auch schon länger auf derartige Blockbuster wartet, wird auch die Bewertung entsprechend ausfallen. Sollte der Kurs nochmal nachgeben, beschäftigt euch mal mit den ganzen GLP-1 Pipelines und Viking.

TaxesAreTheft

@TaxesAreTheft

2Lun·

I assume that if $LLY (+1,54 %) and $NOVO B (+0,01 %) do not follow suit $VKTX (+3,58 %) 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.

TaxesAreTheft

@TaxesAreTheft

2Lun·

VK2735 with excellent results

VK2735 (weight loss pill) from Viking Therapeutics $VKTX (+3,58 %) delivers. At a dose of 100mg, testers lost an average of 8.2% of their body weight over 28 days. VK2735 is not only very effective but also well tolerated.

10 Comentarios

András A.@Spinat

2Lun

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?

•

TaxesAreTheft@TaxesAreTheft

2Lun

@Spinat Viking's products are more effective and do not have a plateau effect with comparable side effects.
The oral product is virtually identical to the injection product, phase 1 as such is much more important than phase 2, as this proves that VK2735 can also be used orally and is effective. Phase 2 should also be congruent to a certain extent.
Pfizer shows very well how difficult it actually is to develop a functioning GLP-1. Accordingly, few new products will come onto the market. The oral variant from Eli Lilly had a weight loss of ~14% after 26 weeks in P2. VK2735 has 8% after 28 days.

•

András A.@Spinat

2Lun

@TaxesAreTheft Well, the two different administrations cannot be equated 1:1. Phase 1 tests the safety, i.e. that it is not dangerous, phase 2 tests the efficacy and side effects. Ph1 is already an indication of efficacy, but let's wait and see. But it was also the case that the demand for such products is so great that a second, third, etc. product will certainly find a place. product will certainly still find a place.

•

TaxesAreTheft@TaxesAreTheft

2Lun

@Spinat I have also posted the side effects in comparison

••

András A.@Spinat

2Lun

@TaxesAreTheft You mean the photos from a poster at a conference? You have to conduct a study for approval. For the subcutaneous injection, according to the poster, these are the results of the phase 2 study, for the oral product there is no phase 2 study yet according to the poster. It may be that some side effects will be the same, but the dosage forms are different, so there will also be different side effects. I don't want to belittle the products at all, I just want to say that until they get approval, they still have to provide some data. And they will do that, it will just take some time. But these are not topics for investment forums, these are technical issues in the pharmaceutical industry, nobody here is interested :)

•

Lukas@Hofi

2Lun

@Spinat I was interested in your comments, or rather, since these are obviously photos of conference posters, the question arises - are you professionals from the pharmaceutical industry?

•

András A.@Spinat

2Lun

@Hofi I work in the pharmaceutical industry, but not in clinical trials, but in regulatory affairs. Too bad I couldn't enlarge the photos, so I can't read much of it.

••

TaxesAreTheft@TaxesAreTheft

2Lun

@Spinat I can send it to you

•

András A.@Spinat

2Lun

@TaxesAreTheft I am now on the tablet and now it works. I will read it.

•

Gomerdoc@Gomerdoc

2Lun

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....

•