5Mês·

I assume that if $LLY (+3,89%) and $NOVO B (+6,73%) do not follow suit $VKTX (+15,38%) 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

5Mês·

VK2735 with excellent results

VK2735 (weight loss pill) from Viking Therapeutics $VKTX (+15,38%) 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 Comentários

András A.@Spinat

5Mês

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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TaxesAreTheft@TaxesAreTheft

5Mês

@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.

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András A.@Spinat

5Mês

@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.

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TaxesAreTheft@TaxesAreTheft

5Mês

@Spinat I have also posted the side effects in comparison

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András A.@Spinat

5Mês

@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 :)

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Lukas@Hofi

5Mês

@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?

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András A.@Spinat

5Mês

@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.

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TaxesAreTheft@TaxesAreTheft

5Mês

@Spinat I can send it to you

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András A.@Spinat

5Mês

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

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Gomerdoc@Gomerdoc

5Mês

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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