VKTX Viking Therapeutics Inc

$VKTX Despite the roller coaster of the last couple weeks, I'm super optimistic about the pipeline and the next year or so. Lot of frustration from folks right now, which I get. Frustrating for me too as I've seen wind get ripped out of our sails over and over the last several years. But at a 50,000 ft level we're in good shape. Short-term pains, for long-term rewards. Hanging on to all my shares.

$VKTX No matter what reason behind $VKTX CCO departure , the execution has been excellent last 18 months . The very low DC rate from AE in recent maintenance trial ( 1-166 first 21 wks ) indicates good selection of trial sites and protocol flexibility on top of high molecule quality. Vanquish phase 3 is progressing very well under “ laser focus “ per mgt statement and C/W what I hear from pts and sites. As attached , VK is initiating two phase 3 trials for the oral compound on Oct 15 making total 4 phase 3 trials in progress. In addition to plugging in maintenance regimens ( 2 wk , monthly and oral ) into end of phase 3. The platform looks as competitive as it gets for a biotech.

$VKTX GIP agonism is wildly important as it reduces side effects. This is likely why the maintenance TAE’s ~ placebo. Every SQ injection creates a peak (right after the dose - tho VK2735 is uniquely delayed 3+ days) and a trough (right before the next one). Nausea follows the peak and weight loss efficacy follows the trough. VK2735 having a half life of about 9 days means most of a monthly dose is gone by the next shot. To keep average exposure equal, the dose must be bigger, so the peak is higher and the trough is lower. VK2735’s monthly data looks very good, with GI side effects similar to placebo. Example where GIP agonism would have been helpful — AMGN Maritide monthly drug has a 21 day half life, which smooths out peaks and troughs even more. Despite this, MariTide still had high discontinuations from GI events in fixed dose arms. Financial persons miss this part. The molecule is excellent and BD discussions are pointless with the wrong medicine 💊…

$VKTX Lol, this message board is turning into a 4-Chan conspiracy theory blender….Give it a rest folks, the reason the SP is so low is to grind shares from impatient ppl with higher cost averages. Sewing doubt to a tee.

$VKTX thank you as always for sharing your knowledge, expertise and wisdom with the board. I am sure I speak for all when I say your posts make a valuable contribution to the community!🙏🏻

$VKTX $VKTX – SUNRISE Phase 3 oral program Something worth watching very closely next week: Viking’s Phase 3 oral VK2735 program is now showing up as SUNRISE-1 and SUNRISE-2, with planned study starts around Oct. 15–16. The two studies are expected to enroll roughly 560 patients each (~1,120 total) and evaluate once-daily oral VK2735 over 68 weeks, including patients with obesity/overweight both with and without type 2 diabetes. This is important because Viking would now be advancing VK2735 on multiple fronts: VANQUISH Phase 3 injectable + Phase 3 oral + maintenance strategies + the amylin program VK3019. The studies are still listed as “Not yet recruiting,” so the dates are planned starts, not confirmation that dosing has begun. But if Viking officially announces initiation of SUNRISE soon, that would mean another major milestone delivered in the obesity program. VK2735 isn’t just an injectable story anymore. The pipeline keeps expanding while the stock is sitting near $28

$VKTX Asking Gemini to make me feel better. Sounds familiar: Big Pharma's Patent Cliff Urgency: Major pharmaceutical companies are facing multi-billion-dollar patent expirations on legacy blockbusters. They cannot afford to build everything internally; they routinely hunt for de-risked, late-stage biotechs that have already solved their cash runway issues and are 12 months away from an FDA filing. The Echo Chamber Effect: Online message boards are driven by short-term emotion. When a stock is down and dragging on for years, the people who remain active online are often the ones venting maximum frustration. It creates an echo chamber where negativity feeds on itself. Yep!

$VKTX Most of the posts on this board amounts to bleating sheep. Sure, the SP has been expertly shorn 35% since 9/25. But this remains a clinical bio for the next 18 months, at least. Consequently, it will be vulberable to this kind of price action for the next 12 months. The CEO's task at this stage is *not* placating retail (or institutional) sheeps' bleatings. His primary task is overseeing the science, managing the cash runway, optimizing funding options, and negotiating with partners/suitors in the best *longterm* interests of investors. That's it. It's not "ShamWow" sensationalist PR. It's not fighting short hedgers. It's not listening to message board idiots. Or anything else. BL can have a personality rivaling a jiggling bowl of Jello (and he does) so long as he's executing on the clinical milestones. So block the bleaters and listen intently to the people bringing substance fueling your DD. It's here, but you need to filter the morons. Long hold. Insanely...

$VKTX Viking Therapeutics is a multi-billion-dollar company, and I’m confident BL and his team conduct thorough DD when hiring, especially at the C-suite level. They want people who can do the job, fit the team, share the vision, and help maximize long-term value for shareholders. We may never know why Neil left, and honestly, it doesn’t change my perspective on the company. I’m afraid some retail investors are so focused on short-term pain that they’re losing sight of the bigger picture, whether due to impatience or investment timing. I believe BL’s focus remains on advancing the pipeline and executing on bringing VK2735 to market. At the end of the day, execution and long-term value creation are what matter most.

$VKTX good question. Probably either because (1) it's cheaper to undermine potential competition than it is too pay 20-25 B to buy them out; or (2) LLY is afraid the federal government would challenge a LLY acquisition of VKTX on antitrust grounds under the Sherman Act. I personally would LOVE it if LLY were to buy VKTX....but I don't think the Sherman Act would agree given that adding VKTX to its pipeline would ensure LLY's dominance in weight loss drugs for the next decade or so. Long, insanely

$VKTX I'd say aside from tapping the kitty and enriching himself a little excessively, the CEO has done a pretty good job executing on pipeline development. He made me a nice chunk once, and I'm betting he'll eventually do it again.

$VKTX MDGL pumped 500% on ph3 results despite data already suggesting GLPs were more effective at MASH… Metsera had 7 bidders and VK2735 has better data…

$VKTX Lots of folks talking bad about Neil now - of course he needed to be fired. Sure, if you’re going to start firing VKTX C-suite execs, it seems odd to start with the one who had an aura of competence and was the only exec with actual P&L experience running major market drugs for BP. Nevertheless, he had to go. Consistently making your boss look bad, especially doing it so casually and effortlessly, is always going to breed resentment. Sure, bosses give lip service to having top subordinates more capable than themselves, but many don’t actually mean it. Every time Neil and BLunder shared the stage, you know most of the audience was asking themselves: “Why is this guy the CCO, and why is this guy the CEO?” Plus Neil had the audacity to buy shares on the open market, shaming the Directors and CEO who prefer to quietly pocket endless free shares and low-priced options paid for by shareholders. Clearly Neil still has a lot to learn about being a team player. Good riddance.

$VKTX Well, imagine you bought the offering with hundreds of millions either at 35 or in the 80’s. Could be worse. It’s been a bleak couple weeks but the institutions that bought those offerings did so with the intention of selling higher someday. Arguably could have knowledge of talks or ballpark buyout discussions BL has/is having. When this thing is getting hammered down it’s hard to stop second guessing your decisions but I know most of us have put countless hours into research and forecasting and the science hasnt changed just the price. Maybe bounce today or maybe they make it more painful but I am confident that sooner or later BL going to finally accept that hes probably going to have to make a deal maybe 10 billion or so like metsera. In any event that would be like 275% up from here so just holding on until this MF caves and we all make something for parking our money here and suffering through all the bs.

$VKTX no doubt that PFE jumped the gun in buying MTSR.....probably as a direct reaction to BL's "outrageous demands." Hopefully NVO can see through all the BS and realize soon that it desperately needs Viking's pipeline to compete with LLY over the next decade!!

$VKTX BO multiples increase as a molecule completes study data because the molecule is derisked. MTSR sold before ph2 was completed (and we now know why, the eventual data was mediocre). At $10B Viking doesn’t even reach an ATH. SQ VK2735 will be the second GLP/GIP dual agonist to market with better WL data than Tirzepatide and comparable TAE’s. They will also be the first PO dual agonist to market and are about to commence a phase 3 clinical trial. Viking will also likely do an extension study following Vanquish with 22.5mg to bring industry leading weight loss. NVO is almost 4% of the Danish GDP and somehow people think they are only going to choose ph1 Chinese assets to bolster their portfolio? Only KLRA and VKTX have the potential to stop their bleeding in the next 2 years. VK2735 beat 72 week Tirzepatide WL in 33 weeks and had placebo levels of tolerability during maintenance. Not being rude but your post is not realism it’s cynicism, there’s a huge difference…

$VKTX 😂👍Viking Therapeutics named its oral Phase 3 clinical trial program SUNRISE (consisting of SUNRISE-1 and SUNRISE-2) to represent a fresh or "new day" dawn for the convenient oral tablet formulation of their dual GLP-1/GIP weight-loss drug, VK2735.

$VKTX 💯% folks... Newbies to the board take note: you should follow for financial and M&A expertise; continue to rely on and for direct information on the weight loss sector, and for updates on what's what with Viking!!!

$VKTX with all due respect, anyone who interprets Neil's departure as bearish with respect to data (and data right now is all that matters) is just plain stupid.

$VKTX we all know Brian is greedy. They all are. Who is not , Musk ? Compensation in 2024 was exceptional due to exceptional stock performance. This Persimmon guy u quote is clueless to say the least. He went big on $GPCR blindly following misguided hedge funds like him who only think po vs sc .. he used to swear that Brian Woolf never start a phase 3 trial , now he is doing 4. it is embarrassing to quote him here.