Viking Therapeutics' Long-Term Outlook in the Competitive Weight-Loss Market

Viking Therapeutics is positioning itself as a potential leader in the weight-loss market with its GLP-1/GIP agonist candidate, VK2735. However, the company faces significant challenges in clinical trials and market competition.

• Viking Therapeutics is developing VK2735, a dual GLP-1/GIP agonist for weight management.
• The drug is in two 78-week phase 3 studies, with the second recently completing enrollment.
• Analysts project peak sales of $14.4 billion in the U.S. and $7.2 billion in Europe for VK2735.
• Eli Lilly's Zepbound reported $13.5 billion in sales for 2025, highlighting the market's growth potential.
• Viking's oral version of VK2735 completed phase 2 studies last year, offering a potential competitive advantage.
• The company faces significant clinical and regulatory risks, as well as increasing market competition.