Is Viking Therapeutics a Top Takeover Target?
Big pharma still needs additional late-stage obesity drug assets. Viking's obesity pipeline could attract major pharmaceutical acquisition interest.
VKTX - Viking Therapeutics, Inc.
Big pharma still needs additional late-stage obesity drug assets. Viking's obesity pipeline could attract major pharmaceutical acquisition interest.
Eli Lilly's GLP-1 portfolio is driving growth in 2026, with Mounjaro, Zepbound and Foundayo gaining traction across obesity, diabetes and related markets.
Eli Lilly dominates the weight loss drug market and competes with fellow pharma giant Novo Nordisk. Viking is studying promising weight loss candidates in late-stage trials.
SAN DIEGO, May 21, 2026 /PRNewswire/ -- Viking Therapeutics, Inc. ("Viking") (NASDAQ: VKTX), a clinical-stage biopharmaceutical company focused on the development of novel therapies for metabolic and endocrine disorders, today announced that it will participate at the William Blair 46th Annual Growth Stock Conference and the Jefferies Global Healthcare Conference in June. Details of the company's participation are as follows: William Blair 46th Annual Growth Stock Conference Details: Viking management will deliver a corporate presentation, followed by a breakout session, and participate in investor meetings.Conference Dates: June 2-4, 2026Presentation Date/Time: Tuesday, June 2nd at 2:00 pm – 2:30 pm CTBreakout session: Tuesday, June 2nd at 2:40 pm – 3:10 pm CTLocation: Chicago, IL Jefferies Global Healthcare Conference Details: Viking management will participate in a fireside chat and investor meetings.
Demand for weight-loss drugs has exploded, with material differentiation among the players in the niche. There's a clear leader, but that may not be the best investment option for you in 2026.
There is a need for more weight loss drug options, including oral pills. Viking Therapeutics is working on a promising one, though tolerability might be an issue.
Eli Lilly (NYSE:LLY | LLY Price Prediction) is the stock everyone wants to talk about, and the reasons are obvious: Mounjaro revenue jumped 125% to $8.66 billion last quarter, the company raised full-year revenue guidance to $82 to $85 billion, and the market cap now sits at roughly $881.8 billion.
NVO beats Q1 estimates and raises its 2026 outlook. Meanwhile, Eli Lilly's expanding GLP-1 portfolio threatens its obesity market dominance.
Biotech dealmaking accelerated heading into the JPM 2026 Healthcare Conference as large drugmakers face looming patent cliffs and hunt for growth.
LLY expands beyond tirzepatide with oral obesity pills and next-gen drugs like retatrutide to defend its lead in the booming weight-loss market.
Oral VK2735 demonstrated early, progressive weight loss from Week 1 through Week 13 without a plateau Dose-dependent weight loss observed across all VK2735 cohorts, with the highest dose achieving a mean reduction of up to 12.2% (26.6 lbs) from baseline at Week 13 Baseline characteristics in the ongoing Phase 3 VANQUISH-1 study of VK2735 in adults with obesity were also presented in a second poster at the conference SAN DIEGO, May 12, 2026 /PRNewswire/ -- Viking Therapeutics, Inc. ("Viking") (NASDAQ: VKTX), a clinical-stage biopharmaceutical company focused on the development of novel therapies for metabolic and endocrine disorders, today presented additional data from its Phase 2 VENTURE-Oral Dosing trial evaluating the oral tablet formulation of VK2735 at the European Congress on Obesity (ECO) in Istanbul, Türkiye. VK2735 is a dual agonist of the glucagon-like peptide 1 (GLP-1) and glucose-dependent insulinotropic polypeptide (GIP) receptors, in development with subcutaneous and oral formulations for the potential treatment of various metabolic disorders.
Viking Therapeutics is making really solid pipeline progress and possesses a unique dual agonist approach in the fast-growing obesity drugs market. VKTX targets a 5–10% market share, leveraging global expansion and late-stage development to compete with incumbents Lilly and Novo Nordisk. Nothing is over just yet. Phase 3 for VK2735 Oral is set for late 2026, with initial commercial ramp expected in 2028 and potential $1.3B sales by 2030. A hockey stick inflection could pan out.
Poster Presentations Highlight Data from 13-Week Phase 2 VENTURE-Oral Trial of VK2735 and Participant Characteristics from Phase 3 VANQUISH-1 Trial of Subcutaneous VK2735 SAN DIEGO, May 5, 2026 /PRNewswire/ -- Viking Therapeutics, Inc. ("Viking") (NASDAQ: VKTX), a clinical-stage biopharmaceutical company focused on the development of novel therapies for metabolic and endocrine disorders, announced today that it will present two posters on its VK2735 program at the 33rd European Congress on Obesity (ECO) taking place in Istanbul, Türkiye on May 12-15, 2026. VK2735 is a dual agonist of the glucagon-like peptide 1 (GLP-1) and glucose-dependent insulinotropic polypeptide (GIP) receptors that Viking is developing in subcutaneous and oral formulations for the potential treatment of various metabolic disorders, including obesity.
The Street is bullish on this biotech's prospects, but is the sentiment justified?
Buy the story, sell the news. That's a reasonable explanation for why Viking Therapeutics NASDAQ: VKTX fell over 3% the day the company delivered its Q1 2026 earnings report.
Viking Therapeutics posts a wider Q1 loss as R&D spend jumps on Phase III obesity drug work, while it advances VK2735 studies and preps oral late-stage study.
Viking Therapeutics, Inc. remains a hold as competitive pressure mounts in the GLP-1 obesity/diabetes space, with its lead VK2735 candidate lagging larger peers. VKTX's Phase 3 VANQUISH studies are fully enrolled, but pivotal data are not expected (by me) until late 2027/early 2028, making near-term catalysts limited. The upcoming Q3 maintenance study readout is a potential wildcard; positive results could enable VKTX to raise additional capital and regain momentum.
Viking Therapeutics, Inc. (VKTX) Q1 2026 Earnings Call Transcript
Conference call scheduled for 4:30 p.m. ET today -- Phase 3 VANQUISH Trials for Subcutaneous VK2735 in Obesity Advance; VANQUISH-1 and VANQUISH-2 Trials Fully Enrolled -- -- Initiation of Phase 3 Oral VK2735 Trial for Obesity Expected 4Q26 -- -- VK2735 Maintenance Dosing Study Ongoing; Data Expected 3Q26 -- -- IND Filed for Novel Amylin Agonist VK3019; Phase 1 Trial Initiation Expected 2Q26 -- -- Strong Quarter-End Cash Position of $603 Million -- SAN DIEGO, April 29, 2026 /PRNewswire/ -- Viking Therapeutics, Inc. (Viking) (Nasdaq: VKTX), a clinical-stage biopharmaceutical company focused on the development of novel therapies for metabolic and endocrine disorders, today announced its financial results for the first quarter ended March 31, 2026, and provided an update on its clinical pipeline and other corporate developments.
Novo Nordisk bets on oral Ozempic launch and pediatric label expansions to counter slowing demand, pricing pressure and rising competition in the GLP-1 market.