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0.000308832612723842 0.00463248919085851 -0.0044780728844967 0.00382952439777648 0.0594502779493514 0.0250154416306363 0.0284126003705992 0.0188387893761581
Stock impact report

Viking Therapeutics, Inc. (VKTX): A Bull Case Theory [Yahoo! Finance]

Viking Therapeutics, Inc. (VKTX) 
Last viking therapeutics, inc. earnings: 4/30 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.vikingtherapeutics.com
Company Research Source: Yahoo! Finance
Viking Therapeutics, Inc. 's share was trading at $32.07 as of July 17 th Viking Therapeutics (VKTX), a ~$3.45B biotech firm, is flying under the radar despite its potentially transformative role in the obesity treatment market. The investment thesis centers on VK2735, a GLP-1/GIP dual agonist for weight loss, being developed in both subcutaneous (Phase 3) and oral (Phase 2) forms—mirroring the mechanism of Eli Lilly's Mounjaro. The oral formulation's Phase 2 data is expected between late July and early September 2025, with projections pointing to best-in-class efficacy and safety. The obesity drug market, with estimates ranging from $95B to $158B by the early 2030s, presents a massive TAM. If VKTX captures even a modest share, its valuation could soar: base case implies $180/share on $5B in revenue, with a bull case of $360–540/share. The stock appears undervalued relative to its potential, trading at a steep discount despite having no debt, $852M in cash, and institutional own Show less Read more
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