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++++++ Deal-Potenzial 2026: Zwei Verkäufe in Sicht? Warum bei dieser Aktie 2026 der Knoten platzen könnte ++++++
VIKING THERAPEUT.DL -,005 WKN: A12GD6 ISIN: US92686J1060 Kürzel: VKTX Forum: Aktien Thema: Hauptdiskussion
30,20
EUR
-0,08 % -0,03
20:33:17 Uhr,
L&S Exchange
Kommentare 8.415
Golom1968,
16. Feb 10:36 Uhr
0
weil es eh keine Auswirkung auf die Aktie hat. Eiert auch mit positiven News im Keller rum.
Tommy311073,
16. Feb 16:20 Uhr
0
Haben sie doch mir den Q Zahlen bekanntgegeben …sonst wäre der Kurs nicht um 18% gestiegen.
Shottl,
16. Feb 8:57 Uhr
0
https://www.boerse-express.com/news/articles/viking-therapeutics-aktie-orale-obesity-pille-kommt-866769
Warum steht so eine bahnbrechende News auf boerse-express.com und nicht auf der Seite von Viking?
Tommy311073,
15. Feb 21:36 Uhr
1
Compelling Value
Despite all of these Phase 3 trials in the weight-loss sector with a market forecast by Morgan Stanley of $150 billion in 2035, Viking Therapeutics only trades at a market cap below $3.5 billion, while Pfizer (PFE) bought Metsera for ~$10 billion.
Viking is further along with a GLP-1 drug already in a Phase 3 trial, suggesting the stock might have even more value. Also, Leerink Partners projected Metsera having a revenue potential of $5 billion despite not having a drug that Pfizer forecast as not reaching the market until 2028/29.
These forecasts reinforce the revenue estimates for Viking, currently set at $1.4 billion for 2030 and a jump to $2.5 billion in 2031. The company has 9 analyst estimates, so the numbers aren't based on an outlier from a single analyst.
Naturally, the big risk to the story is the initial 78-week Phase 3 study won't be completed until mid-2027, after enrollment was completed in November. The weight-loss market could change substantially during this period with the Vanquish-1 trial only 3 months into testing.
Viking has over $700 million in cash and projects having enough cash to complete these Phase 3 trials. Regardless, the company will likely seek to raise cash to provide a cushion as the Phase 3 trials deplete cash over the next year.
https://seekingalpha.com/article/4870424-viking-therapeutics-full-speed-ahead?mailingid=44138390&messageid=investing_ideas&position=stock_ideas_top_1&serial=44138390.4772&source=email_investing_ideas&utm_campaign=Stock+Ideas+Recurring++2026-02-15&utm_content=investing_ideas&utm
Tommy311073,
15. Feb 21:34 Uhr
0
Viking Therapeutics: Full-Speed Ahead
Feb. 14, 2026 8:44 AM ET
Summary
Viking Therapeutics is aggressively advancing its GLP-1 pipeline, with two pivotal Phase 3 trials now underway or imminent.
VKTX’s Phase 2 oral data showed up to 14.7% weight loss in 13 weeks, positioning it competitively against current market leaders.
With a $3.5B market cap and $706M cash, VKTX trades at a compelling discount to recent sector M&A benchmarks.
I see substantial upside as VKTX de-risks its pipeline, leverages strong market demand, and approaches critical trial milestones.
This idea was discussed in more depth with members of my private investing community, Out Fox The Street.
Phase 3s Arrive
Viking just reported Q4'25 results, but the whole focus is on the updated GLP-1 drugs pipeline. The company has a couple of key Phase 3 trials, either started or in the works.
The biotech reported a Q4 loss of $158 million with a cash burn rate of $1x million in the quarter with much higher R&D expenses to enroll patients in the Phase 3 trials. Viking ended the quarter with a cash balance of $706 million.
The bigger news is that Viking closed the enrollment of a Phase 3 VK2735 subcutaneous trial at the end of 2025. The company enrolled 4,500 patients in the Vanquish-1 trial to test adults with obesity and is now working on enrolling 1,100 patients in the Vanquish-2 trial to test patients with obesity and type 2 diabetes after the Phase 2 study produced a 14.7% weight loss in a 13-week trial with no plateau observed.
The 2nd important Phase 3 trial is the VK2735 oral dual GLP-1/GIP agonist set to launch in Q3'26. The oral version achieved a 12.2% weight loss during the 13-week Phase 2 trial period at the highest dose level of 120 mg.
Tommy311073,
15. Feb 19:57 Uhr
0
https://www.deraktionaer.de/artikel/pharma-biotech/im-schatten-von-novo-nordisk-konkurrenz-tritt-aufs-gaspedal-20395450.html
D34Dline,
13. Feb 19:58 Uhr
0
Voraussetzungen wären da, aber haben eher ein normales Volumen. Und aktuell keine klaren, positiven Katalysatoren, die massenhaft Kaufdruck erzeugt (z. B. Übernahmemeldung, riesige klinische Überraschung, FDA-Zwischenerfolg).
Wenn da noch eine krasse News kommt (über die Zulassung von P3 hinaus), könnte VK mal wieder steil gehen.
Peter1711,
13. Feb 16:54 Uhr
0
Sieht nach bevorstehenden Shortsq....aus ....bei Stocktwits....siehts evtl. so aus....oder
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