VIKING THERAPEUT.DL -,005 WKN: A12GD6 ISIN: US92686J1060 Kürzel: VKTX Forum: Aktien Thema: Hauptdiskussion

Studiendauer wird sehr wahrscheinlich reduziert sowie auch die Teilnehmerzahl - habt ihr den letzten Call nicht gehört? Ergebnisse brauchen nicht so lange, wenn ein Partner dabei ist…davon gehe ich aus, siehe die aktuellen Stellenausschreibungen, wir hatten noch nie so viele auf einmal… In den letzten 2 Monaten wurden 8 veröffentlicht Zulassung wird ebenfalls verkürzt, wenn ein Partner mit gegebener Struktur dabei ist Ein Buyout ist unwahrscheinlich, eine Partnerschaft wird es sein Wie B.L im letzten Call gesagt hat: "As far as partnering, there are a lot of different options available to us, and I think those companies, they provide a pretty good avenue to access the market... a lot of different options available to us ...things are changing very, very rapidly....we wouldn't disclose what that strategy is at this moment, but suffice to say that we're looking at all options and all channel possibilities and deciding what's going to be the right approach for us. The fact that we have flexibility is something that is an advantage for us for sure ...the space is really evolving on a weekly basis...rapid evolution here, and we'll be able to, I think, adapt quickly"

Nur mal so als Timeline (Und ich bin weder bärisch, weder bullisch - eher realistisch/neutral) Start: Q3.2026 Studiendauer: 78 Wochen (1,5 Jahre) Auswertung: 3 bis 6 Monate Zulassung ohne Fast Track, Breakthrough Therapy, Priority Review, Accelerated Approval: 12 bis 24 Monate Also sind wir bei Marktreife im Q2.2029 (frühstens)

Abwärts. Was eine Drecksaktie.

Lerne du erst mal Deutsch schreiben 👍😂😂😂😂

Ich freue mich jetzt schon, wenn du mir deiner short Position pleite gehst. 😂😂🙏🏻

Haben sie doch mir den Q Zahlen bekanntgegeben …sonst wäre der Kurs nicht um 18% gestiegen.

weil es eh keine Auswirkung auf die Aktie hat. Eiert auch mit positiven News im Keller rum.

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?

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

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.

https://www.deraktionaer.de/artikel/pharma-biotech/im-schatten-von-novo-nordisk-konkurrenz-tritt-aufs-gaspedal-20395450.html

Kriech zurück in das Loch aus dem du gekommen bist

😂😂😂😂😂😂😂 träumt weiter.

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.

Einstellig bleibt weiter denkbar

Stürzt ab