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

Ich ganz und gar nicht…..90€ minimum

Ich wäre erstmal mit 50 Dollar zufrieden

Based on the information from the William Blair analyst Andy Hsieh, as referenced in the Twitter post, the peak sales for Viking Therapeutics' VK2735 could reach $39 billion. This estimate assumes that Viking prices VK2735 at the same cost as Eli Lilly's Zepbound, which is about $499 per month out-of-pocket. The calculation is tied to the manufacturing capacity outlined in the CordenPharma deal, which supports approximately 6.5 million doses annually. Here's how it breaks down: - The CordenPharma agreement provides capacity for 100 million autoinjectors and 100 million vials/syringes (subcutaneous formulation, assumed weekly dosing) plus over 1 billion oral tablets (assumed daily dosing). - Analyst Hsieh estimated this translates to 3.8 million patient doses per year for the subcutaneous form (200 million units ÷ 52 weeks ≈ 3.8 million patients) and 2.7 million patient doses for the oral form (1 billion tablets ÷ 365 days ≈ 2.7 million patients), totaling 6.5 million doses annually. - At $499 per month (approximately $5,988 per year per patient), 6.5 million patients would generate roughly $39 billion in annual sales ($5,988 × 6.5 million ≈ $38.922 billion). This $39 billion figure represents a potential peak sales estimate under the assumptions of full capacity utilization, pricing parity with Zepbound, and successful commercialization. Actual peak sales could vary significantly depending on these factors. For context, William Blair's Hsieh has separately projected VK2735 peak sales at $14.4 billion in the U.S. and $7.2 billion in Europe (totaling $21.6 billion) in an earlier analysis, reflecting a more conservative market share estimate. The $39 billion figure aligns with the maximum potential of the CordenPharma capacity rather than a guaranteed outcome. Let’s do $20 Billion. $20B x 3 for Pharma Valuation = $60 B Now Cap is $3B @ $26.60 So $60 Billion works out to about: 20 x $26.60 = $532 a share. Very conservative, but if you have patience and Viking gets approval… more than worth its wait. Best in Class.

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