$VKTX MS takes my side 😃 BULL CASE BASE CASE
$217.00
$95.00
Higher POS & Penetration assume 100% probability of success for
VK2735 in obesity resulting in risk-adjusted
peak sales of ~$9B in 2035E
$VKTX Cantor SEEDHOUSE 🔨 UBS New Comp: Reta - the details
In short, by week 33, 17.5mg VK2735 is already exceeding Reta's
treatment-regimen estimand achieved at week 80
$VKTX Baird who don’t even cover it -Viking making the
case as potentially becoming the Least-Frequent Doser. Viking generated the biggest near-term excitement
with maintenance data from the GLP-1/GIP receptor agonist, VK2735, which showed patients retained up to
97% of prior weight loss for 3 months on every-other-week dosing and up to 90% on monthly dosing for 3
months after an initial weekly-treatment period