$VKTX Upcoming Investor Events. Viking management will participate in the following upcoming investor events:   Oppenheimer 35th Annual Healthcare Life Sciences Conference Virtual February 11 – 12, 2025

$VKTX $PFE $NVO $LLy Viking. Raymond James increased prices target $125. Strong buy

JPM:" $VKTX 4Q24 Review: No Major Updates - Ph3 SubQ On Track To Start In 2Q25..."

$vktx $LLY $NVO $pFe Oppenheimer Viking. EC preview .manufacturing agreement that will support multi billion commercial opportunity. No issue in phase 3

$VKTX $LLY $NVO $GPCR $AMGN $PFE With tirzapetide leadership position in obesity, it is tempting to predict wt loss from the 2 remaining primary drugs in phase 3 or entering phase 3. Namely; VK2735 and retatrutide I made my predictions of Maritide and CagriSema within narrow margin of reality and also for vk2735 sc phase 2, based on GLP1 drug performance in phase 1-2 and some preclinical observations taking into account sample size and tolerability. David Ricks, Lilly CEO recently attested to predictability of wt loss from GLP1 class as quoted below Retatrutide and VK2735 were studied in sc phase 2 of similar sample size. Retatrutide achieved about 12% and VK2735 13.1% wt loss placebo adjusted at 13 wk. Retatrutide was designed as more potent GIP agonist ( paper below ) and this likely contributed to better efficacy ( so far ) vs tirzapetide. Viking CEO (BL) indicated that triple G was not better than GLP1/GIP in preclinical setting in their hands and given lack extra efficacy of glucagon agonism over simaglutide in any clinical reporting so far , I am convinced that Lilly targeting of glucagon in retatrutide was unwarranted and may result in unnecessary toxicity ( such as arrhythmia !!!?) I still predict that both VK2735 and Retatrutide to get 25-30% long term wt loss . This seems easier prediction than MariTide and CagriSema , given clean Preclinical -phase 2 trial progress .. David Ricks quote : “I mean there were 2 important competitive readouts at the end of last year. I think it's -- 1 thing about incretins, starting with GLP-1s, but now GIP and amylin and probably glucagon is they've been really easy to translate animal signal to early human, early human to scale trials. I don't think we've had too many surprises. So magic doesn't happen and disappointment is unlikely”

Desperate for help. "Patient is hoping in their next blood work that they will have type 2 diabetes so that they will qualify for GLP1 therapies". I 100% understand why someone would feel this way and that is a sad reflection upon medicine.

$pfe $MRK $LLY $NVO $VKTX $Amgn Some CEOs continue to invoke “ next generation mechanisms in obesity” Phase 3 trials clearly show by now that the best weight loss with tolerability balance comes from GLP1/GIP activation. CagriSema trial was phase 3 and clearly showed amylin is less effective and aggravates vomiting ( pending full details ). Amylin agonist been approved for DM for several years . There is no novelty here. Kytruda / PD1 abs were approved 2012 and despite massive research efforts nothing comes even close to that in oncology. These breakthroughs are rare and hard to come by. If someone here aware of even preclinical “ next gen “ for obesity that can even come close to tirzapetide please let us know . These CEOs need to stop this none-sense.

$VKTX $GPCR $AMGN $NVO $LLy As Novo cannot rely long-term on CagriSema due to tolerability and delivery complexity, Amgen cannot rely on MariTide due to tolerability and efficacy disadvantage ( although may have good place in diabetes as these patients vomit less) Recently James Bradner head of research Amgen on Dec 5. Indicated they were looking for a partner with an oral agent Quote : “We hope to be relevant in the development of oral obesity medicines as well, and we are hard at work on that in our research labs and have ongoing partnering discussions.” Bradner continues to Hope MariTide to get further weight loss beyond 52 weeks based on the weight loss curve slope although the slope is very flat and actually flatter than almost all other obesity drugs that reached that far MariTide most effective dose was 280 mg which resulted in a lot of vomiting and will not be followed in phase 3. The escalation dose up to 420 mg resulted in 18% weight loss and more than 40% vomiting . The stating those on this escalation will be reduced from 75 mg to 24 milligram, which will result in loss of initial 2 wk weight loss, that is likely contributed to by vomiting. One would imagine close to 16% weight loss at 52 wks with the dose that Amgen proposed to follow in phase 3.( not finalized ) Amgen will likely do an acquisition.