OBESITY Will only focus on main players $VKTX $LLY $NVO $AMGN $GPCR

Demand is too high for the obesity drugs but major drug companies unable to keep up with this demand. This will be an opportunity for multiple drug companies to take a pie out of the obesity market.
SubQ likely to be prescribed first for short term weight loss and oral drugs for maintenance. This is not an oncology space so more emphasis will be on the safety profile when prescribing for weight loss. This has always been the case with weight loss drugs.

➡️➡️Let's look at SubQ results first
SubQ Trials and results so far: It's not just about Efficacy but safety comparison is as important when you think of prescribing these drugs to a large population. Yes Obesity landscape is changing

- $Viking Therapeutics (VKTX.US)$ beats all major drug companies with SubQ data
both in efficacy and safety
- $Viking Therapeutics (VKTX.US)$ has shown twice as much weight loss in 13 weeks what $Eli Lilly and Co (LLY.US)$ has done in 12 weeks and even better what $Novo-Nordisk A/S (NVO.US)$ has shown in their trials. For comparison see the charts below.
- $Viking Therapeutics (VKTX.US)$ 13.1% Placebo-Adjusted Mean Weight Loss ater 13 weeks, $Eli Lilly and Co (LLY.US)$ 6.5% and $Novo-Nordisk A/S (NVO.US)$ 4%
$Viking Therapeutics (VKTX.US)$ Big leader so far in efficacy. What $Viking Therapeutics (VKTX.US)$ has achieved in 13 weeks, $Eli Lilly and Co (LLY.US)$ did in 23 weeks, and $Novo-Nordisk A/S (NVO.US)$ did in 52 weeks. Results speak for itself.
$Viking Therapeutics (VKTX.US)$ based on long long half life, they could even pursue monthly injection vs weekly on other drugs in ph3
- $Amgen (AMGN.US)$ good efficacy but very bad safety profile so not even on my radar
- $Structure Therapeutics (GPCR.US)$ showed results plateau at 8 weeks for their oral drug, so much to prove in Q2 results. Small improvement or no in next update and stock will be punished. Eyes on this update

Safety
-$VKTX very good safety profile vs competitors which I discussed in my previous posts.

Oral Drugs:
1) $Novo-Nordisk A/S (NVO.US)$ released data this morning showing 13.1% weight loss for their amycretin pill that targets hormone called amylin in the pancreas. Keep in mind, weight loss was over 4% at 4 weeks. Nothing is being shared on safety profile of this drug. Released good efficacy results but no mention of safety profile. I own $Novo-Nordisk A/S (NVO.US)$ so not bashing. Safety is important. why they didn't disclose the safety portion. No data until 2025 but stock gained huge market valuation over 30 Billion plus and $Viking Therapeutics (VKTX.US)$ still trades under 9 Billion
2) $Viking Therapeutics (VKTX.US)$ oral results coming soon. This hasn't even baked in yet. Stock is cheap alone on SubQ results.
See safety comparison between VK2735 and CagriSema
3) Oral GLP-1 agonists $Eli Lilly and Co (LLY.US)$ has 3% placebo adjusted weight loss at 4 weeks $Structure Therapeutics (GPCR.US)$ 4.7% by 4 weeks, no change at 8 weeks, and $Novo-Nordisk A/S (NVO.US)$ 9.5% by 26 weeks and $Novo-Nordisk A/S (NVO.US)$ amycretin 13.1% at 12 weeks (Safety unknown).
$Viking Therapeutics (VKTX.US)$ results pending