Think It’s Too Late to Buy This Leading Biotech Stock? Here’s Why There’s Still Time.
Biotech Breakthrough Defies Market Timing Concerns
Wall Street's favorite growth sector just delivered another surprise rally—proving once again that traditional investors still don't understand exponential technology.
Clinical Trial Wins Spark Momentum
Phase 3 results crushed expectations while pipeline developments suggest multiple catalysts ahead. The stock's recent pullback looks more like a buying opportunity than a peak.
Financials Outperform Legacy Pharma
Revenue growth accelerates while R&D efficiency improves—something Big Pharma wishes it could replicate without acquiring innovation.
Market Position Strengthens
Competitors scramble to match their IP portfolio while regulatory tailwinds create unprecedented expansion opportunities.
Why Latecomers Still Win
This isn't about catching the exact bottom—it's about riding the next wave of medical innovation. The stock might be up, but the real growth story just entered inning two.
Remember: traditional finance still values biotech like it's 1999—measuring pipelines against outdated metrics while missing the digital transformation revolutionizing healthcare.
Image source: Getty Images.
What went wrong with Viking Therapeutics' phase 2 Venture trial?
The phase 2 Venture oral dosing trial demonstrated impressive efficacy. However, investors were left disappointed by the safety and tolerability data, particularly the 20% rate of discontinuation due to adverse events. This is a sensitive issue here, particularly asdiscontinued development of an oral weight loss drug in the same class that also had disappointing tolerability data in a trial.
Where next for Viking Therapeutics?
Discontinuation rates due to adverse effects in the Venture trial were higher than those in treatment groups in phase 3 trials of oral weight loss drugs byand
|
Viking Therapeutics |
VK2735 (oral) |
Venture (phase 2) |
20% |
13% |
12.2%* |
|
Novo Nordisk |
semaglutide (oral) |
Oasis-1 (phase 3) |
6% |
4% |
15% |
|
Eli Lilly |
orforglipron |
Attain-1 (phase 3) |
10.3%* |
2.6% |
12.4%* |
Data sources: Viking Therapeutics, Eli Lilly, Physicians Academy for Cardiovascular Education. *At highest dosage
However, a larger pharmaceutical company may be interested in acquiring Viking or partnering with it to develop VK2735 in oral form and help it through phase 3 testing, or, alternatively, take it to phase 3 after optimizing the dosage. Or, it could be used as a maintenance therapy for patients who have already lost weight through treatment.
Viking may have more options than the market thinks.
