The author is skeptical of Viking Therapeutics' ability to compete with Novo Nordisk and Eli Lilly in obesity drugs.
VKTX — AVOID The author argues Viking Therapeutics is unlikely to beat Novo Nordisk or Eli Lilly to market with obesity drugs because those larger companies have approved oral/subcutaneous options, more resources, and advanced candidates like amycretin and retatrutide. Viking's oral candidate showed slightly lower efficacy and a higher dropout rate, and the author questions why no acquirer has bought VKTX if its product were truly superior.
Do you honestly think Viking is gonna beat Novo to market with amycretin with their resources or Elly with retatrutide?
I'm not saying they don't have a future and they can definitely grab some market share if actually approved. But it does make one wonder why no one has snapped them up if there was something truly better about their product.
This Reddit post, published January 12, 2026, features u/Perfect-Ad2578 discussing VKTX. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Perfect-Ad2578 · Tickers: VKTX