Viking Therapeutics (VKTX) held a meeting with Oppenheimer (OPPY) where they discussed their Amylin program and the VK2735 molecule. VK2735 demonstrated a half-life of approximately 170 to 250 hours and a Tmax ranging from 75 to 90 hours, indicating excellent therapeutic exposures. The company emphasized that VK2735 has both subcutaneous (SubQ) and oral formulations, which is unique and beneficial for patient transition and tolerability. Viking Therapeutics confirmed that all VENTURE data is complete and has been submitted to the FDA. The company is expected to provide more information during the Q2 earnings call. The CEO highlighted that VK2735's unique PK profile and slow Tmax make it comparable to or better than competitors like Mounjaro in terms of efficacy and safety. There is currently an embargo on Viking discussing their presentation at ADA until 18:30 today. The CEO also addressed Capex and scaleability concerns, stating that CDMOs can scale up to meet demand.
" $VKTX showcasing they have a world class team capable of building best in class drugs. Even $NVO & $LLY can't seem to come close enough in terms of Safety & Tolerability that VK2735 provides." $LLY market cap $840B, $NVO $632B, $VKTX $5.82B. WTF? https://t.co/ZJfu0JXIiW
$VKTX My quick Notes from Oppenheimer meeting 1) For oral- We are the only one with both SubQ and Oral drugs that have combo with glp and gip mechanisms and that is the key difference between us and other drugs 2) dosing beyond QD on oral- yes because the half life is over 200…
$VKTX one other nugget on VK2735 & being unique & differentiated - this was not luck or by chance - $VKTX science team specifically designed it to be https://t.co/znTyEMCQpO https://t.co/LMQe8yZ20G
$VKTX CEO made it clear VK 2735 will be only molecule that potentially will have SUBq & Oral formulation of same drug -that’s important to physicians & patients as they can transition from one to other == greater Tolerability & duration imho definitely help with discontinuations https://t.co/6kotuFKSZB
$VKTX BRIAN really pushed back hard on bears & capex saying VK2735 - SUBq monthly dosing & Oral weekly dosing would dramatically reduce amount of material needed supply it- also pushed back hard on scaleability -saying CDMOs they talk to can scale up & meet demand - also calling https://t.co/Qj6s4yuCar
$VKTX @oppy Brian when asked why VK2735 unique besides PK profile which has been discussed he stressed Tmax is very slow & gradual calls it “mini titration” = tolerability-& unique to VK2735 https://t.co/YpCNrQzxCO
$VKTX - one nugget today is $VKTX confirmed all VENTURE data is now complete - so $VKTX has all PK Data & Tmax etc also was asked if FDA has that data and YES they do - 2Q $VKTX earnings call going to have lots of info to digest https://t.co/crhgSrD5cJ
$VKTX worth repeating “VK2735 duration of benefit with very little exposure” is what makes $VKTX unique & most likely as good as -Mounjaro if not better on efficacy & especially on safety is what the conviction is & was reenforced by $VKTX MGT today at OPPY https://t.co/HcBV1TkcN7
Not sure what $LLY $NVO $GPCR others Half life’s and tmax are. If any one knows. But pretty sure there not even close to VK2735. GPCR 12 hours I believe. Reason why $VKTX 2735 is like placebo when it comes to tolerability https://t.co/LMQe8yZ20G
If you think $ZEAL data was better than please go review data Do comparison what $VKTX has achieved in 12 weeks vs what $ZEAL has reported in 16 weeks. Strictly based on numbers. $VKTX super competitive in weight loss numbers and what $RHHBY CEO mentioned some time ago.
$VKTX once again stressed VK2735 PK profile & Tmax $VKTX VK2735 demonstrated a half-life of approximately 170 to 250 hours, a Tmax (time to reach maximum plasma concentration) ranging from approximately 75 to 90 hours,excellent therapeutic exposures. https://t.co/JJLrUwmI9G
$VKTX - when asked today about its Amylin program “it’s pretty interesting- it’s potent. Also can use same oral peptide technology as VK2735 https://t.co/AIXqwFNqPJ
$VKTX - once again Brian did not disappoint- took some notes -need to digest - hopefully OPPY will put out something - - I share more later-know $VKTX story well but learn many things everytime Brian speaksalso loved part about Capex today obviously directed at bears to digest😎 https://t.co/TH8AMnWOT4
$VKTX as I understand it, there is an embargo on Viking as a company saying anything about their presentation at AD this weekend until 18:30 today.
$VKTX - meeting with OPPY today -ADA tomorrow