Viking Therapeutics Stock Could Soar 45% Ahead Of Key Weight Loss Drug Readout: JPMorgan
Viking Therapeutics Stock Could Soar 45% Ahead Of Key Weight Loss Drug Readout: JPMorgan
According to Parikh, Phase 1 data on lower doses already demonstrated competitive efficacy with very few gastrointestinal side effects.JPMorgan analyst Hardik Parikh initiated coverage on Viking Therapeutics Inc (NASDAQ:VKTX) with an Overweight rating and a December 2025 price target of $80, which implies a potential 45% upside from its current price of $54.65.
摩根大通分析師哈迪克·帕裏克開始對維京療法公司（納斯達克股票代碼：VKTX）進行報道，增持評級，2025年12月的目標股價爲80美元，這意味着其目前的54.65美元可能有45％的上漲空間。
At the core of this bullish outlook is Viking's obesity drug candidate, oral-2735, which could be a significant player in the rapidly expanding GLP-1 market.
這種看漲前景的核心是維京的肥胖候選藥物oral-2735，它可能會成爲快速擴張的 GLP-1 市場的重要參與者。
Oral-2735 Could Be A Game Changer
Oral-2735 可能會改變遊戲規則
JPMorgan highlights oral-2735's potential as a highly competitive treatment in the GLP-1 market, particularly because of its "impressive tolerability."
摩根大通強調了口服2735作爲 GLP-1 市場上極具競爭力的治療藥物的潛力，特別是因爲其 「令人印象深刻的耐受性」。
According to Parikh, Phase 1 data on lower doses already demonstrated competitive efficacy with very few gastrointestinal side effects.
根據帕裏克的說法，較低劑量的1期數據已經顯示出具有競爭力的療效，幾乎沒有胃腸道副作用。
He also noted that "higher dose cohorts could show even more competitive efficacy" while maintaining a standout tolerability profile.
他還指出，「更高劑量的隊列可以顯示出更具競爭力的療效」，同時保持出色的耐受性。
With the U.S. market for GLP-1s projected to reach $120 billion by 2030, JPMorgan estimates oral-2735 could capture around 10% of the oral obesity segment, ascribing it a significant role in the obesity treatment landscape. Parikh believes the market has not fully appreciated the potential of oral-2735, making Viking's stock poised for a substantial rise.
預計到2030年，美國GLP-1的市場將達到1200億美元，摩根大通估計，口服2735可能佔據口服肥胖細分市場約10％的份額，這使其在肥胖治療領域發揮了重要作用。帕裏克認爲，市場尚未充分意識到oral-2735的潛力，這使得維京的股票有望大幅上漲。
Read Also: Fake Ozempic Targets Weight-Loss Market: Forged Batches An International Concern
另請閱讀：假冒的Ozempic瞄準減肥市場：僞造批次成爲國際關注的問題
Upcoming Catalyst At Obesity Week
肥胖周即將到來的催化劑
Viking Therapeutics is now under JPMorgan's "positive catalyst watch" ahead of the Phase 1 readout at Obesity Week in Nov. 2024.
在2024年11月肥胖周第一階段發佈之前，維京療法目前處於摩根大通的 「積極催化劑監視」 之下。
Parikh suggests that investors should be "long into the upcoming readout for oral-2735." The data could lead to a "substantial up move for shares." Based on recent trends in the obesity treatment space, Parikh wouldn't be surprised if the stock sees a jump of 30-60% following the readout.
帕裏克建議，投資者應該 「等待即將到來的口頭2735讀數」。該數據可能導致 「股價大幅上漲」。根據肥胖治療領域的最新趨勢，如果該股在公佈後上漲30-60％，帕裏克不會感到驚訝。
With oral-2735 expected to enter the market in 2030, JPMorgan forecasts U.S. sales of $1 billion by 2035. Given the drug's competitive profile and favorable tolerability, Viking Therapeutics could play a key role in the booming obesity market.
預計口腔2735將在2030年進入市場，摩根大通預測到2035年美國的銷售額將達到10億美元。鑑於該藥物的競爭力和良好的耐受性，Viking Therapeutics可以在蓬勃發展的肥胖市場中發揮關鍵作用。
For investors, the upcoming data release could be a turning point, with Parikh projecting a significant "upside potential" for VKTX stock as the market begins to recognize oral-2735's potential.
對於投資者來說，即將發佈的數據可能是一個轉折點，隨着市場開始認識到oral-2735的潛力，帕裏克預計，VKTX股票將具有巨大的 「上行潛力」。
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Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。