Viking Therapeutics: What's Next After GLP-1 Hype Dies Down And Competition Intensifies
NVO is expanding into rare blood disorders like hemophilia to ease reliance on GLP-1 drugs Ozempic and Wegovy.
VK2735 shows strong early weight-loss data, positioning Viking as a potential third major player in the booming GLP-1 obesity drug market. Despite a sharp stock decline, Viking is well-funded, with $850M cash and large pivotal trials underway for both injectable and oral VK2735. Viking doesn't need to outperform Lilly or Novo; meeting FDA approval thresholds could secure blockbuster status in a massive, multi-drug market.
Hims & Hers has achieved explosive revenue and subscriber growth, driven by its direct-to-consumer telehealth model and expanding product lines. The recent termination of the Novo Nordisk partnership and regulatory scrutiny on GLP-1 drugs pose significant long-term growth risks. Despite Amazon's entry into telehealth, Hims maintains a strong niche with high subscriber growth and improved gross margins.
Overweight patients given an experimental weight loss drug being developed by China's Sciwind Biosciences lost an average of 10% to 15% of their body weight, roughly in line with results from a similar drug sold by Novo Nordisk , according to a late-stage study published on Saturday.
NVO's bottom has finally materialized after the painful halving from June 2024 peaks, as the GLP-1 compounding/supply headwinds moderate. This is significantly aided by the expanded partnership with numerous legacy healthcare/telehealth players, with H2 '25 likely to bring forth sequentially improved performance. Despite the management's lowered FY2025 guidance, NVO's expanded capacity supports the promising consensus forward estimates, with the stock likely to outperform from current oversold levels.
Operating one of the largest terminal networks of refined petroleum products in the Northeastern United States, Global Partners (GLP) is an appealing stock to consider amid the sharp spike in crude oil prices.
Omada Health is making its public-market debut, propelled by Americans' renewed focus on how weight affects physical health.
CNBC's Angelica Peebles sits down with Lilly's Head of Oncology, Jake Van Naarden, to discuss what's next in Lilly's oncology pipeline and what Lilly is changing about its clinical trials to make them easier for patients to participate in.
With VKTX surging on clinical results and NVO investing to cement market share, investors face a high-stake GLP-1 showdown.
A fresh physician poll has revived debate over the shifting balance of power in the weight-loss drug market. According to Deutsche Bank, the snapshot shows a marginal swing in favour of Eli Lilly and Co's (NYSE:LLY) Zepbound over Novo Nordisk's (NYSE:NVO) Wegovy.
Pepsi's slump is mainly due to aggressive price hikes and high T-bond yields, not diworsification or health trends. Core profitability and capital efficiency remain strong; dividend sustainability concerns are overblown as growth CapEx normalizes. Pepsi's valuation is now 15-20% below fair value, offering an attractive entry point for long-term investors.