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.
SAN FRANCISCO and SUZHOU, China, June 27, 2025 /PRNewswire/ -- Innovent Biologics, Inc. ("Innovent") (HKEX: 01801), a world-class biopharmaceutical company that develops, manufactures and commercializes high-quality medicines for the treatment of oncologic, autoimmune, cardiovascular and metabolic, ophthalmologic and other major diseases, announces that China's National Medical Products Administration (NMPA) has approved mazdutide, a first-in-class dual glucagon (GCG)/glucagon-like peptide-1 (GLP-1) receptor agonist, for chronic weight management in Chinese adults with overweight or obesity. Mazdutide is the world's first dual GCG/GLP-1 receptor agonist approved for weight loss, offering a unique mechanism that enhances weight-loss efficacy while reducing visceral fat and delivering comprehensive metabolic benefits, named by Fierce Pharma as one of the top ten most anticipated drugs globally in 2025.
Dario's new research shows sustained outcomes post-GLP-1 for platform users and 89% accuracy in innovative AI blood glucose prediction; the Company is actively working to leverage these findings in commercial discussions NEW YORK , June 24, 2025 /PRNewswire/ -- DarioHealth Corp. (NASDAQ: DRIO) ("Dario" or the "Company"), a leader in the global digital health market, today announced four new studies presented this past weekend at the 85th Annual American Diabetes Association ("ADA") Scientific Sessions in Chicago. The research, which represents Dario's 25th published study at the ADA's Scientific Sessions over the last decade, includes groundbreaking findings in sustaining GLP-1 weight loss and artificial intelligence ("AI")-powered personalization that highlight the Company's platform's critical contribution in the digital health market.
12 of 13 participants maintained or lost weight at 3 months, with 6 of 13 losing additional weight after stopping GLP-1 therapy and undergoing Revita procedure
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.
The investigational once-daily pill lowered A1C by an average of 1.3% to 1.6% across doses, with improvements seen as early as four weeks, in adults with type 2 diabetes In ACHIEVE-1, orforglipron also led to an average weight loss of 16.0 lbs (7.9%) at the highest dose by week 40 in a key secondary endpoint The safety profile of orforglipron was consistent with the established GLP-1 class INDIANAPOLIS , June 21, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced detailed results from ACHIEVE-1, a Phase 3 trial evaluating the safety and efficacy of orforglipron compared to placebo in adults with type 2 diabetes and inadequate glycemic control with diet and exercise alone. Orforglipron is the first oral small molecule (non-peptide) glucagon-like peptide-1 (GLP-1) receptor agonist, taken without food and water restrictions, to successfully complete a Phase 3 trial.
Company announcement – No. 15 / 2025 Zealand Pharma announces positive topline results from 28-week Phase 1b trial with GLP-1/GLP-2 receptor dual agonist dapiglutide Body weight reductions of a mean of 11.6% after 28 weeks with dapiglutide escalated up to 26 mg, with 95% of trial participants being male, a median baseline BMI of 28.5 kg/m2, and no lifestyle modifications Treatment with dapiglutide was assessed to be safe and well-tolerated with gastrointestinal adverse events consistent with the profile reported with other incretin-based therapies Unique, dual mechanism, including GLP-2 activity, designed to target obesity-related comorbid conditions driven by low-grade inflammation Copenhagen, Denmark, June 18, 2025 – Zealand Pharma A/S (Nasdaq: ZEAL) (CVR-no.
SAN FRANCISCO, June 17, 2025 (GLOBE NEWSWIRE) -- Omada Health (Nasdaq: OMDA), the virtual between-visit healthcare provider, released new data1 demonstrating that Omada's GLP-1 companion program significantly improved persistence rates for GLP-1 medications. Evidence suggests that persistence on a GLP-1 is associated with greater weight loss.2 Omada's analysis found that those who persisted with their GLP-1 medication achieved weight loss results similar to what has been found in controlled research settings.1 Despite a growing body of evidence supporting vast clinical benefits of GLP-1s,3 while results vary widely, one study showed that one-third of people stopped taking their GLP-1 in the first month, and less than half stayed on for more than 12 weeks.4 These data suggest that in the real world, factors like non-persistent medication use mean that many who use GLP-1s for weight management may not see the results reflected in clinical trials.