Viking Therapeutics NASDAQ: VKTX stock jumped 36% on Sept. 22. The catalyst was new maintenance data for VK2735, its GLP-1/GIP obesity candidate, which showed that patients maintained most of their weight loss after switching from weekly shots to every-other-week or monthly dosing.
Eli Lilly stakes its trillion-dollar valuation on mid-stage data for a two-drug obesity combo, and the September 30 readout will reveal whether eloraTZP is a genuine franchise leap or an expensive gamble on incremental gains.
A landmark trial just proved semaglutide can pull children as young as six below the obesity threshold, yet Wall Street shrugged and the real battle over who pays, who prescribes, and whether society is ready has barely begun.
Corbus Pharmaceuticals NASDAQ: CRBP reported top-line results from CANYON-1, a Phase 1b trial evaluating CRB-913, an oral, peripherally restricted CB1 inverse agonist for obesity. The 12-week, placebo-controlled study enrolled 254 patients across 15 U.S. sites, with participants having an average body mass index of approximately 37 and 71% of participants being female.
Viking Therapeutics NASDAQ: VKTX said its obesity drug candidate VK2735 has advanced into Phase 3 development following Phase 2 results that showed approximately 15% weight loss from baseline after 13 weeks at the highest tested dose.
NVO's semaglutide cuts BMI in children with obesity in phase III study, with 40.4% no longer classified as having obesity after 68 weeks.
Rhythm Pharmaceuticals develops medicines for rare forms of obesity. The company has little competition in its target market.
Kailera Therapeutics (NASDAQ:KLRA) closed most recently at $18.51, between a post-IPO high of $28.23 and low of $16.39, with a $2.40 billion market cap.
Rani Therapeutics NASDAQ: RANI outlined its strategy to expand the use of its RaniPill oral biologic-delivery platform through a mix of technology partnerships, selectively licensed product programs and investments in manufacturing capacity.
Eli Lilly and Company delivered a monumental Q2 2026, with revenues up 48% to $23 billion, driven by MOUNJARO and ZEPBOUND. I maintain a 'Strong Buy' rating on the company, citing robust double-digit growth in key drugs and successful pipeline expansion, including positive phase 3 retatrutide data. EBGLYSS achieved 131% YoY sales growth and secured a label expansion, offering the only 6-dose annual maintenance regimen for moderate-to-severe AD.
The polite duopoly running the modern weight-loss drug boom just filed for divorce, and the market voted before the ink dried.
The Health Care Select Sector SPDR Fund (NYSEARCA:XLV) is the default healthcare allocation for millions of investors, and for good reason.