The Motley Fool
18 Jul 2026, 19:45 UTC · 6h ago
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Viking Therapeutics has announced a Phase 1 trial for VK3019, a dual amylin and calcitonin receptor agonist for obesity. — Introduction of a new mechanism of action outside the GLP-1 pathway provides diversification and potential growth for a mid-cap biotech.
+0.40Novo Nordisk has submitted the combination drug CagriSema for FDA review, with a decision expected this year. — Imminent FDA review of a next-generation combination therapy acts as a potential catalyst for Novo Nordisk's stock price.
+0.30Eli Lilly and Novo Nordisk have already progressed amylin-based candidates (eloralintide and cagrilintide) into Phase 3 trials. — The advanced stage of these competitors reduces the likely market share and first-mover advantage for Viking's newer Phase 1 candidate.
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Positive phase 2 results for eloralintide and progress toward phase 3 in obesity treatment.
Strong progress with cagrilintide phase 3 and the FDA submission of CagriSema.
Positive news regarding the announcement of a phase 1 trial for a new obesity candidate, though it trails larger competitors.
[mutual] Both companies are developing medicines to target appetite switches for obesity treatment.
[mutual] Viking Therapeutics is developing an obesity candidate that poses a potential threat to Eli Lilly.
[mutual] Viking Therapeutics is developing an obesity candidate that poses a potential threat to Novo Nordisk.
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