现金9亿美金"子弹充足"！Viking能否复制礼来神话？

美港股观察社2025-02-25

作者：Biotech Beast编译：美港股观察社2024年4月，Viking Therapeutics公布口服VK2735在肥胖/超重患者中的1期临床数据。哪怕随着用药时间的延长和口服药物剂量的增加，该药品有可能会实现更显著的减重效果，但股价依旧下跌了近50%。此外，尽管存在各种收购猜测，但目前尚未有实质性的进展。当然，多头可能会认为，鉴于股价的下跌，该股票现在更具吸引力。而且，依旧值得回顾一下...

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Can Viking replicate the Lilly myth?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LLY":0.9,"VKTX":0.9},"content_text":"作者：Biotech Beast编译：美港股观察社2024年4月，Viking Therapeutics公布口服VK2735在肥胖/超重患者中的1期临床数据。哪怕随着用药时间的延长和口服药物剂量的增加，该药品有可能会实现更显著的减重效果，但股价依旧下跌了近50%。此外，尽管存在各种收购猜测，但目前尚未有实质性的进展。当然，多头可能会认为，鉴于股价的下跌，该股票现在更具吸引力。而且，依旧值得回顾一下公司最近的财报、未来的道路以及被收购或建立合作伙伴关系的前景。VK2735口服开发进展在2024年4月，Viking Therapeutics报告了口服VK2735治疗肥胖受试者4周的数据，但剂量最高仅为40毫克（安慰剂调整后的体重减轻为3.7%）。此后，Viking Therapeutics公布了该1期研究的更多数据，显示更高剂量的口服VK2735取得了成功，尤其是那些接受100毫克口服VK2735的受试者（安慰剂调整后的体重减轻为6.8%）。值得注意的是，体重减轻似乎并未达到平台期。2024年11月，Viking Therapeutics在ObesityWeek上展示了这些额外的结果，并指出接受100毫克VK2735治疗的9名患者中仅出现轻度恶心。然而，其中1名接受100毫克VK2735治疗的患者确实出现了呕吐。此外，在一项探索性试验中，受试者从每天80毫克VK2735改为每两天80毫克，经过两周后，在四周时仍显示出额外的体重减轻（与两周时的体重减轻相比）。图：口服VK2735四周的剂量结果。一些患者从每天80毫克改为每两天80毫克（绿色线），另一些患者继续每天80毫克（红色线）。来源：Viking Therapeutics2025年1月，Viking Therapeutics宣布已启动为期13周的口服VK2735的2a期研究，计划招募约280名肥胖或超重（伴有与体重相关的合并症）的受试者。来源：Viking Therapeutics鉴于Viking Therapeutics此前试验数据的强劲表现以及此前试验快速入组的事实，该公司可以在2025年下半年完成这项研究并报告结果，正如Viking Therapeutics目前所指引的那样。例如，VK2735皮下注射的VENTURE 2期研究提前完成了入组。“ 这项试验的高度关注不仅使我们能够比预期更快地完成入组，还显著超过了我们最初的入组目标……”  ——Brian Lian，Viking Therapeutics首席执行官，2023年10月3日新闻稿。关注入组完成的新闻稿非常重要。该新闻稿可能在年中发布，但仍为试验留出17周的时间，几周用于分析，并在2025年底前完成报告。财务概况截至2024年底，Viking Therapeutics拥有9.03亿美元的现金、现金等价物和短期投资。2024年第四季度，公司的研发费用为3100万美元，一般和行政费用为1530万美元。公司报告该季度净亏损为3540万美元。Viking Therapeutics尚未提交10-K年报。然而，2025年2月的公司文件提供的财务摘要显示，流通股为1.116亿股，使Viking Therapeutics的市值达到38亿美元（每股34.07美元）。来源：Viking Therapeutics","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2514017433","isCrawlerRequest":true}