高盛评Viking Therapeutics(VKTX.US)口服药物VK2735试验结果：疗效显著但耐受性存疑更适用体重维持

智通财经08-21

智通财经APP获悉，高盛本周发布关于Viking Therapeutics(VKTX.US)近期试验结果的评论报告并提及对礼来(LLY.US)的影响。近日，Viking Therapeutics宣布，其口服药物VK2735用于治疗肥胖症的Ⅱ期VENTURE口服给药试验达到主要终点，顶线结果积极。高盛基于估值分析，给予33美元目标价。此次结果显示，在15mg至120mg的剂量组中，报告的平均减重幅度...

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Therapeutics设想患者先以VK2735每周皮下注射进行诱导治疗，以快速达到目标体重，随后可继续维持该方案，或转为每月皮下注射或每日口服方案以帮助维持体重。作为概念验证，先以90mg剂量治疗6周、随后减量至30mg口服VK2735维持7周的患者的体重减轻数据，支持了低剂量口服制剂用于体重维持的潜力。关于礼来(LLY.US)的相关影响，该行分析师阿萨德·海德尔指出，奥格列龙具有相对更优的耐受性特征，其在维持场景中的试验(ATTAIN-MAINTAIN)正在进行中，且与VK2735的定位存在明显差异。他强调，礼来的后续发展路径取决于2025年底前的动态事件进展。该行在报告中表示，在奥格列龙ATTAIN-1试验数据公布后，Viking Therapeutics连续两日累计上涨19%，诺和诺德(NVO.US)上涨约12%，这表明市场正对口服减肥药领域的竞争格局进行广泛重新评估。此后，该行对关键意见领袖(KOL)的调研显示，医生群体对奥格列龙的整体评价较为积极;与诺和诺德的口服司美格鲁肽相比，医生预计对这两款药物的处方量大致相当。从VK2735的Ⅱ期VENTURE口服给药试验中，该行对礼来得出解读(不过需要说明的是，由于VENTURE试验时长为13周，而ATTAIN-1试验时长为72周，两者并非直接可比)，具体而言：1)VK2735的耐受性似乎弱于奥格列龙，且关键意见领袖(KOLs)一直强调，耐受性是药物获得广泛应用的重要因素;2)维持治疗队列的结果颇具意义，表明患者可能具备通过低剂量药物维持体重减轻的更广泛能力，这一点或也适用于奥格列龙——值得注意的是，礼来正在开展的ATTAIN-MAINTAIN试验(预计2026年1月完成主要研究)，正是探索注射疗法后的维持治疗效果;3)该行仍然认为，口服VK2735与奥格列龙的价值定位存在明显差异，因此并非主要直接竞争对手，原因在于VK2735更聚焦于维持治疗，目前尚无结局数据相关计划，且上市时间存在不确定性。自ATTAIN-1试验数据公布后礼来股价触及低点以来，目前已反弹约14%，而该行认为此前市场反应略为过度，后续发展路径取决于2025年底前的多项动态事件进展。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","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 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高盛评Viking Therapeutics(VKTX.US)口服药物VK2735试验结果：疗效显著但耐受性存疑 更适用体重维持

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高盛评Viking Therapeutics(VKTX.US)口服药物VK2735试验结果：疗效显著但耐受性存疑更适用体重维持