Ph1 Trial of VK3019 (Amylin Agonist) Initiated; VK2735 Maintenance Data On Track For 3Q26

研报英文原文证据摘录

Ph1 Trial of VK3019 (Amylin Agonist) Initiated; VK2735 Maintenance Data On Track For 3Q26

Update

June 24, 2026 01:46 PM GMT

Morgan Stanley & Co. LLCMViking Therapeutics Inc | North America Michael E Ulz

Equity Analyst

Ph1 Trial of VK3019 (Amylin Mike.Ulz@morganstanley.comRohit Bhasin +1 212 761-4650

Research Associate

Rohit.Bhasin@morganstanley.com +1 212 761-0534

Agonist) Initiated; VK2735 Avraham Novick

Avi.Novick@morganstanley.com +1 212 761-2231

Maintenance Data On Track For

Viking Therapeutics Inc (VKTX.O, VKTX US)

Biotechnology | United States of America3Q26

Stock Rating Overweight

Industry View Attractive

Price target $95.00

Key Takeaways Shr price, close (Jun 23, 2026) $34.81

Mkt cap, curr (mm) $4,023

Ph1 SAD trial for VK3019 (DACRA) initiated after FDA cleared IND. 52-Week Range $43.15-22.96

Noted amylin-based therapies may be used standalone or as combo agents and

preclinical results showed up to 8% weight loss within 72 hours in animal models.

Reiterated Ph1 maintenance study results for VK2735 remain on track for 3Q26.

Overall we remain encouraged with ongoing progress as Viking broadens its

pipeline and company remains positioned as a competitive player in obesity

landscape.

VK3019 expands Viking's obesity pipeline. Earlier today, Viking announced the

initiation of a Ph1 single ascending dose (SAD) trial for VK3019, its investigational

dual amylin and calcitonin receptor agonist (DACRA) being developed for obesity

treatment, following FDA clearance of its IND application (press release). The

randomized, double-blind, placebo-controlled study will evaluate the safety,

tolerability, PK, and exploratory weight-loss effects of single SC doses in healthy

adults with obesity (BMI ≥30). Importantly, VK3019 represents a strategic expansion