Dec. 4 at 6:34 AM
$VKTX
There is no other US based, ‘late stage’ pure play left in the GLP market. GPCR is making a small molecule GLP mono-agonist that’s a minimum of 12 months behind Vikings dual-agonist.
More importantly, of the other big players that aren’t LLY zero of them have pipeline drugs that perform as well/well tolerated as SQ VK2735 (NVO, Roche, AMGN, ZEAL, PFE).
Viking has tremendous scarcity value and we know that a minimum of 6 big pharma we’re pursuing MTSR prior to its buyout.