Recent discussions on X about Viking Therapeutics (VKTX) have been ignited by the release of Phase 2 trial results for their oral obesity drug, VK2735, with many users focusing on the mixed outcomes. Despite the drug showing significant efficacy with up to 12.2% body weight reduction, a high dropout rate of 28% due to tolerability concerns has sparked intense debate. The sharp decline in stock price, reportedly down as much as 37% in pre-market trading, has further fueled conversations about the company's future.
On the platform, some users remain hopeful, pointing to the potential for dose optimization in Phase 3 trials and the unique advantage of an oral formulation over injectables. Others express skepticism, highlighting competitive pressures from larger players like Eli Lilly and Novo Nordisk, whose stocks saw gains following the news. Speculation about a potential buyout by Big Pharma is also circulating, adding a layer of intrigue to the ongoing dialogue.
Note: This discussion summary was generated from an AI condensation of post data.
Viking Therapeutics Insider Trading Activity
Viking Therapeutics insiders have traded $VKTX stock on the open market 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $VKTX stock by insiders over the last 6 months:
- BRIAN LIAN (President & CEO) sold 26,889 shares for an estimated $747,632
- MARIANNA MANCINI (Chief Operating Officer) sold 4,266 shares for an estimated $118,472
- GREG ZANTE (Chief Financial Officer) sold 4,266 shares for an estimated $118,428
- SARAH KATHRYN ROUAN purchased 1,240 shares for an estimated $29,942
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Viking Therapeutics Hedge Fund Activity
We have seen 223 institutional investors add shares of Viking Therapeutics stock to their portfolio, and 246 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BALYASNY ASSET MANAGEMENT L.P. removed 1,648,628 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $43,688,642
- FMR LLC removed 1,427,440 shares (-12.7%) from their portfolio in Q2 2025, for an estimated $37,827,160
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,357,241 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $32,777,370
- TWO SIGMA INVESTMENTS, LP added 1,261,369 shares (+2406.5%) to their portfolio in Q2 2025, for an estimated $33,426,278
- TWO SIGMA ADVISERS, LP added 1,091,428 shares (+inf%) to their portfolio in Q2 2025, for an estimated $28,922,842
- ALLIANCEBERNSTEIN L.P. removed 1,013,657 shares (-97.5%) from their portfolio in Q2 2025, for an estimated $26,861,910
- CITADEL ADVISORS LLC removed 778,115 shares (-47.1%) from their portfolio in Q2 2025, for an estimated $20,620,047
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Viking Therapeutics Analyst Ratings
Wall Street analysts have issued reports on $VKTX in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Strong Buy" rating on 07/24/2025
- HC Wainwright & Co. issued a "Buy" rating on 06/25/2025
- Cantor Fitzgerald issued a "Overweight" rating on 04/28/2025
- Truist Securities issued a "Buy" rating on 04/28/2025
- Morgan Stanley issued a "Overweight" rating on 04/24/2025
To track analyst ratings and price targets for Viking Therapeutics, check out Quiver Quantitative's $VKTX forecast page.
Viking Therapeutics Price Targets
Multiple analysts have issued price targets for $VKTX recently. We have seen 7 analysts offer price targets for $VKTX in the last 6 months, with a median target of $102.0.
Here are some recent targets:
- Ryan Deschner from Raymond James set a target price of $122.0 on 07/24/2025
- David Lebowitz from Citigroup set a target price of $38.0 on 07/24/2025
- Joseph Pantginis from HC Wainwright & Co. set a target price of $102.0 on 06/25/2025
- Joon Lee from Truist Securities set a target price of $75.0 on 04/28/2025
- Steven Seedhouse from Cantor Fitzgerald set a target price of $104.0 on 04/28/2025
- Michael Ulz from Morgan Stanley set a target price of $102.0 on 04/24/2025
- Richard Law from Goldman Sachs set a target price of $30.0 on 04/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
