Theory Of The Case: Viking Therapeutics VKTX

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FOMO Investing

Brian and Mik

17 episodes

1 month ago

Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.

Investing

Business

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Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.

Investing

Business

Theory Of The Case: Viking Therapeutics VKTX

FOMO Investing

46 minutes

1 year ago

Theory Of The Case: Viking Therapeutics VKTX

In this episode of FOMO Investing, we develop our Theory Of The Case (TOTC) on Viking Therapeutics (VKTX).

In TOTC episodes, we have an open-ended discussion on an investment that we are beginning to research. We dive into the fundamentals, the opportunity, and ultimately whether we believe there is a good investment thesis.

Viking Therapeutics (VKTX) has become a fast follower in the rapidly growing GLP-1/obesity drug market. We discuss the current state of play of VK-2735 research and Phase 2/3 studies. We discuss the potential addressable market for GLP-1 drugs in the obesity and diabetes markets. We review why the delivery mechanism may be an important driver in the thesis to invest in VKTX (or its competitors). We discuss the company's capitalization and how the CEO's stewardship (Brian Lian) may be well-positioned to take Viking to the next stage.