[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  DonCorleone77 [@CorleoneDon77](/creator/twitter/CorleoneDon77) on x 5300 followers Created: 2025-07-16 02:16:30 UTC $VKTX Attached is page X of a 26-page Piper Sandler analyst report on VKTX issued yesterday entitled: "Phase X VENTURE-Oral Data Expected Soon And Is The Next Significant Catalyst" Piper Sandler has a 'Overweight' rating on VKTX with a $XX price target. Piper Sandler's 'Conclusion' regarding VKTX in the report includes the following: "Ahead of VKTX’s Ph2a VENTURE-Oral readout in 2H 2025 (we est in Aug), we reviewed data from competitive programs to characterize where the bar is for success. Ultimately, we think that for oral VK2735 to differentiate from a crowded field, low doses (<60 mg) will need to show competitive profile compared to oral small molecules such as LLY’s orforglipron, with pbo-adj weight loss in the ~6-7% range at 13-weeks and best-in-class safety with nausea of <45% and vomiting of <20%. The higher dose cohorts (60-120 mg) would have a higher bar for efficacy with pbo-adj weight loss of ~9%, but data from the exploratory wt maintenance cohort (90 mg induction; XX mg maintenance) could offer another dev't opportunity. Positive Ph2a data could derisk a broader dev't program for oral VK2735. -- Valuation: Our $XX PT is based on a DCF through 2035E (13% discount rate) and assumes peak riskadjusted revenues of $4.7B across VK2735 for obesity and VK2809 for NASH. -- Risks: Clinical, regulatory or commercial failure, and financing needs." (Page X is not available here as X does not allow me to post pages from reports on this platform) XXXXX engagements  **Related Topics** [$vktx](/topic/$vktx) [$pipr](/topic/$pipr) [Post Link](https://x.com/CorleoneDon77/status/1945306517101572188)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
DonCorleone77 @CorleoneDon77 on x 5300 followers
Created: 2025-07-16 02:16:30 UTC
$VKTX
Attached is page X of a 26-page Piper Sandler analyst report on VKTX issued yesterday entitled:
"Phase X VENTURE-Oral Data Expected Soon And Is The Next Significant Catalyst"
Piper Sandler has a 'Overweight' rating on VKTX with a $XX price target.
Piper Sandler's 'Conclusion' regarding VKTX in the report includes the following:
"Ahead of VKTX’s Ph2a VENTURE-Oral readout in 2H 2025 (we est in Aug), we reviewed data from competitive programs to characterize where the bar is for success.
Ultimately, we think that for oral VK2735 to differentiate from a crowded field, low doses (<60 mg) will need to show competitive profile compared to oral small molecules such as LLY’s orforglipron, with pbo-adj weight loss in the ~6-7% range at 13-weeks and best-in-class safety with nausea of <45% and vomiting of <20%.
The higher dose cohorts (60-120 mg) would have a higher bar for efficacy with pbo-adj weight loss of ~9%, but data from the exploratory wt maintenance cohort (90 mg induction; XX mg maintenance) could offer another dev't opportunity. Positive Ph2a data could derisk a broader dev't program for oral VK2735.
-- Valuation:
Our $XX PT is based on a DCF through 2035E (13% discount rate) and assumes peak riskadjusted revenues of $4.7B across VK2735 for obesity and VK2809 for NASH.
-- Risks:
Clinical, regulatory or commercial failure, and financing needs."
(Page X is not available here as X does not allow me to post pages from reports on this platform)
XXXXX engagements
