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Dear Fellow Investor,
Recently, Eli Lilly (SYM: LLY) surged more than 14% following positive news about its promising GLP-1 obesity treatment. The move came after the pharmaceutical giant announced that its oral GLP-1 receptor agonist, orforglipron, successfully met the primary endpoint in a Phase 3 clinical trial targeting adults with type 2 diabetes.
According to Seeking Alpha, “Citing topline data from its ACHIEVE-1 clinical trial for a key secondary endpoint, the Indiana-based pharma giant said that the once-daily pill reduced weight by ~8% on average (16.0 lbs) at the highest dose in the 40-week trial.”
This is a major development not just for Eli Lilly, but for the entire obesity treatment space — a sector that continues to gain traction among both healthcare providers and investors.
The news also triggered rallies in several smaller-cap biotech names that are developing similar treatments. These companies are aggressively advancing novel obesity drug candidates that could potentially carve out a meaningful share of what’s projected to be a $100 billion-plus market.
Let’s take a deeper dive into each of these names — and why now could be a smart time to pay attention.
Company: Viking Therapeutics (SYM: VKTX)
Oversold and under-the-radar — with major upside potential
Biotech investors have been keeping a close eye on Viking Therapeutics, and for good reason. While shares saw a dip following a recent secondary offering, the fundamentals remain compelling, especially given the company's potential in the booming obesity market.
At present, the global market for obesity treatment drugs is valued at around $12.8 billion. But according to analysts at Research and Markets, that number could skyrocket to $105 billion by 2035. That’s an enormous growth trajectory — and Viking is well-positioned to benefit.
Its most promising asset is VK2735, a dual GLP-1/GIP receptor agonist currently being tested in both subcutaneous and oral forms. The subcutaneous version of VK2735 has already demonstrated impressive weight loss results in Phase 2 trials — with participants losing up to 14.7% of their body weight over 13 weeks. Even the oral version has shown encouraging results, with weight loss of up to 8.2% in just 28 days.
That kind of efficacy puts VK2735 in close competition with some of the more advanced treatments from major players like Eli Lilly and Novo Nordisk.
CEO Brian Lian has confirmed that a Phase 3 trial for the subcutaneous version is expected to begin in the second quarter of 2025. He also hinted at an upcoming Phase 2 trial for the oral version, which could open up an even larger market, considering the demand for non-injectable options.
With significant catalysts on the horizon and a product that is showing real promise, Viking is a biotech to watch closely.
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Company: Structure Therapeutics (SYM: GPCR)
Tapping into a new mechanism for weight loss
Structure Therapeutics is another name benefiting from the recent surge in investor interest around obesity drug development. While still at an earlier stage than Viking, the company has some intriguing potential thanks to its novel drug design approach.
In late 2024, Structure announced the selection of its lead obesity candidate, ACCG-2671 — a first-in-class, oral small molecule DACRA (Dual Amylin and Calcitonin Receptor Agonist). This compound targets weight loss through a different biological pathway than traditional GLP-1 agonists, which could help differentiate it in a competitive market.
According to the company’s press release, ACCG-2671 is expected to enter Phase 1 clinical development by the end of 2025. While that’s still a long runway, analysts already estimate potential worldwide sales of $6.3 billion by 2040, assuming the candidate successfully progresses through trials.
Structure’s advantage lies in its oral formulation — a factor that many patients prefer over injectables — and its differentiated mechanism of action. If the drug proves safe and effective in clinical studies, it could become a valuable asset for the company, or even make Structure an attractive acquisition target.
Given its early stage, the stock is speculative, but with a unique value proposition and the right market conditions, it offers a compelling long-term opportunity.
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Company: Altimmune (SYM: ALT)
A late-stage contender with impressive Phase 2 data
Last but not least, Altimmune is developing one of the most promising obesity drug candidates outside of the big pharma names: pemvidutide.
In Phase 2 trials, pemvidutide produced a mean weight loss of 15.6% in patients on the 2.4 mg dose — with more than 30% of participants achieving at least 20% weight loss. Those are very competitive results that place it squarely in the conversation with leaders like Eli Lilly’s Mounjaro and Novo Nordisk’s Wegovy.
But it’s not just about weight loss. Pemvidutide also appears to improve key cardiovascular and metabolic risk factors:
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Triglycerides dropped by 55.8%
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Total cholesterol fell 20.0%
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LDL cholesterol declined 17.4%
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Blood pressure improved across the board
This is particularly important because obesity is often linked with comorbidities like hypertension and dyslipidemia. A treatment that addresses both weight and related health risks could be highly sought-after.
Altimmune recently reached an agreement with the FDA on efficacy and safety measures for Phase 3 trials, setting the stage for late-stage development. With a clear regulatory path and strong Phase 2 data, the company could generate substantial investor interest in the months ahead.
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