Viking Therapeutics

DelveInsight's 'Adrenoleukodystrophy Pipeline Insight, 2024' report details 11+ treatment therapies by 10+ companies, including Autobahn Therapeutics, Viking Therapeutics, and SwanBio Therapeutics. Emerging therapies like ABX-002, VK0214, and SBT101 are expected to impact the market. Minoryx Therapeutics plans to re-examine Nezglyal's approval after CHMP's refusal.

Novo Nordisk, Roche, and Terns Pharmaceuticals presented data on their oral obesity candidates at the European Association for the Study of Diabetes meeting, showing weight loss figures of 4%, 4.9%, and 6.1% respectively. Roche's CT-996 led in efficacy but had high adverse event rates, while Novo's amycretin faced manufacturing challenges. Terns' TERN-601 showed potential for high efficacy and tolerability, though it requires further Phase II data.

Terns Pharmaceuticals (NASDAQ: TERN) could be a lucrative investment for those who missed out on Viking Therapeutics' (NASDAQ: VKTX) 300% surge, as TERN-601, its anti-obesity drug, shows promising phase 1 results and plans to advance to phase 2 in 2025. Terns' stock could mirror Viking's success, with potential for higher upside despite higher risk.

Novo Nordisk and Eli Lilly face competition from 16 new obesity drugs expected to launch by 2029, driving a $70 billion GLP-1 market by 2031. Price declines may accelerate over 10% annually by 2027. Rivals include Roche, Amgen, Pfizer, AstraZeneca, Boehringer, Viking Therapeutics, and Structure Therapeutics. The report predicts better efficacy, convenience, and tolerability for upcoming drugs.

The weight-loss treatment market is expected to see 16 new drugs by 2029, expanding the market to $200 billion by 2031, driven by interest sparked by Novo Nordisk and Eli Lilly. Amgen and Pfizer are among companies testing their drug candidates, which could lower prices amid criticism over high costs.

Up to 16 new GLP-1 drugs could launch by 2029, capturing nearly a third of a $200B market by 2031, dominated by Novo Nordisk and Eli Lilly. Competitors like Roche, Amgen, Pfizer, AstraZeneca, Boehringer, Viking Therapeutics, and Structure Therapeutics may launch rival weight-loss drugs within 3-4 years. Novo Nordisk and Lilly are expected to retain 68% of weight-loss sales, but the market may see price declines of 10%-15% by 2027 due to competition.

Terns Pharmaceuticals' GLP-1 obesity drug, TERN-601, showed a 5.5% weight reduction in a Phase 1 trial, positioning it as a potential oral alternative to injectable obesity medicines. The drug's safety and tolerability were assessed over 28 days, with results indicating dose-dependent weight loss, notably 67% of high-dose participants achieving a 5.5% weight loss. Terns plans to initiate a mid-stage clinical trial in 2025.