Structure Therapeutics

Structure Therapeutics initiates Phase 2b ACCESS study evaluating GSBR-1290, an oral GLP-1R agonist for obesity, with topline data expected Q4 2025. ACCESS II study to evaluate higher doses of GSBR-1290 also planned.

Structure Therapeutics initiates Phase 2b ACCESS study for GSBR-1290, an oral GLP-1 receptor agonist for obesity, evaluating doses up to 120 mg over 36 weeks in 220 participants. A Phase 2 ACCESS II study will test higher doses (180 and 240 mg) in 82 participants, both using a 'low and slow' titration approach, with topline data expected Q4 2025.

Viking Therapeutics' oral obesity drug showed 8% weight loss in 4 weeks, with 7% placebo-adjusted, and fewer GI side effects, sparking Wall Street interest. The Phase 1 trial results, from higher doses, suggest potential superiority over competitors like Wegovy and Zepbound. Viking plans Phase 2 study for oral drug and Phase 3 for injectable version.

Chapters cover methodology, executive summary, market variables, segmentation by disease, molecule, biological target, mechanism, and region, and competitive landscape.

Septerna, a GPCR-focused biotech, priced a $288 million IPO, selling 16 million shares at $18 each. The company raised over $200 million in private funding and plans to use IPO proceeds to advance its lead drug SEP-786 for hypoparathyroidism and SEP-631 for chronic spontaneous urticaria. This marks the 23rd biotech IPO of the year, with investors showing continued interest in clinical-stage biotechs.

Oprah Winfrey reflects on the impact of weight-loss drugs like Wegovy and Zepbound, which dominate the obesity market. The rise of GLP-1 drugs, initially for diabetes, has led to a 'silent revolution' in obesity treatment. Competition is heating up, with 16 new drugs expected by 2031. Small-cap companies like Viking Therapeutics and Terns Pharmaceuticals are emerging as key players, focusing on oral drugs and new therapeutic targets. Investors are advised to consider long-term efficacy and side effect management.

Demand for weight-loss drugs drives Eli Lilly and Novo Nordisk's stock prices. Structure Therapeutics, a biopharmaceutical company, develops GSBR-1290, an oral GLP-1R agonist for diabetes and obesity. Morgan Stanley initiated coverage with an 'overweight' rating, projecting GSBR-1290 to reach $6.3 billion in global sales by 2040. Analysts have a 'strong buy' rating for GPCR stock, with an average 12-month price target of $87.40.

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.

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.