Viking Therapeutics Inc (VKTX)

[ZeWaffleBaron]

Partnering will all depend on what kind of deals they are offered, and ultimately take. I also wonder if they will actually partner on both drugs, or just one. I think they need only partner on one drug, and it seems much smarter and safer to partner on the lipid drug, because of stuff I've already discussed. Share price will reflect how good a deal they get (up front payment amount, which will determine their ability to advance their other drug alone, and royalty percentage). Partnering will give share price a large boost, imho, unless the terms are awful. I find it somewhat unlikely that they haven't already been given offers, given the prelim data and niche market for these drugs, and the companies they are competing against. I really feel that this tiny offering they did recently was done only to allow them time to complete both trials and to shop partners on favorable terms without time constraints or market pressure. I wouldn't be surprised if we don't see partner chosen before year end, nor would I be concerned. Who knows though, stranger things have happened.