VKTX - Barron’s take from yesterday on VK2735 had good commentary especially for competitive comparisons to both Zepbound (tirzepatide) and their next gen “triple G” known as Retraglutide. The comment on Retraglutide saying V2735 was about the same efficacy is very important as that was previously thought to have offered a giant step forward in efficacy. Given VK2735 doesn't have the tolerability and importantly safety issues that Retraglutide has (e.g. arrhythmia), VK2735 has to be seen as a threat to LLY albeit some time from now.
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