@Pharmdca has a nice post few days ago:
$VKTX $NVO $LLY $GPCR Oral comparison for Obesity drugs
Efficacy
$LLY has 3% placebo adjusted weight loss at 4 weeks
$GPCR 4.7% by 4 weeks, no change at 8 weeks, next update Q2
$NVO 9.5% by 26 weeks
$VKTX 4 cohorts like SubQ, max dose 20mg once daily
Could they have added a higher dose over 20mg and could that be the reason for data delay, we will find out soon.
Keeping in mind 50-60% exposure for the oral drug vs SubQ, placebo adjusted weight loss could be 3% or higher
How $VKTX dual agonist profile comes into play vs just GLP-1R for all oral agents will be seen.
Management hasn't shared much information at all.
I think the main goal for this trial is to look at oral drugs' exposure, safety, PK profile to guide them for the design for PH2 trial.