The feedback on the Viking Therapeutics $VKTX presentation today at the J.P. Morgan Healthcare Conference has been mixed:
Some noted that the presentation did not bring much new information, with expectations that more details on Phase 3 trial designs or outcomes from FDA meetings might have been shared but were not. This left some feeling that the presentation was underwhelming in terms of new insights or announcements.
On the positive side, the CEO, Brian Lian, mentioned key points such as the completion of the End of Phase 2 meeting with the FDA in December, the initiation of a Phase 2 oral study with doses ranging from 15mg to 120mg, and plans for two Phase 3 studies for the injectable drug in the first half of 2025. There was also mention of ongoing supplier discussions and high interest from potential partners, which could be seen as positive developments.
However, there were criticisms regarding the delivery of the presentation, with some describing the speaker's style as not being engaging enough.
Despite the mixed feedback on the content and delivery, there's an underlying sentiment of patience among some investors, believing that the foundation laid by VKTX is strong, and they are moving forward with their drug development plans.
Overall, while some were looking for more substantial updates or breakthroughs, the presentation still conveyed ongoing progress in the company's clinical pipeline
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