.
VKTX (VK2735 oral, Ph2 VENTURE-Oral, 13w)
- WL: -12.2% @13w (vs PBO -1.3%). ≥5% WL: 97%; ≥10% WL: 80%.
- Negatives: High disc 28% (PBO 18%), AE-disc 20% (PBO 13%). GI-heavy (nausea 58%, vomit 26%) vs PBO (48%/10%). Daily pill → adherence risk. Only 13w data, durability unknown, no plateau yet. Exploratory high-dose cohort raises Qs on long-term titration.
LLY (Tirzepatide inj, SURMOUNT-1, 72w)
- WL: -15% (5 mg) to -21% (15 mg).
- AE-disc 4–7% (PBO 2.6%). Weekly inj.
NVO (Semaglutide inj “Wegovy”, STEP-1/others, 68–104w)
- WL: ~-15% @68w, durable to 2y.
- AE-disc ~6–7% (PBO ~3–4%). Weekly inj.
NVO (Oral sema 50mg, OASIS-1, 68w)
- WL: -15.1% @68w (PBO -2.4%).
- GI AEs 80% (PBO 46%). Daily pill. (AE-disc NR)
LLY (Orforglipron oral GLP-1, Ph2, 36w)
- WL: -9.4% to -14.7%; AE-disc 10–17%.
- Newer data: ~-12.4% @72w; ~10% AE-disc. Daily pill.
Read-through
- VKTX efficacy headline competitive, but tolerability / disc rates are weak spots (28% vs mid-single digits for injectables; higher GI vs peers). Trial short (13w), durability unproven. Daily oral vs weekly injectors a compliance overhang.
- Investors will want clarity on long-term safety, GI mitigation, and whether VKTX can match durability of LLY/NVO leaders.