8月19日周二，生物制药公司Viking Therapeutics (VKTX)股价盘中大跌40.62%，引发市场广泛关注。此次暴跌主要源于该公司公布的口服减肥药VK2735中期临床试验结果不及预期。
据公司声明，在为期13周的中期试验中，VK2735帮助患者最多减重12.2%。虽然这一数据显示出统计学意义上的有效性，但仍低于市场预期。分析师此前预计，该药物的平均减重幅度应在10%至15%之间。更令人担忧的是，约28%的受试者在短短三个月内退出了试验，其中20%是因副作用而中止治疗，而安慰剂组的这一比例仅为13%。
这一结果打击了投资者对Viking Therapeutics能够在竞争激烈的减肥药市场上与行业巨头礼来(LLY)和诺和诺德(NVO)抗衡的信心。瑞穗证券分析师Jared Holz指出，患者在13周内的高退出率值得关注，这可能影响药物的长期使用前景。相比之下，礼来公司最近公布的口服减肥药orforglipron在72周试验中实现了12.4%的减重效果，而诺和诺德的口服semaglutide在68周内达到了15%的减重率。
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