Eli Lilly Just Raised Its 2026 Sales Forecast to as Much as $92 Billion. But Is Viking Therapeutics the Next Big Obesity Winner?

Eli Lilly raised its 2026 sales forecast to $91-92 billion, driven by strong Zepbound weight-loss drug sales. While smaller competitor Viking Therapeutics shows promise with its VK2735 candidate demonstrating encouraging clinical trial results, Eli Lilly's diversified pipeline and market leadership position it well to withstand competition. Viking offers high upside potential but carries significant clinical and regulatory risks.

11/11/2026, 5:34 PM • The Motley Fool

GLP-1 RAs & Incretin-based Therapies Competitive Landscape Analysis: Key Developments by 200+ Companies Shaping the Treatment Landscape | DelveInsight

DelveInsight released a comprehensive competitive landscape report on GLP-1 receptor agonists and incretin-based therapies, covering 200+ pipeline drugs from 180+ active players. The report highlights approved drugs like MOUNJARO (tirzepatide) and OZEMPIC (semaglutide), with 30+ therapies in late-stage development and 60+ in mid/early stages. Key indications include obesity, type 2 diabetes, and cardiovascular outcomes. Recent developments include positive Phase III results for retatrutide, survodutide, and other dual/triple agonists from major pharmaceutical companies.

11/11/2026, 1:00 PM • GlobeNewswire

Viking Therapeutics Trades 23% Below Its Own $35 Secondary Offering Price. Here's Why That Could Be a Gift for Patient Investors.

Viking Therapeutics is trading 23% below its recent $35 secondary offering price after raising $575 million for phase 3 development of its weight loss drug VK2735. Despite the post-offering stock decline due to dilution concerns, the article argues this presents a buying opportunity for patient investors, as Viking is advancing dual GLP-1/GIP receptor agonist candidates in injectable and oral formats while the weight loss drug market is projected to reach nearly $100 billion by decade's end.

11/04/2026, 7:15 AM • The Motley Fool

UBS Just Initiated Coverage of Viking Therapeutics With a Buy Rating and a $94 Target. Here's the Bull Case.

UBS initiated buy coverage of Viking Therapeutics (VKTX) with a $94 price target, implying 250% upside from current levels. The clinical-stage biotech's experimental weight loss drug VK2735 has shown promising results, potentially delivering twice the weight loss of semaglutide and 1.5x that of tirzepatide. Viking is advancing both injectable and oral formulations into phase 3 trials and raised $575 million in September to fund development, though the company faces competition from established players and regulatory risks.

11/02/2026, 7:22 AM • The Motley Fool

Prediction: $1,000 Invested in Viking Therapeutics Today Will Be Worth This Much in 5 Years

Viking Therapeutics is advancing its weight-loss drug candidates, particularly SC VK2735, through Phase 3 trials with promising clinical results. Under a bullish scenario with $1 billion in 2031 revenue, a $1,000 investment could grow to approximately $1,875 by 2031 (13.4% annualized returns). However, significant risks exist including potential Phase 3 trial failures, increased competition, market growth uncertainties, and potential dilutive financing needs.

10/20/2026, 10:00 AM • The Motley Fool

Viking Therapeutics Just Raised $575 Million. Here's What It Means for the Obesity Stock's Next Chapter.

Viking Therapeutics raised $575 million through a stock offering and convertible notes to fund multiple phase 3 trials for its obesity drug VK2735 and pipeline development. The company expects to have cash through at least 2028, with key trial results expected between 2027-2028. The company's future depends on VK2735's clinical success.

10/18/2026, 6:30 PM • The Motley Fool

Obesity Clinical Trial and Competitive Landscape Surges as 200+ Companies Advance Next-Generation Therapies | DelveInsight

Over 200 companies are advancing next-generation obesity therapies, with more than 30 drugs in late-stage development and 180+ in mid and early stages. Key players include Eli Lilly, Novo Nordisk, Viking Therapeutics, and Roche, developing innovative mechanisms like dual GLP-1/GIP receptor agonists and triple hormone receptor agonists. Recent approvals include Novo Nordisk's oral Wegovy formulation and Eli Lilly's orforglipron, while multiple Phase III trials show promising weight loss results.

10/15/2026, 1:00 PM • GlobeNewswire

4 High-Risk Stocks Built for Big Returns

The article highlights four high-risk, high-reward stocks: Agios Pharmaceuticals awaiting FDA approval for mitapivat to treat sickle cell disease; Navitas Semiconductor pivoting toward AI data centers and high-power chips; Joby Aviation developing eVTOL transportation services with autonomous capabilities; and Viking Therapeutics developing obesity drug VK2735 with potential in a multi-billion dollar market. All require patience but offer significant upside if their respective catalysts materialize.

10/14/2026, 6:08 AM • The Motley Fool

Oppenheimer Thinks Viking Therapeutics Stock Can Soar to $120. Here's the Math Behind the Ultra-Bullish Call.

Oppenheimer analyst Jay Olson raised his price target on Viking Therapeutics to $120 from $100, implying a potential quadrupling from the current $28.50 price. The bullish call is based on positive maintenance trial data for VK2735, a GLP-1 and GIP agonist drug, which increased the probability of success from 80% to 90%. Wall Street consensus projects VK2735 could generate $1.5 billion in 2030 sales rising to $6.5 billion by 2035, potentially capturing market share from Eli Lilly's tirzepatide, which is expected to reach $80 billion in total sales by 2030.

10/12/2026, 7:22 AM • The Motley Fool

Viking Therapeutics' Oral Obesity Drug Advances to Phase 3 Testing. Is Now the Time to Buy This Biotech Stock?

Viking Therapeutics is advancing its oral weight-loss drug VK2735 to Phase 3 trials, showing 12.2% weight loss in Phase 2 testing. However, the company faces significant competitive challenges from established players like Eli Lilly's Foundayo, which demonstrated better tolerability with lower discontinuation rates. While Viking's injectable formulation shows promise with potential monthly dosing differentiation, the biotech will struggle to gain market traction in an increasingly crowded obesity drug market dominated by incumbents.

10/10/2026, 12:15 PM • The Motley Fool

Eli Lilly Has Been a Growth Beast, but This Is the Riskiest Part About Its Stock

Eli Lilly, the only healthcare stock in the trillion-dollar club, has rallied 400% over five years driven by its successful GLP-1 drugs Mounjaro and Zepbound. However, with a valuation of 40x trailing earnings and slowing growth prospects, the stock faces significant headwinds from intensifying competition in the GLP-1 market from companies like Pfizer and Viking Therapeutics. The author suggests the stock may have more downside risk than upside potential at current valuations.

10/05/2026, 4:20 PM • The Motley Fool

Here Are My Top 4 Stocks to Buy in October

The article recommends four stocks for October investment: Viking Therapeutics for its unique monthly-dose GLP-1 weight loss drug candidate in a market expected to reach $200 billion by 2030; Alphabet for its dominant position in cloud computing AI services with 82% YoY growth and gaining market share; SoFi Technologies for strong revenue growth (40% YoY) and customer expansion despite recent setbacks; and MercadoLibre for its Amazon-like growth trajectory in Latin America with 50% YoY revenue growth despite margin pressures from free shipping initiatives.

10/05/2026, 8:24 AM • The Motley Fool

Prediction: This Stock Could Double Over the Next 5 Years

Viking Therapeutics' weight loss drug VK2735 shows strong clinical promise with potential for dual-formulation therapy (injectable followed by oral maintenance). The company raised $500 million to fund pipeline development. With the obesity drug market projected to reach $77 billion by 2030, even a small 1.4% market share could generate $1.2 billion in revenue for Viking's $4 billion market cap, suggesting significant upside potential, though clinical trial risks remain.

10/02/2026, 6:15 AM • The Motley Fool

Eli Lilly Stock Barely Moved Following Viking Therapeutics' Impressive Clinical Results. Here's Why.

Viking Therapeutics released impressive clinical trial results for its weight-loss drug VK2735, showing 16-19% body weight loss and strong maintenance results. However, Eli Lilly's stock barely moved because the company has its own robust maintenance strategies (Foundayo and dose reduction approaches) and a deeper pipeline. While Viking could become a competitor in the growing weight-loss market, it still needs to confirm results in larger Phase 3 trials, and Eli Lilly remains the safer, more established choice.

09/29/2026, 5:30 PM • The Motley Fool

Could This Mid-Cap GLP-1 Stock Be a Better Buy Than Eli Lilly?

Viking Therapeutics' GLP-1 drug VK2735 showed promising clinical trial results with 16-19% weight loss and strong maintenance rates, causing the stock to surge. While riskier than Eli Lilly due to its smaller $4.1B market cap and lack of approved drugs, Viking could offer significant upside potential through drug approval or acquisition by a larger healthcare company.

09/28/2026, 9:01 AM • The Motley Fool