Prediction: These 2 Obesity Drug Stocks Could Double in 2026
The article argues that obesity-drug demand could drive growth in 2026 and highlights two stocks. Viking Therapeutics (VKTX) is advancing VK-2735, a dual GLP-1/GIP agonist, in phase 3; it expects oral phase 3 later this year and phase 3 data in Q3. AbbVie (ABBV) reported 12% revenue growth to $15B in the latest quarter and is developing ABBV-295, an amylin analog, with phase 1 weight loss of >7% to >9% in 12–13 weeks.
How this was made
The 30-second read
Why it matters
Trading focus is on catalyst calendars (VK-2735 Q3 data; ongoing ABBV-295 development) and on whether next-gen mechanisms can replicate or complement GLP-1 demand.
Market read
This is a bullish, catalyst-oriented read-through on two obesity pipeline names rather than a report of new Phase 3 outcomes.
What to watch
No discussion of Phase 3 endpoints, tolerability, manufacturing/launch readiness, payer dynamics, or competitive differentiation versus established GLP-1/oral entrants.
Background
The article frames obesity as a rapidly expanding market and argues that additional pipeline entrants could benefit as trial milestones arrive.
Ticker impact
Viking is running Phase 3 for injectable VK-2735 and plans an oral Phase 3 trial later this year, with Q3 data expected.
Potential for sharp upside volatility into Q3 if trial updates remain “promising,” with downside risk if efficacy/safety disappoint.
The article highlights specific development timelines (Phase 3 injectable, oral Phase 3 launch, Q3 data) and prior positive Phase 2 reaction, but provides no new Phase 3 results in this piece.
AbbVie is developing ABBV-295, reporting Phase 1 weight loss of >7% to >9% with weekly/every-other-week dosing, supporting continued obesity pipeline progress.
Moderate upside bias on any follow-on trial updates; larger repricing possible if later-stage efficacy/safety de-risks.
The article cites concrete Phase 1 results and ongoing development, but it’s still early-stage and the “could double” framing is speculative rather than a new data release.
Market effects
Reinforces investor focus on GLP-1/GIP and next-gen obesity mechanisms (amylin analogs), supporting broader biotech/pharma risk appetite.
Primarily US-listed biotech/pharma sentiment; limited direct regional linkage beyond US trading flows.
Obesity market growth expectations and competitive dynamics (Lilly/Novo read-through) remain globally relevant for pricing power and pipeline valuation.
Counterpoint
Predictions of “doubling” can overstate near-term probability; obesity drug development is binary and later-stage failures can quickly unwind sentiment.
Key entities
- companyViking Therapeutics
Clinical-stage biotech with VK-2735 injectable Phase 3 and planned oral Phase 3 launch; Q3 data expected.
- companyAbbVie
Developing amylin-analog obesity candidate ABBV-295 after positive Phase 1 dosing results.
