Polymarket traders and analysts are focusing on Viking Therapeutics (VKTX) as an obesity M&A target, citing an estimated 38.5% implied acquisition probability before 2027. The company has no revenue and a ~$3.59B market cap; shares closed at $30.89 on May 22, 2026. Analysts’ mean target is $92.33. Viking’s oral VK2735 showed up to 12.2% weight loss at 13 weeks, and Phase 3 VANQUISH-1 is fully enrolled with 4,500+ patients. Potential buyers mentioned include Eli Lilly, Pfizer, and Novo Nordisk.
Pfizer said May 20 it shared Phase 2 data on PF-07872412, a 25-valent pneumococcal conjugate vaccine, testing a four-dose infant series versus four doses of PREVNAR 20 at months 2, 4, 6 and 12–15. The company reported strong immune responses across 25 serotypes and said it expects non-inferiority thresholds for its pediatric Phase 3 program.
Pfizer faces major revenue headwinds as patents for key drugs expire, including cardiology products Eliquis and Vyndaqel in 2028, according to the article. The dividend yield is 6.64% at about $25.92/share, while the earnings payout ratio was 130% in Q1 2026; the cash dividend payout ratio is near 100%, suggesting support via cash flow.
