智通财经APP获悉，周二，高盛开始对Viking Therapeutics(VKTX.US)进行跟踪覆盖，给出“中性”评级，将目标价设定为每股30美元。高盛认为，减肥药市场的激烈竞争或将削弱该公司主打肥胖症药物VK2735的潜力。
分析师理查德·劳援引这款GLP-1/GIP双重激动剂的二期临床试验数据指出，VK2735对肥胖症药物市场中的注射类药物以及下一代减肥疗法而言，可能是个强有力的挑战。然而，目前该市场竞争异常激烈。
劳写道：“但我们对商业格局的深入分析显示，肥胖症药物市场竞争极度激烈，进入门槛极高。”他指出，当前存在诸如价格持续下滑、支付方限制严格等问题。
此外，与诺和诺德的司美格鲁肽以及礼来公司的替尔泊肽等已成熟的减肥疗法不同，VK2735在治疗糖尿病等其他慢性疾病方面的潜力尚未得到证实。
他还补充道：“随着众多基于不同作用机制的下一代疗法(如三重激动剂、胰淀素等)即将进入市场，考虑到Viking公司规模较小且资源相对有限，我们对其竞争能力并不乐观。”
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