Paradigm-Shifting Potential in Type 1 Diabetes: vTv Therapeutics’ Cadisegliatin Supports Buy Rating and Significant Upside

vTv Therapeutics (VTVT) has received a new Buy rating, initiated by TD Cowen analyst, Ritu Baral.

Ritu Baral has given his Buy rating due to a combination of factors tied to vTv Therapeutics’ lead asset and market opportunity. He sees cadisegliatin, the company’s once-daily, liver-targeted glucokinase activator, as a compelling late-stage asset that could meaningfully cut severe hypoglycemic events and improve HbA1c when used alongside insulin in Type 1 diabetes. The ongoing Phase 3 CATT1 study, with topline results expected around late 2026, is viewed as having a strong chance of success given the drug’s mechanism and prior data, supporting a long-duration revenue opportunity. On this basis, he models substantial peak U.S. sales by the late 2030s and sets a $67 price target, implying significant upside from current levels.

In his view, the clinical need in Type 1 diabetes substantially reinforces the investment case. A large proportion of patients still fail to achieve adequate glycemic control even with modern technologies like continuous glucose monitors and insulin pumps, leaving them exposed to frequent and sometimes life-threatening hypoglycemic episodes. Because cadisegliatin is designed to act selectively in the liver and not the pancreas, it may offer improved glucose buffering without the same hypoglycemia risks that undermined earlier glucokinase activators. This differentiated mechanism in a high unmet-need population underpins his conviction that vTv can create a paradigm-shifting therapy and supports the Buy recommendation.