Comparative Data ChallengesCross trial comparisons remain challenging; Roche disclosed the Phase Ib data resulted in 18.8% pbo-adjusted weight loss over 24-weeks, which is encouraging, but lacking important details on dosing, safety/tolerability, and the kinetics on weight loss overtime.
Data Disclosure IssuesRoche's data disclosure does not present safety/tolerability data from the study, which is an important consideration for the class.
Partnership ConcernsViking is trading down ~10% vs. ~0.4% XBI which is attributed to overall investor concerns around timing and likelihood of partnerships for Viking in the large Obesity and NASH markets.