Alpha Talon Investment Research
Subscribe
Sign in
Home
Notes
Power, Policy & Markets
Guides to Investing
Letters and Reflection
ATIR Portfolios
Asia Market
Industry Analysis
Good Quality High Dividend
Deep Value
IT
BioPharma Healthcare
Special Situation
M&A
Short Thesis
Archive
Newsletters
Leaderboard
About
M&A
Viking Therapeutics (NASDAQ: VKTX): The Last Independent Metabolic Challenger
From Clinical Contender to Commercial Platform or a Multi-Billion-Dollar Takeout
Dec 18, 2025
•
AT Investment Research
,
The M&A Hunter
, and
Biotech Distilled
22
8
5
From Pipeline to Platform: Viking Therapeutics's (NASDAQ: VKTX) Metabolic Inflection Point
A Phase 3-ready disruptor with billion-dollar optionality and one of the cleanest balance sheets in biotech.
Nov 14, 2025
•
AT Investment Research
4
Moderna Inc. (NASDAQ: MRNA) at $27: The Last Independent mRNA Powerhouse — Deep Value Before the Re-Rating or Acquisition
High burn, low expectations, and a $7.5B cash floor — Moderna now trades like pure optionality. The next five years decide if it’s a biotech turnaround…
Nov 3, 2025
•
AT Investment Research
9
8
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts