From Morning Watchlist <[email protected]>
Subject Two Obesity Stocks With Breakout Potential
Date December 10, 2025 2:05 PM
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Oral GLP-1 data is igniting a new wave of winners. Two stocks are in
focus now. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
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[Morning Watchlist]

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Dear Fellow Investor,

THIS OBESITY STOCK JUST DOUBLED IN A DAY

If you’ve been following our work for any length of time, you know
we’ve been pounding the table on obesity drug stocks for a while
now. Not because it’s trendy (though it is), but because the market
opportunity is one of the biggest in modern healthcare, and the
winners could be worth tens of billions in coming years.

This week delivered a perfect reminder of why we’ve stayed locked on
this theme.

STRUCTURE THERAPEUTICS (SYM: GPCR) just put on a jaw-dropping show.
The stock basically doubled in a single day after the company released
topline Phase 2b data from its ACCESS obesity study for ALENIGLIPRON,
its once-daily oral small-molecule GLP-1 receptor agonist.

Let’s rewind for a second.

We first highlighted Structure back in late June, when it traded
around $22. Fast forward to today and shares are hovering near the
high-$60s after this surge. That’s a massive move in a short period
of time, and it didn’t happen on vibes. It happened because the data
impressed Wall Street in a category where _data is everything._

-------------------------

WHY THE ALENIGLIPRON DATA MATTERED

In the 36-week Phase 2b ACCESS trial, patients on higher doses of
aleniglipron produced PLACEBO-ADJUSTED WEIGHT LOSS IN THE LOW-TEENS,
with the top end reaching roughly the mid-teens percent in some
cohorts. Importantly, the company said weight loss SHOWED NO CLEAR
PLATEAU AT 36 WEEKS, implying there may be more runway with longer
treatment.
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That “no plateau” nugget is a big deal. One of the key questions
for any obesity therapy is: _does weight loss keep compounding, or
does it stall out early?_ If Structure can show durable, continuing
loss in later-stage trials, that positions aleniglipron to compete not
only as a convenient pill, but as a potentially BEST-IN-CLASS ORAL
OPTION.

Another crowd-pleaser: SAFETY AND TOLERABILITY. Nausea and vomiting
are common across GLP-1s, and Structure did see GI side effects,
including vomiting rates that may be higher than some peers at certain
doses. But they also tested a lower starting dose that improved
tolerability—a sign management is thinking about real-world
adherence, not just headline efficacy. The company also reported a
relatively clean safety profile without major liver or cardiovascular
red flags.

Bottom line: Structure delivered the kind of combo the market wants,
STRONG EFFICACY, ORAL CONVENIENCE, AND MANAGEABLE SAFETY.

-------------------------

_Edge on the Street_

AMERICA WANTS LESS RELIANCE ON FOREIGN METALS - AND THIS NEVADA PLAY
FITS THE NATIONAL SHIFT
[[link removed]]

[nevada gradient]
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The U.S. is working to reduce dependence on China and Russia for
strategic metals like copper, silver, gold, and tungsten. Guardian
Metal's recent results confirmed these metals are active in this
Nevada corridor - and its stock is up 300%+ YTD. A new explorer on the
same belt is entering early as America pivots back to domestic
supply. 
[[link removed]]

SEE HOW THIS NEVADA OPPORTUNITY ALIGNS WITH U.S. PRIORITIES.
[[link removed]]

-------------------------

WALL STREET RESPONSE: TARGETS JUMPED

Following the readout, BMO Capital raised its price target to $130 and
reiterated an outperform rating. Their rationale was straightforward:
the ACCESS data strengthened confidence in aleniglipron’s obesity
potential, pushed their estimated probability of success higher, and
supports a multi-billion-dollar peak sales outlook over the next
decade. 

When analysts start talking about multi-billion-dollar retail
potential on Phase 2b data, it tells you two things:

*
The obesity pie is enormous.

*
The market is starving for credible new entrants beyond Novo Nordisk
and Eli Lilly.

And that brings us to our next point…

ORAL GLP-1 IS THE HOLY GRAIL

Yes, injectables dominate today. Wegovy and Zepbound are household
names for a reason.

But oral obesity drugs are the next frontier. Pills are easier to
manufacture at scale, simpler for physicians to prescribe, and far
more accessible for patients who hesitate at weekly injections. If
Structure succeeds through Phase 3 and secures approval, it could open
a much wider funnel of demand.

Structure isn’t alone here, Eli Lilly’s oral GLP-1 candidate
ORFORGLIPRON is moving fast. But aleniglipron’s Phase 2b results
suggest a credible shot at competing on efficacy, and maybe even
surpassing certain dose comparisons if later data backs it up.

Remember: in obesity, PERCENTAGE POINTS MATTER. A drug that delivers a
few extra points of weight loss, _with a tolerable profile, _can win
huge share.

-------------------------

_Trade Algo_

A CRITICAL MESSAGE FOR TRADERS
[[link removed]]

This is a critical message for traders — 

Listen, OpenAI CEO Sam Altman recently spoke at the Axel Springer
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The trend is becoming clear.

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Those who don’t will likely fall behind.

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-------------------------

THE OTHER NAME STILL ON OUR RADAR: VIKING THERAPEUTICS (SYM: VKTX)

We also continue to watch VIKING THERAPEUTICS, another obesity name
we’ve highlighted many times.

VKTX is trading around the high-$30s right now, and we wouldn’t be
surprised to see another explosive move higher if its next clinical
milestones deliver.

Most recently, Viking INITIATED ITS VANQUISH PHASE 3 PROGRAM for
VK2735, its dual GLP-1/GIP agonist. The Phase 3 setup includes two
major studies—one in adults with obesity and another in
obese/overweight adults with type 2 diabetes—running 78 WEEKS and
enrolling thousands of participants.

Why is that important?

Because Phase 3 is where real value gets unlocked. Positive Phase 2
trials get you on the map. Positive Phase 3 trials get you into the
club.

And Viking isn’t going in blind. VANQUISH is built off its Phase 2
VENTURE data, where VK2735 showed DOUBLE-DIGIT WEIGHT LOSS IN JUST 13
WEEKS, with the highest cohort around the mid-teens percent. That’s
a very strong early signal.

WHAT’S NEXT FOR VIKING

Management has also been clear they’re aiming for BREADTH in
development, not a one-shot program. Alongside the weekly injectable,
they’re continuing work on:

*
an ORAL TABLET FORMULATION of VK2735

*
a potential MONTHLY MAINTENANCE REGIMEN, designed to hold weight loss
with less frequent dosing 

That kind of lifecycle strategy matters because obesity treatment
isn’t a 3-month sprint. It’s long-term disease management.
Companies that offer multiple dosing options (weekly, monthly, oral)
can capture more patients across more use cases.

DON’T IGNORE THE M&A BACKDROP

Finally, there’s still the very real possibility of a buyout wave in
obesity.

Big Pharma has _zero interest_ in missing the next mega-category.
Pfizer is a perfect example: after its internal GLP-1 attempts
stumbled, CEO Albert Bourla has been openly aggressive about
rebuilding the company’s obesity pipeline through deals. Pfizer just
spent billions acquiring Metsera and today announced another GLP-1
partnership, underscoring how serious they are about buying their way
into the market. 

That doesn’t mean Viking (or Structure) _will_ get bought tomorrow.
But it does mean high-quality mid-cap obesity developers are on the
radar of cash-rich giants who need a seat at the table.

-------------------------

_InvestorPlace Media_

WHICH STOCK WILL THE WHITE HOUSE BUY NEXT?
[[link removed]]

[investorplace photo]
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INSIDERS IN WASHINGTON HAVE ALREADY BOUGHT MASSIVE STAKES IN THREE
TINY RESOURCE FIRMS, DRIVING THEM UP AS MUCH AS 200% OVERNIGHT. NOW,
THE MAN WHO RECOMMENDED MP MATERIALS BEFORE THE WHITE HOUSE BOUGHT
(MAKING 100% FOR HIS FOLLOWERS) IS NAMING THE NEXT STOCKS HE BELIEVES
THE GOVERNMENT WILL TARGET.

GET THE NAMES AND TICKERS RIGHT HERE – FREE OF CHARGE.
[[link removed]]

-------------------------

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