William Blair Senior Biotech Analyst Andy Hsieh reacts to today's oral obesity data from Viking's VK2735 and recent data from Lilly's orforglipron

He shares his take on today's data, which saw Viking's stock decline by over 40%, and Lilly's earlier data which also sparked a Wall Street disappointment. He describes whether he agrees with the reactions or not, and how the totality of the obesity market is shaping up.