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Viking Therapeutics Announces Proposed Offerings of Common Stock and Convertible Senior Notes

The two offerings can proceed independently, while the notes' interest and initial conversion rates await pricing.

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Viking Therapeutics (VKTX) proposed separate stock and convertible-note offerings of $200.0 million each on September 23, 2026.

Both offerings are subject to market and other conditions, and neither depends on the other closing. Viking expects to grant separate 30-day underwriter options for up to an additional $30.0 million of stock and $30.0 million in notes. The senior unsecured notes mature on October 15, 2032, unless repurchased, redeemed or converted earlier. Their interest rate and initial conversion rate will be set at pricing.

Viking intends to use the net proceeds for VK2735 development and commercialization, VK3019 development, and other research and development, working capital and general corporate purposes.

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News Explained

Common holders face dilution if stock is issued, and conversion adds a second possible share source only if Viking selects share settlement.

In the proposed stock offering, any shares issued would reduce existing holders’ percentage ownership; if completed, the separate note offering would create senior unsecured debt with semiannual interest.

Noteholders may convert only in specified circumstances and periods, and Viking may settle conversions in cash, shares, or both; share settlement is another possible source of dilution, while cash settlement would not issue shares.

Argus 15 min delay 60 alerts
-8.28% vs previous close $38.20 last price 7.2x rel. volume Open Argus
Details

Market move: VKTX -8.28% vs previous close. Common stock and notes offering

$37.87 $43.10 Day Range
$4.46B Market Cap

On Sep 23, the day this news came out, the latest delayed price for VKTX is 8.28% below the previous close. Our momentum scanner has recorded 60 alerts for this stock so far that day. The latest delayed price is $38.20. Relative volume is exceptionally heavy at 7.2x the average.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Gold for real-time data.

Market Context

Viking's effective July 29, 2026 S-3ASR also contained a distinct ATM prospectus for up to $500 mill...
Analysis

Viking's effective July 29, 2026 S-3ASR also contained a distinct ATM prospectus for up to $500 million of common stock, providing prior registration context separate from the proposed offerings.

Key Figures

Proposed common stock offering: $200.0 million Proposed convertible notes: $200.0 million aggregate principal amount Common stock underwriter option: Up to $30.0 million +5 more
Proposed common stock offering
$200.0 million
Separate public offering; subject to market and other conditions
Proposed convertible notes
$200.0 million aggregate principal amount
Notes due 2032; subject to market and other conditions
Common stock underwriter option
Up to $30.0 million
30-day option to cover over-allotments
Notes underwriter option
Up to $30.0 million aggregate principal amount
30-day option to cover over-allotments
Notes maturity
October 15, 2032
Unless earlier repurchased, redeemed or converted
Optional redemption start
October 22, 2029
Subject to the stated conversion-price and timing conditions
Stock-price redemption threshold
Exceeds 130% of the conversion price
Required for specified optional redemptions of the notes
Small-balance redemption threshold
Less than 15%
Outstanding principal as a share of aggregate principal issued

Historical Context

1 past event · Latest: Sep 22
1 event
  1. Sep 22

    Clinical results

    24h Move
    +35.7%

    VK2735 maintenance study reported weight-loss preservation across multiple dosing regimens in obesity.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

convertible senior notes, over-allotments, conversion rate, semi-annually in arrears
4 terms
convertible senior notes financial
"$200.0 million aggregate principal amount of convertible senior notes due 2032"
Convertible senior notes are a type of loan that a company issues to investors, which can be turned into company shares later on. They are called "senior" because they are paid back before other debts if the company runs into trouble. This allows investors to earn interest like a loan but also have the chance to own part of the company if its value rises.
over-allotments financial
"solely to cover over-allotments"
An over-allotment is a temporary extra batch of shares that the underwriters of a stock offering are allowed to sell beyond the original amount, with the right to buy those shares back later. Think of it as spare tickets sold to meet demand and then reclaimed if needed to keep the market orderly; it helps stabilize the stock price after an offering and can affect short-term supply and potential dilution, which matters to investors tracking price and ownership stakes.
conversion rate financial
"initial conversion rate and other terms of the notes"
Conversion rate is the proportion of items, people or contracts that take a desired action out of the total possible — for example the share of website visitors who make a purchase, or the number of convertible bonds that are exchanged for shares. Investors care because it measures how effectively a business or financial instrument turns opportunity into real outcomes, like sales or share issuance, which directly affects revenue, cash flow and ownership dilution.
semi-annually in arrears financial
"interest payable semi-annually in arrears"
Payments or charges made semi-annually in arrears occur twice a year and are paid after the six-month period they cover; for example, interest or dividends accumulate during the period and the holder receives the cash only at the period’s end. This matters to investors because it determines when they actually receive income and affects cash-flow timing and yield calculations, similar to getting a paycheck after you’ve already worked the hours.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SAN DIEGO, Sept. 23, 2026 /PRNewswire/ -- Viking Therapeutics, Inc. (Nasdaq: VKTX), a clinical-stage biopharmaceutical company focused on the development of novel therapies for metabolic and endocrine disorders, today announced its intention to offer, subject to market and other conditions, $200.0 million of common stock and $200.0 million aggregate principal amount of convertible senior notes due 2032 (the "notes") in separate public offerings registered under the Securities Act of 1933, as amended. Viking also expects to grant the underwriters of the common stock offering a 30-day option to purchase up to an additional $30.0 million of common stock, and expects to grant the underwriters of the note offering a 30-day option to purchase up to an additional $30.0 million aggregate principal amount of notes solely to cover over-allotments. The completion of the common stock offering will not be contingent on the completion of the note offering, and the completion of the note offering will not be contingent on the completion of the common stock offering.

Viking Therapeutics

Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC are acting as joint book-running managers for the note offering and the common stock offering.

The notes will be senior, unsecured obligations of Viking, will accrue interest payable semi-annually in arrears and will mature on October 15, 2032, unless earlier repurchased, redeemed or converted. Noteholders will have the right to convert their notes in certain circumstances and during specified periods. Viking will settle conversions by paying or delivering, as applicable, cash, shares of its common stock or a combination of cash and shares of its common stock, at Viking's election.

The notes will be redeemable, in whole or in part (subject to certain limitations), for cash at Viking's option at any time, and from time to time, on or after October 22, 2029 and on or before the 25th scheduled trading day immediately before the maturity date, but only if the last reported sale price per share of Viking's common stock exceeds 130% of the conversion price for a specified period of time. The notes will also be redeemable, in whole and not in part, for cash at Viking's election at any time if the principal amount of the notes then outstanding is less than 15% of the aggregate principal amount of the notes issued in this offering (including any additional notes issued pursuant to any exercise of the underwriters' option to purchase additional notes). The redemption price will be equal to the principal amount of the notes to be redeemed, plus accrued and unpaid interest, if any, to, but excluding, the redemption date.

If certain corporate events that constitute a "fundamental change" occur, then, subject to a limited exception, noteholders may require Viking to repurchase their notes for cash. The repurchase price will be equal to the principal amount of the notes to be repurchased, plus accrued and unpaid interest, if any, to, but excluding, the fundamental change repurchase date.

The interest rate, initial conversion rate and other terms of the notes will be determined at the pricing of the note offering.

Viking intends to use the net proceeds from the note offering, together with the net proceeds from the common stock offering, for the continued clinical development, advancement and commercialization of its VK2735 program, the continued clinical development and advancement of its VK3019 program and for other general research and development, working capital and general corporate purposes.

The offerings are being made pursuant to an effective shelf registration statement on file with the Securities and Exchange Commission (the "SEC"). Each offering will be made only by means of a prospectus supplement relating to that offering and an accompanying prospectus. An electronic copy of the preliminary prospectus supplement for each offering, together with the accompanying prospectus, is available on the SEC's website at www.sec.gov. Alternatively, copies of each preliminary prospectus supplement, together with the accompanying prospectus, can be obtained by contacting: Morgan Stanley & Co. LLC at 180 Varick Street, 2nd Floor, New York, New York 10014, Attention: Prospectus Department; or J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717 or by email at prospectus-eq_fi@jpmchase.com and postsalemanualrequests@broadridge.com.

This press release does not constitute an offer to sell, or the solicitation of an offer to buy, any securities referred to in this press release, nor will there be any sale of any such securities, in any state or other jurisdiction in which such offer, sale or solicitation would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction.

About Viking Therapeutics, Inc.

Viking Therapeutics, Inc. is a clinical-stage biotechnology company advancing a next-generation portfolio of therapies for obesity and metabolic disease. Guided by deep expertise in metabolic biology and rigorous science, Viking is developing innovative treatments to help people achieve meaningful, lasting health improvements by treating obesity first. The company's lead program, VK2735, is a dual glucagon-like peptide 1 (GLP-1) and glucose-dependent insulinotropic polypeptide (GIP) receptor agonist in development in both subcutaneous and oral formulations for obesity. VK2735 is currently being evaluated in Phase 3 clinical studies for obesity, along with maintenance dosing strategies designed to support long-term weight management. Viking is also advancing additional obesity programs, including VK3019, an amylin receptor agonist, VK2809, an orally available thyroid hormone receptor beta agonist for metabolic and liver disease, and VK0214 for the rare genetic disorder X-linked adrenoleukodystrophy (X-ALD).

Forward-Looking Statements

This press release contains forward-looking statements regarding Viking Therapeutics, Inc., under the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including statements about the anticipated terms of the notes being offered, Vikings ability to complete the offerings on the anticipated terms or at all, the timing and size of the proposed offerings and Viking's intended use of the proceeds. Forward-looking statements represent Viking's current expectations regarding future events and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those implied by the forward-looking statements. Among those risks and uncertainties are market conditions, including market interest rates, the trading price and volatility of Viking's common stock, risks described under the caption "Risk Factors" in the preliminary prospectus supplements for the proposed offerings and risks relating to Viking's business, including those described in Viking's most recent periodic reports filed with the Securities and Exchange Commission, including Viking's Annual Report on Form 10-K for the year ended December 31, 2025, and subsequent Quarterly Reports on Form 10-Q, including the risk factors set forth in those filings.  Viking may not consummate the proposed offerings described in this press release and, if the proposed offerings are consummated, cannot provide any assurances regarding the final terms of the offerings or the notes or its ability to effectively apply the net proceeds as described above. The forward-looking statements included in this press release speak only as of the date of this press release, and Viking does not undertake to update the statements included in this press release for subsequent developments, except as may be required by law.

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SOURCE Viking Therapeutics, Inc.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How can Viking Therapeutics settle conversions of its proposed notes?

Viking can settle conversions with cash, common shares or a combination of the two, at its election. Noteholders will have the right to convert only in certain circumstances and during specified periods.

When can Viking Therapeutics redeem its proposed convertible notes?

Viking can redeem the notes for cash on or after October 22, 2029 and on or before the 25th scheduled trading day immediately before maturity, subject to certain limitations and a stock-price condition. The last reported sale price must exceed 130% of the conversion price for a specified period. Viking can also redeem all, but not part, of the notes at any time if outstanding principal falls below 15% of the amount issued in the offering, including any additional notes issued under the underwriters' option.

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