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    Why Structure Therapeutics (GPCR) Is Up 102.4% After Positive Phase 2 Data For Oral GLP-1 Aleniglipron

    Simply Wall St·12/09/2025 14:18:44
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    • On December 8, 2025, Structure Therapeutics reported positive topline Phase 2 data for its oral GLP-1 agonist aleniglipron in obesity, showing clinically meaningful, statistically significant weight loss and a safety profile aligned with the drug class across multiple ACCESS studies and an open-label extension.
    • A key insight is that aleniglipron’s once-daily oral, nonpeptide design and lower 2.5 mg starting dose strategy may directly address tolerability and accessibility challenges seen with existing GLP-1 treatments.
    • We’ll now examine how these Phase 2 results, particularly the clinically meaningful weight loss with an oral GLP-1 approach, shape Structure Therapeutics’ investment narrative.

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    What Is Structure Therapeutics' Investment Narrative?

    To own Structure Therapeutics today, you have to believe that aleniglipron can carve out a meaningful place in the obesity treatment market with a once daily, oral GLP 1 that patients can actually stay on. The new Phase 2 ACCESS data sharpens that story: double digit placebo adjusted weight loss, a safety profile aligned with the class, and supportive body composition and open label extension data all strengthen the case for moving into Phase 3 as a clear near term catalyst. At the same time, the company remains pre revenue, loss making and reliant on external capital, as highlighted by the fresh US$500,000,000 follow on offering right after the data. Execution, trial design and future financing now sit at the center of the risk discussion.

    However, the planned Phase 3 path raises another risk investors should not ignore. In light of our recent valuation report, it seems possible that Structure Therapeutics is trading beyond its estimated value.

    Exploring Other Perspectives

    GPCR 1-Year Stock Price Chart
    GPCR 1-Year Stock Price Chart
    Three Simply Wall St Community fair value views range from about US$7.64 to US$76.36, underlining how far apart expectations sit on GPCR. Set that against the fresh Phase 2 success and heavy ongoing cash burn, and it becomes clear why many readers may want to weigh multiple viewpoints before deciding how much optimism is reasonable.

    Explore 3 other fair value estimates on Structure Therapeutics - why the stock might be worth less than half the current price!

    Build Your Own Structure Therapeutics Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.