Analyst Ratings January 23, 2026

Roth/MKM Initiates Buy Rating on vTv Therapeutics Amid Optimism for Diabetes Treatment

Analysts Highlight Potential of Cadisegliatin as Oral Adjunct Therapy for Type 1 Diabetes

By Nina Shah VTVT
Roth/MKM Initiates Buy Rating on vTv Therapeutics Amid Optimism for Diabetes Treatment
VTVT

Roth/MKM has begun coverage of vTv Therapeutics with a Buy rating and a target price of $58, citing promising prospects for the company's oral diabetes treatment cadisegliatin. Anticipated Phase 3 data and ongoing clinical developments reinforce a positive outlook despite current unprofitability, with key financial and patent details supporting operational sustainability through critical trials.

Key Points

  • Roth/MKM initiates coverage of vTv Therapeutics with a Buy rating and $58 price target, indicating potential stock appreciation.
  • Cadisegliatin is positioned as a novel oral adjunct therapy for Type 1 diabetes, addressing a large unmet medical need where most patients do not achieve glycemic targets.
  • Upcoming Phase 3 CATT1 trial data expected by end of 2026 is a significant catalyst, alongside ongoing clinical studies expanding indications into Type 2 diabetes.
  • vTv holds patents securing major market rights through 2041, supporting long-term exclusivity and commercial potential within the biotechnology and healthcare sectors.

Roth/MKM recently commenced coverage on vTv Therapeutics (NASDAQ:VTVT), assigning a Buy rating accompanied by a price target set at $58. This projected valuation implies a substantial growth opportunity compared to the recent share price near $33.54, with analyst price expectations spanning from $35 to $67.

The research firm is particularly optimistic about vTv’s oral medication cadisegliatin, which is under development as a complementary treatment for type 1 diabetes (T1D). With approximately 80% of adults affected by T1D failing to meet the American Diabetes Association’s recommended A1C level below 7%, the company’s therapy addresses a significant gap in diabetes management.

Despite vTv Therapeutics not having reported profitability over the past twelve months, consensus analyst data indicate anticipated revenue growth within the current year, signaling potential market expansion. Roth/MKM emphasizes confidence in cadisegliatin’s approval prospects and widespread adoption, contingent on Phase 3 clinical trial outcomes replicating earlier favorable results. Importantly, vTv holds substantial market rights protected by patents extending through 2041, underpinning long-term commercial exclusivity.

Financial forecasts from the firm suggest peak unadjusted sales of roughly $1.5 billion by 2035 for cadisegliatin. A crucial upcoming event is the release of data from the Phase 3 CATT1 study, expected by year-end 2026, which represents a material catalyst for the company’s progress.

In terms of financial resources, Roth/MKM points out that vTv’s cash balance of $98 million as of the third quarter of 2025 should be adequate to sustain operations pending the outcome of the CATT1 trial, providing a runway without immediate financing concerns.

Complementing this outlook, vTv Therapeutics announced submission of a Phase 2 clinical study protocol to the Abu Dhabi Department of Health. This study aims to evaluate cadisegliatin’s efficacy as an adjunct treatment for insulin-dependent type 2 diabetes patients, expanding the therapeutic scope. The trial will be conducted in partnership with M42’s Insights Research Organization and Solutions and plans to enroll approximately 300 patients distributed across the United Arab Emirates, Jordan, and Tunisia.

Additional analyst activity includes H.C. Wainwright raising its price target for vTv Therapeutics from $36 to $47 while maintaining a Buy rating, prompted by the same Phase 2 trial protocol submission. Furthermore, TD Cowen has initiated coverage with a Buy rating and a higher price target of $67, highlighting the potential of cadisegliatin, a glucokinase activator, as a promising oral treatment currently progressing through Phase 3 trials for Type 1 diabetes mellitus.

These developments illustrate sustained interest in vTv Therapeutics’ clinical pipeline and ongoing positive evaluations from market analysts, reflecting a dynamic environment around the company’s therapeutic innovations.

Risks

  • vTv Therapeutics is currently not profitable, which poses financial challenges as the company advances costly clinical trials, impacting funding sustainability in the biotech sector.
  • Approval of cadisegliatin depends heavily on successful Phase 3 trial outcomes; failure to replicate earlier positive results could delay or prevent regulatory clearance, adversely affecting market and investor sentiment.
  • Clinical trials in new regions and expanded indications carry inherent execution risks, including enrollment challenges and regulatory hurdles, potentially impacting trial timelines and product approvals.

More from Analyst Ratings

KeyBanc Keeps Cautious View on LyondellBasell After Difficult Quarter, Cites Cash-Flow Limits vs. Dividend Feb 2, 2026 KeyBanc Sticks with Overweight on Murphy USA, Sees Near-Term Upside as Fuel Margins Improve Feb 2, 2026 KeyBanc Stands by Overweight Call on AppFolio, Flags ARPU and Product Drivers for 2026 Feb 2, 2026 KeyBanc Sticks With Overweight on Eastman; $74 Target Reflects Modest Upside Feb 2, 2026 Bernstein Boosts SanDisk Price Target to $1,000 After Robust Q2; Peers Follow Suit Feb 2, 2026