-Gilead loses 3 executives in the last 6 months, but that’s not why I sold! -New research suggests that closed-loop insulin delivery-glucose monitoring keeps type 2 diabetics in range better than conventional therapy *this is not investment advice*
– Today I look at Madrigal’s Phase 2 results and talk about competitors in the NASH space. – I also talk about Tandem and how we can use competitors to compare value – Follow me on twitter @matthewlepoire *This is not investment advice. I am not liable for any trading decisions you have made.*
Today I share my thoughts on MDGL’s positive Phase 2 data in HeFH. My position is below: Let me know what you think of MDGL and whether or not you’re taking a position. This is not investment advice, trade at your own will.
The pathophysiology of NASH involves a number of co-morbidities such as: Obesity Metabolic syndrome Type 2 diabetes Cardiovascular and microvascular dysfunction Therefore, any ideal drug candidate will, at worst, not aggravate these diseases, and at best, eliminate them along with NASH. In my last post, I ruled out ICPT as a good buy because their […]
Non-viral liver disease is affecting western nations at an unprecedented rate. Much of this is attributable to poor diet, but given that lifestyle intervention doesn’t really fix the problem, there is a gigantic market opportunity. Non-alcoholic steato-hepatitis (NASH) affects ~5% of the population and the market in 2016 is estimated at around $800 million (Cassidy […]