– 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.*
Hey all, Today I give an update on MDGL and ADMS that have shown some weakness. I also go into details on the AIMT phase 3 trial PALISADE, which I was confident would succeed. Here is my AIMT position: NOTE: This is not investment advice. This is only my opinion and you should do your […]
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.
Good news and bad news. The bad: DBVT failed to achieve their primary endpoint. They saw a 21.7% improved response rate with a p-value < 0.00001 but their 95% confidence interval (CI) was 12.4%-29.8%. They needed to reach 15% on the lower bound of the confidence interval, and they were just below that. CIs provide […]