In today’s episode, I breakdown the ICPT NASH results, followed up by a quick take on SAGE and the latest buyout rumors. *this is not investment advice* Relevant links: http://ir.interceptpharma.com/news-releases/news-release-details/intercept-announces-positive-topline-results-pivotal-phase-3 https://www.sagerx.com/ http://www.breakingbiotech.com
On this episode, I talk about results from the Gilead Phase 3 NASH trial that announced no improvement in patients treated with Selonsertib (ASK1 inhibitor). I also talk about the DBVT BLA resubmission and a hot hot Q319 trading idea on CBIO. Relevant links: https://www.gilead.com/news-and-press/press-room/press-releases https://www.dbv-technologies.com/investor-relations/press-releases/ http://ir.catalystbiosciences.com/news-releases *this is not investment advice, only my opinion […]
Viking Therapeutics reports their latest phase 2 data with their candidate thyroid hormone receptor β agonist. I compare both the madrigal and viking drug and discuss their potential in the NASH/NAFLD space. *This is not investment advice* Relevant links: http://ir.vikingtherapeutics.com/2018-09-18-Viking-Therapeutics-Announces-Positive-Top-Line-Results-from-Phase-2-Study-of-VK2809-in-Patients-with-Non-Alcoholic-Fatty-Liver-Disease-NAFLD-and-Elevated-LDL-Cholesterol https://clinicaltrials.gov/ct2/show/NCT02912260?term=madrigal&rank=4 https://clinicaltrials.gov/ct2/show/NCT02927184?term=viking+therapeutics&rank=1 https://www.madrigalpharma.com/wp-content/uploads/2018/09/Madrigal-Company-Overview-September-2018.FINAL_.20180903.pdf
Today I go through various Q2 earnings reports and see where each company stands relative to its value. I spend most of my time talking about the drop in ONCE and whether or not it is an overreaction. *This is not investment advice*
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 […]