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Biotech / Medical : momo-T/FIF

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To: Lynn who wrote (11571)5/31/2018 9:51:06 PM
From: Miljenko Zuanic  Read Replies (1) of 12215
 
He Lenn,

On this tread we were following MDGL/VKTX and other NASH players from 2-2017 (or early).

Yes, data (released and some additional at CC) for 3196 are good, but that does not stop anyone to be critical and gain as much insight as possible, to properly value candidate.

From the call it seams that subjects baseline data indicate that they were bit light on fibrosis and mild on NASH score, so drug effect (2 points NASH reduction) should be reduced by placebo effects (small trials, small subjects #, hard to see was there any imbalance or "sensitivity"....biopsy pathologist and biopsy in general may have high level/range of spread).
Some other bio-market results favor and support strong candidate results.
We all appreciate stock price move like today for MDGL (fucxx short when they are trying to take control)...hope you are enjoining your gains and hope there may be many to comes.
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