SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 61.25-2.1%3:21 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: atticus4paws who wrote (50708)1/31/2019 12:50:04 PM
From: Miljenko Zuanic  Read Replies (3) of 52153
 
David Grainger is knowledgeable, maybe very knowledgeable, so it is worthy to do follow-up on his twits.
Short chain FGF21 is viable molecules for metabolic condition (NASH, T2D, obesity,... and related), and BMY/other are after this moiety.
BMY's PEG-FGF21 was studied in NASH and T2D. NASH data are of interest from this view: "We observed a significant decrease in absolute hepatic fat fraction in the group receiving 10 mg pegbelfermin daily (-6·8% vs -1·3%; p=0·0004) and in the group receiving 20 mg pegbelfermin weekly (-5·2% vs -1·3%; p=0·008) compared with the placebo group. "
ncbi.nlm.nih.gov

Daily SC dosing is not viable drug (hard to market, chronic, long term,...), while w-SC (if formulation improved and bump-up dose) may be very competitive and comparable to THRb agonist. I thought that BMY may go after MDGL (I bought MDGL with my own hype and hope for Acq.) , but IF they are comfortable with their own candidate....
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext