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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (11436)	12/21/2017 12:12:50 PM
From: Biotech Jim	Read Replies (1) \| Respond to of 12215

I am waiting on the Ph2 results from VKTX to really compare apples to apples. One difference in my view is management, including the CMO and CEO. The CMO is a liver doc, having worked at UPenn as a hepatologist seeing many patients with liver diseases. The CEO is a well seasoned veteran who was a MRK scientist in the statin discovery days and learned the lipids field quite well. He is one of the best horse traders in the business in my view. MDGL is really efficient at signing up clinical trials sites, and executing trials. I am not sure how good that expertise is at VKTX. Another difference is finances. MDGL has sufficient funds right now, and could easily raise more $$. One more point is that the SARM program may be a money sink at VKTX, but that depends on them getting a very motivated collaboration partner on that program. Another point may be that certain funds may be restricted in owning VKTX due to internal rules not buying stocks less than $5. Note that I do hold VKTX, but hold more MDGL. Partly that is due to the huge MDGL stock run.