Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 firesales -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (3511)	3/13/2018 4:49:00 PM
From: Miljenko Zuanic	1 Recommendation Recommended By Land Shark Read Replies (1) \| Respond to of 3661

RE GLMD: Aramchol P2b (300, 600 mg, placebo) data from ARREST in June, MRI/MRS and biopsy, 52w. Due to small MC ($80M) and with some probability for positive, (I early mentioned that, IMW, Aramchol is not well design molecule for liver targeting, it may be safe up to 600 mg dose-endogenic components), it may be speculative play. Downside is significant, sub-cash level (<$19M). If bempedoic Acid (BA, ESPR) can generate so much false excitement (IMO) on LDLc battlefield, why would Aramchol be any different for NASH??? PS: In today CC they again did not explain ARRIVE failure. "ARRIVE was a small investigative initiative trial in a very distinct population, whose pathogenesis is slightly different from common NASH. HIV patients have advanced liver disease, which is a major cause for morbidity and mortality. All those pathology fatty liver is similar to common NASH, a pathogenesis involved in HIV lipodystrophy NAFLD is different and multi-factorial including the effect of the (inaudible) cell and the anti-HIV medication." From the Aramcol mechanistic characterization and PD/PK ( ncbi.nlm.nih.gov ): 1) stearoyl-CoA desaturase 1 downregulation (SCD1)/ triglyceride level reduction and 2) promoting cellular redox homeostasis by enhancing GSH/GSSG ratio, I do not see reasons why would compound act differently in HIV NAFLD relative to NASH???? Speculative maybe: due to concomitant HIV medication, liver enzymatic activity is enhanced and methabilizam/destruction of the Aramchol accelerated. Drug level in liver reduced??? IF anyone have any insight on topic, please respond.