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

To: scaram(o)uche who wrote (11608)	6/15/2018 2:33:08 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 12215

Definitely, all excitements of the late is due to rumor/whispering that MDGL is in "take-over" mode, and I will not argue against that. IF true, some premium to current stock price is to expect. MDGL staff did not put much of the (personal, labs,...) efforts in 3196 developments. It is "Virtual" company...ready to pass 3196 development to "interested" party. Dose used in P1-P2 trials for 3196 are almost 10X higher than dose for 2809, still very similar bio-marker results (lipids, fats,..ALT/AST,...) were observed. Indicating "equilibrium" for selectivity/specificity. My view, that 2809 advantage is in: 1) Pro-drug (that is activated by liver enzymes), 2) bit more specificity in liver uptake (but this is gut-filling). 3196 is ahead (with P2b) completed, 2809 need to run NASH-specific P2b, before ready for P3 (IMO). By year-end we will know what are the chances to compete v 3196. So, there is reason for differences in MC/EV MDGL v VKTX,.... in time those differences may/will reduce. Bottom line, any positive for 3196 is positive for 2809 as well (as long as liver toxs issue is controlled).