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

To: tuck who wrote (11671)	9/18/2018 1:30:06 PM
From: Miljenko Zuanic	Respond to of 12215

Hi Tuck, I think that blood pressure reduction would be class-effect (MofA), specifically for diabetic population (which usually do have elevated blood pressure). HeHF subjects may not have (or they were excluded during selection pts in 2809 trial), so effect was smaller??? As I mentioned early, here and on twitter, this was just first step and they need P2b! However, at this point we do not know PK/PD profile of the 2809 (nor does VKTX), because there was no 5 mg/day dose? Once 2809 is converted into active metabolite (in liver by liver enzyme) it may resign in liver for longer (longer t1/2),..so different story to design P2b! Point is that I do not know does VKTX have necessary PK/PD data to design proper dose/intervals. Also, now they are running 6 month tox study in primate, before extending treatment interval in humans. Biopsy is not that "differentiated point" for 2809 and 3196, it is just formality to complete (initial +15% fat liver baseline content is good indicator), but MC difference is there to persist. I am counting and banking on 2511. Regards the cash, 2511 partner may bring sufficient cash quantity to run 2809 P2b, so any further dilution by share-offering I would see as WEAKNESS! Cheers

To: tuck who wrote (11671)	9/18/2018 6:38:26 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 12215

RE: VKTX at twitter, Guys at Twitter are just BS (repeating each other), so "tackle" their imagination is just waste of time. Than, ...idea to have "dose range options" in pocket is OK, but...first they need to clear long term tox data from primate, than extrapolate to current PK/PD data,....than calculate best exposure efficacy range.....and all that before they have meeting with FDA. Long way to go. I am today more optimistic on 2809 than yesterday (they cleared near term liver tox problems), they have comparable efficacy to 3196 (actually I do believe that they will surpass 3196 efficacy, IF they can hold to current dose...that I already mentioned early...), it is a comfort that many bios do not have. Still, management was short on informing investor about what was actually going on with P2 trial? That is discomfort. And, discomfort has two times weight of the comfort...and so on.... Cheers, Miljenko