RE:RE:My take on the key question and the gene scoring dataWasn't the 70% pre-market move the day of the oncology presentation? I could be wrong. I have to think the reason we heard Grinspoon was walking on air for a few months, that MGH/Grinspoon filed a broader new patent, that Loomba got involved, that the FDA/EMA pushed them to just go for NASH, and that THTX is confident in being able to meet Phase 3 endpoints and getting a go ahead is somewhere in this gene data and how it more or less completely supports the main "pathways" in the cells for things like regeneration, fat burning, scar healing, etc... Now maybe the power of the drug isn't enough, but like they conclude, everything about what more growth hormone and IGF does moves the liver to a much healthier level with no real nasty side effects or negative attributes. It's doing the right things across the board perhaps because it's just supplementing your normal body functions for getting this stuff done and not overly stimulating something where you have to worry about side effects (like the PPARs and Thyroid drugs). At worse, you could say that if the fibrotic effects are less than needed to pass endpoints, you could combine it with something more anti-fibrotic and try for a dual approach. It would be nice to see them to a dual approach now, paid for by the other drug co who combines with F8. Alternatively, if they can use that gene data to show which "type" of NASH and fibrosis they work well on and which they don't , you could later combine it with one that works well in one of those other gene-defined "sub-segments" of NASH. For instance, take F8 along with Novo Nordisks semaglutide and you'll get better results in that "sub-segment".
It's powerful stuff and have to believe it was the tipping point for a lot of what's happened here in the last few weeks.
1998novl wrote: Wino - very much appreciate you summarizing exactly what needed to be summarized! Well done and I completely agree with your logic. This is all about Gene Expression. It's why the stock went up 100% after hours after that gene expression data was released . It's a big deal, but at that time General
Nash wasn't mentioned so those investors moved on - likely will all
come back once RBC analyst changes his view based on FDA/EMA accepting trial design.