RE:New corporate presentation is on the website Seems to me they are re-emphasizing HIV NASH again (were they calling it "general and HIV NASH" before???). "Assessing EMA strategy" seems far more vague than their strat with the FDA, it doesn't even necessarily suggest there is a concrete interactive process going on with a defined targeted outcome (I feel much more confident that is what is happening with the FDA). My overactive imagination immediately went to a dual strat of targeting HIV NASH in Europe, to get the drug on the market in some form, bypassing whatever is troubling the EMA atm, and a general/HIV strat in the US. Seems fanciful though. Wouldn't stop expanding into general NASH in Europe at a later date.
I tend to think you put your lead program first. So putting a Ph1 ahead of a Ph3 says something about managements thinking. Again probably just emphasizes the importance of actually getting NASH started.
SPCEO1 wrote: Leading with oncology now.