RE:NASH issuesYou might have heard Paul claim they could be the best in class drug in NASH on the conference call. That will all depend on whether the competitors are able to successfully complete their trials. If MDGL gets approved, it will likely be a very tough competitor. But they are not approved yet, so there is some (although not a lot) uncertainty still on that front. And we have also not yet seen how effective Egrifta might be in the general NASH population. And it has a clean safety profile. So, let's see how thinks work out over time. And there is still a lot of time before we can answer these questions concretely.
The F8 pen injector greatly reduces the injection versus oral obstacle. It is still there but those pens are simple and easy to use.
On pricing, there is no way the current price of Egrifta in the small lipo market is going to be utilized in the giant general NASH market. Egrifta's price will be lowered to a pont where it is competitive (assuming there is competition).
jeffm34 wrote: 1. Competition
2. injection vs oral formulation
3. Pricing
All three of those will severely limit market potential.