RE:RE:RE:I am not sure what the purpose of this was I think they are telling us what they told the regulators to get the outcome they got (the bare bones of it anyway). And what they'll be talking to partners about. So yes this is a snapshot of those interactions. It's up to us to decide whether we think it's plausible. I think I bought it. Grinspoon's confidence about what his proteomics data means is compelling. I get the sense the other two KOLs see a legitimate program here. Maybe I don't know a whole lot more now then before but my confidence levels are higher that partners will look at this as a serious opportunity.
realitycheck4u wrote: KOL sounded to me like a presentation made specifically to be heard by the Board of some big pharma company, who can use this 80 minute video as the reason to invest in the trial.
qwerty22 wrote: Just like the cancer KOL the focus is on the scientific and clinical rationale. My guess would be this is where they think the market isn't getting it.
SPCEO1 wrote: They just gave us a thorough review of NASH but we gained no clarity at all about what TH is planning to do with their phase III. Puzzling.