Will TH expand Egrifta to NAFLD/NASH market ?
Today's TH transcript should put this question to rest as Luc, in no uncertain terms, stated :"In addition, we will definitely look at going outside the field of HIV. NAFLD/NASH is probably one of the most pressing concern in the U.S. -- health concern in the U.S. and in the EU. Thus far, there is little, if anything to offer to patients faced with the condition."
Link: https://finance.yahoo.com/news/edited-transcript-th-earnings-conference-225227988.html
In short term, without requiring additional approval, TH will likely address HIV patients having Lipodistrophy and NAFLD/NASH, but so far reluctant to take Egrifta treatment. This patient cohort will be immediate candidates once Dr. Grinspoon releases his study results. Luc seems to be fully prepared for that by increasing TH medical science liaisons from 6 to 8 to spread the words.
On the other hand, as "More than 25% of people living with HIV have NAFLD, and at the present, there are no treatments available" (300k in US alone), Egrifta market will quickly expand as off-label, lipo-related treatment.
5 years from, everyone will look back at this share price and ask himself "what was I thinking ??"