Question It appears most of Th's SP past phenomenal run stems from Trogarzo expectations. First, a phase while Taimed was already in a Phase III study, and a second fueled by bullish Trogarzo sales.
Egrifta sales had a minor effect on the SP in this rise all along.
Now, the investor is basically asked to renew its confidence in Egrifta under a possible NASH-related Phase III study, based on hopeful results from Grinspoon's research.
I fully appreciate this logic.
However, I keep lingering on the following question: how is it, given all the years patients have been
taking Egrifta, that Th's scientific team has never been able to remotely establish a correlation between the condition of Lipo dystrophy and that of the liver? Is it beacuse no patient had their liver condition examined throughout the time they were on Egrifta, or because the dosage used by Grinspoon is totally different from that used by a typical Egrifta user?
Confidence in Egrifta's potential will be key in the next few quarters, as Trogarzo sales will increase more moderately than initially expected.