RE:NASH market and competitionI have wondered if the company is struggling with this issue themselves and that this is the reason for the delay in the start of the NASH trial until the end of Q3. By then, they will know much more about the prospects for cancer and they may want that before they start spending big bucks on NASH.
But I disagree on the injection versus oral concern. While it is less than ideal, the F8 version is really not going to be a big impediment. Moreover, NASH medicines will be almost certainly be used in combination therapy and Egrifta could easily have a role in a combination treatment.
I also disagree on the timeline. Cancer revenues could easily come sooner than NASH but not 4-5 years sooner. Maybe 1-2 years would be more realistic and that assumes a really good outcome onthe cancer trials that speeds the process, which is hardly assured.
jeffm34 wrote: There is a reason analysts are not assigning much value for Thera's NASH program. The market is huge but not for Egrifta. Oral meds will dominate the NASH treatment market unless there is a significant advantage with a particular injectable drug. Similar results to using Egrifta can be achieved through diet, exercise and weight loss.
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The first line of treatment for NAFLD and NASH is weight loss, done through a combination of calorie reduction, exercise, and healthy eating. Weight loss can reduce fat and inflammation in the liver. "
Spending money and resources on a NASH program is not the most effective use of company resources right now. License it out if they want to pursue this market.
https://www.pharmaceuticalonline.com/doc/analysis-of-the-non-alcoholic-steatohepatitis-nash-drug-pipeline-market-sizing-up-the-first-wave-0001 The opportunity for TH in oncology is multiple times larger and 4-5 years sooner than any NASH potential. That is where all resources should be directed.