RE:Piper on MDGL after NGM failureSeems it might just pay to overdesign your trial and think everything through multiple times. Maybe THTX's patients in figuring out the trial is smart. Does look like NGM tried to cut a few corners to get to the end quicker. I can understand his point on making sure you have loads of F3s in there if you're going for the fibrosis lowering endpoint. Given this, THTX can still learn from the post-mortem on this and also learn from Madrigal. Loomba and Harrison both consult for Madrigal too I believe. For FDA, THTX still says they are using the NASH resolution and no progression of fibrosis. EMA they may have to agree to the dual lowering of NASH/FIbrosis.
It's funny but the Liver Therapy lady said that Madrigal and NGM drugs had the same MOA and I was wondering what she meant since one is anti-fibrotic and the other is fat-buster. My understanding was like this analyst, that they are very different MOAs. I think she's wrong in that comment.