RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Financial and othersToday's news on NASH has nothing to do with the validity of using tesamorelin to treat it. The rationale behind it remains the same and it is still scientifically sound. What changed is that the number of patients they will need to enroll is mch higer than expected, and experience from other companies showed how hard it is to run a NASH trial that is robust and reliable. There is an inherent problem with high placebo responses, and the way to read biopsies in a reliable manner. So much higher costs, higher risk involved in NASH trial in general. Also, they now know that oncology is likely a much better opportunity for the company. In oncology, if it is really clearly efficacious, they would have much shorter trials, much lower cost of running them, clear endpoints with no placebo effect, that would drive the stock price a lot, and they would get revenues and profits much sooner. The company pushed two programs at the same time hoping at least one would work. Now they are very confident that oncology will work beyond their wildest expectations. Remember, they stated today that it had the potential to transform the way cancer is treated. Again, this is a huge statement. If it ends up being true, they clearly will not want to spend energy on NASH. Again. Transform the way cancer is treated. Think seriously about that. Sometimes I was telling myself that maybe I was too positive about SORT1 here in what I wrote. Now I realize that the company itself came out today being more positive that I ever was here. Even though it is a conditionnal statement, you don't make such a strong statement without being very confident about the outcome.