Quick Summary Quick Summary Cantor:
Paul mentioned their oncology platform “magic” has a very application, between now and the end of the year they will have the MTD and inform the market, they are currently dosing patients, they could potentially see early efficacy of a patient with high level of Sortilin. They are exploring a partnership for their oncology technology in China.
On NASH they will definitely proceed with the program with or without a partner as they think they have strong data to “tip it over’ to an approval, he predicted an approval by 2026. They will eventually need to have a partner for the potential approved drug in order to commercialize it. He believes THTX is serious contender in the industry.
On Egrifta he mentioned lipodystrophy is linked to NAFLD/MASH and as science has evolved physicians will understand the condition is not cosmetic therefore he projected “significant” sale growth for the drug.
As for Trogarzo Paul mentioned the aging MDR patients after 40 years of ART will eventually develop resistance and the market is moving away from oral daily pills towards long acting drugs such as Trogarzo.