RE:RE:MDGL UpdateWhat the NASH space needs to see -- a successful leader moving to approvall. I think this was the companion NAFLD trial to the main MAESTRO trial they're doing on NASH, but it is also supposed to finish by mid year. Any good news in NASH will help to rebuild sentiment that it's a therapy worth going for.
For THTX news Muslix, from what tidbits came out in the presentations and subsequent discussions is that they are still moving up the dosage. Means they may still have to keep going to find DLTs, then back down one level and test six patients at that. Then we have MTD. I think my "ready-reckoner" was if its the 320mg (1.5x taxel SOC) it would have been finished Jan, 400-ish level would be Feb, 500-ish level would be Mar. If it keeps going up to the 700-ish level, maybe even beyond Mar. So looks like we're at least past the 400 level, so Feb at best and maybe Mar. WHile it's painful to wait, this waiting does actually have financial implications if you believe the higher the does, the higher the probabilitiy of something special in efficacy.
Be patient, it's a wait around good news, not bad.
muslix1 wrote:
one day it's going to be our turn pop up 20%...
but not today there's no news at 7.30 well see you tomorrow at 7.30 for news i hope