https://surfingnash.com/surfing-nash-podcast-season-2-episodes/ Surfingnash put out their AASLD podcasts. Lots of positives, some negatives. Appear Bristol Meyer have completely pulled out of the NASH space. Lot of discussion about how biopsy continues to be problematic while of ways to measure outcomes, NITs, are repeatedly giving interesting data. Steven Harrison believes there should be some move on NITs in 2022, maybe not with efficacy endpoints in clinical trials, maybe in cirrhosis first, but he seems to see something on the horizon. The regulators opinion seems to be the missing piece of the puzzle. I found E56 and E57 most interesting. Loads on NITs, what MRE can offer, reports on a couple of new programs, BMS fail FGF21. Lots of stuff I didn't find all that relevant, I skipped thru using the timetable on the webpages.
Overall though seems very positive that a better path for drug development might be on the horizon, that was my take home point.
I do think the company is tied down by financing atm but I wonder if that won't end up being favourable if there are still learnings to be made. Not helping with the value atm though.