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Re: zipjet post# 188255

Friday, 03/06/2015 9:39:07 AM

Friday, March 06, 2015 9:39:07 AM

Post# of 257302
DD's interpretation very much accords with my recollection. Luly mentioned only ICPT (and favorably) when discussing the competitive landscape. I tried to draw him out on my pet NASH company Genfit which unlike ICPT, targets the peroxisome proliferator-activated receptor (PPAR)-a/d. I drew a complete blank.

Funny, I had originally bought ICPT as a hedge against GNFT.PA (before selling it last summer); now all I have to do is hang on to ENTA!

"The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design." -F.A. von Hayek

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