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S&P 500
5,477.90
(
0.16%
)
US TECH 100
19,148.00
(
-0.14%
)
Dow Jones
39,127.80
(
0.04%
)
Brent Oil
84.47
(
0.34%
)
Bitcoin
60,832.37
(
-1.58%
)
Post# of 252385
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DewDiligence

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Followers 833
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Alias Born 09/05/2002

DewDiligence

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Re: DewDiligence post# 191443

Tuesday, 05/19/2015 1:42:53 PM

Tuesday, May 19, 2015 1:42:53 PM

Post# of 252385
ICPT—Lots of discussion on Twitter about NASH phase-3 design. I think REGENERATE will be a tough trial to bring home—even FLINT-like results might not be good enough.

(ICPT refused to disclose the statistical power on today's CC.)

All told, ICPT's valuation does not properly discount the risk of phase-3 failure in NASH, IMO.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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