Biotech Values

[mcbio]

Fair point. We will have to wait for p2 data in Q1/Q2 to be able to make this comparison. Until then it is all speculation.

And to be clear, I'm not knocking VKTX. I get that it trades at a huge discount to MDGL so may well still be worth the gamble here. But, it would be more interesting if someone could show why that is a reasonable tweet. Perhaps it might be helpful to directly compare the animal data between the two drugs. I do have VKTX at least on my watchlist now to think about.

I wonder if the best time to take a gamble on VKTX might be to wait to see the additional MDGL data just to confirm they hit the NASH resolution endpoint and further boost the outlook for this class of drug. Even if you have to pay up even more then, I wonder if that might be an ideal time to consider VKTX.