Biotech Values

[dewophile]

ALT has a fraction of the EV as VKTX. I’m much more interested in obesity than NASH which is littered with failures. Much cloudier line of sight to approval regulatory wise (may need to show fibrosis improvement when the smoke clears)
So I would rather invest in this space where less value in NASH indication amd also where more POC in obesity / wt loss is out. I already sold half at 5 percent gain and will hang onto the rest I’m not sure in this long term