Biotech Values

[rfj1862]

It''s not like say HCV where you had a cure rate of 95+% w super easy regimen where there is no room for improvement and you basically shut down all research in the field. But it would dampen things somewhat sure

Nah NASH would instantly become a hypertension-like market where what we have is all we're going to get regardless of how good or bad the available treatments are.

So either Sentiv Capital is right, which means there is no investment thesis for any NASH company (well, maybe MDGL in the short term) or they are wrong. I am not a patent expert at all but I'm betting the latter since not a single analyst has caught this.