Biotech Values

[rfj1862]

Any thoughts on how their NASH program compares to ETNB ?

I haven't thought about it because I have no desire to increase my exposure to NASH, and I also feel like VKTX is the *only* sensible investment in this space right now because the NASH product is derisked. And you have the support of a superior GLP-1/GIP potentially with an oral formulation, and the X-ALD program is a likely home run (well, in the context of the other programs it's more like a single, but it's a nice add on). All of these act as backstops. In contrast, most other NASH companies are single agent with all the attendant risk