Biotech Values

[DewDiligence]

The bear case for NASH companies (scan up to see start of thread):

6. Payers may prevent this from being a massive market. They are aware of what NASH could do to their P&Ls. Will require lifestyle changes, drug response monitoring, etc. which becomes an issue given prior point around asymptomatic pts not wanting to deal with all that

— pharma father (@pharmafather123) May 18, 2023