DD's interpretation very much accords with my recollection. Luly mentioned only ICPT (and favorably) when discussing the competitive landscape. I tried to draw him out on my pet NASH company Genfit which unlike ICPT, targets the peroxisome proliferator-activated receptor (PPAR)-a/d. I drew a complete blank.
Funny, I had originally bought ICPT as a hedge against GNFT.PA (before selling it last summer); now all I have to do is hang on to ENTA!