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mcbio

07/27/16 11:30 PM

#202946 RE: DewDiligence #202858

As you noted, ENTA's NASH drug has the same MoA as ICPT's.

At this point, I think the only potential NASH play I might ever consider would be ENTA. That's because I think ICPT has had the most success to date in NASH and the ENTA drug at least has that potential angle to differentiate itself (much more potent). That said, the ICPT drug has had some safety questions and perhaps those could carry over to the ENTA drug as well given same MoA.