Replies to post #202946 on Biotech Values

[dewophile]

NASH

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

I was actually thinking this is where ENTA (and others) can differentiate themselves greatly from ICPT. OCA is a bile acid so pruritis is a significant SE. you also have lipid issues that most think are unrelated to the MOA for NASH

One challenge though is you have a company like GILD w multiple MOA and although clearly FXR is the most proven if another mechanism pans out that is at least additive you have a race w combination regimens, and that becomes more challenging commercially