Replies to post #210805 on Biotech Values

[DewDiligence]

Is NASH going to end up similar to…HCV market? Looks very crowded.

Yes and yes:

• NASH will end up having a couple of winners (maybe three) and many losers.

• The NASH winners will have combination regimens (#msg-129038646).

• NASH will become a large market provided that imaging biomarkers are validated as prognostic (#msg-130518050).

A drug from the FXR-agonist class (#msg-128917063) will likely be one constituents of successful NASH regimens.