Thanks for the reply Peter. I agree that they should look to partner out VK5211 if p2 data looks promising this quarter. The drug has gone through a few generations of improvements over a decade. It might have a decent shot at producing some good results. As for their NASH pipeline, some folks think it should be valued the same as MDGL. So your bet might be worth it in 1H18. Nevertheless, I too am treating it like a lotto stock with a small position only.
Speaking of Ligand, I think of Captisol, and then another one of my lotto picks which has done really well in the last two months - MRNS. They have phase 2 PPD data due this quarter, and in this trial they are using Captisol-enabled Ganaxolone. Sage used Captisol with their phase 2 PPD compound that did really well. Does that mean Ganaxolone will also meet p2 endpoints, also given they are identical compounds with the same MOA? Can't say for sure but I like the odds here of some further gains. Regards.
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