Replies to post #214528 on Biotech Values

[DewDiligence]

Re: NASH market size and valuations

I can’t answer your questions with much confidence because it’s too soon to know whether non-invasive imaging technologies to accurately detect and stage NASH will pan out.

Please see #msg-129038646, #msg-130518050, and #msg-130718964 for related discussion.

[DewDiligence]

(ENTA)—ICPT stopped development of INT-767—the backup FXR agonist. It’s apparently not better/safer than Ocaliva.

Musings by @bio_clouseau:

$ICPT Its a dual FXR/TGR5 agonist. Probably safety was worse because of more specific TGR5 targeting which $ENTA has tried to avoid https://t.co/wj3aa1oe82

— M (@bio_clouseau) November 1, 2017

ICPT 3Q17 PR:
https://finance.yahoo.com/news/intercept-pharmaceuticals-reports-third-quarter-110500618.html

ICPT 3Q17 CC slides:
http://ir.interceptpharma.com/common/download/download.cfm?companyid=AMDA-1AUOV7&fileid=961913&filekey=0BDD4373-64F1-491A-9481-061364C56AFA&filename=3Q17_Earnings_Slides_vF.pdf