Replies to post #215446 on Biotech Values

[DewDiligence]

ICPT's increase in planned enrollment for the final analysis and the delay of one year in estimated completion of the final analysis imply that the treatment effect for the primary endpoint at the final analysis is expected to be smaller than previously thought.

ENTA has not yet started its phase-2 trial in NASH, so the ICPT REGENERATE changes don't have any direct bearing on ENTA, as far as I can tell.

[DewDiligence]

ICPT…also added measurement of conjugated bilirubin to the list of things being monitored.

Yes. That change is in the green box of the “changes” file linked in my tweet.