Replies to post #216042 on Biotech Values

[DewDiligence]

I'm a well-documented bear on ICPT, so we have no argument there. However, the LDL-raising property of Ocaliva does not necessarily extend to other FXR agonists, as some have alleged. Each compound has to be considered on its own merits.

[abcd12]

MDGL. Dew a question for you. Do you know of any drug that RAISES LDL cholesterol , ever being approved by the FDA for a population as large as the NASH population ?
Years ago GSK tries to get Lovaza approved for mixed dyslipidemia ... ( TG's 200-500 ) but the FDA declined and only approved for a very small population of above TG 500 at risk of pancreatitis..

So ICPT's program looks dead on arrival as far as I'm concerned ...as well as any NASH program that raises LDL cholesterol .
Appreciate your thoughts .
Yes ...reversal of liver fibrosis is a high hurdle ...halting progression is worth something

ALL drugs have side effects.

Was NASH's risk vs. benefit evaluation in the event of a possibility in the increasing LDL cholesterol taken into consideration and what do we know about the LDL cholesterol in NASH that had lead to a conclusion that ICPT's program looks "dead on arrival" ?

[DewDiligence]

...ICPT's program looks dead on arrival...as well as any NASH program that raises LDL cholesterol.

That's exactly what Dr. Harrison* just said on MDGL's AASLD webcast (without needing to mention ICPT by name).

*PI of MDGL's phase-2 trial.

[DewDiligence]

…ICPT's program looks dead on arrival as far as I'm concerned ...as well as any NASH program that raises LDL cholesterol.

I just reread the above excerpt from your 2017(!) post. You were an ICPT bear as early as I was, so I’m calling out your nice call!