"If phase 2 nash is even close to phase 1, this thing might go to the moon. If our lipid lowering effects are better than MDGL, the value gap may finally close, once and for all. "
Agree with you and also think they should go 1 drug alone vk5211 and Partner with the Lipid vk2809 after P2 results
Need your thought on this pullback. Also need your opinion on how they can do a better job with enrollment in their Trials. Is there something more they can do for recruiting patients like Pay them more ? or is there a fixed amount the FDA allows? another question I have is how many Bone / muskcoskelatal franchises are out there, and do you know who may be bidding for Vk5211 ? do you think vktx management is holding out as long as they can for best deal ?
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