Replies to post #218491 on Biotech Values

[jbog]

Is that one of the drugs Merck is involved in?

[Whalatane]

Dew thx for the link to NGM282 data

My views on NGM282 vs MGL -3196 .
NGM282's data looks impressive except for the 46% increase in LDL cholesterol . A 46% increase in LDL cholesterol equates to about a 20% increase in risk if an MI, stroke etc .
So they will put these patients on Statins to mitigate this risk .
So now you have a patient that needs sub Q injections of NMG282 ( how frequently ...daily ? ) and to also be on at least low to medium doses of a Statin like Lipitor plus deal with loose stool issues .
Would think the Adcom on this one will be interesting .

Compare that to MGL-3196 .
Less impressive reading on PRO -C3 , ALT reduction etc BUT cardiovascular protective in that it lowers LDL cholesterol and blood pressure .......so no need for adding a statin
Oral medication and no reports of loose stool.

My guess is that most will want to try MGL-3196 first and only those with severe disease will be on NGM282 .

Have thought more about MGL-3196 for HeFH . Still feel that ESPR's ECT-1002 has the lead but over time HeFH patients may prefer MGL-3196 for its Liver protective ( lowering ALT/AST ) properties..
HeFH patients are usually on max dose Statins ...and liver toxicity was a concern ...less so now ...but ALT/AST levels are always tested on my Lipid panels
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I'd be interested in other views on NGM282 vs MGL -3196 ...Biotech Jim et al

Kiwi