Replies to post #188 on Equity Field Notes from temporal sources

[DanWebzster]

VKTX has risen on sympathy to the perceived value increase of another NASH play.

VKTX has a Ph2 NASH study that will read out in H-2/18.

The bull case is that VKTX Ph1 data could be interpreted as stronger than the Ph1 data of MDGL

The bear case is that VKTX has undergone > than 100% dilution in the last year at lower pps plus an outstanding ATM agreement with Lincol Park Capital.

Pay attention to relative MC of VKTX,MDGL & ICPT. I believe ICPT is a better stock to stalk short.