ALT has a fraction of the EV as VKTX. I’m much more interested in obesity than NASH which is littered with failures. Much cloudier line of sight to approval regulatory wise (may need to show fibrosis improvement when the smoke clears) So I would rather invest in this space where less value in NASH indication amd also where more POC in obesity / wt loss is out. I already sold half at 5 percent gain and will hang onto the rest I’m not sure in this long term
ALT/VKTX both up big today - I sold out of ALT for a quick trade Had a quick trigger didn't do all that much hw on this one just felt the data didn't deserve quite the selloff. your VKTX could be better I just worry about NASH data as lead for reasons I mentioned previoiusly. I would just prefer a pure play GLP
News 
Market Data 
Discover 
