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DewDiligence

05/18/23 2:49 PM

#247051 RE: rfj1862 #247050

Nice catch (eom).

Mufaso

05/18/23 5:13 PM

#247056 RE: rfj1862 #247050

Agreed. I noticed the article you referenced quoted Zobair M. Younossi who is a widely respected KOL on the payroll for just about every company doing something in NASH.

You may be interested in a presentation Dr. Younossi did in 2020. Here is a link to the slide set as well as the actual presentation (best listened to a 1.5x speed since it is long)

https://webfiles.gi.org/links/virtgrandround/Week11_ACGVGR_Younossi_Nash3.pdf
https://universe.gi.org/vow/15342.htm

This presentation covers everything you ever (or maybe never) wanted to know about NASH. (This presentation is also very good for anyone who simply is new to NASH as he covers the topic assuming you might be new to what NASH is.)

  • Lots of very good market data on prevalence of NASH/NAFLD and the demographics
  • covers market size although I think his numbers on market size are inflated.
  • covers a number of drugs that were in development in 2020 (many of which eventually failed.).
  • see slides 25 and 26 for a discussion of Diagnostic modalities and non-invasive fibrosis testing.