Replies to post #247054 on Biotech Values

[DewDiligence]

Nice rebuttal of the Twitter thread by @pharmafather123.

One nitpick—NOVO’s Rybelsus is oral, but it is definitely not convenient to take, owing to the strict fasting protocol (#msg-171530263).

[zipjet]

NASH - one of my friends was one of two or three MD's that could approve liver transplants at a major hospital.

This is what he told me a couple years ago:

There are not enough livers for transplant demands. NASH patients are not candidates for liver transplants. They will not score well and we would rather transplant on alcoholics.

He went on to support the need for treatment of NASH.

[DewDiligence]

GNFT non-invasive NASH diagnostic in Journal of Hepatology:

https://www.journal-of-hepatology.eu/article/S0168-8278(23)00318-5/fulltext

GNFT PR on the above:
https://www.globenewswire.com/news-release/2023/05/23/2674793/0/en/GENFIT-Announces-Publication-of-the-Development-and-Validation-of-NIS2-in-the-Journal-of-Hepatology.html

This is apropos to your investment thesis in #msg-171942686. Comments?