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DewDiligence

01/05/24 9:42 AM

#250247 RE: Mufaso #250246

Partners Healthcare—the largest healthcare group in Massachusetts—just issued a new mask policy for office consultations. Healthcare providers will now wear masks, but masking is optional for patients. In a curious twist, Partners insists that patients who do opt to wear a mask must use a mask provided by the healthcare facility.
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ggwpq

01/05/24 11:02 AM

#250248 RE: Mufaso #250246

Mufaso, thanks for your continued DD on VKTX. Have you seen the following:

Merck chief executive officer Rob Davis said that the company is looking at a new class of weight loss drugs called glucagon-like peptide 1 (GLP-1) that provide health benefits for diabetes and other disorders alongside weight loss.

The New Jersey-based pharmaceutical company is seeking opportunities through its own drug development as well as deals.

GLP-1 drugs, like Novo Nordisk's (NVO) Wegovy and Ozempic and Eli Lilly's (LLY) Mounjaro and Zepbound, work by controlling blood sugar levels and triggering a feeling of fullness. Other than weight loss, GLP-1 treatments are also being tested against other conditions such as chronic kidney disease and cardiovascular disease.

Davis believes that GLP-1 therapies offering benefits beyond weight loss will potentially make it easier to get reimbursement for the drugs. He said, "I think everyone recognizes weight management is a hard thing to get reimbursed. But if you can show cardiovascular outcome, if you can show diabetes outcome, which you're starting to see data for, if you can see fatty liver disease benefits...that is an area where we think there's opportunity."

https://seekingalpha.com/news/4052559-merck-looks-to-tap-into-obesity-drug-market
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vinmantoo

01/05/24 11:46 AM

#250249 RE: Mufaso #250246

Hospitalizations for Covid are more than double the amount seen for influenza. I remain astonished that ENTA hasn't found a partner for their anti-Covid drug EDP-235.

https://www.reuters.com/world/us/mask-mandates-return-some-us-hospitals-covid-flu-jump-2024-01-04/