Replies to post #251029 on Biotech Values

[marthambles]

Thanks as always for truly excellent analysis. Wonder if you have a reaction to this observation:

Conveniently used lighter patients (~89kg) vs $vktx trials at ~100kg or >100kg for $lly zepbound trials. Lower starting weight means it is easier to show weight loss as a % of starting weight. Master play by $nvo

— underpaid analyst (@Kevin_M_Biotech) March 7, 2024

[herculian]

When are the NASH fibrosis results anticipated for VKTX? Also what do you think of the probability of clean MDGL approval on the 14th and any price appreciation or the approval has been baked in ?