aletz
Sep 16, 7:30 PM
$ALGS https://www.biostockinfo.com/aligos-therapeutics-algs-a-year-later-stronger-thesis-tighter-cash-heres-where-it-stands/
A year after my last ALGS DD, the potential remains huge—but the road ahead is still long. Gilead’s TAF took roughly three years from Phase 3 initiation to approval; bepirovirsen’s path to its scheduled FDA decision is nearly four. Fast Track should help, but development takes time. If Phase 2 succeeds in 2027, my working assumption is a Phase 3 start in late 2028 or early 2029, with a potential approval decision around 2032—assuming funding and results hold up.
The best outcome for investors would be a long-term partnership covering the US and/or European markets. GSK looks like a natural candidate, given Pevy’s potential to complement bepirovirsen. Gilead could also be interested: it remains a major player in hepatology, and its relationship with ASMB doesn’t rule out interest in a potential successor to TAF.
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