Aug. 25 at 10:09 PM
$ALT interesting: Merck is advertising for a MASH clinical development senior director:
https://jobs.merck.com/us/en/job/R413383/Senior-Director-Clinical-Development-Metabolism-MASH
Obviously, they like GCGR/GLP1 duals, but theirs (efinopegdutide) seems to have stalled. It finished its p2b trial in late Dec, but still hasn't reported any results. They previously stated that de-fatting the liver with modest weight loss (around -10%) is a thesis they think is clinically important, rather than getting into the GLP1 obesity game.
The CEO said they would be aggressive about mid-late stage deals in areas of importance, possibly spending up to
$15B for a company/asset
Merck has a history in liver (HCV) and would be able to leverage those networks and providers to easily introduce a new MASH drug
