May. 20 at 11:13 PM
Afrer Madrigal showed via their sales trajectory that MASH market is real, fhings started to move. FGF-21s are being the focus so far: Boston acquired,
$AKRO - rumors,
$ETNB - follower.
Novo will file sNDA for semaglutide in MASH in the coming months.
So, we'll likely end up in a multi combo setup by 2030:
- oral combos (Madrigal's resmetirom+ Denifanstat
$SGMT is most probable, can be resmetirom+ lanifibranor)
- injectable combos: GLP1 + FGF21 (Novo / Lilly) or RNA silencing+ FGF21 (GSK)