Feb. 6 at 4:25 PM
$GALT Here is where I fault management. They were obligated to explain to the investing public that we are not the same as Madrigal's compensated F4C- a very early stage of cirrhosis. By Madrigal's own admission, in a press release some time back, this F4C category only had a TAM of 245,000.
GALT should have properly explained how we differentiate ourselves from this very early stage of cirrhosis. They should also explain that GLP1s failed in cirrhosis and carry a risk of sarcopenia in true cirrhosis. Additionally, as per MASH TAG 2026, RESM accumulates 20-fold AUC in a cirrhotic liver. RESM has known liver toxicity and that can be dangerous in true cirrhosis. In the absence of analysts following the company, it is up to us on these message boards to get the word out. (I don't work for Galectin)
