Jun. 21 at 10:03 PM
$ALT $MDGL $PFE $GSK
If pemvidutide’s MASH data underwhelms or fails to match expectations, here’s how it boosts
$MDGL:
🟢 1. Revalidates Madrigal’s moat
• Reinforces Rezdiffra as the leading (and only FDA-approved) drug in the MASH space
• Signals that no near-term rival is ready to challenge in fibrosis or histological efficacy
🧲 2. Makes
$MDGL a more attractive acquisition
• With competitors like ALT sidelined, Big Pharma may act quickly to acquire MDGL before other metabolic combos catch up
• Think GSK, Pfizer, BMS — anyone wanting to anchor a cardio-metabolic franchise with a MASH foothold
📈 3. Valuation bounce
•
$MDGL’s recent weakness would reverse
• Options pricing would shift bullish with renewed analyst upgrades, buyout chatter, and sales optimism
