Dec. 18 at 2:54 PM
$ALT congrats to
$SGMT on their successful p1 pk data combining deni and resmetirom. They’re a good company and FASNs are definitely interesting in an oral delivery. I see they plan to initiate a p2 in 2H of next year in F4 only. It’s a bit unclear if MDGL will challenge the use of the combo, and SGMT took an aggressive step of patenting the combo. I guess they’re planning on just buying resmetirom at market prices for the combo? Not sure, but interesting nonetheless. NorthSea also has a good FASN candidate in oral form too...years away from p3 but still one to watch
