Nov. 10 at 6:29 PM
$SGMT Conference was underwhelming with some technical problems at the beginning and no time for Q+A. Regarding Deni monotherapy, anlayst did not ask the right question. CEO referred to it as still in play at the level of FGF21 analogs(all now acquired by BP) & said "biopsy study". That is interesting since FDA supposedly is considering waiving the liver biopsy requirement in favor of NITS. CMO elegantly explained the rationale for combining Rezdriffa with Denifanstat. CCO was competent in summarizing the entire pipeline, and oncolgy was mentioned, but no concrete details given re Deni's potential there. IMO, its a bandaid meant to enhance their pipeline but Onc requires a full focus, and unless there is compelling early data, they should jettison this. GBM already failed, but that is not a surprise. Tough tough tumor.
