Aug. 1 at 5:20 PM
$SGMT
Long on this - love the novel MOA, molecule, management, and BoD - hate seeing the drop but am used to it and want to see how the story ends. I wish I was smarter on trading a portion of shares but FOMO always kicks in. They should have oncology combo therapy (with Roche) P3 data (run by partner in China) in 4Q25 so that will be some news coming. I am very curious what the data will look like. I got in this a while ago so even at these levels more than 100% unrealized gain - can afford to watch the end of the movie. The real story and money is in MASH and, if/when they announce how a monotherapy can get funded (without dilution - at these price levels not as likely thank heavens) this thing will light up to the moon. Good oncology data will give it a pop and provide more evidence to the diversity of the molecule - but MASH is where it’s at.