The failure of the Stellar-4 study of selonsertib is a big blow for Gilead, but has not dented enthusiasm for other Nash players.
Albireo is taking aim at yet another Nash target, but Shire and Glaxosmithkline have already ditched projects with similar mechanisms.
Viking’s VK2809 looks at least as good as Madrigal’s MGL-3196 in liver disease – but investors should be careful of making comparisons.
Trailing the leaders in amyloidosis and Nash, the respective small caps Eidos and Conatus look to mid-stage trial readouts to demonstrate their relevance.
Nash, the one-time favourite therapy area for biopharma speculators, is back.