A hit on one goal helps, but future Nash data will be more decisive.
Important ovarian cancer data are ahead for Immunogen and Mersana, while Disc Medicine eyes a rare metabolic disorder.
The next few months will see some important mid-stage Nash results, from Viking, 89Bio, Northsea and others.
The Nash pipeline is pharmacologically diverse, and some projects look like very long shots.
Calliditas heads for confirmatory data in IgA nephropathy, while Viking and 89Bio are set for key readouts in Nash.
A smash hit in resmetirom’s pivotal trial sets up an accelerated approval filing next year.
Resmetirom’s first pivotal liver disease study reminds the markets about the third quarter’s Nash readout, but investors wanted more.