great post gestalt - and spot on. my take has been for a long time that NP wasn't purposely trying to manipulate or deceive - he was just a terrible manager. I don't view this news as anything that takes us off track - and i'm glad it came out before YE. I chalk this entire year up to a wash-out - let's put all the bad news out and move up next year.
switching from this, the WSJ reported that Madrigal Pharma hit primary endpoints in both a reduction of inflammation and liver scarring in their NASH trial, with no major safety signals. Would love to know how their results would stack up vs ours.
They mention that getting only 5% of this market is worth $8.5 billion.