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I just listened to it. Here is a link.: https:/

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Post# of 155140
(Total Views: 630)
Posted On: 10/07/2024 4:43:03 PM
Posted By: Katangolo
Re: rodolfo #146953
I just listened to it. Here is a link.:

https://ir.madrigalpharma.com/events-and-presentations

It’s 30 minutes long and the CEO is being interviewed. It’s a lot about their current drug launch with RES And what the uptake is, who is prescribing it, formulary access etc. Nothing really earth shattering, but in the last five minutes, he talks about launching in Europe, and they made a decision to go it alone, and not partner with another company to launch in Europe.

The last question was the most interesting one at about the 28:30 time mark. The guy from HC Wainwright mentioned they had just hired a rockstar to head their clinical programs and asked about how the portfolio would look in the future. They had already talked about How Semaglutide (ozempic/Sema) And that class of drugs might impact the market But the CEO said that they thought their product could be the leader in MASH for the next several years to come, but he didn’t think the disease would come down to just their product alone and they wanted to be on the forefront of adding other products to their portfolio that could be paired with RES.

He didn’t say anything about our mouse model study with LL and RES but that’s what he was talking about. I found it very encouraging that he wants to have a broader portfolio and be the market leader in MASH with multiple products.

LL will be owned by the market leader in MASH…whoever that ends up being.

Let the bidding begin.


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