Logribel

Biotech investor. European, small & mid-cap, #stemcells biotechs. Long only.

[Logribel @Logribel]

New Seeking Alpha article: "Is It Time To Invest In Stem Cell Biotechs?" https://t.co/iCd4GveuzK #stemcells $MESO $TIG $CYAD $ATHX $PSTI

[GENFIT @genfit_pharma]

#PressRelease 👉 GENFIT announces FDA Grant of Breakthrough Therapy Designation to Elafibranor for the Treatment of PBC 👉https://t.co/EE56dRYnMW #GENFIT #PBC $GNFT

[Bertrand Delsuc @BertrandBio]

Nanobiotix $NANO Announces First Ever Radioenhancer to Receive European Market Approval
https://t.co/Aj0jtRfS7A

[Logribel @Logribel]

Genfit opens at $22 in U.S. debut - about 10% above offering price
https://t.co/ZrlyzYfoRl $GNFT

[GENFIT @genfit_pharma]

#PressRelease 👉 GENFIT Announces Pricing of Global Offering and Approval to List on Nasdaq Global Select Market 👉 https://t.co/4k19fonLRD #GENFIT $GNFT

[Logribel @Logribel]

Even quicker than anticipated... let's see how it goes but that should be a significant step forward in terms of market recognition $GNFT

[GENFIT @genfit_pharma]

#PressRelease 👉 GENFIT announces Launch of Proposed Global Offering and Nasdaq listing 👉 https://t.co/LMXoZBzwd8 #GENFIT $GNFT

[Bertrand Delsuc @BertrandBio]

~150m$ / ~130m€ incl. the European private placement so we're in the range (on the higher bound, so good for $GNFT)

[GENFIT @genfit_pharma]

#PressRelease 👉GENFIT files Registration Statement For Proposed Initial Public Offering in the United States 👉https://t.co/ZbiVtyA9cP

[Robin Davison @RobinDavison2]

Re: discussion of the $ICPT NASH results today, it is worth remembering that Intercept will likely have to cut the current c$225 per 10mg tablet price used in PBC by >90% to gain any traction for a 25mg tablet in NASH.

[Madeleine Armstrong @ByMadeleineA]

$ICPT's Nash hopes rest on Ocaliva's borderline hit. The @Vantageanalysis take by me and @JacobPlieth https://t.co/niEQHKcR8j

[Logribel @Logribel]

That's the only real #NASH-related news today! Early completion of enrolment for a 181-pts trial, good job!

[Odi Bruckman @odibro]

$CBAY Announces Early Enrollment of a Phase 2b Study of Seladelpar in Patients with Nonalcoholic Steatohepatitis. Twelve-week topline liver fat data, using MRI-PDFF, expected 2Q 2019 https://t.co/FEebtEFyCl

[Logribel @Logribel]

Well, no big surprise here, it's only been 3 or 4 years that some have been predicting this 10mg toxicity limit - already well-known from OCA's PBC label - and the poor results it would yield in #NASH based on previous trials: https://t.co/M3mQMggA9w $ICPT $GNFT

[Jacob Plieth @JacobPlieth]

Borderline efficacy at 10mg, tox at efficacious 25mg dose. Is this approvable and commercially viable? $ICPT

[Logribel @Logribel]

Indeed, excellent safety is one of the biggest advantages of Genfit's elafibranor in #NASH $GNFT $ICPT

[Jacob Plieth @JacobPlieth]

Safety is much bigger worry here for $ICPT than the miss on the Nash resolution endpoint

[Andy Biotech @AndyBiotech]

$ICPT Ph3 #NASH hit on fibrosis, fails on NASH resolution

5% severe severe pruritus and 3% hepatobiliary events makes 25mg commercially unviable though

[Odi Bruckman @odibro]

$GILD Topline Data From Phase 3 STELLAR-4 Study of Selonsertib in Compensated Cirrhosis (F4) Due to Nonalcoholic Steatohepatitis (NASH) #Fail https://t.co/wNKiY4XxvB

[FierceBiotech @FierceBiotech]

With two other emricasan trials due to deliver top-line data next year, Conatus thinks it still has a shot at gathering the results it needs to move into a pivotal program: https://t.co/LEZ5gkgXeW

[Logribel @Logribel]

Genfit announces upcoming IPO in the US (no timing yet) https://t.co/ylgyMZ87PB $GNFT $ICPT

[GENFIT @genfit_pharma]

📃#PressRelease 👉GENFIT: New data to be presented at 2018 AASLD meeting, ahead of key results expected in 2018 and 2019 👉 https://t.co/IyA23VBEW7

[Logribel @Logribel]

@constantduquesn Probably here on Twitter although much more sporadically than before...

[Logribel @Logribel]

Featuring Genfit with Elafibranor’s NPV in #NASH valued at over 600% of current company’s market cap... and discounting any value in other indications such as PBC $GNFT #cheap

[Evaluate Pharma @evaluatepharma]

Most valuable unpartnered assets reveal a changing of the guard https://t.co/3rpnA9FrOH - Annual analysis shows a new crop of #biotech assets with ballooning valuations and no major partners via @EPVantage @JacobPlieth @ByAmyBrown $GILD $ARGX $BMY $BAYRY