Stealthy NGM And Bristol Emerge As Serious NASH Competitors
No longer quiet NGM Bio unveils Phase II data at EASL showing rapid and significant reductions of hepatic fat, while Bristol announces a partnership to produce a non-invasive diagnostic for NASH and presents promising Phase II data for its FGF21 analogue.
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Analysts say the cirrhosis-reversing benefit seen with Akero’s efruxifermin portends well for the entire class, and that 89bio might differentiate on safety, tolerability and dosing frequency.
With the first Revlimid generics launching in 2022, Bristol Myers Squibb’s late-stage assets are key, but earlier programs will help fill the void as Opdivo and Eliquis lose exclusivity later in the decade.
With still no approved therapy for non-alcoholic steatohepatitis, Intercept, Madrigal, Inventiva and others used the liver meeting to build the cases for their NASH candidates.