Hi, I agree that there is not enough data available as yet to be confident. As a GI specialist, I've been aware for quite some time that translocated LPS (amongst others) from the microflora is thought to drive inflammatory conditions such as NASH, and was impressed that this trial appeared to both appears to support this hypothesis and that it appears possible to reduce that translocation with monoclonal antibodies. Selectively altering metabolic activity of the microbiome in the colon has become one of the (if not THE) holy grails of medicine, and this trial suggests that antibody complexes might have some ability in this area, so that is very exciting. I don't know how robust the company's intellectual property is, its breadth, or the barrier to entry for anybody else, but what I've said above and the charts on this company would suggest it's a good time to hold.
IMC Price at posting:
39.0¢ Sentiment: Hold Disclosure: Held
