CYMABAY RESULTS WERE PREDICTABLE AND COHERENTS WITH PPAR's KNOWN ACTION


Funny to see how the market interpretation is far from reality


CYMABAY RESULTS IN NASH ARE COHERENTS WITH PPAR's ACTION


Today, Cymabay published results of their NASH trial , and the result is looking like a failure.

If you follow the NASH trial from years, their results are not a surprise. They pay the incoherence of their primary endpoint that is inconsistent with the PPAR's mechanism of action on NASH.

Since the full publication of GENFIT phase 2b results 3 years ago, we know that PPAR's action in NASH is mainly focused on inflammation and ballooning and quite innefficient on steatosis.

It is surprising that Cymabay decided to choose an endpoint focused on steatosis, as Madrigal and Vinking have done ( for those two companies it was logical, regarding their hormonal mechanism of action focused on liver fat).

Cymabay choose to make their trial relying on a criteria never met by PPAR . Moreover, the new definition of NASH resolution do not take in account liver fat. I was surprised when the design of their trial was published . I am not surprised by the results.

What is coherent  is the good results of CYMABAY PPAR on liver serological indicators, showing a clear positive action on liver health. 

Those data show that, despite no direct action of liver steatosis, the liver health is improving  with PPAR treatment, probably because of its action on oxydative stress, inflammation and ballooning.

Again, all that is completely coherent with the PPAR’s  known mechanisms of action in NASH.

CYMABAY facial failure is mainly due to a wrong trial design, it is so funny to  see the way those results are interpreted by the market as a PPAR's failure. To me, SELADELPAR is still in the NASH race, CYMABAY just need to be more clever in their endpoints choices, they should learn from GILEAD on that point!

G Divry 2019

Notice that I am neither a physician nor a biologist, my point of view is only that of an enlightened amateur, so it must be taken for what it is, a questionable point of view



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