NASH - GENFIT-  RUMORS AND TRUTHS

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Today a rumor relayed by Bloomberg allegued that "Genfit (GNFTF) is working with advisers to explore a sale, licensing agreements or partnerships »

The only news is that GENFIT is working with advisers, otherwise we all knew for month, that GENFIT was exploring licensing agreements or partnerships and is open to a sale if the offer is very generous, it was told months ago by the CEO himself.

So where are the news ?

Maybe it means that negotiations are close to finish ?

In my opinion it is a little bit too early for a deal but one can explain the rumor and the beginning of recovery of the GENFIT's massacred value.

What are the facts !

§  GENFIT own alone all the rights on Elafibranor until 2035 

§  Elafibranor is one of the two leaders in potential NASH treatment (with OCA)

§  Elafibranor is safe ( allowed in pediatric trial) 

§  Elafibranor can reach the market in 2019 through a subpart H agreement

§  Elafibranor is backed with the most advanced diagnosis biomarker program also owned by GENFIT

§  Elafibranor is Cardioprotector

§  Elfibranor is acting on insulino resistance

§  Elefibranor is the only drug which demonstrated a significant NASH reversion in a controlled trial.

§  A prospective article published in NATURE is giving  30% of the NASH Market to elafibranor by 2025.

§  Genfit's cash is enough to reach the Phase 3 intermediate results and the subpart H 

 

All is green, that is the truth !

There is no hurry for GENFIT to make a deal !

The company value is very very low ( 1/5 of INTERCEPT value)

In my opinion, no deal should be concluded under 5 Billions and 10 billions is closer to the fair value.

So the value need a big recovery before a deal, 

Rumors are not always true but can help ! 

And it is still a very good investment opportunity !

  


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