THE NEW DEFINITION OF NASH STRIKE THE NASH PLAYERS

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One can imagine that the new NASH consensual definition is an evolution, in fact, it's a revolution for the drug candidates on the NASH market.

The new definition of NASH is not anymore an NAS score > 3 with a minimum of 1 in the three components (steatosis, ballooning and inflammation), 

it is now : one a basis of steatosis (NAFLD) any presence of ballooning (score > 0), and a minimum presence of moderate inflammation (score > 1).

The steatosis should be present but is not anymore considered as discriminant to characterize NASH.






It draw a sharpen line between NAFLD and NASH which was not really the case before.

The studies show that, as steatosis reversal is quite easy with a simple modification of way of life, ballooning and inflammation are the factors to target in the pathology treatment.

A simple evolution of knowledge on the disease by the specialists and the Agencies (FDA , EMA) do not seem very important, but in fact, regarding many of the laboratories in the race for proposing a drug for the NASH, it is a stoning news.

If you examine the panel of companies in the race you'll discover that some of their drug are targeting steatosis, and only steatosis

In the previous definition of "NASH reversion" you could decrease the steatosis score  to 0 in a clinical trial without impacting ballooning or inflammation and then obtain  a "NASH reversion", it is not the case anymore.

This is a very bad news for laboratories like : 

GALMED and its ARAMCHOL who target the steatosis.

INTERCEPT and its OCA who proved to be efficient on steatosis in their clinical studies but not on the ballooning.

The laboratories who were targeting cirrhosis and bridged fibrosis only, like GILEAD and GALECTIN, were not really on the NASH market but on the treatment of the consequences of the NASH disease .. it could be a profitable market but with only a tiny part of the patients (cirrhosis impact about 4% of the NASH patients ). they are not impacted.

The most advanced NASH pure players who are targeting the ballooning, the inflammation or the both, are few.

GENFIT and TOBIRA


For NOVO NORDISK and its VICTORZA, they were supposed to impact mainly steatosis but at this time, without the full results of their trial,  it is difficult to evaluate the impact of the new NASH définition on their results.

One can notice that he only laboratory who clinically proved an histological improvment on the new two consensual NASH parameters is … GENFIT.. Far ahead now. 


 



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