$NGM Ok, anybody else listen to the GS presentation. ? They did a good job. No tough questions from GS on the crushed market cap, but otherwise both GS and NGM did good job. My take aways 1. Aldefermin F4 study progressing because longer treatment with outcome based endpoints instead of surrogate fibrosis endpionts in F2/F3. 2. NGM621 rapid enrollment of study suggests high patient interest. possible dosing every two months. Trial design might possibly be pivotal. Competitive readout will come before NGM and would validate C3 target. 3. NGM 120 60% of cancer patients have cachexia and 30% of cancers patients die from cachexia BEFORE tumor lethality. 4. NGM 707 blocks immunosuppress effects of two parallel receptors potentially activitating check point inhibitors in Unresponsive patients. Working closely with KEYTRUDA in study! 5. NGM 438 potentially defeats the collagen protective blanket around the tumor micro environment to open up checkpiont inhibitor activity! 6. Undisclosed
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