Goldman Sachs Starts Sagimet at Sell, Sees 35% Downside Into AURORA
The bank says AURORA endpoints and teen compliance may not match China’s Phase 3 results.
The bank says AURORA endpoints and teen compliance may not match China’s Phase 3 results.
Barclays says Sagimet’s dermatology-first plan is smart. China data may de-risk the U.S. Phase 3 readout expected by the end of 2027.
Guggenheim analyst gives Sagimet Biosciences a Buy rating with $27 target, citing promising results for its FASN inhibitor in MASH and acne.
Pharma giant Roche bought 89bio for up to $3.5B. The focus is pegozafermin, a promising drug for treating MASH (severe fatty liver disease). This deal positions Roche to transform care in metabolic diseases. Shares of 89bio surged 85% on Thursday.
The FDA accepted non-invasive Liver Stiffness Measurement as a surrogate endpoint for MASH clinical trials, replacing biopsies. This key decision accelerates MASH drug development by enabling safer monitoring, speeding recruitment, and predicting patient outcomes.