Question · Q2 2025
An analyst on behalf of John Walleban of Citizens JMP Securities asked for more color on the selection process for the newly in-licensed oral GLP-1, including how many candidates were evaluated and the rationale for choosing an asset with an orfaglipron backbone.
Answer
CEO Bill Sibold explained that business development is a core part of their strategy and they conducted a systematic search for the right asset. He stated they specifically sought an orfaglipron derivative with a favorable stability and pharmacokinetic profile amenable to a combination therapy. He emphasized that combining this asset with ResDiffera is a key differentiator that they believe will create a next-generation treatment for NASH.
Ask follow-up questions
Fintool can predict
MDGL's earnings beat/miss a week before the call