Novo semaglutide data in MASH could negatively impact Madrigal's Rezdiffra

seekingalpha11-21

Rasi Bhadramani The promising results released on Nov. 19 from Novo Nordisk (NVO) on GLP-1 medicine semaglutide as a treatment for metabolic dysfunction-associated steatohepatitis (MASH) could spell ...

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That's the assessment from Cantor Fitzgerald analyst Prakhar Agrawal, who says that \"it is becoming increasingly clear that semaglutide will be the first-line therapy in MASH once approved in 2026, based on our several checks with physicians and payors.\"  He added that while some who are bullish on Madrigal contend that a decline in new patients on Rezdiffra will be outweighed by an increase in newly diagnosed MASH patients who will eventually switch to Rezdiffra, they are mistaken based on checks with key opinion leaders. Agrawal sees a 10%-40% downside to Street estimates beginning in 2026. Evercore ISI's Liisa Bayko, however, has a different view, saying she doesn't see the semaglutide data as \"changing the trajectory for Rezdiffra.\" She added that","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MDGL":"Madrigal Pharmaceuticals, Inc.","BK4139":"生物科技","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"translate_title":"MASH中的Novo索马鲁肽数据可能会对Madrigal的Rezdiffra产生负面影响","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MDGL":0.9},"content_text":"Rasi Bhadramani The promising results released on Nov. 19 from Novo Nordisk (NVO) on GLP-1 medicine semaglutide as a treatment for metabolic dysfunction-associated steatohepatitis (MASH) could spell trouble for Madrigal Pharmaceuticals' (NASDAQ:MDGL) Rezdiffra (resmetirom). That's the assessment from Cantor Fitzgerald analyst Prakhar Agrawal, who says that \"it is becoming increasingly clear that semaglutide will be the first-line therapy in MASH once approved in 2026, based on our several checks with physicians and payors.\"  He added that while some who are bullish on Madrigal contend that a decline in new patients on Rezdiffra will be outweighed by an increase in newly diagnosed MASH patients who will eventually switch to Rezdiffra, they are mistaken based on checks with key opinion leaders. Agrawal sees a 10%-40% downside to Street estimates beginning in 2026. Evercore ISI's Liisa Bayko, however, has a different view, saying she doesn't see the semaglutide data as \"changing the trajectory for Rezdiffra.\" She added that about 25% of Rezdiffra patients are already on an incretin mimetic.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485122429"}