Seeking Alpha just published an update--I don't know enough to judge how good it is, but it's abundant: http://seekingalpha.com/article/1941941-research-notes-on-intercept-and-nash-a-liver-disease-investors-should-watch?source=yahoo (I hope the link survived).
Important caveats are that this was a focused therapeutic phase 2 with a laboratory finding as endpoint, and that there are other drugs addressing the problem in various phases of development, not necessarily trailing. The author strongly suspects that NASH is a problem that will take more than one drug to solve.
Hard to judge. Non-alcoholic steatohepatitis as a drug target looks like something on the same general order as hepatitis C. Big enough, but a lot of physicians / patients might choose not to treat it at all. But the possible linkage with metabolic syndrome and thus type 2 diabetes has almost unlimited possibilities. The drug looks excellent.
I missed this one completely.....never ever got on my radar. Never even heard of it until a few days ago. I think I need to work harder. Been slacking off for over a year ago. I need to be taken out and flogged for that.....meaning never ever getting it on my radar! Seriously, I need to work harder....after this summer...once INCY PV results are clear and more info is out on IDO and PanCa registrational/sub group analysis. Although I agree with you on PV market size vs commercialization questions. A bit of a different ball game for the INCY sales and Marketing team. I would feel better if overall market went through a 10-15 percent correction. That would be time to also sift for relative strength.......among the biotechs.