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Thoughts on IVA

Phase 3 NATIV3 data in Q4 2026

Hello Subs!

Here’s a video walkthrough of my IVA model, with a basic overview of the science, the MASH landscape, the drug, the P2b data, my prediction of the P3 outcome, odds, peak sales, and valuation. It’s ~45 min, so grab your popcorn and watch at 1.5X (lol).

Cheers,

JNap

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