Inventiva Competitor results show impact on fibrosis in NASH/MASH
Yesterday, competitor Lilly (no coverage) reported a statistically significant effect on fibrosis in the phase 2 (SYNERGY-NASH, NCT04166773) trial of tirzepatide (GIP/GLP-1 agonist) in 155 biopsy-proven NASH/MASH patients. As a result, tirzepatide became the first incretin to hit on fibrosis with a 21-25% placebo adjusted response. While there was some read-through to other NASH/MASH stocks such as Madrigal and 89bio (both down approx. -3%), we believe NASH/MASH is a complex disease and high non responder rate as well as potential for additive benefit opens the door for combos with other agents e.g. lanifibranor, which comes with the added convenience of being an oral option. We reiterate our BUY rating and € 10 TP.Inventiva is a clinical stage biotechnology research company delivering therapies in the areas of oncology, fibrosis and rare diseases. The most advanced clinical programs (IVA337 for systemic sclerosis in Non-Alcoholic Steato-Hepatitis and IVA336 for Maroteaux-Lamy syndrome-MPS VI) have demonstrated efficacy in relevant in vivo and in vitro models as well as safety in phase I and phase II clinical trials. Using its in-house drug discovery platform, which covers target validation, screening, chemistry, ADME and pharmacology, Co. is developing an internal oncology and fibrosis discovery pipeline with approaches centered on transcription factors, epigenetics targets and nuclear receptors.
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