CNAT - Pfizer And Conatus: Emricasan And NASH
Money won't create success, the freedom to make it will - Nelson Mandela
Investment Thesis
Pfizer Inc. (PFE), a large-cap ($251B) multi-billion global biopharmaceutical company, gained pharmaceutical celebrity status when sildenafil citrate marketed globally as Viagra was approved in 1998. Obviously, Pfizer is more than a man-helper since it is also a heart-restorer with the development of the blockbuster cardiovascular drug, Lipitor. Pfizer’s therapeutic portfolio comprises drugs/candidates for several diseases, including HIV/AIDS, oncology, immunology, autoimmunity. Pfizer is also developing small drug molecules targeting the fibrotic disease, NASH (focus of this article).