Earnings Sentiment

Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.

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Sentiment Distribution

   

Earnings Call Transcript Word Cloud

     

Bullish Statements during Earnings call

Statement
It's been a very busy first half, and I would say, very exciting for Inventiva
And also, we've shown recently to have a strong insulin synthesizer effect
So extremely happy we will benefit from the support of Steve for this trial
As I mentioned you have seen that the operational activities on the different studies have been very strong and it's derived from this activity
You know that we have been -- we have embarked in the licensing strategy, and we are very pleased on the progress made by our partner in China, Sino Biopharm, CTTQ
Lani treatment significantly improved both hepatic and peripheral insulin sensitivity, which translated into better glycemic control
The geographic reach of NATiV3 is larger than NATIVE, which was mainly conducted in Europe, which is a plus advantage because we have data from more representative patient populations globally, which is also relevant for the United States and for the FDA
The first, as you know, we reported during the first half, positive top line results with the investigator-initiated study conducted by Professor Ken Cusi evaluating lani in patients with NAFLD and Type 2 diabetes
More so, we improved adipose tissue dysfunction with a robust increase in plasma adiponectin
So very briefly, I think [technical difficulty] this moment are quite important because we can look back at what we have achieved, and I think we can be proud of what we achieved or the milestones that have been met over the last months, both for lani and of course, for our finances
This new design has been implemented since the beginning of the year, and now we have over 80% of our sites that have adopted this new protocol, and we start to see major improvement
We have achieved that
The demonstration that lanifibranor has a very potent effect on insulin resistance, not only in the liver, but also in skeletal muscle, so in adipose tissue and related to that, the improvement of the metabolic market, specifically with regard to adipose tissue or steatosis in the liver
And then also we're very happy to see that screen failure continues to decline month-on-month, and this is a trend that has started in September '23
Do we plan other combinations? Obviously, today, in addition to SGLT2 inhibitors in this field, the GLP-1 receptor agonists have seen a quite explosive growth in their use for weight reduction also for the treatment of Type 2 diabetes, specifically semaglutide
Cusi, the treatment with lanifibranor 100 milligram once daily for three months was well tolerated with no safety concern reported
Lani is very well placed to make it to the finish line in NASH
We aim to continue this positive train by targeting the end of recruitment of the end of the year, with the first result of the combo trial with empag at the end of first quarter
The renal impairment study is complete indeed with very good results
We have submitted this good result, this promising results to the upcoming AASLD Congress, and we plan to have them published in a peer-reviewed journal
We have a very competitive profile
And these are all the possibilities to continue reinforcing our cash position short and medium term
But more importantly, what gives us hope in the future is our lani asset
So on top of that, given the competitive landscape and where we stand with our Phase 3 compared to competition, we are convinced that lanifibranor will play a key role in treating patients with NASH
Other income increasing at EUR4.7 million
It's a oral drug, oral compound, and it is efficacious, both on NASH resolution and has a direct anti-fibrotic activity
Sino Biopharma has elected to join our global pivotal trial, and we are pleased to report that the first site has been activated this week and that the first patient has already been screened
So we do have a geographic reach that I think also addresses the requirement to have a diversity in the patient population, which is good
This strategy allows to conduct a confirmatory trial that is easier to implement versus the one contemplated in the original design, will allow us potentially to expand the addressable population beyond patients with F2 and F3 fibrosis to patients with NASH and compensated cirrhosis
First of all, the capital raise that Frederic talked about gave us the opportunity to have new shareholder on the Board, on top of existing shareholders who have also participated
       

Bearish Statements during earnings call

Statement
Of course, and I think it's a consensus -- it's also why there is a kind of a negative unfavorable pressure, I would say, on our target price
There is an overhang on which we are working
And bottom line, we have a net loss -- we reached a net loss of EUR55.3 million compared to EUR29.5 million, and this is as expected in our projections
And then secondly, on -- just on the R&D spend, I'm just slightly struggling even with the milestones, EIB loan and recent upfronts and raise to get my cash runway to match
This is not worrying
For example, we have reduced the number of biopsy from three to two
We have not benefited from the foreign exchange between euro and dollars, as last year because the dollar has weakened during the semester
So you were a bit cut
   

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