Sagimet Biosciences

SGMT Lead: NDA Submitted ★ Read the deep dive → 4 Biotech Distilled articles ↓

Most recent annual filing: 2026-03-15

Catalyst timeline

TVB-3567 acne Ph2 start2026TVB-3567 acne Ph2 start, 2026, routine
denifanstat + resmetirom MASH Ph22H 2026denifanstat + resmetirom MASH Ph2, 2H 2026, notable
denifanstat + enzalutamide IST Ph11H 2027denifanstat + enzalutamide IST Ph1, 1H 2027, material

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (3 active programs)

denifanstat

TVB-2640 · ASC40

Small Molecule Target: FASN

Metabolic Dysfunction-Associated Steatohepatitis Phase 2 oral NCT03938246
Acne Vulgaris NDA Submitted oral Ascletis

TVB-3567

Small Molecule Target: FASN

Acne Vulgaris Phase 1 oral NCT06989840

Biotech Distilled coverage (4)

2026-08-14 UPDATE: Sagimet Biosciences (SGMT) - “Study May Proceed” 🔒 Paid
2026-08-12 UPDATE: Sagimet Biosciences (SGMT) - The IND Is Open
2026-04-28 UPDATE: Sagimet Biosciences (SGMT) - The Pivot, The Raise, and the Hair-Thinning Paradox 🔒 Paid
2026-03-13 Sagimet Biosciences (SGMT) - Scientific Deep Dive for Denifanstat and Pipeline Products

Articles open on Substack. Some deep dives are subscriber-only.