Enanta Pharmaceuticals Inc (ENTA)

[willyw]

I intended the message to be more oriented towards data than of despair. The several articles point towards where the HCV treatment tail is going, and how it will be shaped.
In that the money to pay for the HCV treatments must come from somewhere, it may even ripple into what other (non HCV related) drugs and treatments will be covered.
...The point is.... all this talk isn't just noise; it will shape the market, IMHO.

It looks as if it may extend the HCV treatment tail, extending it out more years. (Dew has written about the bolus of doctors/clinics being able to treat a certain number of patients, another may be in the systems ability to pay)

It looks to me as though a higher percentage of sicker, and harder to treat patients may be the first to treat.
It is in this area, it may further impact the market share/distribution of patients that Gilead will share with Abbvie/ENTA.
It may certainly affect the price of treatment, the number of patients treated, therefore I also think it could affect earnings.
It could signal that off label more expensive treatments may also mean off the table for consideration.

My take on it is that it would be far better news for Enanta, than for Gilead, for instance.
I believe it will impact all players, such as IDIX, Merck and BMY, perhaps Novartis (which could also be a benefit to ENTA).

There is a lot of movement that is going to happen in the next 3-6 months. The post was just to add a bit more color to what things may look like in the future.
~W