Enanta Pharmaceuticals Inc (ENTA)

[oc631]

I see no reason ENTA and some other players who are not yet in the spotlight to be able to carve out their share of the HCV mmarket.

The efficacy threshold and costs may increase exponentially for HCV developers if the trial design changes I suggest in #msg-106203900 come to bear. Under this scenario the ENTA 2-drug combo may skirt this requirement since Phase-2b testing has already begun. If you don't understand this threat, you are exposing yourself to undue risk investing in early-stage developers.