Enanta Pharmaceuticals Inc (ENTA)

[linhdtu]

It is my opinion that the FDA will not required a non inferiority trial for future HCV.

The effect of raising the bar will only make the HCV environment less competitive and thus inadvertently favors the entrenched positions of first comers such as Gild or Enta.

As a public agency I don't see why the FDA will dig even a deeper moat for those two. I sure hope they don't even though I am invested (heavily) in both.