Enanta Pharmaceuticals Inc (ENTA)

[willyw]

quote

"You believe AF is quite knowledgeable about biotech"
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Here are my actual words;

"I like the guy, respect him too. It doesn't mean he is always right, but I think he tries to be. For a guy with little medical/science background he has a pretty fair grasp of the biotechs, and he is colorful, brash, rude at times, doesn't mince words."
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That's it really. I didn't compare him to Dew. Maybe a little to Cramer, since I think part of their thing is to also entertain.

I guess I brought up Regulus to illustrate part of what we were talking about; the herd. There was a LOT of movement in that stock today. Some of the people are just riding it for the trade, some may think that it will provide their retirement.
I didn't make it clear what I thought about it.

What do Adam and Dew think about Regulus?
I'm not sure. I read something about a week ago from both parties and I had the general sense they were in a similar camp; neither were drinking the Koolade, neither ready to mortgage the house to buy RGLS. I think AF also had a tweet where he compared it to IFN. (not as a compliment) : )

http://www.thestreet.com/story/12923612/1/regulus-gets-seat-at-hep-c-table-with-todays-impressive-drug-results.html

Above is the AF article on it.

I'll take a look to refresh whatever impression I had that Dew wrote, but my recollection was that he was not very impressed.

My initial impression was that it might have some potential, but since the vibes from both Dew and AF seemed unimpressed, I just haven't done much more investigation of it.
The SA article also cooled me a bit, but my sense is that the article was/may have been over the top. (risk of HCC)

The thing that RGLS may have going for it is a differing method of action/viral load reduction, and the effect, it seems to me lasts for a while, the question is it the people who are below quant may also clear, or if they were hovering at the ability to clear so long after the initial dose, whether a drug like Olysio might have taken them over the top and provided an SVR? (to me it seemed likely)

Clearly, some were able to attain a SVR without, so I would assume that given a decent antiviral (or two) there is potential there. Not only as a combo therapy, but as an adjunct that might be used with ANY DAA or in DAA combo. (making it an attractive acquisition, perhaps)

The question is, is it safe? Uniformly effective? What type of sides might it invoke? in one dose, in a second dose, in cirrhotics or other compromised patients?

Given that the safety is unknown, it might be safest to leave it at one dose and add other known safe approved compounds. One of the guys (in the Q and A)in the talk said that was where he saw a nice potential. He didn't come out and say he didn't want two doses, but I inferred it as a possibility.

That was my impression from whenever....a week ago. It was just my gut reaction. I have no credentials, no understanding of the RGLS science. Nor do I have a clear understanding of what AF or what Dew thought about it. I thought about posting, but I just thought; I don't know enough about it to offer my thoughts. Frankly, it is all speculation at this point.

In no way can I or would I compare Dew and AF. I certainly did not. Nor will I. :)

But I agree; I share your respect of his depth and breadth of knowledge. But my sense is that you have read 50X as many posts of Dews or articles of AF's as me.

ah, one more thing;
(you wrote:)
"how do you bridge the difference between AF opinion on the recent P2 results and Dew's answer to my question ? "
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I'm not sure I read it (I don't think I have). Got a link?
It sounds like....I'm inferring a difference in opinion between Dew and AF. I'm not aware of what you are referring to or that there was a differing opinion between Dew and AF. Was this today? Last week?