Enanta Pharmaceuticals Inc (ENTA)

[willyw]

One never knows what the stock will do; go up or down, probably both. :)

I did write a few weeks ago that I bought more ENTA. So my view for the upcoming months remains optimistic. I sold some GILD to finance the new purchases.

The period before and following AASLD generally has been very good for HCV stocks, IF the company has good news.

I think Abbvie/ENTA will have good news. (GILD too)

The Abbvie 2nd gen program may put it on a more equal footing with GILD. I have to wonder if they could be better in G-3? (GILD just reported 95% SVR in G-3)
We will soon see.