Enanta Pharmaceuticals Inc (ENTA)

[willyw]

Thanks for the compliment, but I'm not a wizened successful investor. I'm a newbie myself; not to HCV though. I was DX'ed 15 years ago, have been on HCV forums that long. I most recently was cured about 2.5 years ago in a Gilead (what would become Harvoni) trial.
Furthermore, I added shares to my ENTA and have about a 40 dollar per share average; so I'm a tad in the red (with my current stake, not my long term profits). I didn't get stopped out or sell in the October crash. I feel that the share price should come back up.

"does ENTA need a nuke as good as Sofosbuvir?"

No one knows yet. One of the purposes of a trial is to establish data sets on safety, efficacy and POC. There is a lot of data on Sovaldi, so I would guess that it would be a reasonable place to start a proof of concept.
It is also very safe, and there are lots of real world data sets on RAVs, AE's, viral response rates, etc. It may not be where they want to end, but it would be a fast and easy place to start. It seems that many other players have gone that route.

If it works great, even in small numbers they may see how other nukes may fit. If it doesn't..... well.... that could be a game changer.
But yeah; they may not need the best in class nuke for it to work.
But if it were to become a salvage/rescue treatment for DAA failures, I would think you'd want something very good.

Right now, that would mean Sovaldi.

That's just a guess. Lots of sharp companies have bet on a nuke, and the batting average hasn't been that awesome.