Enanta Pharmaceuticals Inc (ENTA)

[willyw]

Enta G-1b market in Japan: Comparisons to other Therapies

There is a lot of info in here. More than I can wrap my head around at once. Generally, to my way of thinking, this looks encouraging for Abbvie/ENTA

They seem to have a therapy which has very high cure rates, once per day dosing, lower end of Adverse Events (AE)

ANY therapy with RBV has a higher rate of discontinuations and AE's

Here is the LINK. I'd appreciate any feedback

http://www.natap.org/2016/APASL/APASL_20.htm

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a note..... I can't tell (can't confirm) which form of Abbvie HCV that they are comparing. One might think that since they mention Asian that it may be the therapy now approved in Japan, but it seems to me that the sites providing that data do not use the HCV drug combo offered in Japan (which eliminated the 2X daily dosing of Dasabuvir.

Here however is one link to the Japan therapy and SVR rates; roughly 95%.
http://www.natap.org/2016/APASL/APASL_07.htm

What we do know is that the Gilead therapies are going well in Japan. If the efficacy and ease of treatments are similar w/ Abbvies program, we may see good income for ABBV and ENTA.

One other thing I think I notice. Look at the rate of AE's comparing HVN (Harvoni) to VKR.
It looks to me as though when RBV is removed from the equation, that the Abbvie TX may be slightly more tolerable (or equal to Harvoni).

Hard to say; far more SOV based data than VKR. If the data is from Viekira, I would think that the tolerability could only improve when dasabuvir is removed.

I am also going to note that this may be a more aged group than the usual HCV infected aggregate. In older or in groups with more co-morbidities the safety of a treatment may be more important than in younger markets. I have the general impression that some people who did simeprevir suffered sides which lasted long after treatment, and some who the treatment (SOV/SIM) *may* have caused edema, possibly de-compensation.
Bottom line; in spite of these being listed here, I wonder if some would be more dangerous on the more aged and more cirrhotic Japanese demographic. If you cause someone to de-compensate due to a harsh treatment, you haven't saved any money; no matter what you paid for the treatment.

Also note; this is not Abbvie sponsored. Seems to be a comparison of what we are seeing out of trials in the real world.

Final note: it appears that some of the ABBV data was still ongoing, so all ABBV data wasn't in, or so it appears; much of the other looks to be substantially complete and in some cases w/ a fair sized subject sample.

My recollection is that the GILD SVR rates turned in were very good; towards 100%. It will be interesting to see the real world results between the two therapies, and what size this turns out to be for the two companies.

Better than nothing. : )