Enanta Pharmaceuticals Inc (ENTA)

[willyw]

HEP DART presentations 3 -7 Dec 2017
http://www.natap.org/

Pan Genotypic Direct Acting Antivirals:
Opportunity to Achieve HCV Elimination

http://regist2.virology-education.com/presentations/2017/HEPDART/50_Asselah.pdf

(my comment~Willy)

This presentation seems to validate that Mavyret holds it's own against the Gilead regimens, and perhaps in less time than Gilead's.

We can all have our opinions from reading boards, yahoo, Seeking Alpha, etc, but this is what is being distributed amoungst public health officials and world class hepatologists.

Gilead has a great program. Abbvie/ENTA's seems to be every bit as good, is shorter duration in some cases, more simple and perhaps suited towards mass use by less qualified doctors.

I know that some people are concerned about the Mavyret price being too low, but the velocity of HCV treatments is possibly changing, now due to lower prices, easier shorter treatments, and the certainty that treating earlier means avoidance of the more expensive HCC and cirrhosis issues which result in waiting.
Higher volume of treatments may offset the lower pricing. It is certainly true that the barriers of liver damage staging are being dropped.

There was a time that it made sense to await the next better treatment or the next price decrease. It doesn't appear that *new* improvements are coming, and perhaps, the prices have stabilized now; more price cuts may not be forthcoming.