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“Regulators are using a symptom scale on the primary endpoint that is tough to beat in an immune experienced population.”
There is typically more than one way to measure efficacy for a given compound. I have a hard time believing ENTA will walk away from 235 after the significant time and working capital invested in the project. Maybe I am wrong, just hard to fathom.
Thank you dewophile. Much appreciated!!
So sorry to hear of the continued anguish. Your CEO only has himself to blame in my opinion. Best to you and your colleagues. You deserve better. RW
Slightly positive. They reiterated sales revenue of greater than $280 million for 2024.
I have not listened to the earnings call yet. It will be interesting to see what guidance they’re providing for 2025.
“Suggest one way to measure is how good Q/Q is versus EOLS. Really needs to be better than an inferior product in percentage growth doses.”
Very good. I really like this approach personally. That shared, EOLS has been on the market significantly longer than RVNC.
I’m tempering my expectations.
Cheers
Amgen; Today, the U.S. FDA approved Amgen’s delta-like ligand 3-targeting Bispecific T-cell Engager (BiTE®) immunotherapy in adults with extensive-stage small cell lung cancer (ES-SCLC).
Amgen is proud to deliver the first targeted immunotherapy to this patient population.
🔗 Press release: https://amgen.ly/3X35AWL
Thanks for sharing Kiwi. 😊
I’m with you Randy. Last added 1,500 at $3.48 I believe early last week. I’m done for now. Apropos Q1 earnings, I keeping my expectations very low. My current thoughts are Q2 will be the real barometer of how the acceptance of Daxxi is truly going. GLTA
Added this morning. 😊
Taking a WB approach. This will take some time to play out. And the old adage, patience is a virtue.
Contrarian investing is a strategy of going against prevailing market trends or sentiment.
The idea is that markets are subject to herding behavior augmented by fear and greed, making markets periodically over- and under-priced.
"Be fearful when others are greedy, and greedy when others are fearful," said Warren Buffett, a phrase that encapsulates the contrarian philosophy.
Historically, market panics can be a great chance for low-priced investments.
Being a contrarian can be rewarding, but it is often a risky strategy that may take a long period of time to pay off.
My speculation is Q1 sales for Daxxi will be less than Q4-2023 sales. Gives the “shorts” plenty of opportunity to get out of their short position in the $3-$4 range. As others have cited, Q1 sales for toxins are on average soft in comparison wise to other quarters.
Follow up question sir. Would it not be prudent for Pfizer to remove the risk all together and buy out ENTA to protect themselves from a significant hit so to speak? Call it a de-risking exercise. Thank you in advance.
Wyoming, not Wisconsin.
Day traders are having a great time with this stock!!
My speculation is the daytrading crowd stepped in.
Yes sir! All that effort and sadly they are about done. Some lucky company will pick up all the IP for pennies
A sincere Congratulations Vin and the rest of you smart investors. Cheers.
Thank you for the information. Makes one really wonder why the rollout for CD indication is so incredibly slow.
I “suspect” we will soon see a reverse stock split soon. Probably 1 share for every 10 or 20.
OT - This last Wednesday evening I was blessed with the opportunity to see U2 in The Sphere in Vegas.
The concert experience was amazing and hard to translate into words. Imagine the highest definition LED/LCD screen ever created covering every inch of the inside of a global sphere with an audio system 360 degrees surrounding you. The music that U2 played went back 30+ years to when they were mainstream. Definitely worth it and worth the experience. It’s fair to say, any music concert I would ever go to now (other than at The Sphere) will pail in comparison.
https://www.cnn.com/videos/travel/2023/07/06/msg-sphere-las-vegas-led-travel-contd-jo-orig.cnn
“EDP-235 worked faster in the completed phase 2 trial.”
Vin, do you envision a path forward for ENTA apropos 235? It’s been quite some time since they released the P2 data. I think many of us thought they would have announced a partnership by now, but perhaps I was over optimistic!! Thanks in advance. Rich
Thank for sharing dewophile. This underscores the importance of antiviral drugs including albeit not limited to ENTA candidate 235. I truly understand it takes time to put together a robust Phase 3 and make sure the FDA’s recommendations and guidelines are accurately followed, I just hope we hear from Jay, et al soon!!!Time is of the essence IMHO.
Interesting jbog. A musing I’ve been mulling over is if the FDA conducted an a recent audit and the resulting findings have the staff scrambling. The word gets out and all heck breaks loose. The resulting outcome is the commercial team looses faith in Operations, Quality and Executive Management. Just a potential theory mind you sir. I hope I am dead wrong.
I’ll take any one of the three and be incredibly grateful. Albeit I’m an eternal optimist….LOL.
Simply put in layman’s terms….“kiddywampus” approach to an appropriate rollout for CD. Just an opinion folks…..
“It looks like the Street Has had enough of Foley, and rightfully so. Might be time for a change.”
Certainly hard to believe the massive erosion of the market cap. Apropos Foley, it’s apparent there is a considerable lack of confidence in his leadership skills. What’s next is anyone’s guess. Fugly….
Very nice to see Midas!! Thank you for sharing the last few updates. Renewing hope for us small investors. Happy Friday to you sir.
“The road ahead certainly looks more promising!”
I wholeheartedly agree sir. I guess my question is, will they continue to go alone or will they secure a partner to support the marketing and sales expansion of their FDA approved treatment?
“Is this typical of pre-acquisition activities?”
My thinking is more inline with cutting costs to extend their cash while they continue to execute on the business plan. I don’t envision a buyout. JMHO
Finally some positive news!! Thank you for sharing Midas….
“You've made your point and, in the interests of the message board at large, I think you should move on to other topics. Thanks in advance for your cooperation.”
Thank you Dew. Sadly this turned into a tit for tat yahoo message board which is incredibly boring and unproductive IMHO.
Regards
Executive Management MIA. To my way of thinking, these folks get a minus D In performance and communication. Incredibly disheartening.
You know the interesting thing is I’ve seen several companies lately, announcements of FDA approval, and yet the stocks get sold off immediately. Perhaps Wall Street‘s taking a different approach with Biotech FDA approvals. It seems to me they are shorting the heck out of these stocks and crushing expectations of the small retail investor. Just my perspective.
GMDA
TARS
RVNC
BLRX
Sheeeesh…..
“Hopefuly some update of substance will be delivered”….
I would not hold your breath. Given it’s been 5 months since FDA approval and they “apparently” didn’t have a game plan in place, I suspect they are playing catch up and not getting the attention from big pharma they were hoping for. Tick tock the cash is dwindling down…..
Will GMDA have a marketing partner by the end of the calendar year? Admittedly I’m surprised by the lack of news.
Done!! Incredibly curious what if anything will be shared update wise on the 235 project. Cheers to all for a wonderful Labor Day weekend. Off to northern Wisconsin & the UP of Michigan for a few days of fishing, kayaking, campfires and a few nice bottles of wine with friends. Peace….
Enanta Pharmaceuticals to Participate in Investor Conferences in September
August 31, 2023, 7:00 AM EDT
WATERTOWN, Mass.--(BUSINESS WIRE)--Enanta Pharmaceuticals, Inc. (NASDAQ: ENTA), a clinical-stage biotechnology company dedicated to creating small molecule drugs for viral infections, today announced that members of management will participate in four investor conferences being webcast in September and provide a business update:
Wells Fargo Securities Healthcare Conference: Fireside Chat at 2:15 p.m. ET on September 7, 2023
H.C. Wainwright 25th Annual Global Investment Conference: Presentation at 4:30 p.m. ET on September 12, 2023
Baird Global Healthcare Conference: Fireside Chat at 1:25 p.m. ET on September 13, 2023
2023 Cantor Global Healthcare Conference: Fireside Chat at 8:45 a.m. ET on September 26, 2023
A live webcast of each event will be accessible by visiting the “Events and Presentations” section on the “Investors” page of Enanta’s website at www.enanta.com. A replay of the webcasts will be available following the presentation and will be archived for at least 30 days.
About Enanta Pharmaceuticals, Inc.
Enanta is using its robust, chemistry-driven approach and drug discovery capabilities to become a leader in the discovery and development of small molecule drugs for the treatment of viral infections. Enanta’s research and development programs include clinical candidates for the following disease targets: respiratory syncytial virus (RSV), SARS-CoV-2 (COVID-19) and hepatitis B virus (HBV). Enanta is also conducting research on a single agent targeting both RSV and human metapneumovirus (hMPV).
Glecaprevir, a protease inhibitor discovered by Enanta, is part of one of the leading treatment regimens for curing chronic hepatitis c virus infection and is sold by AbbVie in numerous countries under the tradenames MAVYRET® (U.S.) and MAVIRET® (ex-U.S.) (glecaprevir/pibrentasvir). Please visit www.enanta.com for more information.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230831535787/en/
Contacts
Media and Investors?Jennifer Viera?617-744-3848?jviera@enanta.com
Enanta Pharmaceuticals to Participate in Investor Conferences in September
August 31, 2023, 7:00 AM EDT
WATERTOWN, Mass.--(BUSINESS WIRE)--Enanta Pharmaceuticals, Inc. (NASDAQ: ENTA), a clinical-stage biotechnology company dedicated to creating small molecule drugs for viral infections, today announced that members of management will participate in four investor conferences being webcast in September and provide a business update:
Wells Fargo Securities Healthcare Conference: Fireside Chat at 2:15 p.m. ET on September 7, 2023
H.C. Wainwright 25th Annual Global Investment Conference: Presentation at 4:30 p.m. ET on September 12, 2023
Baird Global Healthcare Conference: Fireside Chat at 1:25 p.m. ET on September 13, 2023
2023 Cantor Global Healthcare Conference: Fireside Chat at 8:45 a.m. ET on September 26, 2023
A live webcast of each event will be accessible by visiting the “Events and Presentations” section on the “Investors” page of Enanta’s website at www.enanta.com. A replay of the webcasts will be available following the presentation and will be archived for at least 30 days.
About Enanta Pharmaceuticals, Inc.
Enanta is using its robust, chemistry-driven approach and drug discovery capabilities to become a leader in the discovery and development of small molecule drugs for the treatment of viral infections. Enanta’s research and development programs include clinical candidates for the following disease targets: respiratory syncytial virus (RSV), SARS-CoV-2 (COVID-19) and hepatitis B virus (HBV). Enanta is also conducting research on a single agent targeting both RSV and human metapneumovirus (hMPV).
Glecaprevir, a protease inhibitor discovered by Enanta, is part of one of the leading treatment regimens for curing chronic hepatitis c virus infection and is sold by AbbVie in numerous countries under the tradenames MAVYRET® (U.S.) and MAVIRET® (ex-U.S.) (glecaprevir/pibrentasvir). Please visit www.enanta.com for more information.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230831535787/en/
Contacts
Media and Investors?Jennifer Viera?617-744-3848?jviera@enanta.com
Curious what your source for this “rumor” is please. This is the first I’ve heard of such a proposal. TIA
Nice grab Randy.
Revance to Host Investor Day on September 19, 2023
August 22 2023 - 08:00AM
Business Wire
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Revance Therapeutics, Inc. (Nasdaq: RVNC) today announced that the company will host an Investor Day on September 19, 2023, from 9:30 AM ET to 1:00 PM ET.
Interested parties can attend the live webcast for the event by registering on the Events and Presentation section of the company’s Investor Relations webpage. A webcast replay will be available beginning September 19, 2023, at 12:00 p.m. PT / 3:00 p.m. ET.
About Revance
Revance is a biotechnology company setting the new standard in healthcare with innovative aesthetic and therapeutic offerings that enhance patient outcomes and physician experiences. Revance’s portfolio includes DAXXIFY® (DaxibotulinumtoxinA-lanm) for injection, the RHA® Collection of dermal fillers in the U.S., and value-added services including the OPUL® Relational Commerce platform for aesthetic practices.
Revance has also partnered with Viatris Inc. to develop a biosimilar to onabotulinumtoxinA for injection and Shanghai Fosun Pharmaceutical to commercialize DAXXIFY® in China.
Revance is headquartered in Nashville, Tenn., with additional office locations in Newark and Irvine, Calif. Learn more www.revance.com, www.RevanceAesthetics.com, www.DAXXIFY.com, www.hcp.daxxifytherapy.com, or connect with us on LinkedIn.
“Revance” and the Revance logo, DAXXIFY®, and OPUL® are registered trademarks of Revance Therapeutics, Inc. Resilient Hyaluronic Acid® and RHA® are trademarks of TEOXANE SA.