Enanta Pharmaceuticals Inc (ENTA)

[frontiers]

Maybe the Enta Abbvie 2nd gen will be under the wire. It would make some of the acquisitions dicey; such as ACHN.

that's a BIG maybe ... anyway the Enta/ Abbvie combo lacks a nuke ... hence it will not competitive against the GILD combo of 400 mg sovaldi + 90 mg ledapasvir QD which provides a 8 week cure ... MRK is developing a combo with their own nuke (IDX 21437) and NS5A and PI for 6-8 week cure ... Abbvie/ Enta cannot catch up with either GILD or MRK with their combo ... they may get a small slice of the market, if any at all ... ACHN's nuke 3422 is a close analog of sovaldi and I expect it will be equal to or better than sovaldi in safety and efficacy ... the 3422 POC trial is underway .. run by Ed Ganes in NZ ... Ed also ran the trials for IDX 21437 and GILD 7977 (sovaldi) ... results will be out in a few weeks ... I expect ACHN will be a prime acquisition candidate for 3422 ... as well as for its NS5A (3102) and PI (2684) ... all three pieces are valuable to companies like BMY, Roche, J&J, even AbbVie ... I expect these companies will bid as much $10 billion to acquire ACHN before March 2015 ...