Biotech Values

[caravon]

IMHO, the problem with ENTA is its management.

From the last AM, I got an impression that ENTA's management was too happy with themselves and somewhat lazy. CEO has clearly stated that he did not expect any serious competition (besides Gild) in a future. Now, we know that he was wrong, very wrong. Neither Gild nor other HCV competitors are taking easy and moving with great vigor ahead. Consequently, the financial community got an impression that ENTA might lose its future markets to competition and just fade away.

It appears ENTA license its products to somebody else (Abbv and NVS) and takes its easy. After 19 years in business, ENTA did not bring any of its products the market or even to Ph III.

I am looking forward to hear what ENTA's leaders have to say this time around.

PS
Once again, who is planning to be at the AM this years or what questions people like to ask?