ENTA Barclays webcast: Only new info is that EDP-239 (NS5A) will be part of a wholly-owned pan-genotypic 2-DAA regimen with either the nuke or the cyclophilin inhibitor (both of which are preclinical). Previously, ENTA had said that two of these three classes would be combined into a 2-DAA regimen; now the guidance has been narrowed to the NS5A plus one of the other two.
For those (including me) who thought a nuke + CI combination would be intriguing, we can now stop talking about it, LOL.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”