Biotech Values

[willyw]

I generally agree, but it isn't only about log drop potency; it is about how it couples with the other compound.

So in theory IF ENTAs NS5A was marginally weaker than Abbvies, it could still be a more efficacious treatment (or safer, shorter) it is coupled with the hypothetical perfect partner compound. (keeping in mind either of the ENTA compounds are a 3rd gen and compounds will be selected for clinic that are a good match for the NS5a- they could also be a best in class)

Don't get me wrong; I think I agree that it could very well be a superior NS5a to Abbvies; after all, ENTA is capable of formulating and combining DAA's. I also agree with the logic that it likely wouldn't be featured as a lynchpin of a treatment if it was an underachiever