Enanta Pharmaceuticals Inc (ENTA)

[DewDiligence]

It seems that the Abbvie 2nd-gen program could potentially be equal to Gilead’s.

Let’s bear in min that GILD does not yet have a single pan-genotypic regimen; rather, they have: i) Harvoni for GT1; and ii) Solavldi + GS-5816 for non-GT1. Although Sovaldi + GS-5816 works in GT1, it requires a 12w duration, so there’s little point to using Sovaldi + GS-5816 for GT1 patients in place of Harvoni (which has an 8w duration for some patients).

In short, ABBV/ENTA’s second-generation regimen might not only be as efficacious as GILD’s dual offerings, but also simpler from a commercial standpoint.