Enanta Pharmaceuticals Inc (ENTA)

[willyw]

Enta/Abbvie 2nd gen presentation; there should be more coming as AASLD wraps up

http://www.natap.org/2015/AASLD/AASLD_06.htm

A few comments

This treatment shines in genotype 1; currently the most important/highest prevalence genotype.

It appears that it will be competitive with Gilead's current Harvoni, and the next gen 2DAA (Sovaldi and GS5816)

It also appears that it will offer an 8 week treatment for at least some sub-groups (non-cirrhotic tx naives)

G-2 looks very good.
G-3 looks to be in the 95% range with just 2 pills
(Sof/Vel looks like 95% SVR rate, w/ 30% cirrhotic)

The 2nd gen data isn't as deep as the Gilead but it looks as though it may/should keep Abbvie in 2nd place in HCV.
FWIW, I believe there will soon be more 2nd gen data rolling in, but perhaps, post AASLD; in G-1 both 12 and 8 week, and in G-3 with the optimized dosing- (I presume just 12 weeks)

http://www.gilead.com/news/press-releases/2015/9/gilead-announces-svr12-rates-from-four-phase-3-studies-evaluating-a-oncedaily-fixeddose-combination-of-sofosbuvir-sof-and-velpatasvir-vel-gs5816-for-the-treatment-of-all-six-hepatitis-c-genotypes

I'm not seeing compelling data from JNJ, BMY or MRK.
(no surprise upsets)

Following AASLD data crunchers will have access to the data of HCV infected subgroups and patterns in response (cirrhosis, g-1a vrs 1B, past treatment failures, IL-28 subtypes (C/C, C/T, T/T), etc. (IFN based and past PI exposure)

Until this has been posted it's pretty difficult to compare all the new therapies, but it should soon become more clear.