Enanta Pharmaceuticals Inc (ENTA)

[guyschmid]

Good data, but for me the question is whether the dominance of GILD (and the competition of Zeptier & others) can be overcome sufficiently for ENTA to be a candidate for ABBV to buy them?
The market is at the same time both fragmented and "block" like - with large patient blocks in GT 1a & b many of whose needs can be met well with Solvaldi and V-Pak..

For the next generation of DAA's the hurdle is high anyway, time to treat at either 12 or 8 weeks is not going to be the mega USP. So the question is does ABBV's next gen allow it to take share from GILD further? Or does it merely continue its current rate of sale as today.

Japan the big hope?