Biotech Values

[DewDiligence]

Re: ENTA’s EDP-398 for RSV

Has ENTA commented…on the potential opportunity for an active treatment against RSV (as opposed to a vaccine)?

Only to the extent mentioned in the PR you cited (below).

The PR notes that each year 75,000 to 125,000 children are hospitalized due to RSV infection. Is it safe to assume that a large portion of this population would be candidates for ENTA's drug (if successfully developed)?

Yes, and note that the cited 75-125K is just for the US and just for children under one year of age. I.e. the total addressable market is certainly larger.

…if the Synagis successor [MEDI8897] is much more effective than the prior version, couldn't it potentially impact the market opportunity for the ENTA active drug if many more patients get the vaccine and thus less need for an active treatment?

Yes; however, the commercial uptake of MEDI8897 depends on the pricing premium (if any) that it has relative to Synagis. Moreover, Synagis has been commercialized only in the US and EU; the rest of the world thus represents an undiminished market for an RSV treatment such as ENTA’s EDP-938.