Biotech Values

[mcbio]

Re: ENTA/ASMB -

my hunch is you are right and the blanks just indicate no data available. It would be easy to corroborate this by looking up the abstracts that are referenced in the slide

Yes, good point. Here's ASMB's 2017 AASLD abstract for all three of their CpAMs, which they collectively refer to as 2nd gen CpAMs: https://investor.assemblybio.com/static-files/788f2278-e303-4ec2-85ab-a38f51b7e7c1 . ABI-H2158 is what I think of as ASMB's 2nd gen CpAM set to enter clinic shortly.

The abstract says in general that all 3 of ASMB's CpAMs "display pangenotypic activity, active against major genotypes (A, B, C, and D)." It's not 100% clear but I take that to read the CpAMs were just tested against those genotypes and not all additional GTs.

Also, the one graph just shows antiviral activity in HepAD38 cell line. Not clear if comparable data available in the HepDE19 or HepG2 cell lines referenced in ENTA presentation. But the ASMB abstract doe have a section devoted to G2 cells and it does seem to show clear activity there, though much more so in the 2nd and 3rd gen ASMB drugs. Part of me does wonder if the P2a clinical data from the lead ASMB drug due next year could disappoint given the much better potency of their 2nd and 3rd gen drugs, though the company has stated it's not clear yet how much potency is needed.