I listened to several of the (brief) company-specific webcasts and the panel discussion. The most notable takeaway (IMO) is the Roche is deeply interested in HBV and is open to licensing or acquiring any assets it considers better than what it has in-house.
ENTA did not present at this conference because its HBV program is still preclinical (phase-1 is expected to start in 2H19).
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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