Biotech Values

[mcbio]

ASMB/(ENTA) -

It may be that core inhibitors are indeed a propitious way to address HBV (especially when combined with a nuke), but that ASMB’s CpAM compounds are suboptimal compared to those from another company :- )

I was going to ask you what read-through you see from the disappointing ASMB HBsAg declines to the ENTA drug. What gives you more confidence in the ENTA CpAM? Is it much greater potency for their drug pre-clinical? I still wonder if potency is the issue given that ASMB keeps developing all those follow-on versions (despite the 2nd one being 10x as potent as the lead).

Also, not sure if you saw this tweet from @JohnTuckerPhd : https://twitter.com/JohnTuckerPhD/status/1117493685057400837 . He seems to be questioning the whole HBsAg theory.