Enanta Pharmaceuticals Inc (ENTA)

[willyw]

(Dew Wrote)

Moreover, the patient pool in question is now be more likely to use Mavyret in the first place, offsetting some (or all) of the royalty effect from a shorter duration.

Exactly correct; they lose a small amount of income by shortening the treatment time for a pivotal patient group from 12 to 8 weeks.

The overall effect on those prescribing or paying has a more universal effect; they can prescribe G/P without thinking about liver damage, viral load, genotype (excepting G-3 as noted) to the broad population group irrespective also of whether they are HIV+, on opioid treatments, have kidney disease, etc.

It just makes G/P the "go to" treatment for general populations, and therefore may make it a more prescribed therapy. (It already is for several reasons-add one more)

Gilead, on the other hand has more different treatments, treatment durations, some viral load requirements for some treatments.

BOTH Gilead and Abbvie have prescribed longer treatment (+/- riba) for stage 4 cirrhotics, generally speaking.