Biotech Values

[dewophile]

but revenue will continue to decrease and will be nowhere enough to cover expenses but agree that current cash will cover deficit for many years

I agree this is more a play on the pipeline now and not HCV, but not only will ENTA not need to raise cash any time soon based on what they have in the bank the royalty has value to any acquirer that may be underappreciated

[RSV] true but when and what revenue is likely

Given ENTA's track record I think the RSV program has a high probability of success despite the many failures of prior antivirials. The revenue potential is clearly there if large pharmas like JNJ think it can move the needle for them

again true, what is the chance - pretty unlikely - I am not optimistic

I agree this is a higher risk program, but very high reward. again look at recent deals in the HBV space.

it does but again what is the likelihood and when and what revenue is likely

I think viral panels are going to be SOC for anyone that has URI symptoms in the future post covid. This opens the door for DAAs for multiple viruses, and ENTA is right there with a strong research engine in this department. I think this is underappreciated by the street. ENTA doesn't have much news expected soon which cold be weighing on the stock, but they could announce a lead in covid any time