Biotech Values

[willyw]

Thanks, I appreciate your reply.
I still added a bit more ENTA today on the lows.
It's too early and the data is too thin be be certain,
but I see no company having an overwhelming lead (as we saw in HCV).

Enta appears to have a viable all oral program.
It would own 2 of the key compounds w/ a near generic nuke as a 3rd component.
And based on recent data ENTA *may* have the highest log reduction w/ 2 compounds. (2 best in class?)

EDP-514
"Mean HBV RNA reductions of 2.9, 2.4 and 0.3 logs IU/mL were observed in the 200 mg, 400 mg and placebo groups, respectively, with a maximum reduction of 4.8 logs"

EDP-721
"The data demonstrate potent, selective and pangenotypic inhibition of HBV surface antigen (HBsAg), with up to a 3-log drop in the AAV-HBV mouse model." (We will have to wait to see w/ humans)

And 3 distinct MoA.

I see potential LFT issues w/ the ABUS,
and it remains to be seen how any company's drugs will all play well together- In that regard ENTA's look good and they have a better track record than their competitors.

On that note, the one remaining ABT-514 cohort's 800 mg dose....at one time I was excited about that. But then I reflected; if they have ample exposure @ 400 mg I really wonder if the 800 would really provide much more?