Biotech Values

[DewDiligence]

ENTA appears to have a viable all-oral [HBV] program.
It would own 2 of the key compounds w/ a near-generic nuke as a 3rd component.

I presume that the “near-generic” nuke you’re referring to is Vemlidy (a/k/a TAF). Indeed, Vemlidy will likely be generic by the time an all-oral HBV combination is ready, but tenofovir and entecavir are already available as generics and are acceptable alternatives.

Recall that the only benefit of TAF compared to tenofovir is long-term safety. This distinction is pertinent for HIV users who stay on therapy for life, but it’s much less consequential for a (posited) finite term of HBV treatment.