Biotech Values

[willyw]

I predict some level of success.
I doubt that this will become the ultimate cure, but it may suggest a path forward with double, triple, even quadruple therapy.

I also think that investors may be convinced- given the success of micro-RNA covid therapies, that this is the obvious path forward.

There was a time that it was thought that "a nuke is necessary" to successfully treat HCV. (I remember the string of failed nukes)
It may be that -in part- the lack of faith in Enanta lately is based upon the conviction that micro-RNA therapy will be the heart of an Hep B cure.
Plenty of big name companies failed or were unable to come up with the ultimate best in class treatment; an oral two component anti-viral without a nuke.

I think that the upcoming 1-2 years in clinic may shed some light on what the ultimate cure will look like.