Enanta Pharmaceuticals Inc (ENTA)

[vinmantoo]

If you think about the body as consisting of volume contained in cells and volume outside of cells, then a drug susceptible to being pumped out of cells will have a higher extracellular concentration (lower Vd but not enough intracellular concentration to act where it is needed.

I am not sure what he is talking about as it pertains to EDP-235. PFE is using a P-glycoprotein inhibitor to boost intracellular concentration of Paxlovid, not ENTA. Does he or she have data that suggests intracellular EDP-235 is too low to be effective without an such an inhibitor?

I therefore don't think that the P1 data alone is going to be enough to convince me (or potential acquirers) that there is adequate drug exposure for activity against covid. That's why I don't currently attribute a lot of value to that program. $ENTA

If he or she is talking about the EDP-235 phase I safety data making ENTA a buyout target or making ENTA be able to swing a very sweet deal, I am not sure who suggesting or even thinking that. I am not. It will be the phase 2/3 efficacy trial that will do that.