Enanta Pharmaceuticals Inc (ENTA)

[vinmantoo]

@George Rho
Thanks for reading and for your interesting comment.
I appreciate your insights on its COVID therapy. I seldom discuss early stage projects in my articles, no matter how potentially transformative they may be. This goes doubly for early stage COVID therapies. There are just too many molecules with fabulous potential and intriguing clinical breadcrumbs for me to highlight any one. Every time I think something will break free from the pack, I am disappointed. Most recently Omeros' narsoplimab was my fair hair boy.
As for the reason underlying the spike last year, you sound like you have better insights on that than I do; you played it well selling at $90.
Recent ENTA News

Willyw, thanks for posting the reply. I read the SA article and thought it was superficial and his response confirms that view. The guy didn't mention EDP-235 or the HBV program in the initial article. He clearly knew nothing about EDP-235, and after being informed, he merely dismisses it as just another Covid drug rather than reading about it and providing some specific information. While there are no guarantees, anyone who is a halfway decent analyst would have at least made a small effort to find out more about EDP-235 rather than summarily dismissing it. I am embarrassed for him.