Enanta Pharmaceuticals Inc (ENTA)

[vinmantoo]

Covid isn't going anywhere.

Yes, the virus is a real bastard.

It also seems that problems with viral rebound are happening (Paxlovid -too weak or too short a duration??)
Recent virus strains are evading vaccines.
Many doctors are hesitating to prescribe due to the complicated nature of drug interactions w/ Ritonavir.

I don't think the viral rebound phenomenon is that common or too much of a problem. EDP-235 may have even less of a problem with rebound given its high potency and long half-life. The biggest advantage for EDP-235 is indeed that it doesn't use ritonavir, and that advantage will be greatest in older patients since they are at higher risk for Covid and more likely to be taking other drugs.

The last thing on the sheet I really liked?
"Select third mechanism for HBV combination regimen with EDP-514" (in 2022)

I believe that Enanta has reinforced confidence in their capabilities with antivirals.
If they can come up with a third compound for HBV......

I too have confidence but I sure wish that one or more third drugs will be coming. I know they said in the second half of 2022 but I hope it is sooner rather than later.