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DewDiligence

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Re: marthambles post# 243584

Thursday, 08/25/2022 11:50:44 AM

Thursday, August 25, 2022 11:50:44 AM

Post# of 252588
Re: NEJM paper on Paxlovid

There are two ways of looking at this from ENTA’s perspective. The bearish take is that COVID antivirals aren’t needed in adults under age 65 lacking major risk factors, limiting the addressable market for EDP-235. The bullish viewpoint is that Paxlovid isn’t potent enough to help low-risk patients, but a superior drug such as EDP-235 could find an opening where Paxlovid has been shown to be ineffective.

The market seems to agree with the bearish take, as least for today.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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