Enanta Pharmaceuticals Inc (ENTA)

[willyw]

Shionogi's covid antiviral according to ENTA's CEO provides about a 1 log reduction in viral load. (PFE for Paxlovid is about .8 log.)

Shionogi is starting Phase 3 trials both in prophylaxix and long covid. (It seems that some long covid patients have low/sub low viral loads).

Shionogi had some success- limited but not complete with mammal prophylaxis.
It seems to me if ENTA had 100% success with their prophylaxis trial (phase 1 w/ weasels) it may have a more potent drug, and therefore potentially a best in class and also potentially labeling for those treatments.

This is my speculation. We will soon see.

Covid deaths in the USA (per CDC) are still at 1500/ week and the boosted vaccination rate is 16.5%. 1.1 million have died in the USA.
We still need a covid antiviral and we still need a better one than Paxlovid.
Per Pfizer the need is going to continue for years.
(Shionogi had a great CROI presentation available on file. 30 pages of data called E_CROI_2023_Final2 unsure how to post link