Enanta Pharmaceuticals Inc (ENTA)

[vinmantoo]

Well, you deny that your bullish thesis was incorrect and grossly overstated.

No. I am not sure what you are talking about.

You denied that the placebo arm reality was significant.

I never suggested such a thing. Why do you feel the need to lie?

PFE ran their trial with ~5x more patients in their trials compared to the SPRINT trial from ENTA. The PFE trials failed to meet the primary goal of reducing symptoms for 4 consecutive days. SPRINT did do that. I think the market will recognize the difference, at least in a little while.

https://www.fiercepharma.com/pharma/pfizer-stops-paxlovid-work-less-vulnerable-covid-19-patients-after-no-benefit-symptom-relief

https://www.medpagetoday.com/infectiousdisease/covid19/99254

ENTA's slide 22 shows that the placebo arm in the SPRINT trial had more robust and rapid viral load decline by day 5 (1 log to ~1.5 log faster clearance in placebo) than in other trials. That could be related to the general population had more previous Covid exposure and immunity from that or from vaccination that earlier studies. Not saying I am 100% confident about EDP-235 prospects but the symptom relief makes me feel it has a good shot in high risk populations and perhaps in long Covid studies.