Biotech Values

[dewophile]

Both drugs are in the same class, but an outside partner might be interested in the ALGS hep B drug, although as DD pointed out they deprioritized the program so seems like not much interest from pharma
The ALGS NASH drug is well behind others so the best way to move that forward to have a chance at commercial success is as part of a combination regimen, so I can see a NASH player w a different MOA show interest in partnering that. ALGS may be a total scam I haven't followed them at all, but I can see a GSK type company showing interest in both the hep and nash programs to combine w their internal pipeline in these therapeutic areas. For now I think ENTA's value is not in hep but in covid and rsv (and the patent suit which is a wild card in all of this)
JMO