Biotech Values

[DC15]

Jake predicted early that ENTA would go down to its IPO price. Nobody else has provided a price estimate. If the price gets close to the IPO price, but does not reach it, then was Jake correct?

For the last six months I would say that Jake's comments on Enanta have been reasonable.

Jake provided an answer that Enanta should have been able to reveal a partnership at the same time that Enanta revealed the phase 2 data. Seems reasonable. Has this occurred with other companies? I do not think Enanta revealed the data publicly at the earliest time possible.

Does anybody other than Jake have a time point that could reasonably be expected for announcement of a COVID partnership?

I don't like to see personal poking between participants, but I do find value in Jake's comments especially as a matter of examining my own bias.

Further up or further down I am happy that I have not purchased more Enanta. If Enanta's greatness is imminent, then let me see it happen.