Enanta Pharmaceuticals Inc (ENTA)

[DewDiligence]

ENTA updated corporate slides (1/8/24):

https://ir.enanta.com/static-files/0b9a9564-339c-4501-8c98-eab636846bf4

Differences between the 1/8/24 slides and the previous version (9/12/23) are relatively minor. (In the bullet points below, I’ve omitted mention of slides that were merely re-sequenced with no changes to the content.)

• The pipeline chart on slide 5 includes the newly disclosed preclinical program in chronic spontaneous urticaria (CSU), an autoimmune disease.

• EDP-938, ENTA’s lead RSV compound, is now called Zelicapavir (slides 10-16).

• Old slides 18-20 on the hMPV program are gone; ENTA previously announced the termination of this program for business reasons.

• Slides 21-25 on the EDP-235 program supersede old slides 22-31; the new slides summarize the phase-2 data textually but omit the K-M curves that were previously displayed.

• Slides 27-28 on the HBV program supersede old slides 33-35, condensing this material.

• Slides 30-33 have info on the new CSU program.

• Slide 34 shows 2024 catalysts.