Enanta Pharmaceuticals Inc (ENTA)

[dewophile]

The Shionogi transcript is now available and has this interesting item:

Phase III SCORPIO-HR trial in the global treatment. Just last week, we presented the results of the
Phase III study at an HIV conference in Munich, Germany. I would like to introduce some of those data in a
later slide.
Long COVID was also followed up in this study. We have recently completed all six months of follow-up and
have fixed the data and made the key break. We have obtained very interesting data

Also in the Q&A they talk about how the FDA changed from a type D meeting to a type C meeting which is bullish in terms of approval with the current data bc it allows for a broader review of data - however I still think it is a long shot unless the long covid data are strong, because not only did they miss on the primary, but shortening the duration of symptoms by 15-20 hours is underwhelming even if they did hit on statistical significance
ensitrelvir does have similar DDI issues as paxlovid so it doesn't fill that unmet need

https://www.shionogi.com/content/dam/shionogi/global/investors/ir-library/presentation/2024/%EF%BC%91q/E_20240731_clean.pdf