Enanta Pharmaceuticals Inc (ENTA)

[dewophile]

ENTA does have the most promising RSV portfolio today, but after high profile busts by JNJ (alios) and PFE (reviral) the goal posts have moved IMO to where now success in a challenge trial is just not enough - you need to show proof of concept in a real world setting to get interest.
Regulators have made developing covid drugs extremely difficult. Let's see what happens with ensitrelvir - if the FDA shows some flexibility that could resurrect ENTA's program, but I wouldn't hold my breath.
In the meantime THRD has double the market cap of ENTA having in licensed their kit inhibitor program and they have about the same amount of money as ENTA (a bit less but their burn is also less). They are at least a year ahead but still there is a disconnect there if you ask me.