Enanta Pharmaceuticals Inc (ENTA)

[dewophile]

I linked to a prior post where I sort of answered that
I would guess divincenzo would say something along the lines of:

1. zeli failed in rsvp bc VL were already dropping by the time tx was initiated and all patients were already on the mend by the time drug was started
2. fusion inhibitors (except ziresovir) failed because they can't target the large number of already infected cells when you start treatment later during the course if infection versus challenge study patients
3. lumicitabine was underpowered because they had to halt the study due to safety

These are mostly things the company has already said by the way, but it is far from a slam dunk that zeli will succeed where others have failed