Biotech Values

[alertmeipp]

Interesting take on ENTAs pipeline.

Pretty much all analyst reports I read are quite pleased with ENTAs RSV program, mostly see it as first and best in class.

I think that program alone would be quite attractive for acquirers. A few pharmaceutical are working on RSV area. They not only care about they want, they also need to make sure the other RSV competitors don’t get the potentially best asset in the field.

Not sure about the CEO, but it seems to me the weakest link in ENTA is its business development and partnerships department. Maybe they are too greedy and always want bigger pie by running the program as far as they can themselves and end up stuck with nothing but a big hole in expenses.