Enanta Pharmaceuticals Inc (ENTA)

[dewophile]

Interesting how he redirected the immunology questions to Jennifer, maybe Jay will retire once they had a RSV deal and Jennifer will lead the company going forward on immun?

It's a good bet that Jay is eyeing retirement and Tara (Jennifer is IR) is the heir apparent to lead the company
It's also my belief that they partner RSV - either for a good amount of money if HR data is strong and a clear path to a phase 3 soon, or a small amount for both compounds w more of the value in 323 and later milestones (either of these should be bullish for the stock which is why I am comfortable holding a large position into the upcoming RSV data since the only way I think the current MC is justified is some obstinate continuation of the program if data are murky)