Replies to post #446 on Enanta Pharmaceuticals Inc (ENTA)

[stockbettor]

My guess is that this MarketWatch article, which Yahoo posted at 10:23, triggered today's price rise.

http://blogs.marketwatch.com/health-exchange/2014/06/18/rival-to-gileads-pricey-sovaldi-expected-to-hit-market-later-this-year/

I wonder how much of the increase may be attributable to the misleading royalty rate stated at the end of the article. It fails to mention the adjustment for the relative contribution values of the other 2 components of the treatment regimen, as explained in your valuation analysis.

Enanta will receive as much as 20% of the sales. Luly says the regimen should be available later this year.

As to the NTA stock, MNTA, I do intend to respond to your question about the implications of the Fed. Cir.'s denial of Amphastar's summary affirmance motion before MNTA files its brief, which is now due by 6/27.

[DewDiligence]

New all-time intraday ($46.36) and closing ($46.14) highs for second consecutive day.