Replies to post #600 on Enanta Pharmaceuticals Inc (ENTA)

[oc631]

The two heavyweights (GILD/ABBV) are quite evenly matched creating a market generally agnostic to DAA class structure when taking into consideration reimbursement issues. Any advantages nuke-based therapy has will be countered by ABBV combo pricing. GILD counters with 8-week dosing leaving payers to favor ABBV in patients requiring 12-weeks of treatment.


ACHN could be a dead man walking with a 1.2B MC. Large pharma continues to acquire weak (or worthless) HCV assets at premium prices so anything's possible. ACH-2684 has been placed back on the scrap heap where it belongs.

[willyw]

We will see what happens. It is an interesting area to be following.

The ACHN drug line looks promising indeed, but without hard data in some volume of numbers it is still too iffy for me. Yes, the data will arrive soon and I am wishing you success.

I do not yet believe that the question that a nuke is necessary has yet been answered definitively.
I don't happen to believe it.....yet. (nor does Abbvie or ENTA, it would seem)