Replies to post #721 on Enanta Pharmaceuticals Inc (ENTA)

[DewDiligence]

[Luly]: “We expect to select a candidate from one or more of our proprietary HCV programs and identify a new development candidate in an area beyond HCV.”

[willw]: I'm inferring that one is the NS5A and I hope the other is the nuke, but since Luly twice mentioned the breadth of the HCV program it may mean 2 HCV compounds, not just one.

The above doesn’t refer to EDP-239 (the NS5A inhibitor) because that program already has a lead compound.

As between the nuke program and the cyclophilin-inhibitor program, the question is which will be advanced more rapidly. While it seems that everyone wants it to be the nuke, I’m rooting for the CI because it will have more scarcity value, IMO.