Replies to post #185339 on Biotech Values

[frontiers]

Rather, the addition of a third drug to the regimen is something that would be negotiated with ENTA.

If ABBV acquired ACHN, as PK mentioned (so did I on this board), they would no longer need the ENTA drugs, after they get their new drug combo approved!

[biomaven0]

>>Another misleading statement in Peter Kolchinski’s piece

I think he can be relied upon to talk his book.

Be interesting to look at the next RA filings and see if they are increasing or reducing their positions in these stocks.

[shareholder_boar]

Rather, the addition of a third drug to the regimen is something that would be negotiated with ENTA.

I need to check the agreement again, but in the Enanta prospectus for the IPO it seems that ENTA would not have any power to stop AbbVie from adding another drug.

"Subsequent to the research and evaluation period, all decisions related to the development, commercialization and marketing are to be made by Abbott. The Company has the right to continue to attend the joint steering committee meetings to monitor the development and marketing plans; however, the Company has no decision making rights."