Replies to post #186389 on Biotech Values

[GrthzGd]

Regarding the HCV pipeline, ENTA is seeking to develop a wholly owned 2-drug regimen consisting of a nuke + NS5A, a cyclophilin inhibitor (CI) + NS5a, or—the most exciting option, IMO—a nuke + CI.

Could such a combination potentially reach the ~7% of HCV sufferers not being cured now by GILD or ABBV?
Also, what about HBV, which I understand is quite a problem in Europe, and for which tehre is still no cure. Could their drugs reach that?

[DewDiligence]

ENTA Barclays webcast: Only new info is that EDP-239 (NS5A) will be part of a wholly-owned pan-genotypic 2-DAA regimen with either the nuke or the cyclophilin inhibitor (both of which are preclinical). Previously, ENTA had said that two of these three classes would be combined into a 2-DAA regimen; now the guidance has been narrowed to the NS5A plus one of the other two.

For those (including me) who thought a nuke + CI combination would be intriguing, we can now stop talking about it, LOL.