Replies to post #188311 on Biotech Values

[mcbio]

ENTA’s preclinical NASH candidates are “10-500 times as potent as OCA,” according to the JPM webcast (21-minute mark). The guidance is to select a lead compound during 2015.

Good stuff, thanks DD. So, presumably in the clinic at some point in 2016? I've been wanting to find a NASH play so may give ENTA consideration at some point. With the recent weakness, I see market cap down to ~$650M, which is much cheaper than ICPT and then you have the HCV business on top of course.