Replies to post #1023 on Enanta Pharmaceuticals Inc (ENTA)

[willyw]

Sensible impulse.

I bought ENTA back in at the low middle 30's, but until Gileads recent surge the ENTA had outperformed my Gilead 2:1.
If only I had simply re-bought ENTA: woulda, coulda shoulda. The Gilead has done pretty well though as of late.

So I actually recently sold a little GILD to bolster my ENTA position.

Maybe I added too late, but my ENTA cost average is still under $40.00.

I think this still has some room to run, and the next several years should be good. News of the 2nd gen program is still somewhat under the radar.
IF ENTA has decent unattached assets (NASH, nuke, cyclophillin inhib) there could be quite a bit of upside yet.

They seem to have a good track record of bringing compounds to market.