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DewDiligence

10/26/15 6:47 PM

#196420 RE: biomaven0 #196417

ENTA’s current enterprise value is only ~$250M. That’s not an unreasonable valuation for a hypothetical company that was just like ENTA but without any economic stake in V-Pak.
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vinmantoo

10/26/15 6:50 PM

#196421 RE: biomaven0 #196417

{{I think the most likely outcome of the tox disclosures is that not all that much changes, in which case folks might do just fine with the stock. But against this, I see the chance of a really bad outcome significantly increased. I have no idea if the chances of such a bad outcome are 1% or 5% or 10% - we might know more if further details are published. But bottom line is that I see the risk profile as being significantly increased.}}

Peter,

Thanks for chiming in. Yes, I agree that the risk profile has been increased. I am definitely less of a long term hold and my view is that I was able to buy shares at a much lower price but will sell back at least as many shares as I just bought in say a month or a few assuming we get a rebound.