Replies to post #199590 on Biotech Values

[caravon]

Dew,

Please clarify: does ENTA's cash of $254.5 include or not $17.9M?

It is incredible that
- V-Pak is a multimi-B dollar drug and ENTA just gets a lousy &18M per Q. ENTA management is a big failure raising money and/or negotiating the partnership deals with ABT/ABBV. At the same time, the management did not forget paying themselves multimillion dollar compensation packages.
- For the last 10 years, ENTA components for V-Pak and Next-Gen are only successfully developed products.
- Taking into account the size of GILD's last Q sale in Japan, the next Q royalties for ENTA will get quite substantially higher royalties.
-ENTA's Market Cap is just $400M

PS
Is somebody coming to ENTA AM this Thursday?

[masterlongevity]

$enta. anything new or surprising in the report? IVe stopped looking at any news related to my portfolio because im trying to close my eyes until this death spiral is over

[DewDiligence]

ENTA had $245.6M of cash at 3/31/16 (a reduction of $8.9M relative to 12/31/15):

http://finance.yahoo.com/news/enanta-pharmaceuticals-reports-financial-results-200200117.html