Replies to post #209326 on Biotech Values

[mcbio]

GILD's GS-9674, NVS' LJN452, and various FXR agonists deeper in ENTA's pipeline are non-steroidal.

Is the expectation that non-steroidal would have a safety edge? Also, is there some expectation for better efficacy?

Separately, among the four buckets in ENTA's pipe (HCV, NASH/PBC, RSV, HBV), how do you rank them in terms of how you think about future potential upside for ENTA shares?

[DewDiligence]

ENTA—More info on how EDP-305 is better than ICPT’s Ocaliva (preclinically) in the slide set from today’s Wainright webcast:

http://wsw.com/webcast/hcw/enta/index.aspx

Slides 13-23 are new info.

p.s. A direct link to the slide set should be available soon; for now, you have to login to the webcast to see the slides.