To anyone reading, I would encourage them to particularly listen to the ENTA breakout session with Jay Luly.
I've been listening to him for a few years and I think this is the best presentation I've heard him give.
Often times he is just talking the book, but this Q and A was really good.
It was very informative, fun and for me promoted further respect in ENTA's prowess in their area. I think that he sounded as good as John Milligan has on some of his better pitches.
When you consider how remarkably successful Enanta has been in their pursuits, it engenders further faith in the company.
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Had gilead not been able to purchase PSI 7977, had the drug (which became sovaldi) had not existed to be bought, abbvie and enta would have had the first HCV DAA - 1st in class, 1st to market
They then did the unthinkable; they repeated the same in the next generation DAA program; again, second only to Gilead, the lynch pin of Harvoni, Epclusa and Vosevi being a drug (sovaldi) that Gilead themselves did not create, nor that anyone else has since been able to successfully reproduce an analogue.
Abbvie and ENTA produced a HCV drug treatment without a nuke. No one thought this possible/likely/prudent; JNJ, Gilead, BMY, Roche. MRK, et al.
And yet this tiny company did (in collaboration with Abbvie).
Today the Abbvie ENTA collaboration exists as the only Pan-genotypic HCV program (Epclusa is, but for 12 weeks) in a 8 week treatment.
What are the odds?
It would appear to me that the basic data provided looks as though they could also become a player in NASH.
It's certainly worth a listen. I surely wouldn't count them out
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