GILD—I don't think they will realistically reach cccDNA-elimination without another, a second "miracle drug".
Or maybe a third!
Your views on this program are consistent with mine (although I might be somewhat biased due to being long ENTA :- )).
I wonder how many biotech investors realize that obliterating cccDNA via gene editing is multiple orders of magnitude harder (if possible at all) than, e.g., producing enough functional FVIII to effectively cure hemophilia A.