Replies to post #221443 on Biotech Values

[CHM_760]

What are the chances that Novavax actually wins the race to an RSV vaccine? ResVax in Phase 3.

http://www.novavax.com/page/11/clinical-stage-pipeline

[DewDiligence]

ENTA—RSV competition keeps thinning:

$SNY discontinued RSV nanobody for infants. Will continue in some adults. From $ABLX

— M (@bio_clouseau) October 31, 2018

[DewDiligence]

(ENTA)—JNJ formally abandons RSV program:

https://www.sec.gov/Archives/edgar/data/200406/000020040619000016/a20190321alios8-k.htm

On March 21, 2019, Johnson & Johnson…determined that it will record an intangible asset impairment charge related to an in-process research and development asset, AL-8176, an investigational drug for the treatment of Respiratory Syncytial Virus (RSV) and human metapneumovirus (hMPV), with a carrying value of approximately $900 million acquired in the acquisition of Alios Biopharma Inc. in 2014.

Additional information became available which led the Company to the decision to abandon the development of AL-8176.

Bullish for ENTA, of course. (h/t @bio_clouseau.)