Replies to post #224506 on Biotech Values

[oc631]

I'll give poster drbio45 credit for bringing the company to my attention on this MB. Whether this person held long-term I'm not sure, he/she posts once in a blue moon and it's worth paying attention when they do.


If anyone one ever writes a book on the race for oral HCV therapy, I hope they research an unexplained event which happened at ENTA. There was a staunch disagreement within the BOD which led to two (or three) directors resigning. At the time I speculated that the disagreement was whether to sell the company outright. Obviously staying the course was the right decision and clearer heads prevailed.


I was part of a group that felt a nucleotide-backbone would be needed to compete as a HCV pangenotypic therapy. Obviously I, and many others, were proven wrong. What ENTA did was extraordinary and I hope they can repeat in HBV.