Replies to post #225266 on Biotech Values

[DewDiligence]

Some...are trying to compare the ENTA—[RSV]—data with the failed JNJ Ph3 trial.

JNJ’s RSV drug, lumicitabine, did not fail in phase-3; rather, the lumicitabine program was terminated during phase-2 due to an undisclosed safety problem:

#msg-144276889
#msg-147714156

https://www.clinicaltrials.gov/ct2/show/NCT02935673
https://www.clinicaltrials.gov/ct2/show/NCT03333317

In short, there is no read-through from JNJ's RSV program to ENTA's.

[semi_infinite]

My own perception prior to data was similar to yours given past failures from others and gave little value to ENTA's effort. There must have been quite a bit of positive expectations built into the share price.