And I am curious, if it were so that the stock value were to be cut in half, what kind of increase might you see if there is success? No change? 50% increase? A double? Baked in?
It seems to me that the NASH competition keeps thinning. But I also see a few who will likley have encouraging results in trials.
My guess is that ENTA will have decent to good results. (Better than Oclavia, or Gilead compound)
I'm not sure that they have a best in class, and note that they have other candidates in development.
SO they may not even currently have best in class in NASH, but that didn't prevent them from being a leading player ultimately in HCV (not having best in class from the start). A follow on or different class NASH compound could still provide a winner.
What if they had 2 winners? (two which worked in combination w/ the other?)
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