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11/22/19 9:06 AM

#227033 RE: DewDiligence #227032

I appreciate what ENTA has been able to do in virology. I like that they have other programs ongoing as well. But I have concerns that a lot of money is going to be wasted, across the pharma/biotech landscape, going after NASH. When I look at a list of drugs currently in trials for NASH, my mind swims with the variety of approaches being pursued (at least 15, maybe 20 or more). It tells me that there's no great consensus about the class of drug(s - for combinations) of the eventual king(s) of the hill.

Philosophically, what would patients do if you told most of them that they could get positive resolution of a cancer diagnosis by changing diet and exercise habits (maybe relatively radically)? I think they would do that. I think society has a right to ask people to do that, first. We'll have to make difficult $ allocation decisions in healthcare in the not-to-distant future. Why do all of these drug companies think that you and I will always be there to pay dearly for a disease that has other ways of mitigating/resolving it (in many cases)?

I'm sure this type of discussion will bring me some heat. I'm not trying to start a discussion about personal responsibility, but venting about the assumption that the money trough will always be open for pharma to treat lifestyle (NAFLD->NASH only fits partly) diseases.

So, I'm not happy that ENTA is starting over on this expensive quest for a possible sip at that trough in the distant future.

dewophile

11/22/19 11:06 AM

#227035 RE: DewDiligence #227032

If it were up to me, I would bag the EDP-305 NASH program* and move ahead full steam with EDP-297



I was wondering if pruritis was a class effect, but in reading the transcript they mention that the follow on seems to have less plasma and skin exposure while preferentially hitting liver and intestine.

I agree w you on allocation of resources but to put in persepctive the 2b program is 340 patients. assuming about 100K per pt enrolled it's 34M. Not that huge a deal given their resources. If the PBC trial data looks poor then they hopefully will shelve the drug altogether

DewDiligence

01/13/20 6:14 PM

#228220 RE: DewDiligence #227032

ENTA—Slide #22*—>new info on second-generation FXR/NASH compound, EDP-297.

Based on this new info, EDP-297 would seem to be a better horse to back than EDP-305.

Please see #msg-152426231 for related info.

Phase-1 for EDP-297 is expected to start mid 2020.

*Full slide set at: https://s22.q4cdn.com/306858242/files/doc_presentations/2020/01/Final-Jan.-13-2020-JP-Morgan-Corporate-Presentation.pdf