Replies to post #1858 on Enanta Pharmaceuticals Inc (ENTA)

[DewDiligence]

ENTA new corporate slide set:

https://s22.q4cdn.com/306858242/files/doc_presentations/2020/03/Enanta-Corporate-Presentation-March-26-2020-FINAL.pdf

[DewDiligence]

Addendum—ENTA’s COVID-19 PR is silent about expected Mavyret royalties from ABBV. ENTA is not in a position to comment on this until ABBV does.

I expect some degradation in Mavyret royalties from the COVID-19 outbreak, as there will certainly be fewer patients starting HCV drugs during the next several months. However, this patient-start shortfall ought to be temporary insofar as people who defer HCV treatment are still going to need it, unless they die in the interim.