Replies to post #237273 on Biotech Values

[DewDiligence]

ENTA—I view the NASH program as a call option and am really invested for HBV and RSV.

That’s my view too. The COVID-19 program (like the NASH program) is another “call option,” maybe even further “out of the money.”

It’s nice not to have to worry about liquidity and dilution.

[DewDiligence]

It's totally unclear if the tradeoff will pay dividends in the clinic.

Are you referring to MTCR’s MET-409 specifically, to FXR inhibitors generally, or to all drugs being developed for NASH?