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willyw

05/18/21 8:37 PM

#1959 RE: DewDiligence #1958

Compact, yes.
Each presentation seems to suggest to me the order of importance.

Lately I've been feeling like HBV is getting top billing.
They (and in the last pitch Q and A) have mentioned EDP 514 antiviral and EDP 721 (RNA destabilizer) AND EASL and a submission on 721. They speak of HBV as if it may be on the threshold of becoming curable; at the least a large step towards that.

I become more and more confident about the RSV program.

The last mentioned was the NASH program, and indeed, the covid was mentioned before it.
That was the sequence and that seemed to me also the areas of opportunity ranked, although that was not expressed.