Replies to post #241213 on Biotech Values

[DewDiligence]

ENTA’s day-to-day volatility has certainly increased, but I respectfully disagree about the level of interest in the RSV program. Despite the long delays in enrollment of the RSV trials (on account of COVID, indirectly) the ‘RSVP’ readout in 2H22 will be a market-moving event, IMO.

[DewDiligence]

MYOV—My largest position among small bios right now... I think the endometriosis opportunity is underappreciated - it should do much better than [ABBV’s] Orlissa.

How big do you think the endometriosis market is (US and worldwide)? What market share in endometriosis do you expect Relugolix to capture? What’s the status of the ex-US clinical program? TIA

[marthambles]

Dewophile, do you know whether Myfembree is prescribed off label for endo pain? Thx.