Replies to post #2397 on Enanta Pharmaceuticals Inc (ENTA)

[DewDiligence]

What ENTA will be discussing at JPM:

https://ir.enanta.com/news-releases/news-release-details/enanta-pharmaceuticals-provide-updates-its-research-and-3

• Progresses Phase 2 SPRINT Trial of EDP-235, an Oral, 3CL Protease Inhibitor for COVID-19, With Data Expected in 1H 2023

• Presents New Preclinical In Vivo Data Demonstrating EDP-235’s Efficacy and Prevention of COVID-19 Transmission

• Expands Robust COVID-19 Antiviral Portfolio With a New Research Program Developing SARS-CoV-2 Papain-Like Protease Inhibitors—[Note: This is a different target from EDP-235, which impedes the SARS-CoV-2 “main” protease—Dew.]

• Introduces New Research Program Targeting Human Metapneumovirus (hMPV) and Respiratory Syncytial Virus (RSV) with a Single Agent; Clinical Candidate Selection Targeted for 4Q 2023

[Emphasis added.] Alas, no update on a new HBV candidate to combine with EDP-514, although the above PR contains one paragraph (at the bottom) reiterating ENTA’s purported interest in HBV. IMO, it’s reasonable to surmise that ENTA is unwilling to dedicate much effort to finding a second HBV agent, and is prepared out-license EDP-514 on suitable terms.

[DewDiligence]

Additions/changes in ENTA’s most recent slide set:

• Slides 17-18 have info on the new program for dual inhibition of hMPV and RSV.

• Slide 21 has new info about EDP-235’s live-virus potency against Omicron and other strains.

• Slide 22 has new preclinical EDP-235 info from a ferret model, including data on viral transmission from animal to animal.

• Slide 25 has a graphic on the design of the (in-progress) phase-2 trial for EDP-235.

• Slide 27 has info on the new program to develop a papain-like protease inhibitor for SARS-CoV-2.

• Slide 35 has a list 2023 catalysts.