Replies to post #248951 on Biotech Values

[WorstLuck]

FWIW I listened to 235 related portions of the conference today.

Nothing to hang your hat on, but I got the impression they have gotten what they need from the FDA. Could easily be an over-read.

[DewDiligence]

ENTA updated corporate slide set (9/12/23):

https://ir.enanta.com/static-files/0b9a9564-339c-4501-8c98-eab636846bf4

Differences between the 9/12/23 corporate slide set and the 8/7/23 version are relatively minor. (In the bullet points below, I’ve omitted mention of slides that were merely re-sequenced with no changes to the content.)

• New slide 7 has additional info about the unmet medical need for an RSV treatment.

• Regarding the EDP-938 phase-2 clinical trials, new slides 14-15 replace old slides 13-15. ENTA discontinued the RSVTx trial in immunocompromised transplant patients because there weren’t enough transplant recipients infected with RSV to enroll the trial. (The RSVPEDs [pediatric] and RSVHR [high-risk adult] trials are continuing without change.)

• Old slide 30, which showed the performance of the placebo arms in various COVID trials, has been deleted.

• New slides 25 and 26 (which had no counterparts in the old slide set) show graphs of the EDP-235 SPRINT trial’s Total Symptom Score for all 14 prespecified symptoms among all ITT patients (slide 25) and patients treated within three days of symptom onset (slide 26). These two new slides supersede old slide 26, which showed Total Symptom Score for a post-hoc subset of 6 of the 14 prespecified symptoms.

• New slide 27 has the same content as old slide 27, a graph of the time to symptom improvement for a subset of 6 symptoms, but the header has been corrected to fix a clerical error in the old slide.