Replies to post #2929 on Enanta Pharmaceuticals Inc (ENTA)

[dewophile]

ENTA has not yet commented on when it will report data from the Zelicapavir PSVHR trial (for high-risk adults) because that depends on whether enrollment is completed during the current RSV season in the Northern Hemisphere.

ENTA mentioned that they will have to go to the southern hemisphere for the RSVHR study so enrollment won't be completed for this study in the 2024 northern hemisphere season, but could still be completed this calendar year after the southern hemisphere season
I don't recall if ENTA had as much detail on the CSU program, but they did mention during the last presentation they have been working on it for a long time (over a year), so I am hoping they are not too far behind THRD (which incidentally has a higher valuation w their CSU program being the lone asset and cash through 2026 vs 2027 for ENTA)

[DewDiligence]

ENTA updated corporate slides (5/6/24)

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

The latest version of the slide set is almost identical to the previous version (from 3/13/24); the differences are:

• Slides 3 and 7 have updated financial info from FY2Q24 (ending 3/31/24).

• Slide 37, which shows 2024 news flow, has two small changes: 1) Data from the Zelicapavir (f/k/a EDP-938) RSVPEDs study is expected in 2H24 rather than 3Q24; and 2) Selection of a lead candidate in the CSU program is expected in 4Q24 rather than simply 2024. There is no specific guidance on the timing of topline data from the RSVHR study, which is recruiting patients in the Southern Hemisphere.