Replies to post #251661 on Biotech Values

[willyw]

This may interest Enanta investors for a few reasons;

1) It demonstrates that covid needs an antiviral even in the relative good times of a milder virus. It's a durable market.

2) As it pertains to the Enanta suit against Pfizer IF it were so that the case has merit the A) more Pfizer benefits from the PI in contention the more Enanta could be entitled to or B) Pfizer might be willing to settle for so as to avoid risking an adverse court decision?

3) The proven continued market for an effective covid antiviral could stimulate interest in a Enanta EDP-235 phase 3 partnership given that it may be a perennial market.

4) Somewhat unrelated, if it were such that Enanta's patent was upheld in court might that also serve to encourage a potential phase 3 trial collaboration?

[DewDiligence]

15-day Paxlovid treatment doesn’t_work_for Long COVID:

https://finance.yahoo.com/news/pfizers-paxlovid-fails-15-day-190258829.html

…[the] 155-participant study failed to show that a 15-day course helped more than a placebo in reducing fatigue, brain fog, shortness of breath, body aches, or gastrointestinal or cardiovascular symptoms. Trial participants, on average, had been sick more than 16 months before enrolling in the trial.

This result does not affect PFE’s $3B guidance for 2024 Paxlovid sales (#msg-174337779).