Replies to post #2946 on Enanta Pharmaceuticals Inc (ENTA)

[DewDiligence]

I concur that Paxlovid 1Q24 sales and 2024 guidance are not surprising; however, I think some investors were confused by PFE's 4Q23 writeoff and didn't realize that the 2023 figure was an accounting artifact rather than a reflection of product demand.