Replies to post #2961 on Enanta Pharmaceuticals Inc (ENTA)

[vinmantoo]

FDA is torpedoing next gen drugs with this strict 15 symptom primary. Japan approved using the most common handful of symptoms which I feel is a very reasonable endpoint (and more in line w flu which required 7 endpoints)
Perhaps the FDA will come around otherwise I’m not sure we are going to get anything other than paxlovid for Covid (and 235 IS an advance when it comes to DDIs but it doesn’t seem like anyone wants to touch it with the 15 symptom endpoint )
I still think this is bullish for enta by dint of a possible stake in paxlovid but the market doesn’t seem to agree

I think it could be bullish for ENTA on both fronts. The failure of Ensitrelvir does indeed solidify Paxlovid's position, and if ENTA wins their lawsuit that could certainly benefit ENTA shareholders more. Still a big if but it remains a possibility. As far as whether Ensitrelvir's failure will more directly benefit EDP-235 and ENTA's prospects, my gut feeling is we might see a slow rise over time as the news Ensitrelvir's failure gets digested. That is not exactly an unbiased view, but take it for what it is worth.