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dewophile

06/07/24 9:30 AM

#2999 RE: DC15 #2998

I don't know but ensitrelvir suffers from DDIs much like paxlovid and EDP-235 doesn't so even if it were to gain approval in the west (more of an uphill battle after the recent phase 3 readout), EDP-235 should still have appeal based on DDI alone. This is why shionogi is bringing forward another PI that is closer to 235 in its profile. Perhaps ensitrelvir fares better in the EU from a regulatory standpoint who knows
I don't know that a partner will view 235 as having a good chance of approval if the FDA insists on the 15 symptom endpoint so ironically it is better IMO if ensitrelvir gets the nod from FDA on the narrower symptom subset bc again 235 has the DDI advantage (and perahps an efficacy advantage we have to see the data from SCORPIO-HR)
If ENTA were to prevail in the paxlovid litigation they have more interest in ensitrelvir not making it to market though