Collective persuasion may work. There is certainly no harm in voicing concerns that the status quo is not working. IR has been somewhat responsive to my queries and concerns so I do know that someone in the company is paying attention.
The bod needs to figure out a direction for the company. Right now there doesn't seem to be a direction. Enanta advertises itself as a company that has expertise in creating oral drugs for virology and previously liver directed diseases and now immunology. However I feel now that its apparent that while they may know how to make potent drugs against a target they may not have the expertise to know how the target translates into curing symptoms. They have targeted HCV,MRSA, MASH,PBC,HBV and RSV since their IPO 10 years ago and have only succeeded in HCV and that with the help of Abbvie. When they tried to make their own regimen they gave up at some point I think this points to a problem with vision and execution. To me they will find it hard to tackle RSV alone because there are so many questions about trial design and target population and it seemed from the pediatrics call that they are aware of the hurdles now and are looking for partners. Perhaps they've finally hired the right people the last few years and they finally have focus but in any case I'm sure the bod would be able to find a more able CEO who can use the HCV revenue stream to build their oral drug capabilities into a sustainable business.
So that's a more high level answer. Specific changes that I would like the board to make are
1) Primary focus should be immunology and they should have a CEO and management with expertise for that
2) Look to partner and use the oral drug design capabilities for capital infusion. If that is the expertise of the company there is nothing stopping them from signing partners since it seems every pharma wants potent oral drugs. To that point why hasn't the company partnered anything since the HCV drugs? Is Luly not showing interest or is there some other reason?
3) If they do want to have one last stab at virology then be ready for H5N1. Sequence the virus and be ready this time so that if a pandemic does happen the company can reap the rewards. Having best in class is pointless once the pandemic is over.
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