Replies to post #4827 on Enanta Pharmaceuticals Inc (ENTA)

[DewDiligence]

Roger that. My post was not intended to be directed at you, specifically, but rather to the whole board.

[vinmantoo]

Yes, I understood the prophylactic nature of the drug. It does; however, provide another tool to reduce RSV risk / severity in infants.

True. Keep in mind that there has been another monoclonal antibody against RSV on the market for a long time called Synagis, given to premies and young high risk children. I don't know enough about the differences between the two monoclonals but I agree with Dew, should have little to no impact on ENTA.

https://www.drugs.com/synagis.html

[dewophile]

Coverage for neonates and infants was already pretty good between Beyfortus and maternal vaccination at somewhere in the 80 percent range. This might push it a tad higher who knows
I don’t think it’s clear yet if expanded infant passive immunity is good or bad or neutral for a pediatric antiviral. My guess is a tad negative because older infants and children who get a first RSV infection are less likely to probably require medical intervention because of more mature immune systems in general. However this may be partly or wholly offset (and then some) by the need for higher drug doses in those kids who do require antiviral because you are skewing the age of first infection upward and the bigger the kid the more drug per course you need