Replies to post #256095 on Biotech Values

[Whalatane]

Congrats Dew ...and also to the others on this board with positions in ENTA

Kiwi

[vinmantoo]

ENTA—Even now, the market is ascribing essentially zero value to the RSV and immunology programs. That's why I'm holding all of my shares despite having an outsized position.

My feelings exactly. Before today ENTA had enough cash to to fund operations for more than 2 years. After the RSV data release today, the prospects for a partnership if not a buyout have risen significantly. If neither materializes at a price ENTA management consider fair, is it beyond the realm of possibility for ENTA to raise money and proceed to phase 3 in RSV on its own and or move EDP-323 into a phase 2 trial? That unlikely possibility would require ENTA to jump to a much higher price than the current $15/share. FYI, I would much prefer a buyout or partnership.

[DewDiligence]

(ENTA)—PFE terminated_an_early-stage RSV therapeutic_called PF-07941944 as part of its pipeline pruning disclosed today:

https://www.fiercebiotech.com/biotech/pfizers-parade-pipeline-cuts-seagen-biontech-and-mash-programs-among-11-axed

Note: PF-07941944 should not be confused with Sisunatovir, the RSV therapeutic that PFE acquired from Reviral and terminated following a phase-3 trial.

[DewDiligence]

ENTA reports FY4Q25 results—extends cash-runway guidance_one_year:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176959069

[DewDiligence]

ENTA +10% on no news I'm aware of.

[DewDiligence]

ENTA FY2Q26 results—revenue up, expenses down:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177593066

Decisions are expected in Sep/Oct for both the US and EU patent-infringement lawsuits against PFE.

Please see #msg-177552842 for related info.