SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : 2013 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?


To: Steve Lokness who wrote (323)10/10/2013 2:44:02 PM
From: DewDiligence_on_SI  Read Replies (1) | Respond to of 410
 
ENTA's value derives almost entirely from the HCV programs with ABBV and NVS, mainly the former. (The antibiotic program is barely more than round-off in any valuation analysis.)

I've commented extensively on ENTA on iHub, so I'll provide a few links to the info there...

ABBV/ENTA’s global phase-3 HCV program (all 6 registrational trials are fully enrolled):
siliconinvestor.com

Economics of ABBV and NVS partnerships:
siliconinvestor.com
siliconinvestor.com (addendum)

ENTA valuation model:
siliconinvestor.com
siliconinvestor.com (addendum)

Phase-2 HCV data from AVIATOR study:
siliconinvestor.com

Regards, Dew