Enanta Pharmaceuticals Inc【ENTA】株式ニュース

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Enanta Pharmaceuticals to Present at the Jefferies Global Healthcare Conference

Enanta Pharmaceuticals, Inc. (NASDAQ:ENTA), a clinical-stage biotechnology company dedicated to creating small molecule drugs for viral...

Form S-8 - Securities to be offered to employees in employee benefit plans

Form 10-Q - Quarterly report [Sections 13 or 15(d)]

Form 8-K - Current report

Enanta Pharmaceuticals Reports Financial Results for its Fiscal Second Quarter Ended March 31, 2026

Dosing Initiated in a Phase 1 Trial of EDP-978, an Oral, Once-Daily KIT Inhibitor in Development for the Treatment of Chronic Urticaria; On...

Enanta Pharmaceuticals to Present Data for its Respiratory Syncytial Virus and STAT6 Inhibitor Programs at the American Thoracic Society International Conference 2026

Enanta Pharmaceuticals, Inc. (NASDAQ:ENTA), a clinical-stage biotechnology company dedicated to creating small molecule drugs for viral...

Enanta Pharmaceuticals Announces First Participant Dosed in Phase 1 Clinical Trial of EDP-978, an Oral, Once-Daily KIT Inhibitor, in Development for the Treatment of Urticaria

Phase 1 Study Will Evaluate Safety, Tolerability, Pharmacokinetics and Pharmacodynamics of EDP-978 in Healthy Volunteers Topline Data Expected...

Enanta Pharmaceuticals to Present Data for Zelicapavir, an Oral, Once-Daily, N-Protein Inhibitor, in Development for the Treatment of Respiratory Syncytial Virus, at ESCMID Global 2026

Enanta Pharmaceuticals, Inc. (NASDAQ:ENTA), a clinical stage biotechnology company dedicated to creating small molecule drugs for viral...

Enanta Pharmaceuticals to Present Data for its STAT6 Inhibitor Program at IMMUNOLOGY2026TM, the Annual Meeting of the American Association of Immunologists (AAI)

Enanta Pharmaceuticals, Inc. (NASDAQ:ENTA), a clinical-stage biotechnology company dedicated to creating small molecule drugs for viral...

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randychub 9時間前

PFE must be comfortable with their original argument, or they would not have chosen to stand on that ground.

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dewophile 13時間前

Thanks for the DD and link. Seems to me there’s a chance in favor of ENTA I.e. this is a question for a jury to decide.
It’s also clear ENTA’s provisional application was sloppy. I’m also not impressed by ENTA’s lawyer

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YY1000 23時間前

If ENTA wins this appeal, then the invalidation of the patent would go to a jury trial. Am I correct to conclude that since the patent was invalidated by the District Court and since patent suits require unanimous jury verdicts to succeed, ENTA would need to convince a single juror to avoid patent invalidation? This is different than if the patent had been reexamined and revoked by the USPTO, in which case ENTA would need a unanimous jury in its favor to reinstate the patent.

I still think it is a long shot to win this appeal, but if above is correct, in that case PFE would be taking a significant risk by letting it go to a jury, so will probably settle or just buy ENTA...

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DewDiligence 1日前

Thanks, flo, and go_seek. I was able to listen after I disabled my ad-blocking utility.

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floblu14 1日前

GO SEEK is correct. Do NOT use the MP3 File download. Instead hit the PLAY arrow & follow along with the complete transcript that lights up as you proceed.

ENTA's attorney had v.g. responses from the 2 judges re: a JURY TRIAL. I have always been an OPTIMIST. Although a long shot, there have been several decisions in favor of the plaintiff on appeal. September.will be the reality.

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go seek 1日前

I listened to all 41 minutes. Suggest that you don’t download the file. Rather use the recording play dialogue box that pops up with the link.

https://share.google/24rVZUrvElJPa0PFI

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go seek 1日前

I listened to the arguments… fascinating dialogue. Thanks flo. It would be a victory if the Appeals Court would put the case to a jury. At that point there would probably be a settlement.

https://share.google/24rVZUrvElJPa0PFI

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DewDiligence 1日前

I downloaded the mp3 file, but the audio shut off after a few minutes. When I tried to download the file again, I got a message saying that I had used up too many of the website’s resources!

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floblu14 1日前

Research was done to see if there was a written record on the May 11th appeal.

Enanta Pharmaceuticals, Inc. v. Pfizer Inc.
Court of Appeals for the Federal Circuit

Date Argued: May 11th, 2026

Duration: 35:41

Docket Number: 25-1427

Kindly listen to the AUDIO which corresponds to the written record:

https://www.courtlistener.com/audio/104819/enanta-pharmaceuticals-inc-v-pfizer-inc/

Watertown-based biotech Enanta is represented by the Boston law firm Foley Hoag LLP. Pfizer is represented primarily by Williams & Connolly LLP

Barbara A. Fiacco et al represent Enanta
https://foleyhoag.com/people/fiacco-barbara/

Comments?

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DewDiligence 3日前

LOL. Perhaps ENTA temporarily removed materials from these shelves that they didn’t want the visiting students to see. Some of the students could conceivably have been moonlighting as corporate spies.

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DC15 3日前

Trying not to judge the empty shelf space on the left. Been in many labs, industry and academic, never seen empty shelves like that.

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dewophile 3日前

Got it. The peds phase 2 will read out well before the adult phase 3 is completed. It already has a CT.gov entry and is 1/4 the size. So it’s possible they start the adult trial then partner both once peds data is in hand while the adult trial is still ongoing.
One thing I’m confident about is they have a program with value but a clear line of sight in the peds indication as well as adult if the resolve p tool pans out in a second phase 2 will increase the value of the program substantially

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vinmantoo 3日前

Just to clarify I didn't mean to say go it alone for adults and partner peds. I think they will fine one partner for both - they are in no position to commercialize so have to partner the adult indication at some point and I think it will be the same time as peds (they may retain profit sharing or something like that in the US rather than straight royalty)

I was only talking about running the phase 3 trial for high risk adults not ENTA commercializing it on their own.

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floblu14 3日前

From Jeffries -

ENTA: RSV program shows strong efficacy and regulatory momentum, with flexible development strategies
Jun 4, 2026, 13:09 GMT-4 Less than 1 min read

ENTA
+6.49%
The discussion highlighted progress in RSV drug development, with strong efficacy signals and ongoing FDA engagement for a novel registration path. Strategic flexibility includes both internal and partnership-driven trial execution, while preclinical data support robust target engagement for pipeline assets.

https://www.tradingview.com/news/urn:summary_document_transcript:quartr.com:3479812:0-enta-rsv-program-shows-strong-efficacy-and-regulatory-momentum-with-flexible-development-strategies/

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go seek 3日前

I was pleased that we didn’t get the boiler plate description of the company at the start of today’s chat. Good exchange on RSV and STAT6.

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InefficientMarket 3日前

Ya - that’s my point. Jay should have waited until after issuing the 8K then, if it is good news, start the dog and pony shows

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DewDiligence 3日前

Not totally sure why Jay agreed to this because he spent a good part of the session saying everyone needs to wait on the path with FDA (before end of June).You don't speak publicly about what the FDA will say when they haven't said it yet. This is SOP for all drug/biotech companies.

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DewDiligence 3日前

Re: Jefferies webcast

The most notable snippet from today’s webcast occurred when the Jefferies analyst asked Jay about KYMR's STAT6 degrader* and Jay responded with the rhetorical question, “Why use a degrader when the target is now druggable?” I.e., the STAT6 target has been well known for a few decades (and Jay even worked on STAT6 when he was a scientist at ABT), but nobody knew how to drug the target until fairly recently.

*See #msg-177596554 for background info. Note that KMYR's lead STAT6 compound is KT-621 (not KT-601).

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InefficientMarket 3日前

Anyone watch today’s fireside with Jeffries? Not totally sure why Jay agreed to this because he spent a good part of the session saying everyone needs to wait on the path with FDA (before end of June). On the positive side side, Jay continues to gush about Zeli. I very much appreciated the back and forth with Akash, who clearly knows the subject matter. He really made Jay squirm.

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dewophile 4日前

Just to clarify I didn't mean to say go it alone for adults and partner peds. I think they will fine one partner for both - they are in no position to commercialize so have to partner the adult indication at some point and I think it will be the same time as peds (they may retain profit sharing or something like that in the US rather than straight royalty)
What I meant to say is they may wait on peds phase 2 data expected end of the year to partner both as that is a larger indication and would be important data to have to know the ultimate value of the program

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vinmantoo 4日前

Kaivamei,

Obviously we want to see FDA approval ASAP. However, successful phase 3 for high risk adults will drive the ENTA price higher well before FDA approval. I think dewophile hit the nail on the head with the go it alone for high risk adults and partnering for the pediatric indication, even if it means a phase 2 for the latter.

They are still functioning!

On Monday, we had the pleasure of hosting AP Chemistry students from #WatertownHighSchool for a special visit to our laboratories. Students learned about the drug discovery process, toured our facilities and enjoyed lunch, while attending a panel discussion featuring Enanta employees who shared their career experiences in the biotech industry. A big thank you to those involved for sharing your time and insights, and a special shoutout to everyone who organized the event. #STEMCareers #EnantaCares #GreatChemistryCures

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go seek 4日前

No leak… daily trade volumes are not high. Conclusions regarding the likelihood of a partnership have been drawn by investors based on the news flow (or lack thereof) to date.
ENTA stock can be moved up or down by a determined seller or buyer. Better days are ahead.

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dewophile 4日前

“How many here still think a partnership before the phase 3 trial is more likely than not?”

I think it’s more likely at this point they partner after phase 3 bc clearly don’t like the terms (if any) on the table now.
however your point about waiting for more Pediatric data (the larger indication ) may well be the case in which case they may end up starting the adult pivotal and partner after more peds phase 2 data before any phase 3 reads out

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kaivamei 4日前

I would love for FDA approval of Zelicapavir to come within a year, but the Phase 3 trial will take a year at least, possibly longer, and then another year to approval is realistic.
Proximate catalysts may be the company reporting about its meeting with the FDA, expected this quarter, or the RSV partnership which we are all hoping for.
In principle the partnership could come at any time, but I suspect the company first wants trial data using their proprietary Resolve-p tool for evaluating zeli in peds, so that would mean partnering most likely after the end of this year or early next year.
How many here still think a partnership before the phase 3 trial is more likely than not?

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floblu14 4日前

the suit in the EU probably has a better chance than the appeal in the US

As I posted earlier -

From AI:

Enanta Pharmaceuticals' patent suit in the European Unified Patent Court (UPC) against Pfizer over Paxlovid could indeed produce substantial rewards. While a European victory could yield meaningful damages from European sales, a U.S. loss is legally independent and would not prevent European recovery.A quick look at the details:The European Strategy: Enanta filed a lawsuit in the EU's Unified Patent Court (UPC) alleging that Pfizer's COVID-19 pill Paxlovid infringes upon its European Patent No. EP 4 051 265. Because UPC rulings apply across 18 participating EU nations, a victory here could allow Enanta to secure significant royalties or damages from massive European sales.

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dewophile 4日前

I don’t know enough to venture a guess but the suit in the EU probably has a better chance than the appeal in the US. Most of the litigation costs were incurred already the appeal and EU costs are much less so at this point makes sense to see it through.

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floblu14 4日前

From what my gut tells me, there is a LEAK. Our company will be bringing Zelicapavir trial 3 by themselves. This is causing a dramatic stock dump due to the large financial means necessary to pay for this trial.
Remember, this is the McDonald generation - no patience needed. IMHO - some are now throwing away a huge windfall once the FDA approves our RSV drug within a year.

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Jab44 4日前

You are probably right I was overly optimistic about the chance of receiving a reversal.
I’m afraid Jay is going to play the high risk/ high reward game. Stock traders who are making what appears to be easy money on chips on a daily basis don’t want to put money that may be stagnant for six months.
I guess time will tell…..

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DC15 4日前

PFE might ask for their defense costs to be covered by Enanta. Regarding credibility, the company has claimed a best in class performance on all of their candidates and touted the possibility of efficacy in adjacent categories of disease/infection when it wasn't yet supported. One of the COVID assets was supposed th have efficacy as a pan antiviral. That projection mirrored their strategy in communicating the potential of many of their previous concepts. When they revealed the lab move, their reality as a pre proof of concept venture became salient.

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YY1000 4日前

If the probability of success in the PFE litigation was 15-20% I would completely agree. IMHO it is well under 5%, maybe as low as 1%. I hope I am underestimating, and we can always hit the jackpot. I think ENTA should have settled for something nominal (like $10-20M, what PFE will probably spend on this litigation).

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dewophile 4日前

15-20% for a few hundred million windfall seems like a worthwhile pursuit. There is clarity in the legal timelines now so perhaps they are waiting on this resolution and if it doesn’t go their way they may be more flexible on partnering terms if that is the holdup. They also will have kit data eoy so that too will let them know where they want to put their investment dollars and partnering efforts.

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go seek 4日前

Understood… the lack of clarity on the partnership strategy does not help IMO. I expect he’ll continue to say, if the right deal comes… they’ll act. The downturn lately is overdone. Trading volumes remain low… the way ENTA trades, there’s a Good chance we’ll be above $13 in a week. 🍀

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Jab44 4日前

From my perspective Jay has lost some credibility with share holders. For the last few years it’s the same old story, “we are searching for a partner”. He would have been better off to say we are going to fund the next phase ourselves months ago.
In addition wasting money on litigation where you chances of winning are less than maybe 15-20% is not helping.
Over promise and under deliver is becoming the theme here.

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vinmantoo 4日前

If ENTA drops to single digits I may buy a bit more.

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go seek 5日前

ENTA down 25% since May 10th. Ouch!
Perhaps investors weary of waiting for RSV partnership.

😧 1

vinmantoo 6日前

The biotech bloodbath continues today. I have a lot more cash in my stock account and in various bank accounts. I have zero faith in this AI driven market and am willing to wait it out until it finally declines or updated news from ENTA or other stocks gets released or st least closer to being released.

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go seek 6日前

These are the times that try men’s’ souls. Perhaps we will get news on Thursday. Will investors welcome a “go it alone strategy for RSV, should that be the case?

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InefficientMarket 6日前

I was expecting stock to rise steadily before the highly anticipated RSV news coming before the of this month. Yet the stock has continued to slide since early May. Hope it’s not due to a leak. I reluctantly purchased more this AM but it seems there are not many of us (buyers).

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alertmeipp 6日前

I hope good news to have sooner rather than later

AI stocks are sucking liquidity out of everyone

This soon will pass

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dewophile 1週前

All of these can happen and soon, including a buyout, but even in the worst case scenario and none come to pass - if you are willing to wait until phase 3 RSV data in high risk adults you are likely to do well bc the odds of success there are very very high and that alone is worth more than where the stock is currently trading

👍️ 9

corporalagarn 1週前

What do you think the catalyst would be that is considered soon? RSV deal? Good news on the Pfizer suit? Some good results in the immunology pipeline? That would be the order I think they could come in and all possibly by year end.

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InefficientMarket 1週前

Still here. My axiom: Buy when there’s some blood so added more today. Think my average was around $25 go, got it down to about $6.50 last year. Now averaged up to around $9 with most shares I have ever held. I am holding pocket kings & believe Jay may soon show me another king on the turn.

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floblu14 2週前

Enanta Pharmaceuticals to Present at the Jefferies Global Healthcare Conference
May 28, 2026

WATERTOWN, Mass.--(BUSINESS WIRE)--May 28, 2026-- Enanta Pharmaceuticals, Inc. (NASDAQ:ENTA), a clinical-stage biotechnology company dedicated to creating small molecule drugs for viral infections and immunological diseases today announced that Jay R. Luly, Ph.D., President and Chief Executive Officer, and Tara L. Kieffer, Ph.D., Chief Product Strategy Officer, will participate in a fireside chat at the Jefferies Global Healthcare Conference on Thursday, June 4, 2026 at 11:40 a.m. ET in New York, NY.

https://ir.enanta.com/news-releases/news-release-details/enanta-pharmaceuticals-present-jefferies-global-healthcare-0

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YY1000 2週前

Can you explain how they haven't been financially savvy post Mellett ?
My primary issues were the capital raise last fall, which I thought could have been done more efficiently (I think I wrote about it at the time) and that the current RSV plan [my guess for what it may be ] seems fine if a partner is picking up the tab, but IMO is suboptimal if ENTA pays. I also doubt their continuing push on the PFE lawsuit is a good use of funds and attention, but I could be wrong there. Not easy to assess the probability of success, but I am afraid they are listening to their lawyers who obviously benefit from continued litigation.

I should probably have said that they haven't been *as* savvy post Mellett. They are still better stewards of shareholder money than a lot of other biotechs. Also I shouldn't be complaining too much on a position I am up 200%, but their financial track record was a significant factor in my investing decision, in addition to their obvious abilities in small molecule drug discovery. I think I am up on my position not so much because ENTA increased the value of the company, but because the market realized they were pricing their NPV dollars at 35 cents.

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Enanta Pharmaceuticals Inc (ENTA)

個人投資家向けのプロ仕様のツール。

Enanta Pharmaceuticals Inc (ENTA) ニュース

Enanta Pharmaceuticals to Present at the Jefferies Global Healthcare Conference

Form S-8 - Securities to be offered to employees in employee benefit plans

Form 10-Q - Quarterly report [Sections 13 or 15(d)]

Form 8-K - Current report

Enanta Pharmaceuticals Reports Financial Results for its Fiscal Second Quarter Ended March 31, 2026

Enanta Pharmaceuticals to Present Data for its Respiratory Syncytial Virus and STAT6 Inhibitor Programs at the American Thoracic Society International Conference 2026

Enanta Pharmaceuticals Announces First Participant Dosed in Phase 1 Clinical Trial of EDP-978, an Oral, Once-Daily KIT Inhibitor, in Development for the Treatment of Urticaria

Enanta Pharmaceuticals to Present Data for Zelicapavir, an Oral, Once-Daily, N-Protein Inhibitor, in Development for the Treatment of Respiratory Syncytial Virus, at ESCMID Global 2026

Enanta Pharmaceuticals to Present Data for its STAT6 Inhibitor Program at IMMUNOLOGY2026TM, the Annual Meeting of the American Association of Immunologists (AAI)

Form 8-K - Current report

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 8-K - Current report

ENTA Discussion

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Enanta Pharmaceuticals Inc (ENTA)

個人投資家向けのプロ仕様のツール。

Enanta Pharmaceuticals Inc (ENTA) ニュース

Enanta Pharmaceuticals to Present at the Jefferies Global Healthcare Conference

Form S-8 - Securities to be offered to employees in employee benefit plans

Form 10-Q - Quarterly report [Sections 13 or 15(d)]

Form 8-K - Current report

Enanta Pharmaceuticals Reports Financial Results for its Fiscal Second Quarter Ended March 31, 2026

Enanta Pharmaceuticals to Present Data for its Respiratory Syncytial Virus and STAT6 Inhibitor Programs at the American Thoracic Society International Conference 2026

Enanta Pharmaceuticals Announces First Participant Dosed in Phase 1 Clinical Trial of EDP-978, an Oral, Once-Daily KIT Inhibitor, in Development for the Treatment of Urticaria

Enanta Pharmaceuticals to Present Data for Zelicapavir, an Oral, Once-Daily, N-Protein Inhibitor, in Development for the Treatment of Respiratory Syncytial Virus, at ESCMID Global 2026

Enanta Pharmaceuticals to Present Data for its STAT6 Inhibitor Program at IMMUNOLOGY2026TM, the Annual Meeting of the American Association of Immunologists (AAI)

Form 8-K - Current report

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 8-K - Current report

ENTA Discussion

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