Please see below for slides ahead of our 11am EST webcast where we’ll go over what the US needs to do in order to “reopen” the US economy …joining us will be Wolfe’s Chief Investment Strategist Chris Senyek and & team.
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Before we dig in, we wanted to flag our recent webcast ft. Chris Senyek that had our illustrative US projections of total # of 1) diagnosed cases 2) deaths and case peak: (April-May) due to COVID-19 that’s generated a lot of positive feedback.
Over the last few days we’ve been getting a fair amount of Q’s on HCQ in COVID-19, especially after updated data from the French Gautret group this weekend (we have our reservations on trusting anything from that group at this point).
We want to be very clear: our report today is NOT meant to make light of the seriousness of COVID-19. In fact, our work illustrates how important it is to follow smart practices such as social distancing & not “reopen” the country too soon (our base scenario assumes a “lockdown” through April& 1H May). Smart policy decisions over the next few weeks will absolutely save lives.
Today at 10:30AM EST we will be doing a live webcast on the therapeutic approaches being worked on to fight the Coronavirus, including what's 'hype' and what's 'reality' + the impt. catalysts to track going forward.
Yesterday (3/16/20), an article came out of China that noted Chinese researchers have completed some clinical studies of Favirpiravir (an antiviral) which showed that treated pts recovered from COVID-19 more quickly, and their lung conditions were better improved than the control group.
ENTA pushed back read-out of its Ph.2b RSV outpatient study from Q3 2020 to 1H 2021 – the PR cites that this is due to the North America RSV season peaking in December. On our end, this delay isn’t surprising, as JNJ’s Ph.2a pilot trial in outpatient RSV adults took ~ 2 years to complete.
Topline data 3Q 2020 assuming completion in one RSV season in northern hemisphere…otherwise study will enroll in the southern hemisphere where RSV season is later.
In today's Wolfe Research Healthcare Team bi-weekly webcast, I spoke on takeaways from our BHC NDR and from our Inaugural Wolfe HC Conference last week, in which we had presentations from ARGX, MDGL, and ENTA mgmt.
ENTA’s next-gen FXR EDP-305 toplined their phase 2A NASH data this afternoon which in our view were mixed & surprising (more on that below), although it’s not a major driver for ENTA’s valuation… that remains their RSV program which we have published several pieces on. ENTA will be initiating their Ph.2b (ARGON-2) 1H 2020 & still look to ultimately partner this program.
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