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Enanta Pharmaceuticals (ENTA) 2025 Earnings Call Presentation

Virology - Respiratory Syncytial Virus (RSV) - Zelicapavir (EDP-938) is the only N-inhibitor in clinical development for RSV, with Phase 2 pediatric study complete and Phase 2 high-risk adult study ongoing[17, 6] - In a Phase 2 pediatric study, zelicapavir showed a viral load decline of 0.88 log at Day 3 and 1.18 log at Day 5 in the prespecified mITT-3 population[25] - EDP-323, an RSV L-protein inhibitor, demonstrated 85-87% reduction in viral load AUC in a human challenge model[42] - A Phase 2 high-risk adult study is designed to show a clinically meaningful reduction in symptom duration of at least ~1 day with Zelicapavir[37] Immunology - The company is developing a KIT inhibitor for mast cell driven diseases like Chronic Spontaneous Urticaria (CSU) and a STAT6 inhibitor for type 2 immune diseases like atopic dermatitis[6] - EPS-1421, a KIT inhibitor development candidate, inhibits KIT with nanomolar potency and demonstrates sub-nanomolar activity in vivo[63] - Prototype STAT6 inhibitors inhibit STAT6 with nanomolar potency and are highly selective for STAT6 versus other STATs[79] - Prototype STAT6 oral inhibitor results in complete inhibition of pSTAT6 in a mouse model[89] Financial Status - The company had $193.4 million in cash as of March 31, 2025[6] Business Development - The company plans to pursue partnerships for zelicapavir and/or EDP-323[102]