Enanta Reports Q1 Revenue of $18.6M, Beating Expectations
Reports Q1 revenue $18.6M, consensus $15.3M. Enanta's cash, cash equivalents and short-term and long-term marketable securities totaled $241.9 million at December 31, 2025. Enanta expects that its current cash, cash equivalents and marketable securities, as well as its retained portion of future royalty revenue, will be sufficient to meet the anticipated cash requirements of its existing business and development programs into fiscal 2029. "Enanta entered the year with significant momentum, advancing our leading RSV treatment portfolio with preparation for a Phase 3 study and expanding our immunology pipeline with the introduction of our third program focused on developing oral MRGPRX2 inhibitors for type 2 immune driven diseases," said Jay R. Luly, Ph.D., President and Chief Executive Officer at Enanta Pharmaceuticals. "With zelicapavir demonstrating clinically meaningful benefits in pediatric and high-risk adult RSV studies and EDP-323 showing promise not only in treatment, but also in post-exposure prophylaxis, we are driving forward first-in-disease programs that have the potential to fundamentally change RSV patient care. In tandem, we are further building out our immunology portfolio, which now includes highly selective inhibitors of KIT, STAT6 and MRGPRX2."
Trade with 70% Backtested Accuracy
Analyst Views on ENTA
About ENTA
About the author
Agios Pharmaceuticals (AGIO) Shares Surge 18.6% Following FDA Approval of Aqvesme
- FDA Approval: Agios Pharmaceuticals announced that its drug Aqvesme received FDA approval, becoming the only treatment for non-transfusion-dependent and transfusion-dependent alpha or beta-thalassemia, which is expected to significantly enhance its market competitiveness.
- Stock Price Rebound: Following the FDA approval announcement, AGIO's stock surged 18.6% to $29.17, with trading volume exceeding average levels, indicating strong investor confidence in the company's prospects.
- Earnings Outlook: Although the upcoming quarterly report is expected to show a loss of $1.96 per share, a 12.6% year-over-year decline, revenues are projected at $11.14 million, reflecting a 3.8% increase from the previous year, demonstrating resilience amid challenges.
- Market Attention: AGIO's consensus EPS estimate has remained unchanged over the past 30 days, and despite the stock's rise, investors should monitor future earnings estimate revisions to assess whether the stock can maintain its upward momentum.
JP Morgan Begins Coverage of Enanta Pharmaceuticals (ENTA) with Positive Outlook
JP Morgan Coverage Initiation: On November 14, 2025, JP Morgan began coverage of Enanta Pharmaceuticals (NasdaqGS:ENTA) with an "Overweight" recommendation, projecting a 62.04% upside based on an average one-year price target of $19.53/share.
Projected Revenue and EPS: Enanta Pharmaceuticals is expected to see a significant increase in annual revenue, projected at $834 million, which represents a 1,186.29% growth, alongside a projected non-GAAP EPS of 10.27.
Institutional Ownership Trends: There are currently 275 funds reporting positions in Enanta Pharmaceuticals, with a slight increase in ownership and a total of 20,591K shares held by institutions, reflecting a 1.16% rise over the last three months.
Shareholder Activity: Notable changes in shareholder positions include Janus Henderson Group increasing its stake by 111.20%, while Millennium Management reduced its holdings by 53.85%, indicating varied strategies among institutional investors.
Microsoft Analyst Starts Coverage Optimistically; Check Out the Top 3 Initiations for Friday
Analyst Ratings Overview: Top Wall Street analysts have updated their ratings on several companies, including Microsoft, Enanta Pharmaceuticals, and Polaris Inc.
Microsoft Corp Rating: Baird analyst William Power initiated coverage on Microsoft with an Outperform rating and a price target of $600, while shares closed at $503.29.
Enanta Pharmaceuticals Rating: JP Morgan analyst Anupam Rama initiated coverage on Enanta Pharmaceuticals with an Overweight rating and a price target of $17, with shares closing at $11.72.
Polaris Inc Rating: Loop Capital analyst Brandon Rolle initiated coverage on Polaris with a Hold rating and a price target of $59, while shares closed at $64.82.
Enanta Shares Climb Following J.P. Morgan's Overweight Rating on RSV Treatment
Stock Performance: Enanta Pharmaceuticals' shares rose after J.P. Morgan initiated coverage with an Overweight rating, highlighting the potential of their experimental RSV therapy, zelicapavir.
Analyst Projections: Analyst Anupam Rama set a price target of $17 per share, forecasting over $1.5 billion in peak global sales for zelicapavir, with significant contributions expected from the U.S. market.
Clinical Trial Success: The stock's surge followed positive mid-stage trial results for zelicapavir, which is designed for high-risk outpatient adults with acute RSV, indicating strong market potential.
Partnership Opportunities: Enanta is likely to seek partnerships for zelicapavir, which could lead to substantial non-dilutive financing, with peak net global revenue estimates exceeding $300 million.
Enanta Pharmaceuticals Unveils Latest Findings on Zelicapavir and EDP-323, Its N-Protein and L-Protein Inhibitors for Respiratory Syncytial Virus (RSV) Treatment, at IDWeek™ 2025
Zelicapavir's Efficacy in Pediatric Patients: New data presented at IDWeek™ 2025 indicates that zelicapavir significantly shortens the duration of RSV symptoms in children aged 28 days to 36 months, with a median resolution time of 6.99 days compared to 8.60 days for placebo.
EDP-323's Potential in Prophylaxis: EDP-323 has shown high effectiveness in preventing RSV infection when administered post-exposure, with a study revealing that none of the participants receiving EDP-323 became infected, compared to 26% in the placebo group.
Enanta Pharmaceuticals Completes Stock Offering
Public Offering Closure: Enanta Pharmaceuticals has successfully closed its public offering of approximately 7.48 million shares.
Financial Implications: The completion of this offering may impact the company's financial position and future growth strategies.
Agios Pharmaceuticals (AGIO) Shares Surge 18.6% Following FDA Approval of Aqvesme
- FDA Approval: Agios Pharmaceuticals announced that its drug Aqvesme received FDA approval, becoming the only treatment for non-transfusion-dependent and transfusion-dependent alpha or beta-thalassemia, which is expected to significantly enhance its market competitiveness.
- Stock Price Rebound: Following the FDA approval announcement, AGIO's stock surged 18.6% to $29.17, with trading volume exceeding average levels, indicating strong investor confidence in the company's prospects.
- Earnings Outlook: Although the upcoming quarterly report is expected to show a loss of $1.96 per share, a 12.6% year-over-year decline, revenues are projected at $11.14 million, reflecting a 3.8% increase from the previous year, demonstrating resilience amid challenges.
- Market Attention: AGIO's consensus EPS estimate has remained unchanged over the past 30 days, and despite the stock's rise, investors should monitor future earnings estimate revisions to assess whether the stock can maintain its upward momentum.
JP Morgan Begins Coverage of Enanta Pharmaceuticals (ENTA) with Positive Outlook
JP Morgan Coverage Initiation: On November 14, 2025, JP Morgan began coverage of Enanta Pharmaceuticals (NasdaqGS:ENTA) with an "Overweight" recommendation, projecting a 62.04% upside based on an average one-year price target of $19.53/share.
Projected Revenue and EPS: Enanta Pharmaceuticals is expected to see a significant increase in annual revenue, projected at $834 million, which represents a 1,186.29% growth, alongside a projected non-GAAP EPS of 10.27.
Institutional Ownership Trends: There are currently 275 funds reporting positions in Enanta Pharmaceuticals, with a slight increase in ownership and a total of 20,591K shares held by institutions, reflecting a 1.16% rise over the last three months.
Shareholder Activity: Notable changes in shareholder positions include Janus Henderson Group increasing its stake by 111.20%, while Millennium Management reduced its holdings by 53.85%, indicating varied strategies among institutional investors.
Microsoft Analyst Starts Coverage Optimistically; Check Out the Top 3 Initiations for Friday
Analyst Ratings Overview: Top Wall Street analysts have updated their ratings on several companies, including Microsoft, Enanta Pharmaceuticals, and Polaris Inc.
Microsoft Corp Rating: Baird analyst William Power initiated coverage on Microsoft with an Outperform rating and a price target of $600, while shares closed at $503.29.
Enanta Pharmaceuticals Rating: JP Morgan analyst Anupam Rama initiated coverage on Enanta Pharmaceuticals with an Overweight rating and a price target of $17, with shares closing at $11.72.
Polaris Inc Rating: Loop Capital analyst Brandon Rolle initiated coverage on Polaris with a Hold rating and a price target of $59, while shares closed at $64.82.
Enanta Shares Climb Following J.P. Morgan's Overweight Rating on RSV Treatment
Stock Performance: Enanta Pharmaceuticals' shares rose after J.P. Morgan initiated coverage with an Overweight rating, highlighting the potential of their experimental RSV therapy, zelicapavir.
Analyst Projections: Analyst Anupam Rama set a price target of $17 per share, forecasting over $1.5 billion in peak global sales for zelicapavir, with significant contributions expected from the U.S. market.
Clinical Trial Success: The stock's surge followed positive mid-stage trial results for zelicapavir, which is designed for high-risk outpatient adults with acute RSV, indicating strong market potential.
Partnership Opportunities: Enanta is likely to seek partnerships for zelicapavir, which could lead to substantial non-dilutive financing, with peak net global revenue estimates exceeding $300 million.
Enanta Pharmaceuticals Unveils Latest Findings on Zelicapavir and EDP-323, Its N-Protein and L-Protein Inhibitors for Respiratory Syncytial Virus (RSV) Treatment, at IDWeek™ 2025
Zelicapavir's Efficacy in Pediatric Patients: New data presented at IDWeek™ 2025 indicates that zelicapavir significantly shortens the duration of RSV symptoms in children aged 28 days to 36 months, with a median resolution time of 6.99 days compared to 8.60 days for placebo.
EDP-323's Potential in Prophylaxis: EDP-323 has shown high effectiveness in preventing RSV infection when administered post-exposure, with a study revealing that none of the participants receiving EDP-323 became infected, compared to 26% in the placebo group.
Enanta Pharmaceuticals Completes Stock Offering
Public Offering Closure: Enanta Pharmaceuticals has successfully closed its public offering of approximately 7.48 million shares.
Financial Implications: The completion of this offering may impact the company's financial position and future growth strategies.
