Enanta Pharmaceuticals (ENTA)
Develops oral RSV antivirals and immunology drugs funded by AbbVie HCV royalties.
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Develops small-molecule drugs in virology and immunology while receiving royalties tied to AbbVie's MAVYRET/MAVIRET HCV regimen. The pipeline is wholly owned, led by RSV antivirals and oral type two immunology programs.
Discovers and develops oral small-molecule drugs for virology and immunology. Current revenue comes from royalties on worldwide AbbVie sales of MAVYRET/MAVIRET, where Enanta-discovered glecaprevir is paired with pibrentasvir.
Wholly owned development work centers on RSV antivirals, including zelicapavir and EDP-323, plus oral immunology programs aimed at KIT, STAT6, and MRGPRX2. Watertown-based operations are reported as one segment and remain concentrated in research rather than commercial sales.
The business depends on AbbVie HCV sales for royalty revenue, clinical and regulatory progress in RSV and immunology, and outcomes in patent litigation involving Pfizer's Paxlovid.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 23, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $56 | Target: $20 |
| Oct 1, 2025 | Jefferies | Upgrade | Target: — | Target: $20 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $189.5M · Total debt $55.7M · Total assets $296.9M · Shareholders' equity $101.1M
- Revenue
- $14.4M
- Operating income
- −$17.2M
- Net income
- −$19.5M
No dividends on record.
| Institutions | 94.78% | 27.56M shares | |
|---|---|---|---|
| 127 holders · as of Jun 30, 2026 | |||
| Insiders | 10.91% | 3.17M shares | |
| 10 holders · as of Aug 10, 2026 | |||
| Strategic holders | 12.02% | 3.49M shares | |
| 1 holder · as of Nov 7, 2025 | |||
| Adds to | 117.71% | ||
29.08M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 117.71%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Jupiter Topco LLCInstitution | 12.57% | 3.65M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 12.02% | 3.49M | filed Nov 7, 2025 |
BlackRock, Inc.Institution | 11.16% | 3.24M | as of Jun 30, 2026 |
Krensavage Asset Management, LLCInstitution | 9.86% | 2.87M | as of Jun 30, 2026 |
Farallon Capital Management LLCInstitution | 8.32% | 2.42M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 5, 2025 | Jay R. Luly | director, officer: President and CEO | −4,743 | $14.23 |
| Dec 5, 2025 | Yat Sun Or | officer: Chief Scientific Officer | −2,390 | $14.23 |
| Dec 5, 2025 | Tara Lynn Kieffer | officer: Chief Product Strategy Officer | −2,106 | $14.23 |
| Dec 5, 2025 | Brendan Luu | officer: Chief Business Officer | −1,394 | $14.23 |
| Dec 5, 2025 | Scott T. Rottinghaus | officer: Chief Medical Officer | −798 | $14.23 |
- Pfizer
RSV vaccine incumbent across adult and maternal use
- GSK (ADR)
Adult RSV vaccine incumbent with broad age expansion
- Sanofi (ADR)
Beyfortus and Dupixent span RSV prophylaxis and CSU
- Merck
Infant RSV antibody challenger with ENFLONSIA
- Celldex Therapeutics
KIT-targeted urticaria biologic in late-stage trials
- Moderna
mRNA RSV vaccine entrant for adult prevention
- AstraZeneca (ADR)
Beyfortus co-owner and respiratory immunology major
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Enanta Pharmaceuticals | $11.97 | −3.62% | $361.2M | — | — | 5.5 | −21.6% |
| Pfizer | $27.93 | −0.01% | $159.19B | 36.9 | 10.0 | 2.5 | +2.6% |
| GSK (ADR) | $50.18 | −1.06% | $101.62B | 16.1 | 9.2 | 2.3 | +5.3% |
| Sanofi (ADR) | $41.63 | −2.07% | $102.08B | 76.0 | — | 1.8 | +11.2% |
| Merck | $148.09 | −1.88% | $372.73B | 120.7 | 17.2 | 5.6 | +5.1% |
| Celldex Therapeutics | $31.18 | −6.95% | $2.23B | — | — | 19,908.1 | −97.0% |
| Moderna | $184.23 | +0.91% | $72.44B | — | — | 32.5 | +2.1% |
| AstraZeneca (ADR) | $165.33 | −1.81% | $261.12B | 25.3 | 15.6 | 4.3 | +6.4% |
| Median | 36.9 | 12.8 | 4.3 | +5.1% |