Biotech Values

[dewophile]

enta may only hit the lower royalty rate in q1 which i can already see as a potential for negative sentiment. that and competitive data mid-year may present really good buying opportunities (i think enta is still going to make good money even with 3 players - especially since i see mrk cannabilizing gild relatively more than enta if they do have strong data with a qd offering)
PS: after mrk there isn't anyone else close to commercialization that i knwo of unless BMy resuscitates their program