Your 2015 total comes to $2.15B. I think they'll do at least $2.5B, with about 2/3 of that in the second half of the year. (I'm talking about worldwide numbers, not US only.)
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
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