ENTA's EPS will ramp up during the calendar year as the Mavyret royalty rate climbs from the 10% lowest tier in calendar 1Q20 (ENTA's FY2Q20) to higher royalty tiers in subsequent quarters.
ENTA is clearly a play on the pipeline, but even with zero income it is awfully nice to have royalties to cover virtually all expenses I think they should prioritize though (scaling back NASH for example) I agree w DD that RSV and hep B are promising. RSV in particular may now be an easier sell commercially as more and more doctors offices are going to have rapid screens for fever patients so it will be easier to just plug in RSV into whatever panel docs are already doing (influenza, covid) if there is a good treatment down the road
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