anticipate a fall today..., page-8

re: $us1.4 billion relenza sales The Nomura Securities analyst wrote that report prior to news of a trebling of GSK production facilities that will bring forward the 2008 production by 18 months. The current SP has not factored in the massive increase in production, nor has it factored in the inability of Tamiflu to meet supply constraints.

Be cautious by all means but risk has an upside as well as a downside. We can all sell if something hits from left field but only if we hold!