mk, I am not sure about that. Roche's Tamiflu is about a year or less away from being useless. Relenza should last a few more years before resistance occurs.
Having a marketing battle between Roche's LANI Vs GSK's Relenza would be something I would like to see, with BTA shareholders sitting pretty watching the money roll in.
I am not keen on LANI being introduced initially only in Japan. Any antiviral has a limited time span of effectiveness before resistance occurs. It needs to be introduced worldwide. I think the key is not drug production but a cheap and easy to manufacture inhaler.
Note that no one has taken legal action against there being only two companies producing antivirals. I think they are just grateful that there are two and not one or zero. Having one company producing the only two effective antivirals would be different.
Mal
BTA Price at posting:
$2.09 Sentiment: Buy Disclosure: Held
