BTA 0.00% 57.0¢ biota holdings limited

600 million pounds of relenza sales, page-3

  1. 582 Posts.
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    JERRY,this is a brilliant find...which is in line with my belief that the last qtr figure was based on sales that had not really been effected by the original production ramp up to 60m courses of relenza ....demand far exceeding supply
    however gsk would be leaving no stone unturned to find ways to meet the massive demand...it would not surprize me to find this figure (600m pounds) being smashed....

    I am sticking to my Royalty A$124m 3rd QTR tip...

    Port just imagine this scenario... witty said they had forward orders booked for the 190m Courses of relenza.... which they are trying to complete by end calander year 2009
    I also would expect managment to under promise and then make themselves look like hero's by over delivering results...
    In order to produce and deliver 190m courses by years end it would seem quite possible that they have churned through about a third of this quantity by now...(3rd Qtr)given that any business that has an order books overflowing
    must do everything within its means to increase capacity and meet supply...out sourcing to other production facilities, switching to full time 24/7 shifts...etc etc

    GSK will make take advantage of this blockbuster whilst the business is there....If we don't meet demand Tami will fill the gap....

 
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