why did bta sell off?, page-2

SP, Firstly I have no idea what was going through PC's head when he made those remarks. A strategic blunder?

As for negotations. There's alot of bluff/bluffery.

If Roche and GSK (the main competitors of LANI in the market place), are in fact the main contenders for LANI, of course they are going to say they wont extract any value from LANI. Hell, if given a choice, they would love to bury LANI for good.

Instead of trying to interpret PC's words, just use common sense:

* A seasonal market of US$1.4 billion p.a.
* A (re)stockpiling market of US$8 billion over 5 years (or $1.6 billion p.a.)
* A grand total market of around US$3 billion p.a.

Now, Inavir. A one-puff-&-throw-away anti-viral. A killer app if there ever was one.

* We know that with only 2months of sales, it outsold what I assume was a full quarter of Tamiflu and Relenza sales.

But lets be conservative assume the $3 billion market doesnt grow, there are zero epidemics, and assume its equally shared between the three competitors. Thats US$1 billion p.a. each.

Are you telling me Big Pharma cant make a business case work based on $1 billion revenue per silly annum?

Barda or bust? Tell em theyre dreaming....