biota boss warns of speculation, page-7

I agree, the Relenza sales are sure to be strong over the next 12 months as global governents review their stockpiles. When they get expert advice and realise tamiflu was useless against the seasonal H1N1 that there will be a major change in the structure of stockpiles.

The only limitation I see is the production capacity of GSK. They have moved up to full production and are urgently seeking ways to lift this even higher. If they get orders for say 100m doses that could equate to 180m royalties for biota (as 10m doses produced around 18m with the UK order).

I still think LANI will be big news when Phase III results are announced. Hopefully they are positive and lead to registration in Japan. Just a waiting game.