many articles surfacing on tamiflu resistance, page-8

I agree -the whole market will go down if the expected jump in swine flu virulence materialises - so anyone still making a buck will be on a leveraged ride.
date for phase 3 lani announcment is end july
cdc 's last statment is 40 percent of deaths have undelying health cond - down from 70% in earlier announcements. makes one wonder if the virulence gene is already making an impact - i imagine it would not be something they will announce lightly as it will cause panic (incl markets) they will want to verify a solid stream of cases first.