My pick would be about 17 million doses including the 6 million held over from the last quarter, but it would be a lot higher if it wasnt for production constraints. The important news we will be waiting on is when GSK puts on the extra production capacity over the 60m doses per year. With tamiflu resistance, Gsk will be dragged kicking and screaming to do so, especially when the US wants to increase its stockpile of relenza only to find it will have to wait to get more.
BTA Price at posting:
$1.41 Sentiment: Buy Disclosure: Held
