It's going to be interesting to see what GSK have to say about 2010 production and expected sales. This quarter should be decent (>20m, up to say 30ish?) but the 190m/annum production figure is the gold pot at the end of the rainbow... will they lift production further?
Have to say I feel sorry for BTA management, either way they get slammed... share price rises, slammed. Price falls, slammed. Royalties rise, slammed. Royalties fall, slammed. Perhaps the only way they'll get a cheer is if they list on the NASDAQ...
BTA Price at posting:
$2.72 Sentiment: Buy Disclosure: Held