Its bad business to have the same shop selling two products for the same ailment! It really doesnt matter to the shop which one is sold as long as it cost the least encumbrance to market!
It is vitally important to ensure that a set up will not cannibalize upon its own market share but will instead expand the size and scope for its products.
BTA is a big birdie now and IMO should not be contended to lap up anything that mother bird regurgitate back into its nest. Take a leaf from Alchemia and Dr Reddy with their fondaparinux. Despite dealing with a far more complex product, they concluded a win-win partnership that is fair, equitable and respectable. Get in with a company that is hungry and fully committed towards wanting to pursue and get as much business as they can and not the other way around! Its certainly not prudent anyhow to have both its most precious eggs in one basket!
With a product like Lanimivir, most will know now who and where the potential buyers and stock-pilers for these products are. One can also see the serious contenders beating a path for the outstanding opportunity to market a broader spectrum antiviral, both as a single dose therapeutic and as a prophylactic for any other serious viral outbreaks that may occur in the world.
IMHO its time for BTA to stand tall and not tolerate any further s#*# from any other quarters that fails in its marketing obligations to maximize the potential for its product and to come clean, fair and equitable with their payments!
Key leads: DS/Ranbaxy, Dr Reddy & ACL as collaborator, Roche, BioCryst & etc.
BTA Price at posting:
$2.23 Sentiment: Hold Disclosure: Held
