agm disappointment, page-29

Jessie,

Do you still remember PC told us in the Sydney meeting that Roche would choose to produce Tamiflu after its patent expires? and GSK would do the same because this business is not or at least not so profitable to them.

My memory may be wrong. but assume what I said above is correct, I still can not get the reason why Rocche would stop supplying Tamilfu and GSk.....


PC also told us that the major competitor to Lani will be Generic Tamiflu.


Maybe they have their reasons in their minds. HOpe they are really professional at this. We will found out in a few years!


good luck