I think the news from the Cochrane review was already priced in.
The main issue seems to be the lack of trial data made available to them. This may have made Cochrane a bit syndical when in their conclusions, possibly in an attempt to send a warning to other drug makers not to withhold info if they come knocking.
The withholding of trial data may catch the eye of some lawyers, who may then encourage more people who experienced side effects to take legal action. I would like to see a class action against Roche for deceiving regulators. I am not sure if that will happen but I don't think that a massive law suit and suspension of Tamiflu is currently priced in.
BTA Price at posting:
83.5¢ Sentiment: Buy Disclosure: Held
