Chugai Pharma just released some broken down sales data of Tamiflu (which I previously had to use an arbitrary split between seasonal and stockpiling for my graph). It changes the sales data a bit between seasonal and stockpiling.
The graph has been updated for seasonal market... it means Tamiflu's sales increased 5.7 fold, not 8 compared to prior quarter or 2x compared to same time last year... so if we track those increases it is still a healthy number.
Have to emphasis again it still is a pie in the sky estimate.
BTA Price at posting:
84.5¢ Sentiment: Buy Disclosure: Held