are relenza sales biting into tami sales???, page-2

Googala

Very interesting.

Forecasting 1.2 billion Swiss Francs for Tamiflu sales in 2010 after already 517 million in Q1. So they are forecasting about $113m in Tamiflu royalties for the final 3 quarters. That's a big drop by Tamiflu standards and as you predict, Relenza sales and royalties should power ahead.

Having anticipated a license deal in early June and hearing Peter Cook pushing out the anticipated deal by a further 3 months or so, perhaps Roche is a wildcard. That's one damn good reason to delay a deal.

Let's hope Cook and co are getting down and dirty in their negotiations with Glaxo and perhaps Roche too.