BTA 0.00% 57.0¢ biota holdings limited

average cost of relenza per pack a$35.50

  1. 767 Posts.
    Guys.
    I just rechecked the GSK site and worked the average price per pack from the March quarter GSK results was A$35.50

    Based as follows
    GBP222 mill sales
    10.6 million to UK
    2.0 million to Japan
    Ave. GBP 17.62 per pack times 2.02 = Approx A$35.50

    So if with the GSK ramp up of production as declared of 5m units per month that equates to 60m units @A$35.50 = A$2.13bill of anticipated 12 month sales by GSK and royalty to BTA @7% of approx A$149 million by June 2010

    Also the June 2009 quarter is likely to acieve some A$20-$30 million in Royalties.

    Remember this is most likely an at worst outcome for the next financial year as there will most likely be a new nitative announced for colaboration for additional production outside of GSK plants which may give additional Royalties.

    Also LANI

    Go LANI as this is the one I am really looking at.

    It will take a little time and it will be most likely in the Septembe quarter when BTA will step up.

    Be BOLD and HOLD
 
watchlist Created with Sketch. Add BTA (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.