bloomberg comment, page-4

PattyP,
Worth reading presentation on website.
Currently hold $55m cash.
LANI new superior product in development. (refer presentaion)
BTA revenue does spike then drop away, so difficult to project any steady income. Share price tends to spike with spikes in revenue.
Hard to guess how big current spike will be, depends on GSK production, government stockpiling & general demand from retail users. As posted previously GSK working at full capacity, so royalties could be very large over next 12 months. This flu also spreads very quickly (refer presentation)so possibly of greater penetration in general population than SARS.
Regards
Buffett