Hi,Problem I have with BTA, not sure long term is that...

Hi,
Problem I have with BTA, not sure long term is that clear.
Relenza out of patent 4 years. Stockpile bought this year has 5year shelf life?
Lani 3 years away?
And for stockpiling for next pandemic, cheap generic "relenza" may be the preferred option, over an expensive convenient drug like Lani anyway.
This sort of company maybe should be valued more like a mining company,ie orebody with limited life.
Sales next year might be same as last year.
PE ratio this year may bear little relationship to long term worth.
Despite 1974 hiccups, vaccines will be the mainstay of influenza public health management.
Spoke to a pharmacist Friday, just cleared stock that had been sitting on his shelves since "bird flu".