could move up soon, page-2

I notice that the brokers have a big increase in income in FY2010 and 2011 and then a sharp drop in 2012. The unsustainability of income is the reason for their low sp valuations. They do not seem to be factoring in re-stockpiling of flu anti-virals by govts. Given that if history follows the seasonal flu resistance pattern tamifu will soon be useless - the only two drugs of use will be Relenza and Laninamivir.

M