BTA 0.00% 57.0¢ biota holdings limited

TinyTeddy,I think there is one big substantial difference...

  1. 830 Posts.
    TinyTeddy,
    I think there is one big substantial difference between LANI and Relenza.

    Relenza was a baby thrown out with the bath-water by an ubinterested GSK.

    LANI is supported enthusiastically by Daiichi Sankyo who will share the returns from licensing outside Japan. I believe Daiichi Sankyo had earned its stripes for their efforts in Japan. It was due to Daiichi Sankyo's work on LANI that aided the awareness about Relenza. It is in Japan, (and so far only in Japan) that Relenza sales had overtaken Tamiflu.

    In the rest of the World, no thanks to GSK, Roche is gearing Tamiflu production to 400m per annum compared to GSK's 190 million.

    With Daiichi Sankyo heading the push outside Japan, hopefully we will hear of better licensing news to come.

 
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.