Massive contrasts between RBS and Wilson HTM for relenza sales... fy10 108m v 158m fy11 76mv192m fy12 76mvv46m
Biggest has to be Wilson's not recognizing any apparent future value to LANI or other pipeline IP's in either this current report or the Aug one.
Were they not invited to Notting Hill by the BTA board?
"Following a site visit to BTA's premises at Notting Hill we have increased some of our key assumptions. Our valuation and target price are higher."... RBS 7 Oct. $3.22
"FY10 will be an impressive year, but we have seen nothing to convince us that GSK will sell 400-450M courses of Relenza over the next 5 years."... Wilson 19 Oct. $2.28
BTA Price at posting:
$2.98 Sentiment: Hold Disclosure: Held
