Well done fellow HC members for finding all the articles that...

Well done fellow HC members for finding all the articles that proved the demand for Relenza beyond reasonable doubt.
Peza’s post http://www.hotcopper.com.au/post_single.asp?fid=1&tid=941526&msgid=5246048
Quote: The drugs giant has already taken 128m orders for its Relenza treatment in deals worth approximately £600m must be one of the most sensitive and important news to BTA.

To put it into perspective for new BTA readers, (refer to BTA’s announcement dated 30 Jan 09) the previous 10.8 m courses UK order was announced by BTA to equal $18m royalties, thus 128m orders are worth $213 m of royalty income.

But here comes the grrrr factor –At the onset of the Swine-flu outbreak, many of us at HC posted on our predictions of unprecedented demand for Relenza and how inadequate the planned GSK 60m courses p.a is. Blind Freddy could see GSK’s pandemic vaccine competing with Relenza and how throttling Relenza supply could assist in the selling of GSK vaccines. Relenza playing second fiddle to GSK vaccines are written all over in GSK's pandemic preparation announcements!

As a matter of fact, in February 09 (as a result of Tamiflu being totally useless against the Northern Hemisphere seasonal H1N1 flu virus) the demand for Relenza most likely had exceeded production capacity, as indicated when GSK was forced to spread the Japanese import over 3 months – 0.4m Feb; 0.6m Mar and 1m Apr and that was before the swine-flu outbreak.

Shockingly, instead of performing the CEO’s duty of pursuing GSK to increase production capacity, the idiot Peter Cook appeared to be more interested in talking down BTA’s sp. (Note: a lower sp in June benefited Peter Cook with a greater no of options granted) Please refer to my post for details:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=936783&msgid=5217474 .

It was only in May and after it was posted on HC here and pointed out to the idiot, that BTA finally announced the GSK’s news (planned 60m courses p.a.) to the ASX. Even then, the 60m p.a. in the belated announcement appeared to be seriously inadequate as posted by many HC readers.

Compare the idiot Peter Cook to Gilead – Gilead sued Roche and then settled for an increased royalty to 20% and increased production capacity. During the Avian flu outbreak, in 2007 alone Gilead/Roche sold $1.7billion of Tamiflu.

And here we are on HC, uncovering news after news of Relenza orders over-flowing out of Andrew Witty’s ears and guessing how much of the planned 60 million courses pa. production capacity GSK has reached!

What is Peter Cook the idiot doing? Failed to announce the extension to the Japanese patents. Probably oblivious to the demand for Relenza. Probably rubbing his hands in glee counting the no of options he could get from a lower June sp.

If you-know-who is not a Peter Cook stooge, he should be as enraged as all BTA shareholders are. He should email the UK article to his beloved CEO and tell him it will take GSK 2 years to deliver the 128m orders. The whole BTA board and management might as well resign and save the overheads for 2 years waiting for GSK to fill the orders.