Going with GSK or another licensee, we can easily argue that we would be putting all our eggs in one basket once again.
The first experience with GSK has been a failure.
There really is only one chance left for BTA (with LANI).
I reckon Biota is in a position where it can learn from the experience with GSK and go it alone, or at least take the shared approach with DS - we have a ready made partner in DS with full manufacturing capabilities with a vested interest in LANI. The reward is great and I believe the market will reward this decision.
It is not rocket science to build a sales department, as long as the personnel have the relevant pharma and govt/WHO contacts and experience. It costs money, but far less than the cost of handing a blockbuster to a partner that won't be as hungry.
As has been said here already, the main market is stockpiling and so the customers are a known entity - I wouldn't go as far as saying that the product would sell itself, but again, with the right personnel, it really is not rocket science.
BTA Price at posting:
$1.29 Sentiment: Hold Disclosure: Held
