BTA 0.00% 57.0¢ biota holdings limited

Yes - understand the royalties have already been paid, but my...

  1. 8,256 Posts.
    Yes - understand the royalties have already been paid, but my point was more the notion that Relenza is still actively the first choice by many hospitals and therefore, we have a higher royalty stream than if they were switching away from Relenza to LANI. We know from the last stockpile orders (in the last 6 months) that Relenza was still being ordered in very large quantities in Japan.

    Its interesting that the LANI message will take a while to get through in Japan - the most savvy pharma market.

    My other point was that hopefully the negative publicity on Tamiflu (in relation to the problems they uncovered with children/teenagers) will filter through quickly and so next stockpile orders will hopefully see Tamiflu orders dramatically reduced. In the meantime, lets hope even before the next Japan stockpile reorders, that despite large quantities of Tamiflu, that Relenza and LANI are first/second choice treatments.
 
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