BTA 0.00% 57.0¢ biota holdings limited

"A restricted Relenza supply benefits the sale of GSK Pandamic...

  1. Dis
    3,746 Posts.
    "A restricted Relenza supply benefits the sale of GSK Pandamic Flu Vaccines. This is reflected in the disproportionate sale of Relenza to GSK Vaccines and Roche's performance."

    This a Rubbish with a capital R. You use a (flu) vaccine to prevent flu and you use an antiviral to treat a person with flu IF THEY REQUIRE TREATMENT - the vast majority do not. Are you seriously suggesting that GSK will with hold Relenza supply so that there will be 1000's of extra deaths; and they will use this post mortem analysis to promote their vaccine for future years. Get real! Especially as there are several companies which can produce vaccines.

    Or perhaps you think that everyone should be using Relenza for prophlaxsis. A flu vaccine costs about $20 retail and will protect someone for a year (plus some run off protection if they dont have further vaccines). A 10 dose pack of Relenza or Tamiflu will protect them for 10 days and cost $60 retail.

    There is alot of wildly optimistic speculation about this stock. Here's a few facts you should consider
    - Swine flu is a realtively mild disease. Most people do not require treatment
    - Most peole who do require treatment will get immunised in future years
    - Relenaza deserves a bigger share but demand for this type of product will not be high except is pandemics.
    - Pandemics happen every few decades based on historical trends.

    Dis: I hold BTA. Bought recently after increased production numbers were announced.
 
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