Looks like Glaxo are in a unique position to be able to...

Looks like Glaxo are in a unique position to be able to negotiate vaccine returns in return for increased stockpiling of an antiviral - Relenza.

Roche don't have this luxury because of the resistance issues with Tamiflu and the obvious growing concerns amongst governments.

I wonder whether Glaxo will soon be able to negotiate (in advance) similar sale/return deals (or Relenza/Lani) once/if they secure Lani licensing?

Now it is just a production issue for Glaxo.

Be interesting to hear whether all this upside will be discussed in Glaxo's Q1 report in 3 weeks time (28th April). During the last quarterly webcast, despite Relenza being one of their top selling individual products, there were no additional references to it. This time round, I imagine there will be too much upside around Relenza/Biota for Andrew Witty not to reference it.