BTA 0.00% 57.0¢ biota holdings limited

new uk deal for relenza, page-9

  1. 134 Posts.

    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?

    Negotiating any similar sale/return deal for Relenza/Lanimivir is NOT good for BTA!

    The demand for Relenza always seems to be chasing the supplies instead of the supplies chasing the demand. Its never good business to cannibalize upon ones own sales instead of focusing on plans to expand on its market size and scope.

    If Lanimivir were to fall into the same lap, it is difficult to imagine that justifiable resources will be allocated towards expanding to develop, produce and market both products concomitantly to enlarge its market size. Theres also the question about developing the different drug delivery format and line extensions like the IV and etc?

    Dreams are free but they will hurt the bottom when the wrong decisions are made. Cheers.
 
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