record antivirals sales, page-20

here's an interesting fact.

take roche's expected annual sales of tamiflu as reported above = 2.7 billion and assume parity between USD and Franc and AUD (pretty close). That's selling into the biggest pandemic in our lives. Totally unpredictable event in terms of timing. And likely not repeated for 20 years.

7% of that mammoth figure is 189 million dollars. So that would have been BTAs share if it had the tamiflu licence.

Then remember BTA rejected 100 million settlement. That's the scale of the error. And in my view GSK would not be in any different position regarding relenza than it is now.

Also, the longer they wait to announce a partner for LANI, the less time on patent, the more time for competitors to come up with a me-too alternative.

Oh I'm really happy with the share price too, but don't fall asleep with all your merriment.