BTA 0.00% 57.0¢ biota holdings limited

yes - and that better resistance profile is what gives relenza a...

  1. 433 Posts.
    yes - and that better resistance profile is what gives relenza a buffer from the existing seasonal and swine flu resistance problems.
    Either way all govt's and who are now aware of three critical things -
    1.The current pandemic strain can mutate (and maybe away from vaccine in future)
    2.Tamiflu resistance is showing the same pattern as seasonal flu and permarivir has the same problem.
    3. There is only one reliable antiviral currently on the market for restocking pandemic stockpile and as stopgap in potential mutation of current strain away from vac.That anti viral is relenza.

    In the recent past there has been some discusion as to wheather or not the new full production that gsk has put in place would be fully taken up and how long that would go on for.

    In light of current developments it is highly likely that gsk will have to increase production further and for longer - at least until LANI comes on board.
    This almost gaurantees BTA royalties in excess of $400million per year starting jan 2010.
    The events of the past week have therefore been very significant for BTA shareholders.


 
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