Quote: And what about LANI??? PC has already mentioned that in time of an emergency situation, it could be fast-tracked and much earlier in the market then most anticipate. It looks like THAT scenario is NOW upon us.
IF approval for LANI is fast tracked, Japan will be the first as LANI had passed Phase 3 trials there and expected to be registered for sale in the 1Q of 2010.
Why do rampers selectively believe what PC mentioned? Didn’t PC also mention this: Quote: "When we went through the avian influenza event four years ago, every time there was a report of a goose or duck dying in Europe our stock price went up," he said. "If people speculate in the stock on those terms then they will end up disappointed. "To assert, right now, that this (swine flu) will cause a massive rise in sales, well, that class of response is erroneous and lacks understanding."
What I am stating is PC is a complete idiot. Of course there is always an opportunity to fast track LANI approval but chances is it will occur in Japan before the ROW. Has it occur in Japan?
Roche had achieved their 400m dozes production increase last month. We are still scratching our heads wondering what GSK has achieve in their plans to increase production to 190m dozes by 1 Jan 2010.
There are articles after articles clearly showing the demand for antivirals and more specifically the demand for Relenza is outstripping supply.
Obama’s declaration and the article showing the US recommendation to shift from 80:20 to 50:50 (Tamiflu:Relenza) all bodes well for Relenza. BTA shareholders had missed out on the $100m GSL settlement offer as well as the Avian Flu bonanza. Peter Cook should be demanding GSK increased Relenza production so that we can optimised Relenza sales instead of praising GSK 1-stop-shop sales techniques using Relenza to sell GSK’s pandemic vaccines and masks.
BTA Price at posting:
$2.93 Sentiment: Buy Disclosure: Held
