BTA 0.00% 57.0¢ biota holdings limited

MK,The increasing list of countries where the swine flu...

  1. 830 Posts.
    MK,
    The increasing list of countries where the swine flu resistance to Tamiflu is gorwing by the days. The resistance is highly predictable given that in the recent Northern Hemisphere flu season Tamiflu was practically useless against the H1N1 flu virus.

    Any person buying for their Pandemic Stock Pile has to be out of their mind to continue buying Tamiflu instead of Relenza. The question BTA shareholders need to ask is what is GSK doing to educate the health authorities responsible for the pandemic stock pile decisions?

    At the peak of the Avian flu pandemic stockpile purchases, Relenza had only 5% of the market but GSK was forced to raise production (from memory) to about 45 million courses per annum. With the increasing Tamiflu resistance virus, Relenza market share of antivirals should easily exceed 50%. This has already been proven in Japan where Relenza outsold Tamiflu in the seasonal flu market.

    Peter Cook should be pressuring GSK to increase production way beyond the planned 60 million courses p.a.

    Peter Cook should be questioning what GSK is doing to educate the health authorities on Tamiflu resistance and Relenza.

    BTA shareholders expect positive news from GSK/BTA on this matter, shouldn't we?



 
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