It is good to see GSK planning to increase Relenza production to 190 million. p.a It will be interesting to see how the market react to these news.
The sale of Relenza and Pandemic flu vaccines certainly tell a very compelling story for GSK shareholders.
Roche will be reporting on 23 July 2009 – London 15:00 CET. http://www.roche.com/investors/ir_update/inv-update-2009-06-23.htm It will be interesting to see Tamiflu sales compare to Relenza.
It is also interesting to note Roche’ marketing approach the swine flu market despite all the negative news (tamiflu resistance, ecetera).
Here’s a brief summary taken from Roche
Factsheet Roche Takes Steps to Assist Pandemic Preparedness 11 June 2009
Ensuring a sustainable supply of Tamiflu • 220 million packs of Tamiflu have already been delivered to 85 governments • 400 million packs (4 billion capsules) per year can be produced when production capacity reaches maximum output by the early 2010 • 19 external contractors from around the world appointed to produce substantial quantities of materials in the supply chain required to produce Tamiflu, as well as finished product
BTA Price at posting:
$1.62 Sentiment: None Disclosure: Not Held
