Agreed and there has also been an indication from management that DS Inavir forecasts were on track, despite early figures being lower than expected. If we reach forecasts, then there is an additional milestone payment.
So the above is all about DS results.
Regarding GSK and Relenza, agree with Muzza, we've come to expect zero from their results in the past, so we are working from a very low base. Relenza may do well in Japan. Europe sales have been 0 for a few years now. We'll see what happens with stockpiling, although one would have expected we would have seen tenders in the public domain...although I don't recall ever seeing any UK tenders.
BTA Price at posting:
97.5¢ Sentiment: Buy Disclosure: Held