Yeah, even after knowing about the mutation GSK have only just now increased production capacity to 50-60pa. Tamiflu is something like >300m p.a. GSK are running around like a headless chook looking for someone to help them produce the drug.
I hope LANI is a different story. If GSK are chosen I hope BTA/DS write a minimum production capacity into the contract forcing them to market the drug properly. The market for these drugs is absolutely massive, it's got to be well over AUD10bn now in stockpiling alone and the seasonal market has rapidly grown in recent years (USA).
BTA Price at posting:
$1.38 Sentiment: Buy Disclosure: Held
