Port,If the office receptionist performed like Peter Cook, she...

Port,
If the office receptionist performed like Peter Cook, she will be sacked. It is impossible for Peter Cook to earn his salary. ASX and public announcements are only the proverbial tip of the iceberg and yet these very limited materials showed so many inconsistencies, mistakes, and outright dishonest and misleading statements. The idiot lacked moral fibre when he tried to blame Peter Molloy for his idiotic cooked settlement, blamed GSK for his wrong royalties report, blamed shareholders and traders for the sp he talked down. In 2008, he suspended the share buyback and failed to inform the market, in 2009, he failed to inform the market on patent extensions, What else has the idiot forget?

One half of the twin idiots, John Grant had gone and time is up for Peter Idiot. He is a complete parasite and a liability to the company.

But do not despair, there are many factors that will drive BTA forward. These are:

The demand for Relenza -
- Tamiflu resistance swineflu H1N1 is increasing and health authorities all over the world is taking notice of this alarming fact and demanding Relenza in stead of Tamiflu.

- Tamiflu was found to be totally useless to the recent Northern Hemisphere seasonal flu H1N1 forcing health authorities to recommend treatment using Relenza or a combination of Tamiflu with Rimantandine. Why wouldn’t patents want Relenza instead of the more expensive Tamiflu which they need to take with Rimantandine?

- Relenza oversold Tamiflu in Japan for the first time. More importantly, Relenza which used to have close to zilch sales to the seasonal flu anti-viral market will soon replace Tamiflu as a result of the viral resistance to Tamiflu.


What is the Size of the Anti-viral Market?
Seasonal Flu Market: Quoting from 2006/7 report page 7:
The Relenza supply problems have also limited availability of the product for the
influenza seasonal market, estimated at US$700 million in F2006.

Replenishment market: Quote: subject to supply being available from GSK and that existing stockpiles should start to require replenishment within twenty four months. The stockpile replenishment market in steady state, is expected to be worth over US$1.0 billion per annum.

Please note that the expiry date for Tamiflu was recently extended by 2 years.

However this is more than offset by the swine-flu outbreak where old stockpiles of Tamiflu is used and has to be replenished. In addition, emerging reports show health authorities are increasing their stockpile level to protect a larger % of their population and Relenza is expected to capture the bulk of the new orders. Tamiflu sales was $1.7 billion during the Avian Flu pandemic in 2007. Your guess to the current size is as good as anyone else.

LANI
LANI phase 3 results should be out soon. Upon Daichi-Sankyo launching LANI into the Japanese market, LANI being a once-a-week treatment has great potentials. If successful, LANI will certainly be a bigger success than Relenza.


Sales/ Production Capacity
There are clear evidences that the demand for Relenza far exceeds GSK production capacity. Those posters who are praising Peter Cook should email the idiot and asked him why he has not bother to up date the market on:
GSK production capacity and plans – whether reports implying GSK plan to increase production to 190 million courses is true.
IF not, what is Peter Cook doing – he should be on the phone to Andrew Witty demanding plans to increase production capacity!

Extension to Patents: What are the patents that were extended and why the idiot failed to announce the Japanese patent Extension.