Silent, There is nothing ambiguous whether the downturn in Tamiflu pandemic stockpile sales affect Relenza. As posted earlier, Mr Peter Cook put his foot in his mouth hours before GSK reported the results last Nov stating Relenza sales will not drop.
The Pandemic stockpile market has shrunk to a fraction of what it used to be. Certainly Relenza had gain market share from Tamiflu. There has been no news on new Relenza pandemic order. Relenza seasonal flu market is NIL or close to NIL - GSK had to be dragged out of bed by Governments to supply pandemic stockpile orders. That's the "best endeavor" Mr Cook settled for $20M after spending about $35M pursuing the case".
A 5% share of a BIG (100%) pandemic stock cake is more likely to be bigger than a bigger share (your guess as good as mine say 20%) of a very tiny pandemic stock cake which is about 10% of the big cake.
We dont have much longer to wait!!
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