great posts guysport - remember we worked out that gsk already...

great posts guys
port - remember we worked out that gsk already had prod cap for bulk powder 24tonnes - or enough for 240,mill courses - so we know they can easily go from 190- to 240m behond that i agree with you guys - the evolving resistance probs with tamiflu are really roches worst nightmare- i can't see how they won't increase capacity - the new danger on the horizon - even beyond swine flu wave three is swine X bird flu - they know(govts) they have to be prepared for that one as it could undermine the world economy (probably an even worse scenerio than millions dying in the eyes of some politician - unfortunatly)
either way -i'm picking a rise in production and maybe even a rise in price - at least to match tamiflu.
still waiting on my div chq - but it's going to be a wopper!
i'm picking 50-60m next royalty and another cap return/dividend in 6 mths