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IHMO

LANI can replace TAMIFLU for ROCHE as by then TAMIFLU's patent would have ran out.


I think the success of new products depends on the direction of management of the big PHARMAs. If relenza was pushed by ROCHE in the first place, perhaps Relenza would be sitting much better in the market. If ROCHE makes a deal with BIOTA/SANKYO, it surely will be better than with GSK, at least it does not have GSK's pre-pandemic vaccine to content with for GSK's internal marketing budget.