Hot Copperites,If the developments in the US herald the...

Hot Copperites,

If the developments in the US herald the likelihood of a third wave, I think the critical development for Biota will be data coming out of the international I/V (intravenous) trial of Relenza in acutely ill patients in intensive care. This data should now be starting to accumulate.

If I/V Relenza is shown to reliably save lives where other treatments including Tamiflu have failed , then it will generate widespread media attention.

It will also demonstrate to the medical profession the value of Relenza in the early treatment of flu.

At the same time, concerns about Tamiflu resistance and the risk of a third wave will lead to a major rebalancing of stockpiles in favour of Relenza.

Red or black - how would you manage the risks?.

Risk management involves the probability of the event happening and the implications should it happen.

I would be betting on Relenza.

PS Anyone heard further of developments in the I/V trials??

Nonetheless there needs to be evidence of changing risk profile for the market to factor it into the share price.


DYOR

Regards
Kangaroo1