I wouldn't be holding Biota if it wasn't for the pipeline. Relenza's sales should be much higher than current levels but GSK just haven't pushed it hard enough.
LANI should be a different story. Once they get approval it should roll out very quickly in Japan, seasonal and stockpiling. Investment would be easier to justify given the long patent life and back up compounds... it's a potential mega-blockbuster.
Other interesting products coming up the pipeline including HRV, but LANI is probably the main reason I'm holding.
BTA Price at posting:
43.0¢ Sentiment: Buy Disclosure: Held
