I'll be looking at LANI closely, our management team has secured some good deals in the past. RSV was a standout and has progressed well to date. If our guys can get a good outcome for the ROW license then I'm sure all the critics over the GSK action will be silenced.
LANI phase III is very close now. Depending on the outcome of the ROW license analysts could then start pricing in some blue sky.
My personal fear is that BTA license their stake to DS for a sub-optimal amount. The stockpiling market is experiencing a massive change with swine flu topping headlines globally for many weeks. Swine flu isn't going away in a hurry and we've already seen mutations emerge. Longer term LANI seems to be rolls royce of anti-virals and BTA have a big stake. How to manage that stake presents a very difficult management problem. Assiting DS roll out LANI globally will certainly be capital intensive, however with a NASDAQ listing and capital raise it could work out well for shareholders.
It's not long now before we see Phase III. I'm expecting outperformance relative to Tamiflu due to tamiflu resistance issues in the last flu season.
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