BTA 0.00% 57.0¢ biota holdings limited

The article posted by TraderX clearly shows the shortage of...

  1. 830 Posts.
    The article posted by TraderX clearly shows the shortage of supply of Relenza.
    http://www.chinapost.com.tw/taiwan/national/national-news/2009/07/25/217661/NHI-confirms.htm

    Quote: According to the NHI, due to the insufficient supply of flu drug Relenza, only Tamiflu will be covered under the program in the meantime.

    Relenza has essentially become a seller's market and there are barely room for price negotiations, said NHI officials familiar with the matter.


    There are many clear and convincing evidences the demand for Relenza is far exceeding GSK’s production capacity. Yet when Peter Cook announced the tripling of production capacity, the idiot talk down by stating the tripling of production capacity will not affect BTA’s cash position and thus misled many to believe the demand is not there.

    Those who are singing praises for Peter Cook should email the idiot and asked him why he is so happy with GSK’s performance.

    GSK’s performance is pathetic compare to Roche. Despite Relenza being a superior product to Tamiflu.
    - $1.14 billion of the inferior Tamilu is sold for the first half year compared to $204.4 million of the superior Relenza for the full year and
    - Roche is gearing up production capacity to 400 million packs compared to GSK’s 190 million courses.

    This is GSK’s best effort in licensing the manufacturing :
    http://www.chinadaily.com.cn/bizchina/2009-02/06/content_7450505.htm
    Quote: GSK reportedly licensed Chinese companies to produce Zanamivir in 2006 but it did not offer related techniques to make the drug.
    And
    The agreement grants Simcere the right to make generic copies of its influenza drug Relenza for developing countries and is intended to expand supplies of Zanamivir in areas worldwide that may be on the frontline of a possible influenza pandemic, according to GSK.
    "At that time, we invited the Shanghai Institute of Materia Medica under the Chinese Academy of Sciences and Nanjing EffactPharm Drug Development Corp to join efforts to make the generic Zanamivir, because GSK provided limited technical support in synthesizing such drugs," Cao Song, a spokesman for Simcere, said.


    Don’t these facts tell a story about your CEO?

    Read this post for more details:
    http://www.hotcopper.com.au/post_single.asp?fid=1&tid=945681&msgid=5269681


 
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