what's it worth right now, page-3

i'm with you all the way, I think BTA has a good chance of getting a major revaluation in the next few quarters. Relenza alone should deliver excellent royalties, and LANI is well placed to take on the stockpiling market.

$10? Well that's my personal target price. It could spike higher, but a $2bn cap is possible if the market can start to see $100-$200m earnings on a consistent basis. Relenza will start off this earning pattern but it's really up to LANI to convice the market this can be earnt on a year on year basis.

Let's not forget that Relenza earns only 7% royalty... LANI is currently unlicensed in the ROW market, so if they can get 30% (say ~15% for BTA) then I would think the market can start to see a longer term earnings pattern emerge... and not to forget, there is some possibility for upfront/milestone payments. These payments, could spark an earlier rise.

Alot of "coulds" and "ifs" in my comment... let's hope management has what it takes to deliver the goods. Aussie negotiators are getting better, just have to look at the iron ore negotiations to see that Aussies are sick to death of taking a sub-par deal. 7% isn't going to cut it for LANI.

I'd love to see a large pharma LANI deal with Billion dollar milestones and 30-35% royalties. Phase III is just around the corner, we are now in August!