The question in my mind is how big, GSK are ramping production,...

The question in my mind is how big, GSK are ramping production, but is 200m doses per annum capacity enough? I would have thought the world needs a stockpile of around 50% population, once they have that then they can replensih with a lower production annually. In otherwords annual production should equal targeted stockpile divided by x (x = effective shelf life), but first you have to get to that target.

And then we have LANI, with so many advantages over current anti-virals I'm sure large pharma will be aggressively bidding for this, we'll seen soon enough.

I agree, it does look possible for the anti-viral market to grow from mega-blockbuster to Super-mega-blockbuster in coming years.