who is backed into a corner

The World Health Organization is walking a very delicate tightrope.

Obviously resistance to Oseltamivir is becoming more widespread across various strains of flu.

WHO are already recommending treatment with Zanimivir if there is known resistance to Oseltamivir, but if you think about this logically, how many doctors can test a patient with flu symptoms on the fly and immediately know which strain it is? Doctors need to prescribe an antiviral in order to start treatment immediately - there is no time for a patient to wait for test results to determine which flu strain they have.

So it is only a matter of time before WHO will be forced to start to recommend (with a duty of care) treatment across the board with Zamamivir over Oseltamivir.

However, they know there will be major repercussions around them not doing this any sooner.

Then we will see big problems for Roche and Governments with large stockpiles of Tamiflu.

I am sure there is much going on behind the scenes separately between WHO/Governments, WHO/Roche, WHO/Glaxo.

Glaxo would have to be already ramping up production even further.

Roche have recently announced a new flu drug partner although they are going to be in catchup mode for some years.

All playing into Biota's hands and the incumbent LANI licensee (most likely Glaxo) is also looking good.

We are in for a bumper year in many respects.

The stock price is starting to reflect this.