It's absolutely incredible... I don't understand how GSK couldn't be absolutely smashing the retail market given all we now know about Tamiflu. Perhaps it's a lack of knowledge by doctors but isn't it GSK's job to educate them?
I'd like to think that all GSK's production has been absorbed by stockpilers and they simply don't have the product to sell in the retail market.
One thing if for sure, the seasonal use market must have been given a massive boost due to a lift in prescribers/patients knowledge of anti-virals. Given the resistance issues tamiflu has to seasonal strains it's only a matter of time till swine flu fades and the CDC recommend Relenza ahead of Tamiflu. I hope GSK understand the potential of regular sales!
LANI has to be marketed properly from the start, the partner must be selected such that sales are maximised. I hope they get a fantastic deal, not only in milestone/royalty terms but also the fine print which forces them to target all markets.
BTA Price at posting:
$2.93 Sentiment: Buy Disclosure: Held
