BTA - Biota Holdings

Has anyone read anything regarding the Biota marketing strategy for the human rhinovirus treatment they are currently testing? Are they planning to take a royalty as with Relenza?

LANI and RHV Test Results

Can someone summarize the most recent test results published for Biota's next generation influenza LANI treatment, and separately for its common cold RHV treatment?

kennas said:

Might pull back a bit today. It doesn't look to be that bad to me.

And even BTA are calling the rise overdone.

Biota says swine flu pandemic speculation overdone as share price soars

If it does fall over, hope no one is left without a chair.

Click to expand...

Yup. "Pull back" is almost an understatement now.

"Plummet back" might be more the go after only a mere 7 Mexican cases are confirmed by WHO as "swine flu".

Denmark is planning purchase or Relenza. The countries leaders are concerned about resistance to Tamiflu.

http://in.reuters.com/article/rbssHealthcareNews/idINLT89242720090429

Aussiejeff said:

Yup. "Pull back" is almost an understatement now.

"Plummet back" might be more the go after only a mere 7 Mexican cases are confirmed by WHO as "swine flu".

Click to expand...

Wonder if that gap will get filled?

Saw a person on the street this morning with a mask on, and we haven't had a confirmed case yet.

Pandaemic Alert raised to phase 5

"Based on assessment of all available information and following several expert consultations, Dr Margaret Chan, WHO's Director-General raised the current level of influenza pandemic alert from phase 4 to 5. She stated that all countries should immediately activate their pandemic preparedness plans. At this stage, effective and essential measures include heightened surveillance, early detection and treatment of cases, and infection control in all health facilities.
"

http://www.who.int/en/

Increasing production of Relenza

"Chan, who has just raised the pandemic threat level to phase 5 out of a possible 6, also urged companies who make the drugs to ramp up production. Two antiviral drugs -- Relenza, made by GlaxoSmithKline (GSK.L) (GSK.N) and Tamiflu, made by Roche AG ROG.VX and Gilead Sciences Inc."

http://uk.reuters.com/article/latestCrisis/idUKLT671676

only 8 dead so far....
more truth in this article than all the stuff written everywhere else for years........................

GOD, save us! We’re all going to die all over again, and from yet another foreign virus.

“We could have a billion people dying worldwide,” warns the US National Centre for Disaster Preparedness.

Oops, I misread my notes. That claim is actually from the great bird flu scare of 2005, which in the end killed just 257 people.

“Apocalypse bug!” cries CNN. “Killer virus,” howls a Newsweek cover.

Oops again. Those headlines are actually from the great Ebola scare of 1995, which actually killed just 800 people, all in Africa.

No, the killer virus stalking us this time is swine flu.

So here’s the swine flu warning from the US Health, Education and Welfare Department: “The projections are that the virus will kill one million Americans.”

Damn. Wrong again.


Continue reading 'Column - Scared sick'
http://blogs.news.com.au/heraldsun/andrewbolt/
ps expecting quite a few to get burnt..this time around....
its a very badly managed company....I bought in at .50 when there was a 400 mill litigation case....a couple of years ago...went thru the bird flue hype....it went to 2.50...I took some profits.....then watched it slide back down...they rolled over on the litigation....its all hype atm..bet it goes back to .50 within weeks....

kincella said:

only 8 dead so far....
more truth in this article than all the stuff written everywhere else for years........................

GOD, save us! We’re all going to die all over again, and from yet another foreign virus.

“We could have a billion people dying worldwide,” warns the US National Centre for Disaster Preparedness.

Oops, I misread my notes. That claim is actually from the great bird flu scare of 2005, which in the end killed just 257 people.

“Apocalypse bug!” cries CNN. “Killer virus,” howls a Newsweek cover.

Oops again. Those headlines are actually from the great Ebola scare of 1995, which actually killed just 800 people, all in Africa.

No, the killer virus stalking us this time is swine flu.

So here’s the swine flu warning from the US Health, Education and Welfare Department: “The projections are that the virus will kill one million Americans.”

Damn. Wrong again.


Continue reading 'Column - Scared sick'
http://blogs.news.com.au/heraldsun/andrewbolt/
ps expecting quite a few to get burnt..this time around....
its a very badly managed company....I bought in at .50 when there was a 400 mill litigation case....a couple of years ago...went thru the bird flue hype....it went to 2.50...I took some profits.....then watched it slide back down...they rolled over on the litigation....its all hype atm..bet it goes back to .50 within weeks....

Click to expand...

Can you elaborate on why you feel Biota is a very badly managed company? Their science seems pretty clear and compelling, and virus prevention is certainly a growth market.

just start with this article....
then google....what is wrong with the australian drug company biota

http://business.smh.com.au/business/biotas-bitter-pill-for-investors-20080724-3k6w.html

kincella said:

just start with this article....
then google....what is wrong with the australian drug company biota

http://business.smh.com.au/business/biotas-bitter-pill-for-investors-20080724-3k6w.html

Click to expand...

Well, yes, that's pretty nasty to settle the case for $20M and have to cover $40M of your own legal expenses to boot.

They are still a decent buy below 60 cents AUD

Wonder if that gap will get filled? kennas
It almost did kennas, it almost did. Biota took off again today on no news that I could discern. There was a huge amount of spruiking, pump and dump like, chatter on hotcopper today, so today's fly could be short lived.
Though in the long run Biota are looking better and better value ever day.
I've posted a lot of analysis on Biota at Fusion Investing, so won't go into it here, but in summary.

• Solid balance sheet with large cash holding.
• Huge cash flows this half thanks to Relenza, $32M in Q1 alone.
• Trial results on new flu blockbuster LANI, due any week now.
• Other early trails should be reported this year.
• Relenza may be the only flu antiviral worth anything if resistance to Tamiflu is acquired by more flu strains.

I am long BTA and have been since I analysed them for Fusion Investing last November. BTA is a riskier investment now, but has more obvious potential as well.

BTA making a classic descending triangle pattern. Bullish with breakout closing above $1.30. Bearish with retreat and break below $1.00.

Everyone should take a very strong look at this company and quickly in my opinion...

Everything looks tip top. Announcements expected this week. Would appreciate any other input from some of the biotech folks.. anyone else LT, or even recently invested?

Half year announcemnet released by GSK, it looks like tomorrow may be a good day for Biota. As a matter of fact, looks like this will be a good year! Vaccines for 195million doses of Relenza has been received, and production is going to be upped to 190million doses per year! That is a lot of royalities to come this way !

11c a share dividend announcement.. now watch the institutional investors accumulate.. $5 before xmas in my opinion.

Shareholder Uprising

We have to replace the useless, spineless, leeches on the BTA board.

Each member for re-election should be encouraged to post at forums to debate why they should be employed by BTA shareholders, and shareholders should consider being elected as board members against those that should leave. There are a number of shareholders I would vote for in an instant.

GSK announces their figures tonight.. royalty figures incoming....................................................................................................................................................................

This has been an outstanding performer in my SMSF and that is just from a charting perspective.

Daily chart below, I am ignoring the daily stop signals, using weekly instead.

(click to expand)

Not happy with the management?

Make a protest vote and vote at the AGM from the comfort of your computer.

To be valid, your proxy must be received no later than 10.00am on Tuesday 10 November 2009


Find the site,

linkmarketservices.com.au

armed with the necessary information,

Issuer Biota Holdings Limited (selected from the menu.)

Holder Identifier X000xxxxxxx (It usually begins with an "I" for an Issuer sponsored holding or an "X" for a CHESS holding. My HIN from Comsec was xxxxxxx, from a Chess Holding Statement it was 000xxxxxxx, it needed to be X000xxxxxxx to be accepted)

Surname or Company Name (obvious I hope)

Australian Postcode or Country Code (obvious I hope)

"Validate" should taken you to your BTA portfolio details. Select "Proxy Voting" in the list on the right.

The Select Meeting page

The AGM is already selected, tick the "Declaration"and click "OK"

(Obvious I am describing what I will vote for simplicity, you are free to make your own choices.)

The first Lodge your instructions page presents you with the "Proxy Allocation" and "Appointment of Proxyholder", I selected all my securities and appointed the Chairman of the Meeting as the Proxyholder. "OK"

The second Lodge your instructions page presents you with the Resolutions, the chance to vote and the chance to change you mind later wih the "Note if you have already lodged your vote, this vote will override it."

2A TO RE-ELECT PROFESSOR IAN GUST AS A DIRECTOR
2B TO ELECT MR RICHARD HILL AS A DIRECTOR
2C TO ELECT DR JIM FOX AS A DIRECTOR
3 APPROVAL OF RETURN OF CAPITAL TO SHAREHOLDERS
4 ADOPTION OF REMUNERATION REPORT (NON BINDING, ADVISORY VOTE)

I voted "Against" Resolutions 2A,2B,2C, and 4.
I voted "For" Resolution 3.

"OK"

Now a Voting instruction page displays your Voting Summary.

"OK"

finally the Thank you page,

"Thank you
Thank you for taking the time to register your voting instruction.
Your vote was registered on Sunday, 8 November 2009 at x:xx:xx PM

Your receipt number for this transaction is W00000xxxxxxxxxxxxxxxxxx
You could either print your instructions or we can email them to you.

(I picked email because of my printers issues, "back")


Click the Ok button to complete your vote.

"OK"


Again a Thank you page,

"Thank You
Your Proxy Vote details have been updated as requested."