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BTA - Biota Holdings

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Re: BTA Biota - is this a bio?? :/

bta is currently at about $2.40 is it worth buying in now? Is it likely to increase any further?
 
Re: BTA Biota - is this a bio?? :/

What I am doing, as I have time, is watch it. When the volumesgap up and the price starts rising I buy and when it slows down, I sell.

It could take 10 minutes or two hours.

But that is how I do it and I am not advising any one to copy me.
Cheers,
Peter
 
Re: BTA Biota - is this a bio?? :/

pretty hard to say what its worth when bta know about as much as we do in regards to stockpiling orders, unless gsk informs them.

possibly a big settlement with gsk soon might improve the fundamentals, untill more news probably just better trading it technically.

news today is relenza is going to also be manufactured here ramping up production for stockiling. this might see some more rise today although i think where also coming close to t3's needing to exit after the last run...

relenza is finally getting alot more exposure in the media so most people will know the story now i believe
 
Re: BTA Biota - is this a bio?? :/

delving into the news about relenza there are a couple of important points that have completely changed my mind about this.
1. Resistance has occured with bird flu to Tamiflu, but not to Relenza
2. Tamiflu has been used fairly extensively in some Asian countries for normal flu, which is becoming more resistant to it. "18% of Japanese children developed resistance after being treated with Tamiflu for normal, seasonal flu. "http://www.chinadaily.com.cn/english/doc/2005-10/17/content_485580.htm Relenza has hardly been used at all so far.
3. The worry about a bird flu pandemic is that bird flu infects someone with normal flu in Asia which then mutates to a form capable of being transmitted from person to person. If this occurs in Asia there is a good chance that it will be or become resistant to Tamiflu.

I am trying to get a little stockpile of Relenza without success for prophylaxis. I am sure many other health professionals are trying to do the same or advising this to patients, especially travellers to Asia. Believe me, any Relenza released for sale will be snapped up immediately at present, let alone if any pandemic results. If a pandemic begins, and there is any Relenza around, you can be sure it will result in massive panic buying, with good reason. What would you pay to save your child's life? They could sell it for hundreds of dollars. If you are on prophylaxis you could move around with confidence. Those without will stay shut in their houses. A country with adequate Relenza could continue to function in a pandemic. A country without would face economic collapse. This is, of course, if a pandemic occurs.
 
Re: BTA Biota - is this a bio?? :/

thanks for posting Funko good to get a medical opinion

As a doctor, I know that any flu can cause asthma like symptoms. It is disturbing that Relenza can make asthma symptoms worse which is the exact opposite you'd want if someone was having flu in the lungs.
Click to expand...

Was wondering about this, given that it looks like relenza is becoming the choice over tamflu with the questions being based around its ease of use. From the perspective of an asthmatic even with normal flu's my asthma goes to ****, and the usual seretide doesn't help much. I can't help but think given this flu strains death rate an asthmatic would be pretty much a goner... :/ surely a reaction to the drug would be pretty minor?
 
Re: BTA Biota - is this a bio?? :/

it would be hard to treat flu in an asthmatic with Relenza although I agree with the massive 50% mortality rate with bird flu you would probably do so if tamiflu was not working (try tamiflu first, if resistance then relenza) but you might get around it by just increasing seretide adding atrovent and masses of ventolin until you turn the corner, or perhaps prednisolone. However if as an asthmatic you were under good control and you havent got the flu yet, Relenza could be effectively used as a flu prophylactic/preventer and the hopefully minor additional worsening of asthma symptoms would be a small price to pay.

Does anyone know how much they're ramping up production? I think I heard it takes a while to produce relenza. There would certainly be masses of demand, especially in Europe where it seems they're going crazy with bird flu panic. Chances are more cases of tamiflu resistance will be reported soon, in which case there'll be a mad scramble for Relenza.
 
Re: BTA Biota - is this a bio?? :/

its ok just answered my own question
"Supply to a specific location or country will depend on when orders are placed and the size of those orders. We do not anticipate being in a position to deliver stock from the Boronia line to the global supply chain until mid 2006," http://www.theage.com.au/news/natio...bird-flu-effort/2005/10/18/1129401241829.html I suppose its possible if people were willing to pay more this schedule could be accelerated?
 
Re: BTA Biota - is this a bio?? :/

http://www.newratings.com/analyst_news/article_1067610.html


 
Re: BTA Biota - is this a bio?? :/

can anyone tell me when spp shares for BTA will become available to those who took up the offer?
 
Re: BTA Biota - is this a bio?? :/

most people seem think it will be around the 2nd of novemeber, can't be sooner even though it was closed early because they can only do one spp a year...
 
Re: BTA Biota - is this a bio?? :/

"In places such as China, drug resistance (Tamiflu)exceeded 70 percent, suggesting that drugs like amantadine and rimantadine will probably no longer be effective for treatment or as a preventive in a pandemic outbreak of flu, the reports said." "They urged drug manufacturers to make more effective versions of Relenza" http://edition.cnn.com/2005/WORLD/asiapcf/09/30/birdflu.drugs.reut/
I just cant understand why
1. More attention is not being focused on Relenza, and developing an IV version.
2. The stock price keeps going south
3. Tamiflu production is being ramped up as orders flow in and Roche is licensing it to be put into larger scale production wiuth other companies.
Fat use this will be if a Tamiflu resistant pandemic takes off. For the sake of human lives, more MUST be done to increase Relenza production.
 
Re: BTA Biota - is this a bio?? :/

I agree Funko it seems GSK has done a remarkably poor job at marketing relenza.

News out today that GSK is looking to allow generic manufacturing of relenza to cope with demand, this was after talk of overriding patents....

Pretty happy that the SPP has only been slightly scaled back (100ish$ on 5000) in the asx release today.

As far as the selling goes over the last week or so i think people would have been bailing early prempting the new shares coming on issue.. Hasn't been a huge sell down on the news today which migth support that idea..

GSK results released tonight i think?...
 
Re: BTA Biota - is this a bio?? :/

really relenza is doing very well for the recovery of Bird Flu .Because it has very few side effects .Many of pharmaceutical companies are doing their best for this medication .Bird Flu causes due to influenza virus which is very harmful for us .This disease basically comes from birds .but it shown in human also with very serious form...
Please see the page below also...

http://www.drugdelivery.ca/s33713-s-RELENZA.aspx
 
Re: BTA Biota - is this a bio?? :/

Any way you look at it, the world wide problems will be never ending... a bit like throwing a pebble in a pond and the ripple just keeps going. Last thing on our minds will be money and the first thing will be survival > even if the govt stockpile there will be those who will take the risk and try and steal supplies and sell to the black market the world will possibly see its darkest hour for a long time. As frightening as it is have we forgotten how many are already dying from cancer everyday? Do the sums, yet we have learnt to live with that. Humans though we could all be affected in some way IF this breaks out are an amazingly adaptable being. WE WILL SURVIVE though touched in someway. The question is are we prepared for what comes next ?
 
Re: BTA Biota - Relenza story keeps growing

USA releases figures today (Wednesday our time probably) of how they are spending their massive budget on bird flu prevention.
Relenza is expected to get a decent chunk of the action, as anti viral stockpiling is still considered the best in the first line of medical defence.

Keep an eye on CNN news pages for the updates - but that's probably why the price has been holding so well - this US order may open another round of the floodgates, with other countries following suit.

http://edition.cnn.com/2005/HEALTH/conditions/10/31/us.flu.plan/index.html
 
Re: BTA Biota - Relenza story keeps growing


Bush unveils $7.1 billion plan to prepare for flu pandemic

"The plan also calls for spending $1 billion to stockpile antiviral drugs -- such as Tamiflu and Relenza -- to protect first-responders and $583 million for "pandemic preparedness," that would include $100 million for states to make plans."

He did not mention how that $1 billion to be used in terms of the percentage of Tamiflu and Relenza. I also read that a few Asian countries have started the talk with Roche about producing generic Tamiflu. Taiwan is one of them.
 
Re: BTA Biota - is this a bio?? :/

This post is taken from another forum - but I'm certain the poster won't mind.
It just shows a lot of the background that we don't usually get to hear about. The poster seems to be very close to the company.

For all of those who still believe that Relenza is not going to be a Huge earner for Biota do more research...

Because of the fact that we have to deal with a lot of secrecy regarding concrete sales and production numbers, if you do your research you will understand that its much bigger then most believe.
Following is an other interesting article from the web.

Extract - but worth reading the whole thing. Garnier is the CEO of Glaxo.


Like Tamiflu, the Relenza supply has been outstripped by demand. Garnier, who recently met with President Bush to discuss vaccine production, said that he also met with a top health official from a country he would not name who offered to buy his entire supply "within two minutes" of the start of the meeting.

"Once I mentioned how much Relenza I was going to [manufacture] in '05, he said, 'I'll buy it all,'" said Garnier, who would not provide specifics of Relenza's capacity. Garnier also said that some governments have offered GlaxoSmithKline fees to reserve capacities of bird flu drugs that haven't been manufactured yet.

http://money.cnn.com/2005/10/27/news/international/glaxosmithkline/
 
Re: BTA Biota - is this a bio?? :/

I have emailed biota asking the following

------------------------------------------------------------------------
Hello,

Will Biota be releasing an announcement to the ASX detailing the dollar
amount that the US is ordering of relenza included in their 1 billion
dollar
budget?

**and the reply**

Dane,

We have asked for those details ( and other markets) from GSK and will
inform the market if and when we get confirmation

Regards

------------------------------------------------------------------------

No doubt once this announcement is release it will have a significant effect on BTA's share price.

Today's selling i think was due to people taking profits from the share purchase plan.
 
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