Australian (ASX) Stock Market Forum

BTA - Biota Holdings

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

Australians will be reassured by a government boost of $185 million to improve the country's ability to deal with major health emergencies.

The multi-million dollar spend will stretch over five years and will enhance the ability to deal with anything from bird flu to bioterrorism.

The stockpile of bird flu antiviral medicine will be increased to cover 28 per cent of the population under a plan to prepare for a potential pandemic.

Federal Health Minister Tony Abbott has also unveiled a new office of health protection to co-ordinate the national response to all health emergencies.

The office will be responsible for strengthening disease surveillance systems and developing national health security legislation.

The funding comes at a time when Australian doctors are calling for mandatory disaster management training for healthcare workers to deal with a potential terrorist attack.

Professor Jeffrey Rosenfeld from The Alfred Hospital in Melbourne, in a report says that most hospitals are not able to cope with more than 24 seriously injured patients at any one time and there should be mandatory disaster training for all healthcare workers, including medical students and student nurses.

Rosenfeld says that preparation for a major event includes training staff in major incident management, setting up an operational/control unit, nominating key personnel, ensuring an efficient intra-hospital communication system, and enhancing links with other emergency services and hospitals.

He says doctors and nurses who would be receiving and treating victims of terrorist attacks must be up to date with their knowledge of the types of injuries and treatments required after bomb blasts.

Abbott says the package includes $80 million to buy antivirals and antibiotics, including Tamiflu and Relenza, for the national medical stockpile, and says the threat of a pandemic is real, and will remain a possibility in the next few years.

Professor Rosenfel's report is published in the current issue of th
 
Re: BTA Biota - is this a bio?? :/

sOME VERy positive news for biota come through last few hours. http://www.theaustralian.news.com.au/common/story_page/0,5744,17643625%5E36375,00.html Better still ALL over the aust press.

"Leading virologist Sir John Skehel, director of the National Institute for Medical Research in London, urged the Government to broaden the UK's defence by looking at other options such as the inhaled drug Relenza. "

"An accompanying article in the journal reinforced calls for alternative approaches to treatment for a pandemic, including the stockpiling of the rival drug zanamivir, or Relenza. "

"The British health department said on Wednesday night: "Tamiflu was chosen on the basis of independent expert advice that reflected its efficacy and ease of administration. Internationally, this is agreed as the product of choice. Our anti-viral strategy is kept under constant review and we are looking carefully at Relenza as a possible back-up to Tamiflu.""
 
Re: BTA Biota - is this a bio?? :/

powwww said:
sOME VERy positive news for biota come through last few hours. http://www.theaustralian.news.com.au/common/story_page/0,5744,17643625%5E36375,00.html Better still ALL over the aust press.

"Leading virologist Sir John Skehel, director of the National Institute for Medical Research in London, urged the Government to broaden the UK's defence by looking at other options such as the inhaled drug Relenza. "

"An accompanying article in the journal reinforced calls for alternative approaches to treatment for a pandemic, including the stockpiling of the rival drug zanamivir, or Relenza. "

"The British health department said on Wednesday night: "Tamiflu was chosen on the basis of independent expert advice that reflected its efficacy and ease of administration. Internationally, this is agreed as the product of choice. Our anti-viral strategy is kept under constant review and we are looking carefully at Relenza as a possible back-up to Tamiflu.""

interesting news....
i'm a small holder of Biota shares...
and my understanding on both these drugs (Tamiflu and Relenza) is that they are never meant to be a 'cure' for the flu but rather as a prevention treatment. so what can happen to Tamiflu can also potentially be a risk for Relenza as well?
that said... go Biota go... :D
 
Re: BTA Biota - is this a bio?? :/

apparently not...although i guess in this area nothing is certain. read this from "the new england journal of medicine" Read the full article if you get a chance - things are looking good for biota - certainly!

"To accommodate the bulky side chain of oseltamivir in the active site, the neuraminidase molecule must undergo rearrangement to create a pocket (Panel A). Zanamivir (relenza), by contrast, binds to the active site without any rearrangement of the molecule."

http://content.nejm.org/cgi/content/full/353/25/2633
 
Re: BTA Biota - is this a bio?? :/

Expect some big news next days/ weeks! NOT MONTHS.

director John Grant loaded up another 101,131 BTA's...:)))

$ 147,183,99 average of $1,455

Directors buy on information not on a whim!
 
Re: BTA Biota - is this a bio?? :/

let's all hope there will be more orders coming in soon. ;)

also, does anyone have any news on how the US is going to spend their 1 billion budget on the stockpiling of the bird flu antivirals (Tamiflu & Relenza?). it will be interesting to know...

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

...some big movements in the last few days. Considering that CSL have apparently got a bird flu vacine up and running in testing it surprises me that things have moved upwards rather than downwards.

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

it's probably the market sentiment that is driving the price up again after the news of the recent deaths in China/Turkey?

just a wild guess here. :)
 
Re: BTA Biota - is this a bio?? :/

Go to sharescene.com.au and read through the biota thread has the answer to your question re vaccines. A vaccine cannot be developed to fight a virus that has not yet mutated and once it has it will take time to see if it actually works. In the meantime anti-virals are needed to fight the symptoms and will fight the symptoms of the next flu strain that comes along. That is why governments are continuing to stockpile anti-virals and why the supply of these is presently exhausted. It is not an issue for the SP, especially not right now and aside from that biota is not a one drug company has many exciting things in development.
 
Re: BTA Biota - is this a bio?? :/

Can anyone see a patern here. Everytime there is some news on the weekend about birdflu, BTA jumps at least $0.30. then settles back down to $1.40-1.50 within a few weeks.

I've seen this happen at least 4 or 5 times.
 
Re: BTA Biota - is this a bio?? :/

i hope your wrong about it moving back to 150 i bought at 180 today along with many others there trades a few big buyers too!
 
Re: BTA Biota - is this a bio?? :/

Unless you are after a very short term trade I wouldn;t be bothered. It might re-trace slightly over the next few days (i don't imagine back to 1.50 - i think those days are gone). It is equally likely that it will move ahead if an concrete news on orders comes out. If you are prepared to wait (and i don't think the wait will be that long) you will be in the green.
 
Re: BTA Biota - is this a bio?? :/

spottygoose said:
Unless you are after a very short term trade I wouldn;t be bothered. It might re-trace slightly over the next few days (i don't imagine back to 1.50 - i think those days are gone). It is equally likely that it will move ahead if an concrete news on orders comes out. If you are prepared to wait (and i don't think the wait will be that long) you will be in the green.


I would tend to agree with spottygoose your in safe hands--yes even if you bought at $1.80

for starters the upside is the release of a dozen countries orders in may which have confidentiality clauses from 2005 these are orders which are likely to be delivered this and next year.

Secondly the WHO and dozens of other countries have just upped their spends terrificly to buy anti virals! Now the below journal article exerts should demonstrate why I and others are confident Relenza will be the anti viral of choice. If this is the case this share will exceed any expectations as at current values its market share is 20/80 relenza/tamiflu sales ratio. Things are changing!

The key here is this article - drs, professors, gov and anyone with the power to buy relenza or tamiflu has read it or knows about it. IMO it is the reason for a lot of the support of bta lately upon the emergence of H5N1. Before the emergence would mean either tamiflu or relenza - after reading this you will find it will be mainly relenza and IV relenza.

"Why is resistance developing to oseltamivir(tamiflu)? Several years ago,structural analysis predicted that aspects of the chemical structure of oseltamivir (tamiflu) (not present in zanamivir) could facilitate the development of resistance mutations that would permit neuraminidase to function, allowing drug-resistant virus to survive and propagate. This prediction is now being validated by clinical data. "

"To accommodate the bulky side chain of oseltamivir(tamiflu) in the active site, the neuraminidase molecule must undergo rearrangement to create a pocket.
---->Zanamivir (relenza), by contrast, binds to the active site without any rearrangement of the molecule."

http://content.nejm.org/cgi/content/full/353/25/2633

Matter of time before the upside is actualised! $1.80 will look like a bargain with patience
 
Re: BTA Biota - is this a bio?? :/

Thankyou for the detailed reply on this stock. I appreciate the feedback on bta.... Tony
 
takeover rumours apparently are the reason for the share price rise... of almost 10% today...

any truth to this???
i wonder whats up???
 
well we had a run to 1.90 in early jan for no apparent reason.

it would be be nice to see these guys better managed through the growth that is bound to occur.

it's awkward to know what's going to happen - with rumours that confidentiality clauses with GSK preventing them from announcing timely material - I feel that there could be a lot more about to go down in the next few months.
 
GSK are due to make a planned announcement to the market on their sales figures on February 8th UK time, which will be later tomorrow night our time.
I guess day traders are hoping to sell on Thursday on some news about Relenza orders.
 
Any predictions on how the market will respond this time? It would be nice to see a run to $3 again. I have grabbed a few parcels - once at 1.91 and again at 1.43. Part of me knows that this could easily run over $3 in time. I also feel that I'm only likely to realise such a high figure if I carefully play amongst these day trader driven mad runs. Naturally I've got SMS triggers ready to let me know when it runs past 1.90 - but it's going to be so hard to pick the top of this one.
 
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