Sunday, November 02, 2008

Biota Pipeline - Part 4 BTA.AX Analysis

down at around cash is an even better price. BTA looks good to me as I continue to dig deeper. Biota's pipeline looks good.

Some questions about management over on hot copper and an issue at the AGM.
There are a lot of possible catalysts and risks, but risk/reward profile looks good.
A cash flow positive first half is among one of many possible catalysts which include a good quarter for Relenza, no reported problems on LANI, good LANI results, HRV and RSV results. The reverse are all risks. It's biotech some will fail.

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