Comments on: Biota Holdings’ Relenza Royalties Tops Estimates http://www.fusioninvesting.com/2009/10/biota-holdings-relenza-royalties-tops-estimates/ Fusing Fundamental and Technical Analysis with lashings of Behavioural Finance. Investing in Australia and North America. Thu, 02 Feb 2012 06:57:27 +0000 hourly 1 http://wordpress.org/?v=3.2 By: Dean Morel http://www.fusioninvesting.com/2009/10/biota-holdings-relenza-royalties-tops-estimates/comment-page-1/#comment-1287 Dean Morel Wed, 28 Oct 2009 23:29:51 +0000 http://www.fusioninvesting.com/?p=3823#comment-1287 "He [Witty] appears to be pretty switched and I'm sure he knows more than us, so to increase production even further has gotta be a good sign. He reinforced his point made last quarter about it not be a boom and bust situation and more of a 'peaks and shoulders' situation. Once again good news for more stable earnings going forward I think." sassy42 http://www.hotcopper.com.au/post_threadview.asp?fid=1&tid=1025942&msgno=4670229#4670229 [membership required] My thoughts exactly. Witty is all is that. Good earnings going forward, with probable rising estimates from analysts, the capital return/dividend, plus LANI and other pipeline announcements. Currently down 9 cents at $2.89. “He [Witty] appears to be pretty switched and I’m sure he knows more than us, so to increase production even further has gotta be a good sign.

He reinforced his point made last quarter about it not be a boom and bust situation and more of a ‘peaks and shoulders’ situation. Once again good news for more stable earnings going forward I think.” sassy42 http://www.hotcopper.com.au/post_threadview.asp?fid=1&tid=1025942&msgno=4670229#4670229 [membership required]

My thoughts exactly. Witty is all is that. Good earnings going forward, with probable rising estimates from analysts, the capital return/dividend, plus LANI and other pipeline announcements. Currently down 9 cents at $2.89.

]]> By: John http://www.fusioninvesting.com/2009/10/biota-holdings-relenza-royalties-tops-estimates/comment-page-1/#comment-1286 John Wed, 28 Oct 2009 15:04:03 +0000 http://www.fusioninvesting.com/?p=3823#comment-1286 "The deal provides Biota’s management a chance shine. I hope they do." When I made the mistake of employing a good friend, it broke my heart when every week he made thoughtless mistakes that upset him more than it upset me, because he was trying his hardest. After six months we both agreed he wasn't suited to the job. Biota management aren't going to impress us any more than they have already, Peter Cook shouldn't have been given a chance to fail again after his abysmal mediation which has left Biota poorer, but more importantly, powerless to negotiate with GSK. We have to hope he has shone negotiating the laninamivir ROW but it is so unlikely it wouldn't even make a believable Disney movie. John “The deal provides Biota’s management a chance shine. I hope they do.”

When I made the mistake of employing a good friend, it broke my heart when every week he made thoughtless mistakes that upset him more than it upset me, because he was trying his hardest. After six months we both agreed he wasn’t suited to the job.

Biota management aren’t going to impress us any more than they have already, Peter Cook shouldn’t have been given a chance to fail again after his abysmal mediation which has left Biota poorer, but more importantly, powerless to negotiate with GSK.

We have to hope he has shone negotiating the laninamivir ROW but it is so unlikely it wouldn’t even make a believable Disney movie.

John

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