Swine flu: Who actually benefits? – CSFB
Notable Calls (April 27th, 2009) Writes:
div style="text-align: justify;"Credit Suisse notesspan style="font-weight: bold;" Roche and GSK/span could see an EPS benefit of ca 0.5% for every incrementalbr /$200M of flu related sales. Roche/Chugai/Gilead are the most likely to benefit (through increased Tamiflu sales) although GSK may also gain (through increased Relenza sales). In the longer-term, companies with pandemic flu vaccine know how may be able to develop a pandemic vaccine, and we may also see an increase in overall influenza vaccines. The main pandemic and seasonal manufacturers are GSK, Sanofi- Aventis and Novartis.br /br /span style="font-weight: bold;"Mexico is in the midst of a flu outbreak which is believed to be due to a novel strain of swine flu (H1N1). /spanSwine flu is typically not transmissible from human to human but in this case appears to have become transmissible. Given its novelty compared to prior influenza viruses in humans, it appears to be relatively more severe than ...
Tags for this Post:
Aventis, avian flu;, China, Credit Suisse, Csfb, Europe, Fda, GILD;, Gsk, Influenza, Lovenox;, Market Commentary, Mexico, North America, Novartis, prions;, United States, USD, Vaccines, World Health Organization
Aventis, avian flu;, China, Credit Suisse, Csfb, Europe, Fda, GILD;, Gsk, Influenza, Lovenox;, Market Commentary, Mexico, North America, Novartis, prions;, United States, USD, Vaccines, World Health Organization


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