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Subject:  Re: Now is the time Date:  10/19/2008  5:13 AM
Author:  whatismyoption Number:  295 of 25375

Excellent CMG write-up KitKat.
I'll add that if you back out the $5.93 in cash the difference is A an B shares is even wider, with B selling for 80%. As B shares are more valuable due to voting rights this is yet another nail in EMT.

Biota Here is my product and pipeline summary sheet
three main products in the pipeline.

In 2008, 50% of revenue came from Relenza, 40% from collaboration (milestones etc), 8% from interest and 2% from diagnostics (which is shrinking).

GSK have not informed Biota of any Relenza targets this yer, so Biota are giving no guidance, hence the opportunity/risk. The market seems to be completely discounting any Relenza income and not giving much value to the pipeline.

My latest ramblings on Biota are here

My calculations were are on the other tab of the spreadsheet.

EV of less than AUD$28M while EXEL has EV of $431M. One is generating profits and cash flow while the other is speculation.

I'm now long Biota.
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