Misternatural 0 #1 April 24, 2006 I just finished reading the product information PDF for Tamiflu courtesy of Roche labs (available on the Tamiflu website). Therein is a section on virus resistance mutation. Afterwards is a recommendation for preventative dosage(prophylaxis). My question is; Is it wize for a population to be taking one of the only widely available drugs which can reduce the incidence of mortality for avian flu while increasing the likelihood of of a resistant form of the virus to this drug by "preventative" use? I mean, yeah, more short term sales of Tamiflu but at what cost?... rule: You have to say if you are a stock holder if you answer this. disclaimer: I am not an MD so caviat emptor no lo contendre spritus sancti,amen.Beware of the collateralizing and monetization of your desires. D S #3.1415 Quote Share this post Link to post Share on other sites
Misternatural 0 #2 April 24, 2006 Ok I'll go first, Roche labs is based in Switzerland and is traded on the swiss stock exchange.It is likely that it is a component of some mutual funds including yours and mine. however it is not something you find on E trade. Anyway,according to the Roche website the pandemic stockpile of Tamiflu is now available to the WHO. thats the good news. The bad news is that if people start to take this drug for preventative measures then the bird flu virus can mutate sooner to a resistant form, very bad. From my view as an investor in general stock prices are reactive to speculation with regard to future earning performance when something like Tamiflu and its connection to a pandemic hit the news. That already happened. After the initial buzz has died it is up to the quarterly earnings of a company to further drive up the price. Roche is currently trading at 188 to 209 per share, thats pretty high.relative to the S&P 500. Most of that is due to the speculation about Tamiflu Where am I going with this? why is the company touting Tamiflu as a preventative drug when that could make it obsolete when the big bird hits the fan. There is something sinister about a stock price connected to a deadly pandemic. hey I'm just sayin'Beware of the collateralizing and monetization of your desires. D S #3.1415 Quote Share this post Link to post Share on other sites
Misternatural 0 #3 April 25, 2006 Alright you bassssserds I get it. FINE. I am the nut on the street corner preaching to himself. Very funny. but imagine what it will be like when people around you are gasping fish mouthed for their last breaths while a vehicle festooned with dudes in rediculous orange biosuits are going down the street blairing "Bring out your dead!" "Oh look at me, I'm making people happy,My name is Homer Simson & I live in a gumdrop house on lolly pop lane....Oh and by the way,I'm being sarchastic!"Beware of the collateralizing and monetization of your desires. D S #3.1415 Quote Share this post Link to post Share on other sites
rehmwa 2 #4 April 25, 2006 Quotegasping fish mouthed for their last breaths while a vehicle festooned with dudes in rediculous orange biosuits are going down the street blairing "Bring out your dead!" "Oh look at me, I'm making people happy,My name is Homer Simson & I live in a gumdrop house on lolly pop lane....Oh and by the way,I'm being sarchastic!" OH, OH, and while I'm at it, WHY don't I just kiss some snakes. I'll HUG AND KISS some POISONOUS SNAKES. now that's sarcasm ... Driving is a one dimensional activity - a monkey can do it - being proud of your driving abilities is like being proud of being able to put on pants Quote Share this post Link to post Share on other sites
Misternatural 0 #5 April 25, 2006 I spend the day screwing around with mundane errands and I come back to this? Well I'll just blather on then: And now a word about conspiracy theory; Conspiracies are very difficult to propagate in this day and age because of the well informed and connected whistle blowers that populate the internet and elsewhere. I mean for the love of crap, GW bush can't even sustain more than a few moments of cooperation in his own cabinet. And the days of the Nazi party are thankfully gone. Everyone today seems to have their own opinion and agenda, just look at Washington, it's a wonder anything gets done. Corporations on the other hand are a different story. They are primarily geared for one thing, profit.Hey thats fine, gotta make money in this world. But, In a corporation the conspiracy IS to do whats best for the corporation (and stock holders)or go bankrupt, and if you work at one you either have to conspire or get fired. A corproration is one big throbbing conspiracy shrouded in secrecy. I know this because I trade stocks and NOBODY knows what the hell these companies are up to until the quarterly earnings report comes out. Roche labs and their Tamiflu marketing strategy is worth keeping an eye on as this bird flu story unfolds. I am not trying to single out the Swiss, but lets face it, they are not known for their altruistic involvement in world affairs. just an aside: type in GW bush and do a spell check, its funny.Beware of the collateralizing and monetization of your desires. D S #3.1415 Quote Share this post Link to post Share on other sites
billvon 3,120 #6 April 25, 2006 Tamiflu usage may promote evolution of a resistant strain of H5N1. OTOH if H5N1 never makes the jump from avian to human strain because of Tamiflu then it's a huge win. But giving every person who is in contact with birds Tamiflu isn't really doable; killing every bird in an infected flock (and compensating the owner for his loss) makes a lot more sense economically. Quote Share this post Link to post Share on other sites
Misternatural 0 #7 December 10, 2009 Turn the page Now that Roche holdings have gone public, here we are dealing with another animal mutated human virus with H1N1. No nefarious connection but it's funny how the supply of vaccine is so sorely lacking. Also it seems that Glaxosmithkline the makers of the antiviral Relenza also manufacture a vaccine for H1N1 yet the production of that vaccine across the board is sorely behind schedule. Seems as though both have a fortuitous stockpile of drugs to counter the effect of the flue though...interesting How many people think this virus is a Roche or Glaxo share buying opportunity? Anyone think there is a nefarious connection between paltry vaccine supplies and booming anti viral drug supplies? http://www.smartmoney.com/investing/stocks/drugmaker-roche-gets-a-booster-from-h1n1-fears/?cid=1186 http://www2.chinadaily.com.cn/bw/2009-11/16/content_8974951.htm Roche IS making donations of the drug available to nations like India however. Who here has a bottle of Tamiflu or Relenza already in possession at the ready?Beware of the collateralizing and monetization of your desires. D S #3.1415 Quote Share this post Link to post Share on other sites
434 2 #8 December 10, 2009 Why would you take Tamiflu? Maybe they push as much as possible, since it is not as effective as most people think? http://www.ncbi.nlm.nih.gov/pubmed/19665930?itool=EntrezSystem2.PEntrez.Pubmed.Pubmed_ResultsPanel.Pubmed_RVDocSum&ordinalpos=3 Quote Share this post Link to post Share on other sites
kelpdiver 2 #9 December 10, 2009 Quote Who here has a bottle of Tamiflu or Relenza already in possession at the ready? My gf just got 7 boxes shipped. When the plague comes, then it will be a grand selling opportunity! And for bird flu vaccines - seems like by the time it's finally available to non special groups, it will be pointless. So far 'oversold fraud' is the description that comes to mind for the latest 'super pandemic.' Quote Share this post Link to post Share on other sites
Misternatural 0 #10 December 10, 2009 Oh I do not plan on taking any of these drugs, and I think it is funny that the study you listed has determined a reduction in avg. symptom duration of .9 and .7 days...if this is true- clearly a pathetic performance for such widely recommended remedies. These companies also claim a preventative benefit to taking these drugs.-Anyone have independent clinical studies of that claim? Personally I would like to see a study focused on the correlation between annual sales profits and the actual clinical effectiveness of all widely used pharmaceuticals Beware of the collateralizing and monetization of your desires. D S #3.1415 Quote Share this post Link to post Share on other sites
Misternatural 0 #11 December 10, 2009 >My gf just got 7 boxes shipped. When the plague comes, then it will be a grand selling opportunity! excellent! Beware of the collateralizing and monetization of your desires. D S #3.1415 Quote Share this post Link to post Share on other sites