Comments on: Swine Flu Investment Ideas

By: Darwin

Darwin — Mon, 13 Jul 2009 12:51:40 +0000

Dean,
Thanks for that additional information, it’s been a while since I visited the topic. Probably due for a new post.

On your question regarding your last post, I share the “Comment Luv” which is a plugin that allows commenters to have their latest blog posts showing below their comments. It’s a neat way to encourage commenting and collaboration across multiple blogs.

By: Dean

Dean — Mon, 13 Jul 2009 10:57:44 +0000

Nice site Darwin.
Here are a few more swine flu companies you or your readers may want to check up on.
Biota Holdings BTA.AX receives royalties from GSK for the sale of Relenza, which is quickly gaining lost ground on Tamiflu. GSK announces Q2 results on July 22nd. I have a large position in Biota, but as it could earn its EV in the next 1.5 years there is still plenty of upside.
GSK – on top of Relenza sales it sells a lot of flu vaccines, so it gets two bites of the cherry.
CSL.AX pumps out flu vaccines faster than anyone.

All three companies have the added benefit of diversifying you out of USD.

No position is GSK or CSL, but CSL is on my watchlist.
cheer
Dean
PS Just below the submit button I notice the title of my most recent post. How’s that work?

Dean’s last blog post..The Odds are Stacked for Positive Gains

By: relaxed137

relaxed137 — Sun, 14 Jun 2009 21:12:57 +0000

ASFX.pk sells the thermofocus at walgreens and babies-r-us. It’s a no-touch thermometer and orders are going through the roof. Buy one for yourself so you can take temperatures with out getting the swine flu! The put out a swine flu PR on thursday and are up almost 600%

http://finance.yahoo.com/news/Safety-Product-Company-Sees-prnews-15504232.html?.v=1

This thermometer (Thermofocus) was used heavily in ASIA during SARS

By: Stock Forum

Stock Forum — Mon, 18 May 2009 21:22:07 +0000

I will be linking to your site great article.

By: Alice May

Alice May — Mon, 18 May 2009 20:55:46 +0000

I question whether there is an investment opportunity with companies that have made a commitment in business continuity technologies and facilities. These companies could be relatively immune to a pandemic and better positioned to eat the lunch of less well protected and prepared competitors.

By: Carnival Of Twenty Something Finances: Tornado Edition | How I Save Money.net

Mon, 04 May 2009 12:55:33 +0000

[...] Darwin presents Swine Flu Investment Ideas posted at Darwin’s Finance, saying, “This article highlights a whole array of investment strategies and companies for the bizarre new “swine flu trade” while cautioning investors to separate the fundamentals from the hype. *Note: I always link back to these when published. Tx!” [...]

By: Weekly Links, “Swine Flu” Edition | Darwin's Finance

Weekly Links, “Swine Flu” Edition | Darwin's Finance — Wed, 29 Apr 2009 14:19:51 +0000

[...] Swine Flu Investment Ideas [...]