Quote from market_hacker:
Sinovac (SVA)
also glaxo makes Tamiflu but they're probably too big for a pure play?
GlaxoSmithKline (GSK)
I don't really understand why exactly but both democrats and the administration (and the press) all seem to be in lockstep in their attempts to get $5-10Billion set aside for avian flu. Some republicans are balking at cost.
I have to assume some big pharma donation is getting paid off given the coordinated effort
example...
U.S. Senate approves $4 bln to fight bird flu
http://www.alertnet.org/thenews/newsdesk/N29422857.htm
Given that we've reached the "markup" phase where avian flu gets promoted to the public I have to assume the "smart money" is already in the obvious choices.
but what do i know, i don't really trade stocks
despite my cynical tone i do consider influenza a real threat. Certainly a lot more real than "terror" and i'd sooner be spending money on preparedness for it.