Don't know if you guys read this article on CNN (headline article ).It says that two bird flu in Vietnam died after developing resistance to Tamiflu.
"The experts said the deaths were disturbing because the two girls had received early and aggressive treatment with Tamiflu and had gotten the recommended doses.
The new report suggests that the doses doctors now consider ideal may be too little. Previous reports of resistance involved people who had taken the drug in low doses; inadequate doses of medicine are known to promote resistance by allowing viruses or bacteria to mutate and make a resurgence."
This can be potentially good for Roche. My reasoning is that if it is a case that the required dosage should be higher than the current recommendation then countries will need to raise their stockpiles to meet their % population coverage criteria.