Mexico influenza_Gripe porcina (swine flu) (II):Tamiflu (Roche) y Relenza (Glaxo)_ Acciones suben 5% aprox. (que horror el mercado...)

LONDON (Reuters) - The threat of a pandemic triggered by a new swine flu strain that has killed more than 100 people in Mexico will provide a windfall for some makers of drugs and vaccines.

Switzerland's Roche Holding AG (VTX:ROG.VX - News) and Britain's GlaxoSmithKline Plc (LSE:GSK.L - News) are the two big pharmaceutical groups set to benefit most as governments and corporations step up orders for their drugs Tamiflu and Relenza.

Shares in the two companies rose 4 and 5 percent respectively on Monday, while shares in some smaller biotech companies soared.

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Roche said it was working on scaling up production of Tamiflu but noted that the lead time for the drug from synthesis of the product to packaging was eight months.

Glaxo is also urgently seeking ways to increase production of Relenza. The company said it had supplied 100,000 packs of Relenza and 170,000 additional doses of seasonal flu vaccine to Mexico since the start of the outbreak.

Although the WHO said Tamiflu was working against strains of the new H1N1 swine flu, some analysts expressed concern it might be less effective than Relenza, since there have been widespread reports of resistance by seasonal H1N1 flu.

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