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 (ROG.VX) and Britain's GlaxoSmithKline Plc (GSK.L) 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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