Bavarian Nordic — Maj 2017
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@ Darvin. Ja, det er rigtigt. Spændende samarbejde med J&J. Fra Nordea investor markedsnyt: "Vores analytiker har haft samtaler med ledelsen fra Johnson & Johnsons vaccineforretning og ser mulighed for, at der kan komme en samarbejdsaftale omkring udviklingen af en HIV-vaccine. Det ser som en potentiel kursdriver."
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Zealand Pharma: https://play.borsen.dk/social/5921cf0b45628ff81720462e
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ja dejlig positiv analyse fra Jefferies. Aktien løftes os som fortjent, da fremtiden ser meget lys ud for selskabet.
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Bavarian-møder trækker politiske spor
Sundhedsministeren skal nu forholde sig til, om det danske biologiske beredskabslager er tilstrækkeligt. Det sker, efter flere politiske udvalg har haft møde med Bavarian Nordic, der håber, at dets koppevaccine kan blive en del af et nyt forsvarsforlig.
(medwatch.dk)
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Unfortunately Ebola is spreading fast. Up 800% in a week http://www.zerohedge.com/news/2017-05-21/ebola-spreading-infections-800-last-week-officials-race-track-down-400-possible-cont
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@GB Den side du linker til er præget af høj-alarmistisk ånd.. og har i øvrigt ikke sine fakta ordentligt på plads. Fx skrives: "the 11,000 people who were infected during the outbreak in 2014" (1. afsn, 3. linje).. men det var faktisk ikke 11k+ smittede, men 11k+ døde. Der var 28k+ mistænkt smittede og 15k+ bekræftet smittede.
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Endvidere:
"Last week three suspected Ebola infections were detected in a remote region of the Congo. Since then, World Health Organization officials have been scrambling to contain the virus." (1. afsn, 1. linje)
Scrambling (styrte afsted)....? Nej vel. -
"Perhaps containment procedures being implemented in the Congo by W.H.O. will be more effective this time around than they were in 2014. But what if they’re not? What if the virus mutates and goes airborne? Plan accordingly." (sidste 4 linjer)
Tak for kaffe. -
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Det først af disse links (til NY Times) er faktisk en fin, afbalanceret, artikel - men den (mis)bruges på zerohedge.com (den alarmistiske artikel) til at piske en stemning op. Ikke den fedeste måde at sprede
nyheder på. -
Fra NYT artiklen, som eksempel på hvordan de fagfolk, der er inde i materien, ser på situationen:
"The country “has considerable experience and capacity in confronting these outbreaks,” Dr. Daniel Bausch, an Ebola expert at the W.H.O., said in an email. He added, “I think there is a very good probability that control can be
rapidly achieved.” -
Apropos BAVA, igen fra NYT artiklen:
"The W.H.O., aid groups and the Congolese government are discussing the possibility of using an experimental Ebola vaccine, made by the American pharmaceutical company Merck, that proved effective in Guinea.
The response would involve a “ring vaccination,” in which contacts of patients, contacts of contacts, and health workers would be vaccinated.
There would be no mass public vaccination." -
"..Dr. Salama said that if permission were granted, the vaccine could be made available in a week or so. Other experimental antiviral drugs may also be considered."
Her, til sidst, kunne det sagtens være BAVA/Janssens vacc. (http://www.bavarian-nordic.com/pipeline/mva-bn-filo.aspx) der
refereres til. -
Sorry, her er linket til BAVA ordentligt: http://www.bavarian-nordic.com/pipeline/mva-bn-filo.aspx
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Mange tak kkjoel
tillykke med købet Anncba 
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