Bavarian Nordic — November 2022
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Ja det er guf for shorterne med sådan en analyse
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Men også et vink med en vognstang internt til Bavarian om at de måske ikke er så dygtige til at kommunikere og komme ud over stepperne
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Jamen den strategi har vi jo set at den virker, bare ikke på kursen
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Kun få analytikere på Bavarian har tilsyneladende ladet sig registrere. https://www.bavarian-nordic.com/investor/share-information/analysts.aspx
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Tak alligevel @Seacop - lærte lige lidt om "Sell-side analysts" og "buy-side analysts": (Til andre "uvidende": A sell-side analyst works for a brokerage or firm that manages individual accounts and makes recommendations to the clients of the firm. A buy-side analyst usually works for institutional investors such as hedge funds, pension funds, or mutual funds.)
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..men de har vel både kunder der er korte og lange...hvis det er det, der er tanken..
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...mpx vacciner snart til Columbia, gad vide om det er med PAHO eller bilateralt, de forhandler https://thetimeshub.in/monkeypox-in-colombia-3803-confirmed-cases-reported/10401/
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"The last November 10, the Minister of Health, Carolina Corcho, assured that he is still in negotiations to acquire vaccines against monkeypox in Colombia. In addition, he stressed that the number of doses would be the largest shipment of biologicals that a country in Latin America would receive."
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Jeg ved ikke hvorfor Jesper Ilsøe (Carnegies analytiker) er blevet så konservativ. Han værdisætter Bavas kontanter og nuværende vacciner til 209 kr og tillægger dermed ikke meget værdi til resten af pipelinen. Han vil se resultater, før han hæver anbefalingen igen
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No more birds on the roof
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Det er vel fair nok at der skal resultater på bordet, Bavarian har det jo med at skubbe deres pipeline hele tiden
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The Lancet - 2
artikler "Déjà vu all over again? Monkeypox and the urgent need for randomised controlled trials" https://www.thelancet.com/journals/laninf/article/PIIS1473-3099(22)00722-8/fulltext?dgcid=raven_jbs_aip_email Inadequate diagnostic capacity for monkeypox—sleeping through the alarm again https://www.thelancet.com/journals/laninf/article/PIIS1473-3099(22)00744-7/fulltext?dgcid=raven_jbs_aip_email
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