Bavarian Nordic — Januar 2023
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The agency’s Vaccine and Related Biological Products committee voted 21-0 to recommend replacing the originally authorized Covid-19 vaccine regime with the bivalent version of the vaccine." -
..det er jo fint nok, det er mere Nordeas? fortolkning, der er questionable...
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Enig de kan intet konkludere. Der siges samtidig direkte at de nuværende vacciner har for kortvarig effekt, og at de skal erstattes af vacciner med længerevarende effekt. Derudover er man meget opmærksom på de bivirkninger mRNA har. Bl.a blodpropper, men det er kun nogle af dem
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"Advisers also weighed how manufacturers could harmonize any updates to Covid-19 shots to be based on the same variant. Currently, only the Pfizer-BioNTech and Moderna shots have been updated to induce immunity against BA.4 and BA.5 Omicron subvariants."
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Meget interesseret at se hvordan det bliver vinklet på medwatch.dk, og hvordan-hvis bava responderer
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..de to citater giver et noget andet billede, end det Hansi citerer...kunne være rart med et link.
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FDA vaccine advisers vote to harmonize Covid-19 vaccines in the United States | CNN
A panel of independent experts that advises the US Food and Drug Administration on its vaccine decisions voted unanimously Thursday to update all Covid-19 vaccines so they contain the same ingredients as the two-strain shots that are now used as booster doses.
CNN (edition.cnn.com)
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..til omtalte artikel åp CNN...synes ikke den er negativ..
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Perfekt tak...og helt enig. Det er ihvertfald en helt anden ordlyd, end den Hansi citerer...ville gerne se de nordea analyse.
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*den
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Er der nogen der kan sætte et link fra Nordea, hvor de udtaler det??
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Jeg kan ikke se noget på Nordea Investor
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Jeg skriver lige til Rolf og høre, om de kan udtale sig om den artikel
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At man vil sikre sig en ensartet vaccinestrategi til efteråret 23. Det er fint, men konklusionen er ikke at det kun er mRNA bivalente vacciner. Nyere og bedre, som ABNCoV2, har naturligvis samme mulighed. Men at booster vaccineniveauet også skal gives ved første stik er fint
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Jeg kan desværre ikke linke til analysen men kan poste lidt mere af teksten: . While this is not yet fully set in stone, it seems to be the most realistic scenario. Whether there will then be an option for ABNCoV2 to gain approval if the ph III study shows extremely strong data and much longer durability or if the vaccine can be modified, is now uncertain and a long shot in our view.
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ABNCoV2 only makes up approx. DKK 35/share in our Bavarian Nordic valuation and if we look at Visible Alpha, consensus is only for DKK ~500m in risk-adjusted peak sales. Hence, the current share price does not reflect a lot of ABNCoV2 value, if any, in our view. Still the VRBPAC vote is negative news for ABNCoV2. It’s important to note however, that the European EMA has not made the same decision and we also see potential for ABNCoV2 in markets outside the US and EU.
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Jeg har lige skrevet til Rolf og pastet udtalelsen fra Nordea og linket til CNNs artikel. Jeg håber, at han svarer (sidste gang jeg skrev gjorde det han ikke)
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Nordea kan ikke anses for at være "kloge Åger"... dette må de snart kommentere på. Jeg kan ikke finde Nordeas analyse nogen steder, hellere ikke i Reuters.
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