Bavarian Nordic — Januar 2023
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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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Gentager hvad afstemningen gik
på, "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" -
@Hansi1234: hvor ser du den analyse hen? I Nordea Investor kommer alle udtalelser fra Reuters fremme og den sidste er fra d. 25. januar
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Her er mødereferatet fra Vaccines and Related Biological Products Advisory Committee Meeting
January 26, 2023 - FDA Briefing Document
Future Vaccination Regimens Addressing COVID-19
https://www.fda.gov/media/164699/download -
"Given the evolution of SARS-CoV-2 variants and associated changes in the epidemiology,
susceptibility to reinfection, and waning of vaccine-induced immunity, barring development of a
significantly improved vaccine, periodic future updates to the S protein sequence(s) contained
or encoded in COVID-19 vaccines and revaccination will likely be needed to induce and
maintain vac
cine effectiveness (VE), respectively" -
Tak for den @CSørensen...kan heller ikke finde noget i dette fulde referat, der kan lede Nordea til den konklusion...synes ikke engang der er noget at spørge Rolf om.
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