Bavarian Nordic — Februar 2023
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jep enig, ekstrem forsigtig guidance...de satser måske på at kunne slå antallet af sidste års opjusteringer. De nævnte specifikt at der er forhandlinger med adskillige regeringer, og at der ikke var guidet med forventede ordrer overhovedet...
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..en af de to konference kald de sidste uger...jep, 8,7 ved 225 og 2 mia i overskud...
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Jeg så i øvrigt noget tv fra New York i går, hvor der kom en health alert op, som anbefalede at alle i risikogruppen fik taget mpox-vaccinen, fordi et nyt udbrud kunne være nært forestående
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forsent, check denne efter 6 min, slide 5 https://edge.media-server.com/mmc/p/5iu528gg
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Jeg kan se 3 scenarier for shorterne: De forventer, at der kommer rigtig mange aktier ud på markedet, når kursen kommer over emissionskursen. De forventer, at både Covid og RSV svigter. Som I andre ganske rigtigt har konkluderet, så har BN lagt stort set alle økonomiske nøgletal frem. Plus guidet 2028E. Jeg ser absolut ingen negative signaler i de udmeldinger.
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..spændende Stockwatch1, og sørgeligt selvfølgelig...var det på spildevandet?
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WorkTrader - det blev der ikke sagt noget om
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mærkeligt..det svarer til kurs 150 med det nye antal aktier og det guidede overskud...måske forældet
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..ellers regner de med et overskud på 3 mia, som sikkert passer meget godt..har ikke set beregningen
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Jeg mener ikke, det har været delt i chatten før, men hvis det er tilfældet, beklager jeg: ‘Horrific’ form of mpox found to affect people with advanced HIV - A severe and “horrific” form of mpox has been identified in immunosuppressed people living with HIV, which appears to be deadly in about 15% of cases. https://www.theguardian.com/world/2023/feb/21/horrific-form-of-mpox-found-to-affect-people-with-advanced-hiv
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The Lancet: Our large case series describes a severe, disseminated form of mpox infection with 15% mortality in individuals with advanced HIV-related disease characterised by CD4 cell counts below 200 cells per mm3 https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(23)00273-8/fulltext
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Fra artiklen i The Guardian: Scientists are calling on people at high risk of HIV to get tested for the virus, along with anyone who tests positive for mpox, which was formerly known as monkeypox.
They would also like to see mpox added to the World Health Organization’s list of severe infections that are particularly dangerous to people with advanced HIV, which could unlock greater financial and medical support for those at risk.
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Tak @CSørensen...en ond kombination
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