Bavarian Nordic — Marts 2023
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Jeg tror desværre, at vi må vente et par måneder før der kommer store nyheder angående Covid Fase III. De er ikke klar med data før juni tidligst. Medmindre at der kommer en stor ordre på Mpox eller partneraftale angående RSV...
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Fra samme interview: – ABNCoV2 has a very competitive Covid-19 vaccine profile for several reasons. First of all, it has shown broad protection across variants of concern. So, while the virus continues to mutate, ABNCoV2 has continued to demonstrate protection. Secondly, it has shown a durability in protection – up to six months, which is very high in this field. Protection from the leading mRNA vaccines starts to wane at 3 – 4 months, requiring numerous booster injections. Let’s see if ...
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Nordic can also prove durability at 12 months very soon. Third, ABNCoV2 is based on a very stable protein construct that can be stored at refrigerator temperature and handled easily at room temperature – this is very promising for the supply-chain distribution of this vaccine in subtropical and tropical regions. Fourth, ABNCoV2 constitutes the only protein-based vaccine that does not need an adjuvant, which is indeed a very competitive advantage. Adjuvants are normal ingredients in most ....
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vaccines, primarily to serve as a modulator for an immune response, but even these particles may have a side effect and complicates clinical investigations. Avoiding adjuvants is a benefit that can strongly position ABNCoV2 as a safe and simple, yet effective, Covid-19 vaccine.
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...bestemt en sandsynlig tanke ja. De data må være på trapperne, hvad Frandsen også indikerer i interviewet. Så må vi blot håbe de er positive
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J&J to stop late-stage RSV vaccine trial
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Johnson & Johnson's
pharmaceutical unit said on Wednesday it will discontinue its
late-stage study of its experimental respiratory syncytial virus
(RSV) adult vaccine as part its strategic choice for its
research and development investments. -
..tak Stockwatch...det må være den nyhed...mere af kagen til BAVA
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Det er ikke en helt skør ide at J&J er på vej til at købe Bavarian... hvorfor at have 2 studier for RSV kørende på samme tid, hvis den ene allerede viser bedre takter? (Ønsketænkning herfra).
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Citat fra artiklen om J&J i YahooFinance. (Mit klip og min tilføjelse):Pfizer and GSK are running a tight race to tap into the RSV vaccine market, which is estimated to be more than $5 billion and could exceed $10 billion by 2030, according to analysts. Hertil kommer Bavarian Nordic også med et bud på en god RSV vaccine. Et potentielt marked på 70 mia. kr. i 2030, og det tager BN en pæn del af. Ja, det ser vi så frem til
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..alligevel en stor stigning på den nyhed...GSK og Pfizer har jo hele tiden været frontløbere...mon der er andet på vej...
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@WorkTrader Årsagen til stigning efter kl. 14.45 skal nok også/snarere findes i Børsen Investors podcast "Potentile for solid kursgevinst i dansk aktiedarling", som @Susinvest også refererer til (14:39). I podcasten får Bava lang (og kærlig) omtale/behandling.
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...ja måske, samme Hytting som svinede aktien til inden de var med i emissionen. Opening remarks fra WHO, https://www.who.int/director-general/speeches/detail/who-director-general-s-opening-remarks-at-the-media-briefing---29--march-2023
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