Bavarian Nordic — Maj 2023
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og kursen er vel også hoppet pænt i vejret siden Q1 rapporten blev offentliggjort. Så det kan være en del af præmien er indregnet over den seneste uges tid.
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..lød til at potentialet var større end forventet da de annoncerede købet iform af et umættet og upenetreret marked..så gætter på det indregnes som 0 på EBITDA qva de medfølgende omkostninger..dog er det da lidt tidligere end forventet er det ikke?, så indtægter fra de to regnes fra nu af..og ikke juli..så måske en lille positiv overraskelse der også.
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Jf. tidligere udmelding, så er der et godt stykke vej til nul-effekt på driften i 2023
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"The acquired business is expected to add approximately DKK 200 million to revenue and a loss of approximately DKK 400 million to EBITDA, not included in the previously announced financial guidance for 2023"
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jep, skulle lige til at smide den..visse vasse
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...markedstørrelse på ca 2 mia for vivotif/vaxchora...årligt.
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..kan ikke huske hvor stor en del de forventer, eller sigter efter..
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Bavarian gennemfører milliardopkøb af vaccineportefølje
https://www.proinvestor.com/investornyt/985563/bavarian-gennemforer-milliardopkob-af-vaccineportefolje -
Undskyld WT for mit lille stunt med Gitte H
ænning, kunne ikke lade være
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Alt tilgivet..jeg trak da på smilebåndet
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@Finansmanden - Fin humor...
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CBSNews d.d. "Mpox outbreak "not over," warns CDC, amid "ongoing community transmission"". https://www.cbsnews.com/news/mpox-outbreak-monkeypox-not-over-cdc-community-transmission/?ftag=CNM-00-10aab7e&linkId=214639720 Bemærk bl.a. følgende afsnit "The CDC's new alert for doctors and health authorities comes ahead of new vaccine effectiveness data expected to be released by the agency." Hvad er det mon?
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CNNhealth skriver bl.a. d.d. “Even though there is some uncertainty about whether or not it’s 80% or 90% or 100% effective and how long it’s effective, we do know that you’re better off being vaccinated than being unvaccinated,” og "...it’s estimated that only 1 in 4 people at the highest risk for mpox is fully vaccinated." https://edition.cnn.com/2023/05/15/health/mpox-risk-summer-cdc-alert/index.html
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Godmorgen
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