Bavarian Nordic — Maj 2023
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Artikel i New York Times om MPox og vaccinerne fra Bavarian -rigtig fint - https://www.nytimes.com/2023/05/29/nyregion/mpox-cases-nyc.html
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A recent C.D.C. analysis estimated that just 23 percent of the U.S. population at the greatest risk had been fully vaccinated nationwide, ranging from 5 percent in West Virginia to 67 percent in Washington, D.C. In New York City, 45 percent of those most at risk were fully vaccinated; 90 percent have had one dose.
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Shortpositioner på danske aktier https://www.proinvestor.com/boards/112860
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@pilfinger Ifølge artikel i Børsen fortæller Citi, at markedet indregner 0 kr. for begge - dog regner Citi fortsat med lidt for RSV. Se 23/5 kl. 15:07 og 15:39 (inkl. link til artikel) og efterfølgende diskussion. Det er ca. 3 sider tilbage i chatten.
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@pilfinger - Kan varmt anbefale 7 min. om Bava på Investeringspodcasten afsnit 169 (fra 7:50) https://www.podbean.com/media/share/dir-rru74-183975b9?utm_campaign=w_share_ep&utm_medium=dlink&utm_source=w_share
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Analytikeren fra Citi har ikke helt ret i, at markedet prissætter eller indregner 0 kr. i kursen for begge vaccine-forsøg. De er nok analytikerne, herunder Citi, som har indregnet et nul for Covid i deres egne kursmål. Markedet prissætter aktien i øjeblikket på baggrund af mange faktorer. Skulle der komme dårlige resultater eller data, så vil aktien falde med tocifrede tal på løbet af få sekunder. Det samme kan selvfølgelig også ske, hvis der kom gode data.
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Stadig ingen mpox vacciner i Afrika, https://www.latimes.com/politics/story/2023-05-30/a-year-after-outbreak-africa-waits-for-its-share-of-mpox-vaccines - heller ikke dem Sydkorea donerede. Bava nævnt flere gange i artiklen...
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..og “Even if we wanted to buy, there is nowhere to buy because they are manufactured in modest numbers and then countries stockpile them in case they need them, while where it is actually needed, on the continent of Africa, we don’t have access.”
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Ouma said discussions with the United States and the European Union are still ongoing. “There are some regulatory issues that are being worked through,” Daskalakis told The Times.
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...har BN mon prøvet at igangsætte dialog selv med Afrika?
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...mener CDC i Afrika...eller er det hele politik...
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Godmorgen
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Shortpositioner på danske aktier https://www.proinvestor.com/boards/112888/
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Godmorgen. Kraken, jo sådan har det altid været, nok mere ment som et opråb til den mere proaktive salgsstrategi. Ouma bør da som minimum vide, at det er muligt at få leverancer. Er ret sikker på, CDC Afrika ikke selv rækker/har rakt ud til Bavarian.
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