Bavarian Nordic — Juni 2023
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Måske bunder det i at der mangler tillid til at de kan levere. Der er ikke mange andre firmaer der kan levere gode fase 3 results uden der kommer en kurs stigning...jeg tror stadig ikke markedet forstår deres strategi, med tilfældige opkøb, opkøb hvor der skal implementers ny teknologi og nye sites, det lyder bare dyrt. Men lad os se hvad de mælder ud, rolf lovende en opdatering når opkøbet var faldet på plads
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GSK Plc: New Data Shows Vaccine Efficacy Of Arexvy Against RSV-lower Respiratory Tract Disease https://www.proinvestor.com/investornyt/1003672/gsk-plc-new-data-shows-vaccine-efficacy-of-arexvy-against-rsv-lower-respiratory-tract-disease
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Chikungunya Fever Market is Projected to Reach USD 1.98 Billion by 2027 https://www.researchandmarkets.com/reports/5271488/global-chikungunya-fever-market-by-diagnosis. Er dette blev delt tidligere? Her ser de umiddelbart et større marked om 4 år...
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Bavarian selv estimerer med et salg på ca. 500 mio. kr.
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..på slide 12 her, skriver de 500 mio. $ i 2032, men måske en noget forældet slide, https://www.bavarian-nordic.com/media/323460/230215_conference_call.pdf
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..estimated launch i 2025
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Tak for præciseringen
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Link til investeringspodcasten virker hos mig - kan ikke finde serveren?
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Bavarian skriver selv i deres rapportering fra conference call Q1, at der ikke er indregnet negativ driftspåvirkning for 400 mio. kr. og dette først vil ske efter overtagelsen og seneste ved Q2 rapportering.
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Godmorgen
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GSK : CDC's Panel Votes To Recommend Arexvy For Prevention Of RSV Disease In Older Adults https://www.proinvestor.com/investornyt/1004230/gsk-cdcs-panel-votes-to-recommend-arexvy-for-prevention-of-rsv-disease-in-older-adults
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Shortpositioner på danske aktier https://www.proinvestor.com/boards/113361
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Det er korrekt @YPE, men i en af de seneste udmeldinger fra Chaplin, som f.eks. i denne artikel fra CNN Health (https://edition.cnn.com/2023/05/03/health/first-rsv-vaccine-approved/index.html) skriver de: "Bavarian Nordic, maker of the Jynneos mpox vaccine, says it will report results from a Phase 3 trial of its RSV vaccine for older adults this year.". This year kan selvfølgelig betyde medio 2023, men også december 2023... så det kan enten være, at artiklen er skrevet lidt misvisende eller at
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(fort.) Bavarian bevidst siger "this year" for at være på den sikre side.
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