Bavarian Nordic — Juni 2023
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Fantastisk at BN nu har evnet at lave en aftale med EU om et strategisk lager ala de aftaler der løbende bl.a. er lavet med USA gennem de sidste mange år, bare i markant større skala. For ikke at glemme løbende aftaler med HERA, storbritanien og Canada. Lageret i EU skal på sigt vedligeholdelses og udvides, tænker jeg, da jeg tænker, at EU ser nødvendigheden af at prioritere som USA.
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https://www.bbc.com/news/health-65985838?fbclid=IwAR1joNJR138rE0qeO_mtP9qGsivhASD0vPZWZGyZl1DIGO9pZJt7GqIRkRM_aem_AZNwznz5Hlw3i4zpqNJwtr7EJenigeq1cra8qghhXJ3WG3KYFKXOfs1WHb5u9skQgrs Andrea Ammon, ECDC director, said: "In recent years we have seen a geographical spread of invasive mosquito species to previously unaffected areas in the EU/EEA.
"If this continues, we can expect to see more cases and possibly deaths from diseases such as dengue, chikungunya and West Nile fever. -
Artikel fra BBC ang. chikungunya, hvor BN netop er kommet med MEGET positive fase 3 resultater:)
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June 21 (Reuters) - The World Health Organization is preparing for an increased spread of viral diseases like dengue, Zika and chikungunya linked to the El Nino weather phenomenon, the agency's director general Tedros Adhanom Ghebreyesus said on Wednesday. https://www.reuters.com/business/healthcare-pharmaceuticals/who-prepares-el-nino-linked-spread-viral-disease-2023-06-21/
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Et kig på BN hjemmeside under nyheder kan anbefales
COPENHAGEN, Denmark, April 11, 2023 – Bavarian Nordic A/S (OMX: BAVA) announced today that the Phase 3 clinical trial of MVA-BN
RSV, the Company’s investigational vaccine for the prevention of respiratory syncytial virus (RSV) in adults ≥60 years of age, has now accrued the number of cases required to complete the primary efficacy analysis, which is expected around mid-2023. Adjudicated data have confirmed enough cases with both 2+ symptoms -
News | Bavarian Nordic
Bavarian Nordic - a pioneering force in vaccines – expanding our reach and impact through life-changing solutions
(www.bavarian-nordic.com)
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Overblik over seneste kursmål for BN: 20 juni 2023: Nordea 424 kroner fra Anbefalingen er fortsat “køb”.
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maj 2023: Citigroup 407 kroner. Anbefalingen er uændret “køb”.
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maj 2023: Cowen 350 kroner. Anbefalingen er dog uændret positiv “outperform”.
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marts 2023: Danske Bank 425 kroner Anbefalingen er uændret “køb”.
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februar 2023: Needham 371 kroner. Anbefalingen “køb” gentages.
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februar 2023: Jefferies 325 kroner. Anbefalingen er fortsat “køb”.
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Vedr. stockpile, så er rescEU et forholdsvis nyt organ (2019) under EU https://civil-protection-humanitarian-aid.ec.europa.eu/what/civil-protection/resceu_en De støtter også formål uden for EU - på det senest til Ukraine. Umiddelbart lyder seneste ordre på 10 mio Euro til at være en "ekstra" stockpile, der skal figurerer ud over de nationale. Eller har jeg misforstået noget? Og så er der fortsat Hera!
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@Match. Der mangler vaccine efficacy langtidsdata på RSV-vaccinen (dvs. tal for, hvor mange færre, hvis nogen, der bliver smittet i vaccinegruppen vs. placebo). Der er langtidsdata på immunresponset. Det er vaccine efficacy, som er vigtigt i forhold til konkurrenterne fra Pfizer og GSK.
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Tak for din kommentar, BioBio. Jeg forstår dog ikke, hvorfor det er nødvendigt med de kritiske kommentarer overfor BN's RSV vaccine. Der kommer snart data fra fase 3, og dermed konkret svar på vaccinens effektivitet og værdi for Bavarian Nordic. Såfremt meningen er at få investorer - og debattører her på PI - til at sælge aktien er det for såvidt i orden med at dæmpe forventningerne til aktiekursudviklingen, men samtidig ligger der mellem linierne en mistillid til hele BN's vaccinetilgang.
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Jeg bemærker, at der for visse profiler her på proinvestor ALDRIG kommer nogen former for positive tilkendegivelserne om BN. Det fortæller mig, at nogen bevidst spekulerer i, ønsker, at det skal gå BN dårligt. Derfor er min klare anbefaling - husk nu at forholde jer objektivt til BN. Det går altså fremad
Personer med evige negative subjektive vinkler, der en gang har tabt penge på BN er ikke fremmende for nogen investorer. -
Læs op på casen ved at bruge BN’s hjemmeside i forhold nye og gamle nyheder og foreløbige meldinger om resultater fra pipelinen og eksisterende produkter
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BMJ 23/6 "Health inequities continue to drive the public health threat of mpox" -
sidste afsnit især https://www.bmj.com/content/381/bmj.p1391 WHO "Multi-country outbreak of mpox, External situation report #25 – 24 June 2023" https://www.who.int/publications/m/item/multi-country-outbreak-of-mpox--external-situation-report--25---24-june-2023 -
WHO EPI-WIN webinar: Global mpox strategy for elimination and control: open consultation 28/6 https://www.who.int/news-room/events/detail/2023/06/28/default-calendar/who-epi-win-webinar-global-mpox-strategy-for-elimination-and-control-open-consultation
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23/6 "Critical Elements of an Mpox Vaccination Model at the Largest Public Health Hospital System in the USA" https://www.mdpi.com/2076-393X/11/7/1138 artiklen skal downloades. "Now that the vaccine supply has stabilized, most
jurisdictions (including NYC) have reverted to subcutaneous administration". Se også kap 5. Outlook - "Ongoing preparedness efforts such as adding the mpox vaccine to the list of routine healthcare vaccines for those at increased risk". -
(fort.) "
Looking forward, we must ensure that we have an adequate
vaccine supply to vaccinate all of the at-risk population. There is a high probability that
we will see a resurgence in national infections with the current level of mpox vaccination
coverage in the US [11]" -
23/6 "Mpox Vaccine Trial for Adolescents, Children" Uni i Maryland. https://www.newswise.com/articles/mpox-vaccine-trial-for-adolescents-children-begins-at-um-school-of-medicine
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