Bavarian Nordic — Juni 2023
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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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Slides fra ACIP 23/6 "Use of JYNNEOS During Mpox Outbreaks: Clinical Guidance" https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2023-06-21-23/03-mpox-Rao-508.pdf "Third Mpox Vaccination Not Recommended" https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2023-06-21-23/03-mpox-Rao-508.pdf
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23/6 Third Mpox Vaccination Not Recommended https://www.precisionvaccinations.com/third-mpox-vaccination-not-recommended
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"Emergent BioSolutions Announces the Execution of a Contract Option to Deliver ACAM2000
into the Strategic National Stockpile" "Order is for approx $120 mio. for delivery in 2023" "Reaffirms ACAM2000 is a key component of the U.S. preparedness stance against the threat of smallpox" https://www.emergentbiosolutions.com/media-statement/emergent-biosolutions-announces-the-execution-of-a-contract-option-to-deliver-acam2000-smallpox-vaccinia-vaccine-live-into-the-strategic-national-stockpile/ -
@Match. Du har helt ret i, at fase 3 resultaterne på RSV er på vej fra BN. Mine kommentarer var kun rettet mod mangel på data i forhold til konkurrenterne, selv hvis BNs fase 3 når sine mål. Som jeg læser BNs forsøg inde på clinicaltrials.gov, er der ikke indtænkt at kigge på effekten over 2 år modsat alle de tre andre konkurrenter (Pfizer, GSK, Moderna). Måske pga. manglende finansiering?
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BNs fase 3 forsøg inde på clinicaltrials.gov: https://clinicaltrials.gov/study/NCT05238025
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Shortpositioner på danske aktier https://www.proinvestor.com/boards/113468
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