Bavarian Nordic — Juli 2023
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Det er et rigtig smart træk af ledelsen i BN, det tror jeg vil gøre, at BN kommer til at indgå aftaler i Asien.
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Fra BNs hjemmeside: As part of the strategy to commercialize the vaccine globally, we entered into a regional license and supply agreement with Nuance Pharma in the first quarter of 2022 on the development and commercialization of MVA-BN RSV for adults in China and selected Asian markets. The milestone-based agreement has a total value of up to USD 225 million in addition to tiered, double-digit royalties. Nuance Pharma obtains rights to commercialize MVA-BN RSV in Chinese Mainland, Hong Kong,
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Macau, Taiwan, South Korea and Southeast Asia and will be responsible for all material costs, including development and regulatory. Nuance Pharma is planning the initiation of a Phase 3 trial of MVA-BN RSV in 2023.
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Lad kursen “hygge sig” i dag - svinge op og ned, så skal vi nok få en højere kurs i fremtiden.
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Jeg deler mit syn, analyse af casen med link til BNs hjemmeside.
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Kan nu godt lide den måde, POPN sætter sammenhæng på tingene
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Den nuværende kur hedder 187, langt fra de mål der er sat i analysen. jeg vil ønske at det var analysen der satte prisen, men desværre. Jeg tror bare at vi som aktionærer er nødt til at forholde os til de markedskræfter, der desværre styrer aktien. Mere så vi ikke bliver skuffet, fordi vi har valgt alene at tro på analyserne.
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Servicemeddelelse: For at reducere problemet med at de samme trolls bliver ved med at dukke op under nye alias vil alle nyoprettelser automatisk få en 30 dages karantæne, hvor de ikke kan skrive i Bavarian-chatten.
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En ledelse er nødt til at agere proaktivt, forsøge at kigge ind i fremtiden - være taktiske - nutiden er i dag nu her - fremtiden er i morgen og fremadrettet - tror på, at det nok skal falde godt ud med RSV og Asien for BN
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Ang. Mpox i Thailand: 48 tilfælde i juni mod 21 i maj. Husk kun registrerede tilfælde. Tænker der må være store mørketal i verden, bl.a. da mange lande ikke har nok fokus på Mpox mm. Det er også grunden til, at vi skal leve med Mpox i et mindre eller større omfang i fremtiden. Sommeren er godt i gang mange steder med større festivaler.
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Mpox - god beskrivelse fra Lancet: Mpox is continuing to circulate in Africa, Asia and Latin America, where access to vaccines is patchy or non-existent.
A letter to the Lancet by Japanese researchers earlier this month warned about how the epidemic could spread if left unchecked. They suggest that by the time an epidemic is nearing its end, cumulative cases are generally between 0.1% and 1.5% of the estimated population size of men who have sex with men, which is the group in which the
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the current global outbreak is primarily spreading.
"If this empirical pattern was applied to Japan, which has an estimated population size [of men who have sex with men] of 0.7 million, an epidemic of up to 10,000 cases might be expected in the absence of successful containment," the researchers say.
The key to stopping the disease from spreading through Asia, they say, will be vaccine rollout in low- and middle-income countries. https://www.gavi.org/vaccineswork/mpox-continues-spread-cou
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Husk BN er i år allerede sikret 4.4 milliard i indkomst fra Mpox vaccine
BN oplyser, at der løbende i år også er kommet flere mindre ordrer til. Et år har heldigvis 365 dage, så mere kan også komme i år:) -
..her er den, https://www.gavi.org/vaccineswork/mpox-continues-spread-countries-little-access-vaccines - et par uger gammel
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