Bavarian Nordic — December 2023
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Vi kan vel ikke bruge kursmålene til ret meget, se blot hvordan Nordeas og Danske Bank's kursmål har været. Måske fordi det er deres bankforbindelse. Men ledelsen ramte plet endnu engang, lige da aktien var ved at få fodfeste og på vej op, ja så kom ledelsen på banen og skød kursen ned igen, kanon godt gået
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Shortpositioner på danske aktier mandag d. 4. december 2023https://www.proinvestor.com/boards/117056
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Newsletter fra i går (d. 03. december), hvor de nævner PC og at Bavarian ikke er blevet kontaktet af Congo i forbindelse med landets seneste udbrud af Mpox https://www.jhunewsletter.com/article/2023/12/science-news-in-review-dec-3
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"It is concerning that Congo still does not have access to the mpox vaccine that has been available to many other countries during the mpox epidemic in 2022. The CEO of Bavarian Nordic, the company whose vaccine was approved by the Food and Drug Administration, claimed that Congo has not requested the vaccines yet. The reluctance to introduce the vaccine in Congo can be due to the sporadic distribution of infections in the country. However, experts suggest targeting groups at risk of sexual...."
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"....transmission as an efficient way to introduce the vaccine to combat the mpox outbreak in Congo."
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Godmorgen
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Godmorgen. Mere om situationen i Congo, https://www.reuters.com/business/healthcare-pharmaceuticals/stigma-regulatory-barriers-delay-mpox-response-country-that-needs-it-most-2023-12-05/?utm_source=twitter&utm_medium=Social - 'An attempt to donate doses of mpox vaccine has been stalled for more than a year for this reason, Bavarian Nordic (BAVA.CO) Chief Executive Paul Chaplin said in a statement.'
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5.05, enig Finansmanden. Bliver godt når transitionen er helt tilendebragt, så BN får fuld kontrol over produktionsplanlægningen, så vi undgår disse stock-out situationer, som vi også så med TBE i foråret...
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Ret voldsom handelsvolumen hhv. kl. 13:39 og 14:22.. en sektorrotation over til medico på vej?
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Har markedet fået en nys om, at der er en ordre på vej?
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Shorts stadig på 7,94%...
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TBE ACIP anbefalinger. Skal Pfeizer ha’ markedet alene i USA? https://www.cdc.gov/mmwr/volumes/72/rr/rr7205a1.htm
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Faldt over denne Bava-vaccine-hjemmeside... https://bnvaccines.com/ Var faktisk ikke klar over, at de havde en 6 sproget hjemmeside om deres vacciner... Jeg har tidligere kun frekventeret denne https://www.bavarian-nordic.com/
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@Finansmanden i går 05:05 (!) Kan undre, at det er via LMS, at det "kundgøres", at efterspørgslen efter Rabipur ikke kan imødekommes i en 6-ugers periode... Og ærgerligt, at der igen er udfordringer med productionskapacitet...
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