Bavarian Nordic — Juli 2024
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Her fra 1. res på engelsk google-søgning: "Consistent compounders are businesses that are out to deliver persistent earnings and revenue growth over long periods of time. They are not exposed to underlying economic or commodity price cycles. At their core, they are the ASX's most consistent long-term growth stocks." https://www.livewiremarkets.com/wires/how-to-identify-consistent-compounders-and-
17-stocks-that-make-the-cut -
Brækkede over - her er linket https://www.livewiremarkets.com/wires/how-to-identify-consistent-compounders-and-17-stocks-that-make-the-cut
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Alle er under 40 år - for præcis 40 år siden stoppede SA med at vaccinere mod skoldkopper. Dvs. antallet af smittede vil markant i de kommende år hvis ikke der bliver igangsat omfattende vaccination. Omsætningen på koppervaccine bliver af mange regnet for "engangsomsætning", men måske er MPOX kommet for at blive?
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Bavarian har ikke så stor værdi i sig selv. Egenkapitalen er 10 mia og børsværdien 14 mia-ish. Sååå... det er ikke det store man mener selve forretningen er værd (jeg ved godt at der er imm. aktiver for ca. 6 mia kr., hvilket selvf giver noget værdi), men i forhold til ALK og andre vaccine selskaber for du det hele i nakken. Fatter ikke at man ikke har fået købstilbud endnu. Det må da være et en lækkerbisken for mange selskaber med den prissætning (også selv om man skulle betale 30-40% oveni)
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MPOX (antes Viruela del Mono): una nueva variante surge en la República Democrática del Congo - INFOMED
La Organización Mundial de la Salud (OMS) alertó sobre un brote de esta enfermedad en el Congo, impulsado por una nueva variante de este virus. Los resumimos en INFOMED.
INFOMED (infomed.com.ar)
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Mpox er kommet for at blive, spørgsmålet er i hvilken form. Ebber den ud som corona virusset? Eller får den mere smitsomme og farligere variant fart på? Jeg tror det sidste for mange går smittede rundt uden at vide det så det er næsten uundgåeligt at den vil brede sig til vestlige lande også
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Også i Sydafrika er der noget ser det ud til
. The health department has said the number of Mpox cases is expected to rise as it intensifies contact tracing of people who have interacted with those who have tested positive for the virus. https://www.news24.com/news24/southafrica/news/mpox-cases-expected-to-rise-as-health-department-intensifies-contact-tracing-20240704 -
G.d. "WHO emergency listing urgent for DRC mpox outbreak". --- "First the vaccines, which cost US$200 for a course of two injections, according to Rosamund Lewis, (WHO), need prequalification from the UN health agency for use against mpox, a long process not yet under way." Så godkendelse mangler også fra WHO??? WHO kan dog give emergency tilladelse, men dette plejer dog først at ske ved PHEIC-erklæring Phttps://www.scidev.net/global/opinions/who-emergency-listing-urgent-for-drc-mpox-outbreak/
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1181443/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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The Lancet i morgen "African mpox surges show lack of vaccine access" https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(24)01393-X/fulltext Sidste linie "“The bottleneck is mostly not enough funding to support the Mpox response”, Mbala said."
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