Bavarian Nordic — Juli 2024
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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 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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Eurosurveillance g.d. (Europe's journal on infectious disease surveillance, epidemiology, prevention and control) "Continued circulation of mpox: an epidemiological and phylogenetic assessment, European Region, 2023 to 2024" https://www.eurosurveillance.org/content/10.2807/1560-7917.ES.2024.29.27.2400330?TRACK=RSS Sidst i artiklen er der en kort konklussion....
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“Global Mpox trussel? Vaccineproducenten står over for eksplosion i salget” https://www.boersenmedien.de/produkt/deraktionaer/der-aktionaer-2824-3692.html?btm_medium=werbeartikel-cb-0507&btm_source=DA&btm_campaign=DA-2024028&btm_content=DA&btm_term=shop&_gl=1*h79k0y*_gcl_au*MTQyNzc0NzMyNC4xNzIwNDI2MjMz*FPAU*MTQyNzc0NzMyNC4xNzIwNDI2MjMz*_ga*MTA1OTUxMjExMy4xNzIwNDI2MjMz*_ga_4JDMJ65RCF*MTcyMDQyNjIzMy4xLjAuMTcyMDQyNjIzMy4wLjAuNzc1NTc3ODQz*_fplc*cXh6eXB5QiUyQnU4Q0glMkJqRXhSNlA1NTZZdU5hRWFRN1ZWR2NlYVh
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..linket korrekt?
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...'The spread of the monkeypox form from the Congo beyond the borders of Africa is considered "very likely". The vaccine manufacturer is "currently in talks with countries and organizations" - excellent prospects for the desired sales explosion. Nothing would now stand in the way of a revaluation of the share.'
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