Bavarian Nordic — Juli 2024
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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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'But even without the potential special economic boom, the vaccine stock has numerous positive reports from the drug pipeline - this vaccine stock is a "must-have" for risk-loving investors, says stock market expert Michel Doepke in the new issue of DER AKTIONÄR .'
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@WorkTrader - tak… - Du er kommet tørskoet i land?…

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..njaa

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WorkTrader linkede 10:31 til den indledende omtale af BAVA på deraktionaer.de og pastede et par oversatte citater fra denne teaser indgangsside. Det lykkedes mig efterfølgende at finde 2 nylige kortere artikler/analyser af samme "Börsenexperte" Michel Doepke, hvor han udlægger sit syn på BAVA. Her link til dem, samt en hurtig efterfølgende google-trans.
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28.06: "Bavarian Nordic: That's why the vaccine stock is now a must-have
28.06.2024 ‧ Michel DoepkeThe spread of monkeypox (now known as Mpox) a good two years ago gave Bavarian Nordic a special boom. Demand for the vaccine specialist's smallpox vaccine then went through the roof. Mpox is now on the rise again in Africa.
Mpox is causing increasing concern, especially in the Democratic Republic of Congo. As the Reuters news agency reports, the Congolese regulatory authority has granted..
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emergency approval for both Jynneos from Bavarian Nordic and LC16 from KM Biologics.
And the experts are also sounding the alarm: This week, the World Health Organization (WHO) and scientists warned of a new, even more deadly pathogen that is spreading in the South Kivu province of Congo, according to Reuters.
Will the vaccine depots be refilled?
According to the investor relations manager at Bavarian Nordic, it is "very likely" that the new form of..
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monkeypox in the Congo could also spread beyond the borders of Africa. "It has long been established in a number of countries in Africa, and since the new clone can spread easily, it will be very difficult to prevent travel-related spread outside Africa," Rolf Sass Sørensen told AKTIONÄR.
In order to be prepared for an emergency, countries and organizations could top up their stocks of smallpox vaccine. In this case, Bavarian Nordic could be the choice - as was often the case two years ago..
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when the share went through a comprehensive revaluation process. "We are currently in discussions with countries and organizations," Sørensen continued.
In AKTIONÄR's view, the current risk-reward ratio at Bavarian Nordic is particularly good. The company is in the black and is valued at just 18 times P/E for 2025.
The analysts also see considerable upside potential for the stock, regardless of current developments in Africa. Nordea Bank recommends buying with a price target of a whopping..
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