Bavarian Nordic — Juli 2024
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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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331 Danish kroner (44.38 euros). Jesper Ilsoe from the Carnegie Group is the most skeptical. He is the only analyst not to recommend buying. His vote is "hold" with a target price of 176 kroner. Bavarian Nordic's share is currently trading at this level."
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"Bavarian Nordic to reassess? "Increase in Mpox cases expected" 05.07.2024 ‧ Michel Doepke
In Africa, authorities and experts are increasingly watching the spread of Mpox (formerly monkeypox) with concern. According to a South African media report, an increase in Mpox cases is expected as the health department is intensifying the search for contact persons. Bavarian Nordic could help solve the problem with its vaccine.
Four more Mpox cases have occurred in Gauteng and KwaZulu-Natal, reports..
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the South African news website news24. According to the article, the spokesman for the Ministry of Health, Foster Mohale, said that an increase in cases is to be expected in the coming weeks.
According to the Ministry of Health, the number of Mpox cases is expected to rise as the search for people who have come into contact with people who have tested positive is intensified, news24 continues.
It is not only in South Africa that Mpox is gradually on the rise again. Several Mpox cases have..
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also recently been reported in the Democratic Republic of Congo.
Bavarian Nordic vaccine in focus
The European vaccine specialist Bavarian Nordic has the right vaccine in its portfolio with MVA-BN (trade names Jynneos or Imvanex) to get the problem under control. The "monkeypox" was already rampant two years ago, which led to enormous demand for the company's vaccine - and caused Bavarian Nordic to be revalued enormously on the stock market.Bavarian Nordic's share currently offers an..
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attractive risk-reward ratio anyway. The company's travel vaccine portfolio is already benefiting from the global increase in travel enthusiasm. Added to this is the prospect of the company's Chikungunya vaccine being approved. In the short term, the further development of Mpox will of course influence the share price. The AKTIONÄR portfolio is betting on rising prices. If the Mpox situation worsens, the share could quickly jump to a 52-week high. Brave investors are betting on this scenario.
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Stærkt @kkjoel - truslen er reel, og nærmest umulig at kontrollere nu, pga strengens større smitsomhed og landets centrale placering, 'The DRC itself reported an increase in the number of cases, with the viral disease now reported in every corner of the country, according to Dr Shungu Lushima, Director of the National Mpox Programme (PNLM) in the DRC.' https://www.theeastafrican.co.ke/tea/science-health/mpox-outbreak-threatens-normal-business-for-dr-congo--4678904
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'While awaiting the launch of large-scale vaccination, DRC officials and the WHO are concerned about new patterns of sexual transmission of the virus, and the WHO is currently conducting a joint mission with the DRC Ministry of Health "to assess the situation". '
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..MÅ være et spm om kort tid, før vi ser konsekvensen i form af ordrer til Bava. Tror der kommer flere. Først på den 4. eller 5. får vi en opjustering...imho.
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..ja, specielt ved clade 1b, den nye variant, som i lige så høj grad rammer kvinder og børn, med 10% dødelighed i børn under 15! Ved udbruddet i 22, clade II, var det jo fortrinsvis MSM segmentet, som var ramt...90-95% af tilfældene.
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