Bavarian Nordic — August 2024
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…der kom den
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Bavarian Nordic modtager ordre fra HERA og donerer betydeligt antal vacciner til håndtering af mpox-udbrud i Afrika https://ml-eu.globenewswire.com/Resource/Download/cc7e3f91-1245-4fc5-80cd-d33455fdf06a
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‘The order from HERA will have no impact on the Company’s overall financial guidance for 2024 but brings the total value of secured contracts close to the lower level of the revenue guidance for the Public Preparedness business in 2024, from which DKK 2,700-3,000 million is expected of a total expected revenue of DKK 5,000-5,300 million for the full year.’
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Yes.. og BAVA øger ovenikøbet - god PR - sin donation fra 15k til 40k doser: "HERA will procure 175,420 doses for immediate response to the concerning mpox outbreak in Africa, and furthermore, Bavarian Nordic will donate 40,000 doses to HERA, also to be distributed to the Africa CDC."
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Fedt ...
up over 8% nu i USA https://www.marketwatch.com/investing/stock/bvnry -
Tror det er 15k + de 40k doser…skønt
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Og så MÅ vi jo godte os over at shorterne - forhåbentlig - endelig får sådan et rap over nallerne. MÅSKE de ligefrem begynder at miste interessen for BAVA, hvis Q2 viser de forventede oms-stigninger på rejsevacc! (jo jo, en godkendelse af frysetørret samtidig ville være et "kortdødsstød".. men den kommer desværre nok først senere)
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..det står der ihvertfald fald
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..og hvis PHEIC erklæres imorgen, synes opjustering(er) næsten uundgåelig(e)
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Vedr. de 10 mio. doser (se chats 15:42 & 15:57) ... Har genhørt press briefing fra CDC Africa i dag... Hvad der helt korrekt siges er "No one will be left behind if vaccination is needed" (min 39). We need 10 mio. vaccines (min 40). We need a long term plan with vaccinations. We have a clear plan to secure more than 10 mio. doses in Africa, starting with 2-3 mio doses in 2024. We will hold press conferences where more details will be supplied.
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..kan næsten kun være tilsagn fra donorlande så…i 2024
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Tidspunkter refererer til Twitter versionen https://x.com/africacdc/status/1823343814708445671?s=46&t=XCMrDmkOc9_mqXd74mgtAA der kan høres med 1,5 eller 2 hastighed...
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@WorkTrader - enig... Tænker om det er mon derfor Cepi har sat undersøgelser i gang med Bava. EU, Gates, Canada og andre står bag Cepi, og det er klart, at hvis de skal donere store beløb, så skal efficacy mod den "nye" clade kunne dokumenteres... I øvrigt blev det også sagt på press briefing, at mpox response blev estimeret til at beløbe sig til 4 billion Dollars
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