Bavarian Nordic — August 2024
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..og endnu vigtigere, 'Indeed, in response to recent events the company plans to ramp-up vaccine manufacturing to ensure the continued equitable access to our mpox vaccine' - som må at snakken med WHO gør dem helt sikre på ordren
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*som må betyde
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på de to mio doser i år
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klart højere ebitda end konsensus..næsten 60%
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Bavarian: Kursstigning efter amerikansk optur https://proinvestor.com/boards/121886
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Bavarian Nordic Announces First Half 2024 Results https://ml-eu.globenewswire.com/Resource/Download/9eabee7f-cca6-4c8d-ab38-b64c8d147413
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..ser fantastisk ud i mine øjne, og opjustering er helt og aldeles uundgåelig herfra.
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..var jo nysgerrig omkring det private salg, og som forventet skriver de, 'Initial JYNNEOS sales have
largely been driven by filling up the supply chain and pull-through
sales have been limited by the fact that doses were still freely
available through public health channels. This availability will end
during the third quarter of 2024, thus further priming the sales
through private channels.' -
7.56 Strøjer, korrekt..står på side 9 under key assumptions..og forventes kapitaliseret i 2025
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..div medier bliver ved at kalde præciseringen igår for opjustering...forholdsvis irriterende, det er det jo ikke, før vi er over det guidede interval.
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Fint not de kalder det en opjustering... Men det skal nok skrive det snart igen

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Regnskabet fra Bavarian var bedre end ventet mener Sydbank https://proinvestor.com/investornyt/1203571/regnskabet-fra-bavarian-var-bedre-end-ventet-mener-sydbank
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Mpox - komplekst infektionsforløb - læs dette: https://www.bnnbloomberg.ca/business/company-news/2024/08/21/mpox-risks-heighten-with-complex-mosaic-of-infection-patterns/
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Skulle man gætte lidt på fremtiden. Der vil komme flere opjurstering af kursmål de næste dage fra analytikkerne. Så kommer der en ordre snart der får BAVA til at opjurstere deres forventninger i år. Så vil vi igen se højere kursmål…. Bliver nogle gode uger fremadrettet

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Her er en interessant ny artikel fra The Guardian og den kan læses af alle i fuld længde - "The new mpox variant may appear to be less deadly but it is spreading fast. Complacency would be a grave error" https://www.theguardian.com/commentisfree/article/2024/au
g/22/new-mpox-variant-deadly-complacency-covid -
The new mpox variant may appear to be less deadly but it is spreading fast. Complacency would be a grave error | Debora MacKenzie
If the world has learned anything from the Covid pandemic, it is that new viruses must be stopped in their tracks, says science journalist Debora MacKenzie
the Guardian (www.theguardian.com)
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Bavarian Nordic undersøger muligheden for at flytte del af produktion til Afrika https://www.nordnet.dk/markedet/nyheder/a044c07e-9ff2-44a0-a56f-58c20021b832 - jvf diskussionen om prod i Afrika igår, så er det altså fill and finish processen, ikke bulk produktion, der er tale om...
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Er Frankrig den mulige europæiske afgiver af ordren på 440.000 vacciner: https://www.rfi.fr/en/france/20240822-france-to-donate-100-000-mpox-vaccines-as-it-readies-centres-at-home
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