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  3. Bavarian Nordic
  4. Bavarian Nordic — September 2024

Bavarian Nordic — September 2024

Planlagt Fastgjort Låst Flyttet Bavarian Nordic
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  • exitnuE Offline
    exitnuE Offline
    exitnu
    wrote on sidst redigeret af
    #550

    Indtægter skubbes til 2025, men 50 million ekstra doser kommer da vil nok til at sparke kursen op ad -)

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    • S Offline
      S Offline
      Strøjer
      wrote on sidst redigeret af
      #551

      ok, fatter ikke at de lige dykkede. Den burde da flyve op, eller hvad læser jeg forkert ????

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      • K Offline
        K Offline
        kkjoel
        wrote on sidst redigeret af
        #552

        citat fra update: "UNICEF and Africa CDC have indicated that there is an urgent need for sufficient vaccine to protect up to 1 million people in the high-risk areas of the DRC, while potentially up to 10-12 million doses could be required through 2025...

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        • K Offline
          K Offline
          kkjoel
          wrote on sidst redigeret af
          #553

          ..Bavarian Nordic is committed to ensuring equitable access to its mpox vaccine, and in response to the current outbreak and the strong demand from governments and organizations, including HERA, Gavi, UNICEF and Africa CDC, the Company has prioritized the production of MVA-BN for the rest of the year to provide up to 2 million doses by year-end. /

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          • K Offline
            K Offline
            kkjoel
            wrote on sidst redigeret af
            #554

            This decision has meant that certain existing orders for 2024 will be pushed out to 2025 to provide greater flexibility to fulfill additional urgent and imminent needs in other markets. While this will defer part of the planned revenue for 2024 into next year, new orders entered in the recent weeks will offset the deferred revenue, and thus the Company’s financial guidance for 2024 remains unchanged. /

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            • K Offline
              K Offline
              kkjoel
              wrote on sidst redigeret af
              #555

              These new supply contracts include multi-year agreements with countries across different continents, including countries who have pledged vaccines for Africa. In addition, Bavarian Nordic has responded to the UNICEF emergency tender, calling for the immediate supply of up to 2 million doses in 2024, and has ongoing discussions with other organizations and individual governments around the globe."

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              • T Offline
                T Offline
                Team3
                wrote on sidst redigeret af
                #556

                Er det et forsøg på at få en masse til trigge stop loss? der sker lige i disse minutter?

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                • K Offline
                  K Offline
                  kkjoel
                  wrote on sidst redigeret af
                  #557

                  Så der er kommet adskillige kontrrakter i hus på det seneste, adkillige af hvilke er "multi-year agreements"!

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                  • S Offline
                    S Offline
                    Strøjer
                    wrote on sidst redigeret af
                    #558

                    Altså de snakker om at de har identificeret et muligt salg på 50 mio doser i de næste 12-18 mdr..... Det er jo sindsygt.

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                    • K Offline
                      K Offline
                      kkjoel
                      wrote on sidst redigeret af
                      #559

                      Nogle af disse er fra lande der har lovet vacc til Afrika
                      , altså fx US, Canada, Tyskland, Frankrig.

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                      • K Offline
                        K Offline
                        kkjoel
                        wrote on sidst redigeret af
                        #560

                        Så rigt
                        igt rigtigt godt!!!Q

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                        • S Offline
                          S Offline
                          Strøjer
                          wrote on sidst redigeret af
                          #561

                          Enig KKjoel, folk tigger om en stabil forretning, multi year er stabil forretning. Hvad vil aktionærerne have mere (ja, underskrevne ordre), men et selskab melder jo ikke sådanne noget ud, inden for den gældende lovgivning, hvis der ikke var noget som var kurspåvirkende.

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                          • K Offline
                            K Offline
                            kkjoel
                            wrote on sidst redigeret af
                            #562

                            Så de har fået fyldt ordrebogen yderligere op - og er sikret mpox-vacc omsætning længere ud i fremtiden... til en normal høj pris (det er vestlige lande der køber)!

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                            • exitnuE Offline
                              exitnuE Offline
                              exitnu
                              wrote on sidst redigeret af
                              #563

                              Spændende at se hvordan shorterne løser denne problematik ...

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                              0
                              • exitnuE Offline
                                exitnuE Offline
                                exitnu
                                wrote on sidst redigeret af
                                #564

                                ... jeg er klar til at tage noter 🙂

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                                • K Offline
                                  K Offline
                                  kkjoel
                                  wrote on sidst redigeret af
                                  #565

                                  Samtidig er der stadigvæk UNICEF emergency tender'en + de andre samtaler/-arbejder med GAVI, afrikansk baserede producenter, osv, osv...

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                                  • K Offline
                                    K Offline
                                    kkjoel
                                    wrote on sidst redigeret af
                                    #566

                                    Federe ordrebøger, længere ud i fremtiden ~ mere forudsigelig omsætnig/cash flow ~ (forhåbentlig) mindre volatil kurs ~ større hovedpine for shortere. Hurrrraaaaaaaaaaaa 🙂

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                                    • K Offline
                                      K Offline
                                      kkjoel
                                      wrote on sidst redigeret af
                                      #567

                                      Væk med sig!

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                                      • K Offline
                                        K Offline
                                        kkjoel
                                        wrote on sidst redigeret af
                                        #568

                                        Fy fy fy!

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                                        • K Offline
                                          K Offline
                                          kkjoel
                                          wrote on sidst redigeret af
                                          #569

                                          Shorter køter!

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                                          0

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