Bavarian Nordic — September 2024
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1218781/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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God morgen
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Mht pris, volumen og rabatter, så bør man have tillid til, at ledelsen ikke laver aftaler, der decideret går ud over indtjeningen ved at tage produktionskapacitet fra andre mere profitable vacciner. En stor ordre kan være med til at sikre at der er afsætning til hele proud.-
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Ja Kraken og det var omtalt at fordelingen kunne ha været 5/95. Hvis det er tilfældet står Mpox delen kun for omkring 20 mio USD. Bavas del er jo 400 mio USD
for Mpox delen. -
A contract modification valued at $99.9 million to supply ACAM2000
(Smallpox (Vaccinia) Vaccine, Live) this year. ACAM2000 is licensed for active immunization against smallpox disease for persons determined to be at high risk for smallpox infection. This is under Emergent’s existing 10-year contract with ASPR (75A50119C00071). -
Two new contract options totaling $122.9 million have been awarded to supply ASPR with VIGIV
[Vaccinia Immune Globulin Intravenous (Human)] drug product, and BAT [Botulism Antitoxin Heptavalent (A, B, C, D, E, F, G) – (Equine)] drug substance and delivery of drug production this year and into early 2025. -
Jeg har ikke de opdaterede tal men i 2022 var fordelingen af doser på US Administration for Strategic Preparedness and Response's lager følgende; 185 mio ialt; 3. generation: 65,000 MVA-BN, hvilket er vokset voldsomt siden; 2. generation: 100 million ACAM2000; 1 generation 85 million WetVax.
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Men bemærk at tilbake i 2008 havde amerikankerne følgende beredskab: 195.2 million doser af ACAM2000 og 425 million dose af en ældre vaccine fra Sanofi Pasteur.
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Der må derfor forventes at være løbende produktion bare alene til det amerikanske beredskab.
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