Bavarian Nordic — August 2025
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Kan anbefale at genhøre seneste Conference Call Q1 (39 min) https://edge.media-server.com/mmc/p/798tzbob/
SEB (23:20 -29.10)
Cautious about Q2, Q4 & changes in seasonality / variations in quarters,
Chik Frankrig + defence contractor + safety concerns with konkurrent. No supply constraints.
Chik historically underrepresented. -
(fort.) Jeffries (29:30) USA FDA vaccine - change of strategy? Negotiations with new government + tariffs.
Business as usual + minimum impact from tariffs expected. Carnegie (33:40) Travel Health - continued growth - market share gain - no supply constraints - strong demand. Note: Når jeg hører ledelsen fremlægge resultater og svare på spørgsmål - så synes lyder der ingen "reservationer" - tilbageholdenhed, synes jeg. Mon ledelsen på daværende tidspunkt har haft kendskab til samtaler med KF? -
Topco af 17 juli oprettet et par dage før offentliggørelsen af bud på BN med fire deltagere - to fra hver kapitalfond. Sikkert normal praksis ved forsøg på overtagelse? https://cvrapi.dk/virksomhed/dk/topco-of-17-july-2025-aps/45755835
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Nyt navn til TopCo of 17 July 2025 ApS
Pr. 28.07.2025 har TopCo of 17 July 2025 ApS registreret et navneskift i CVR. Det nye navn er Innosera TopCo ApS. Firma .. https://lasso.dk/firmaer/45755835/topco
-of-17-july-2025-aps-registrerer-flere-nye-direktrer/Mi4xNXxDVlItMS00NTc1NTgzNXwxNy4wNy4yMDI1fGRpcnxFTlRFUklOR3xEaXJla3TDuHJ8NDAwNjYxOTI0NQ== -
2 nye ejere er registreret for TopCo of 17 July 2025 ApS med følgende ejerskaber: Cidron Evo 21 SARL (50-67%) og Eightplatform XII Limited (50-67%). Før denne registrering, havde TopCo of 17 July 2025 ApS ingen registrerede ejere.
Firmaets formål er i CVR beskrevet som
Selskabets formål er at eje kapitalandele i andre selskaber og anden i forbindelse hermed stående virksomhed.
TopCo of 17 July 2025 ApS er registreret i CVR med ejerselskab af MidCo 1 of 17 July 2025 ApS. -
How a new global vaccine stockpile will help to counter the ongoing mpox threat … - The establishment of an emergency stockpile of mpox vaccines was approved by Gavi’s Board in July 2025. Although this isn’t expected to be operational until mid-2026, … Interessant artikel! https://www.gavi.org/vaccineswork/how-new-global-vaccine-stockpile-will-help-counter-ongoing-mpox-threat
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Godmorgen
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Godmorgen
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Bekymrende udvikling i Frankrig: https://www.connexionfrance.com/news/chikungunya-dengue-fever-zika-how-many-cases-in-each-french-region-this-summer/740145
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Det kan godt være, at de rige lande ikke vil betale for de fattige ang. Mpox, men de vil vel gerne have stockpile til deres egen befolkning ? (husk at den sidste ordre var fra et ikke offentlig gjort land). Og nu hvor der er 10 års shelf-life, er det vel mere attraktivt ? (og udbrud forskellige steder i verden)
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