Bavarian Nordic — Februar 2026
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God formiddag
Jeg har ikke fulgt med på BN de seneste dage. Jeg syntes der er lidt informations overload på grund af alle de ting som sker i verden for øjeblikket. -
3/2 “Valneva and Instituto Butantan Announce Initiation of a Pilot Vaccination Campaign in Brazil with Single-Shot
Chikungunya Vaccine IXCHIQ” https://valneva.com/wp-content/uploads/2026/02/2026_02_03_VLA_Butantan_PVS_PR_EN_Final.pdf - “Pilot Vaccine Strategy”? Test rul ud??? Nok ikke tilfældigt, at denne PM udsendes få dage efter BN’s annoncering om Brasilien. Bemærk igen Valneva’s “name dropping” for at signalere kredibilitet: Horizon, CEPI mv. Tangerer disinformation. -
4/2 Tass “ Imported case of chikungunya virus registered in Russia” https://tass.com/russia/2081297
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3/2 PLOS
“The mpox epidemic is not over: Reducing disproportionate burden in Africa and persistent global risk require a sustained response“ https://journals.plos.org/plosmedicine/article?id=10.1371/journal.pmed.1004893 -
C25-selskabers salg i USA https://www.dr.dk/nyheder/penge/store-danske-virksomheders-regnskaber-viser-dyb-afhaengighed-af-usa
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WHO Madagascar mpox https://www.facebook.com/share/1CeZY9bqvt/?mibextid=wwXIfr
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Vimkunya : Tyske myndigheder i dag “ The marketing authorisation holder Bavarian Nordic A/S has reported a shortage of the vaccine ” … og derfor tillader Tyskland nu den franske udgave… Allerede mangel på Vimkunya??? https://www.pei.de/EN/newsroom/hp-news/2026/260205-import-vimkunya-french-labelling.html
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Dec PAHO RRA Chikungunya - overall global risk: moderate. Confidence in global information: high https://www.paho.org/sites/default/files/2025-12/who-rapid-risk-assessmentchikungunya-virusglobalv1-1.jpg
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1412444/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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Aktietilbagekøbsprogrammet er nu tilendebragt https://www.bavarian-nordic.com/investor/news/news.aspx?news=7434
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EMA : The Feb 2026 PRAC meeting agenda shows chikungunya safety is still being actively assessed, but no published conclusions from that meeting are available yet. https://www.ema.europa.eu/en/documents/agenda/agenda-prac-meeting-9-12-february-2026_en.pdf se # 4.1.1.
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9/2 MedWatch “Danske Bank: Bavarian Nordic could reveal cost-saving measures in upcoming annual report
“We are increasingly convinced that Bavarian Nordic will mitigate the decline by implementing cost-saving measures,” the analyst says.” https://medwatch.dk/brancher/Medicinal___Biotek/article19000482.ece -
20/2 Global Health Conversations Substack https://open.substack.com/pub/globalhealthconversations/p/one-year-left-for-the-100-days-mission?r=8e2x0&utm_medium=ios&shareImageVariant=overlay
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11/2 Oplysende Op-Ed “Africa must sustain investment in vaccines systems for health security” https://www.radiotamazuj.org/en/news/article/op-ed-africa-must-sustain-investment-in-vaccines-systems-for-health-security
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Aktien faldt 3,87% i dag, hvilket var det 2. største fald i C25 kun overgået af Ambu på -4,45%. Derimod var relativ volumen blot 71%, hvilket var 2./3. LAVEST i C25, på niveau med APM og kun "undergået af FLS på 63%. Så selv om aktien faldt "betydeligt" i dag ift øvrig C25, der faldt 0,73%, så svækker det lave volumen betydningen af faldet - det tyder altså ikke på en bred, kraftig udflugt fra aktien. Vurderer jeg.
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10/2 12:48 (fort.) fandt flere detaljer fra Marketwire 9/2
: "Bavarian Nordics salg af vacciner under Public Preparedness ventes i 2026 blot at udgøre 1,1 mia. kr., hvilket analytiker Håkon Hemme Bro Jørgensen beskriver som "relativt lavt".Det vil forventeligt lægge pres på indtjeningen, eftersom omsætningen i 2026 ses falde med 1 mia. kr. En spareøvelse kan derfor være blandt hovedpunkterne, når vaccineproducenten præsenterer sit regnskab 12. marts. "
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