Bavarian Nordic — Februar 2026
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I PM hæftede jeg mig vedr 2026 ved formuleringen: "The Travel Health revenue guidance includes DKK 250 million from the sale of Vimkunya (chikungunya vaccine)." Altså blot ca. 3x 2025. Det forekommer konservativt.
Mon ikke Vimkunya på sigt også bliver en beredskabsvaccine og ikke kun en rejsevaccine. Jeg savner desuden effekten af, at GSK-vaccinerne nu er 100% under egen kontrol. Mpox stockpile i Afrika til sommer kunne også få betydning. -
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Medwatch “Konkurrentknas og nye markeder løfter Bavarians forventninger til chikungunya-vaccinen” + “Bavarian Nordic regner med at lancere chikungunya-vaccinen i både Schweiz og Canada i første halvdel af 2026. ”Den bliver en vigtig vækstfaktor for os,” siger finansdirektør.“” + “ Chikungunya-vaccinen får stor betydning for Bavarian Nordic i årene der kommer, lyder det.” https://medwatch.dk/article19013952.ece
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WHO 12/2 “Partners discuss improving pooled procurement of emergency medical countermeasures” incl. vaccines. https://www.who.int/news/item/12-02-2026-partners-discuss-improving-pooled-procurement-of-emergency-medical-countermeasures
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13/2 Reuters / CEPI “Vaccines are a national security issue, says global health official” + “ CEPI launches global plan to secure the future against epidemic and pandemic threats “
https://www.reuters.com/business/healthcare-pharmaceuticals/vaccines-are-national-security-issue-says-global-health-official-2026-02-13/ og https://cepi.net/cepi-launches-global-plan-secure-future-against-epidemic-and-pandemic-threats -
Forbes i dag “Chikungunya Outbreak In Seychelles. What’s Missing From CDC Warning” https://www.forbes.com/sites/brucelee/2026/02/13/chikungunya-outbreak-in-seychelles-whats-missing-from-cdc-warning/
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Valneva PM vedr nye IXCHIQ begrænsninger i UK https://valneva.com/press-release/valneva-provides-update-on-recommendations-for-use-of-ixchiq-in-the-united-kingdom/ En anden version https://seekingalpha.com/news/4552061-valneva-gets-revised-recommendations-chikungunya-shot-uk Bemærk tidsbegrænsning - det anbefales at få vaccinen hele 30 dage før afrejse.
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13/2 US CDC har slettet hjemmeside om Mpox og MSM-gruppen, hvor det bl.a. anbefales at blive vaccineret med Jynneos https://archive.cdc.gov/www_cdc_gov/forecast-outbreak-analytics/about/modeling-forecasting/mpox-gbmsm-technical-brief.html Her er det slettede indhold : https://www.menshealth.com/health/a70306633/cdc-cfa-modeling-and-forecasting-mpox-gbmsm-technical-brief-mpox-gbmsm-tech-brief2024-index/
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WHO 14/2 “ Disease Outbreak News” +
“Mpox: recombinant virus with genomic elements of clades Ib and IIb - Global“ https://www.who.int/emergencies/disease-outbreak-news/item/2026-DON595 Under “WHO Response:” Læser jeg det således, at gavis Mpox vaccinelager, der skal “ledes” af ICG, omtales igen. Endvidere opfordres igen til sammenlægning af HIV/STI og Mpox health care. -
17/2 ECDC “ 12-month Chikungunya virus disease case notification rate per 100 000 population, Feb 2025 - Jan 2026“ https://www.ecdc.europa.eu/en/publications-data/twelve-month-chikungunya-virus-disease-case-notification-rate-100-000-3 “Chikungunya virus disease worldwide overview“ https://www.ecdc.europa.eu/en/chikungunya-monthly
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Mpox vacciner børn, unge og andre sårbare grupper. Hvornår mon vi får flere oplysninger? https://www.bavarian-nordic.com/investor/news/news.aspx?news=7320&utm_source=chatgpt.com https://www.bavarian-nordic.com/investor/news/news.aspx?news=7243&utm_source=chatgpt.com Tilbage i sept 24 godkendte WHO Jynneos til “emergency use” til spædbørn, børn og gravide.
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(fort.) https://www.bavarian-nordic.com/investor/news/news.aspx?news=6990 & https://www.who.int/publications/i/item/who-wer-9934-429-456 - Det bliver også spændende at høre nyt om produktion i Indien af både Jynneos og Vimkunya.
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Godmorgen
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Onsdagens internationale avisuddrag med Christine Lagarde, Anthropic og chikungunya https://proinvestor.com/investornyt/1413589/onsdagens-internationale-avisuddrag-med-christine-lagarde-anthropic-og-chikungunya
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Håkon Jørgensen, Danske Bank 17/2: ” The preliminary results released last week emphasised continued good momentum in the Travel Health business. However, we do not see this fully reflected in the guidance for 2026 and could expect an upgrade later this year if the momentum continues, despite clear FX headwinds this year. We raise our 12M TP to DKK280.”
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