Bavarian Nordic — Juni 2022
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@Cupcake (09:33): Alle de artikler og nyheder, som jeg har læst nævnes BAVAs vaccine som den eneste reel mulighed for prævention (SIGA til behandling). Alle relevante myndigheder og regeringer ved på nuværende tidspunkt, at Bavarians vaccine er den bedste ift. konkurrenterne og den anden på markedet (ACAM2000), som giver ret alvorlige bivirkninger. EMA står til at godkende BAVAs vaccine meget snart og jeg forventer, at der lige efter kommer en udmelding om en meget stor ordre.
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Et opkøb af hele biksen eller licensaftale med en af de store spillere er også en reel mulighed. Shorterne bruger alle midler (også ufine) til at skræmme investorer væk, så hvis man tror på casen, man har is i maven og man er langsigtet, så skal man ikke lade sig skræmme af deres manipulation.
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Jeg vil også anbefale at I læser denne artikel fra The New York Times (man skal først logge ind via f.eks. Google og klikke sig lidt frem), men det er det værd: https://www.nytimes.com/2022/06/01/opinion/monkeypox-covid-vaccine.html
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Her nævnes bl.a., at dette allerede er en pandemi (!),
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”Times science reporter Donald McNeil Jr. argues, “monkeypox already is a pandemic.”
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Apropos tidligere kommentar (@Cupcake): De er nu i gang med at give Bavarians vaccine til nærkontakter over i Canada, hvor smitten er ret stor: https://globalnews.ca/news/8886659/quebec-monkeypox-cases-june-1-2022/
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Brokerage Cowen sees revenue oppurtunities for smallpox vaccine and drugmakers in the European Union *
Says vaccines such as Bavarian Nordic's Jynneos and Emergent BioSolutions' ACAM2000 have significant opportunity if EU countries decide to create and maintain a large stockpile of the vaccines- Brokerage also anticipates some EU procurement of Chimerix's smallpox drug Tembexa and SIGA Technologies'
TPOXX, but estimates that the spend on such purchases would be much smaller than on the (...)
- Brokerage also anticipates some EU procurement of Chimerix's smallpox drug Tembexa and SIGA Technologies'
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(...) the vaccines * On Wednesday, the WHO said it had so far received reports
of more than 550 confirmed cases of the viral disease from 30 countries outside of Africa * Widespread monkeypox outbreak is unlikely and can be
contained wi
th existing vaccines/drugs and in-place manufacturing capacity - Cowen -
Aktier/middag: Bumletoget fortsætter - Rockwool op på konkurrentnyt
https://www.proinvestor.com/investornyt/832257/aktier-middag-bumletoget-fortsaetter-rockwool-op-pa-konkurrentnyt -
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"ACAM2000 is an older-generation smallpox vaccine that has some potential significant side effects with it. So a decision to use that widely would have to have some serious discussion behind it," McQuiston said.
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