Bavarian Nordic — Februar 2023
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forsent, check denne efter 6 min, slide 5 https://edge.media-server.com/mmc/p/5iu528gg
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Jeg kan se 3 scenarier for shorterne: De forventer, at der kommer rigtig mange aktier ud på markedet, når kursen kommer over emissionskursen. De forventer, at både Covid og RSV svigter. Som I andre ganske rigtigt har konkluderet, så har BN lagt stort set alle økonomiske nøgletal frem. Plus guidet 2028E. Jeg ser absolut ingen negative signaler i de udmeldinger.
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..spændende Stockwatch1, og sørgeligt selvfølgelig...var det på spildevandet?
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WorkTrader - det blev der ikke sagt noget om
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mærkeligt..det svarer til kurs 150 med det nye antal aktier og det guidede overskud...måske forældet
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..ellers regner de med et overskud på 3 mia, som sikkert passer meget godt..har ikke set beregningen
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Jeg mener ikke, det har været delt i chatten før, men hvis det er tilfældet, beklager jeg: ‘Horrific’ form of mpox found to affect people with advanced HIV - A severe and “horrific” form of mpox has been identified in immunosuppressed people living with HIV, which appears to be deadly in about 15% of cases. https://www.theguardian.com/world/2023/feb/21/horrific-form-of-mpox-found-to-affect-people-with-advanced-hiv
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The Lancet: Our large case series describes a severe, disseminated form of mpox infection with 15% mortality in individuals with advanced HIV-related disease characterised by CD4 cell counts below 200 cells per mm3 https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(23)00273-8/fulltext
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Fra artiklen i The Guardian: Scientists are calling on people at high risk of HIV to get tested for the virus, along with anyone who tests positive for mpox, which was formerly known as monkeypox.
They would also like to see mpox added to the World Health Organization’s list of severe infections that are particularly dangerous to people with advanced HIV, which could unlock greater financial and medical support for those at risk.
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Tak @CSørensen...en ond kombination
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ca.
38 mio lever med hiv...i verden -
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..så er den blå
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gætter på luk 225, god weekend til alle.
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Short tilbage nu på 6,31% https://oam.finanstilsynet.dk/#!/stats-and-extracts-most-shorted-danish-shares
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@WorkTrader
Det lyder som et okay luk, hvis det lykkes, selv om der stadig er lidt opsvingspotentiale tilbage til næste uge (og efterfølgende uger, måneder og år) Og tak, i lige måde -
Men giver det ikke mening, at der hældes så mange nye shorts ud, nu når der også kommer flere nye aktier? Ellers vil deres case ikke længere hænge sammen rent procentuelt?
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