Bavarian Nordic — April 2023
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Hej BioBio, og tak for endnu et par kvalificerede indlæg om Covid-vaccinen. Når vi snakker om langtidsdata, kan de to andre vaccinefabrikanter (Pfizer-Biontec og Moderna) med mRNA-vaccinerne vel heller ikke være stensikre på langtidsvirkningerne af deres vacciner efter hhv. 1 og 2 år? Skulle det vise sig, at netop mRNA vaccinerne - som nogle antager - ikke bevarer deres effektivitet længere end f.eks. 6-9 måneder, vil BN da stå godt, såfremt data er så gode, at USA vælger at støtte dem.
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Hej BioBio. Er der nogle virksomheder der kører de forsøg du omtaler mht covid? Hvis der ikke er det, så står BAVA vel ikke meget dårligere end dem. Er det noget du har styr på?
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@LLi, dog ikke på udgiftssiden
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"
Milestone payments to AdaptVac of approximately
DKK 300 million; pending successful outcome of
the Phase 3 study and regulatory submissions" -
..og så er der,
"Capitalization of ABNCoV2 development costs:
approximately DKK 300 million." -
Men velkommen tilbage iøvrigt
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..iøvrigt, omkring mpox, så er den spike på 217 fra i fredags nu ikke i tallene mere, hvad det så skyldes...
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..fra US. https://shiny.pahobra.org/mpox/
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Mobile printer for mRNA vaccine patches could be used for ‘next Covid’, scientists say https://firstwordpharma.com/story/5731324
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Mere seneste nyt vedr. covid-vacciner. https://www.proinvestor.com/chathistory/-115/covid19
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@Worktrader - enig. Det er i øvrigt ikke ofte der stilles spørgsmålstegn ved værdiansættelsen af en udgift
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Artikel fra CNBC: “Mpox outbreak was wake-up call for smallpox preparation, vaccine maker Bavarian Nordic says” https://www.cnbc.com/amp/2023/04/25/mpox-shows-smallpox-risk-vaccine-maker-bavarian-nordic-says.html
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"If it wasn't mpox but it was smallpox, we are completely at the wrong scale," Chaplin told CNBC in an interview.
"We're looking at ways we can dramatically change the way we manufacture to increase our scale," he said.
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"Last year it was all about mpox. And now it's a mixture of mpox, but also more strategic stockpiling, including the smallpox indication," Chaplin said of discussions about future orders
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"There are concerns either through reengineering or accidental outbreaks from containment, or other terrorist activities that it could be reintroduced," Chaplin said of smallpox. "The discussions have definitely intensified and increased," he said.
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Super relevant artikel dateret fra i dag. Godt at se Chaplin folde sig ud i større internationalle medier. Især interessant er det, at de er ved at kigge på måder til at skalere produktionen op og simplificere den, så den kan imødekomme evt. terrorangreb eller lignende i forhold til kopper, som smittes nemmere via luftveje og kan nå millioner af mennesker.
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Fed artikel, tak Cubinvest…og bekræfter min vedvarende tro på stockpiling…og omsætning i mange år frem på jynneos…ikke mindst når acam2000 lageret bliver udskiftet…
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Godmorgen
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