Bavarian Nordic — Juni 2023
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BMJ 23/6 "Health inequities continue to drive the public health threat of mpox" -
sidste afsnit især https://www.bmj.com/content/381/bmj.p1391 WHO "Multi-country outbreak of mpox, External situation report #25 – 24 June 2023" https://www.who.int/publications/m/item/multi-country-outbreak-of-mpox--external-situation-report--25---24-june-2023 -
WHO EPI-WIN webinar: Global mpox strategy for elimination and control: open consultation 28/6 https://www.who.int/news-room/events/detail/2023/06/28/default-calendar/who-epi-win-webinar-global-mpox-strategy-for-elimination-and-control-open-consultation
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23/6 "Critical Elements of an Mpox Vaccination Model at the Largest Public Health Hospital System in the USA" https://www.mdpi.com/2076-393X/11/7/1138 artiklen skal downloades. "Now that the vaccine supply has stabilized, most
jurisdictions (including NYC) have reverted to subcutaneous administration". Se også kap 5. Outlook - "Ongoing preparedness efforts such as adding the mpox vaccine to the list of routine healthcare vaccines for those at increased risk". -
(fort.) "
Looking forward, we must ensure that we have an adequate
vaccine supply to vaccinate all of the at-risk population. There is a high probability that
we will see a resurgence in national infections with the current level of mpox vaccination
coverage in the US [11]" -
23/6 "Mpox Vaccine Trial for Adolescents, Children" Uni i Maryland. https://www.newswise.com/articles/mpox-vaccine-trial-for-adolescents-children-begins-at-um-school-of-medicine
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Slides fra ACIP 23/6 "Use of JYNNEOS During Mpox Outbreaks: Clinical Guidance" https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2023-06-21-23/03-mpox-Rao-508.pdf "Third Mpox Vaccination Not Recommended" https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2023-06-21-23/03-mpox-Rao-508.pdf
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23/6 Third Mpox Vaccination Not Recommended https://www.precisionvaccinations.com/third-mpox-vaccination-not-recommended
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"Emergent BioSolutions Announces the Execution of a Contract Option to Deliver ACAM2000
into the Strategic National Stockpile" "Order is for approx $120 mio. for delivery in 2023" "Reaffirms ACAM2000
is a key component of the U.S. preparedness stance against the threat of smallpox" https://www.emergentbiosolutions.com/media-statement/emergent-biosolutions-announces-the-execution-of-a-contract-option-to-deliver-acam2000-smallpox-vaccinia-vaccine-live-into-the-strategic-national-stockpile/ -
@Match. Du har helt ret i, at fase 3 resultaterne på RSV er på vej fra BN. Mine kommentarer var kun rettet mod mangel på data i forhold til konkurrenterne, selv hvis BNs fase 3 når sine mål. Som jeg læser BNs forsøg inde på clinicaltrials.gov, er der ikke indtænkt at kigge på effekten over 2 år modsat alle de tre andre konkurrenter (Pfizer, GSK, Moderna). Måske pga. manglende finansiering?
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BNs fase 3 forsøg inde på clinicaltrials.gov: https://clinicaltrials.gov/study/NCT05238025
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Shortpositioner på danske aktier https://www.proinvestor.com/boards/113468
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Rolf er hellere ikke vendt tilbage angående BioBios pointe og spørgsmål, som jeg viderestillede ham, så det kan meget vel være noget om snakken. Nogle vil mistænke BioBio for "fake news" eller misinformation, men så må de modarbejde hans argumenter med dokumentation og saglige indlæg. Et debatforum, hvor kun positive indlæg bliver forskønnet hjælper ikke aktionærerne i sidste ende.
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Der er ingen - som i INGEN - der ved, hvad de endelige resultater bliver i både Covid og RSV vaccinerne. Og hvad angår saglighed er du - Cubinvest - velkommen til at scrolle tilbage og læse bl.a. mine indlæg. Men algoritmerne elsker usikkerhed og tvivl. Og at investorer sælger på den opståede tvivl.
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Selvfølgelig, der er ingen der kender resultaterne, men du svarer ikke helt på BioBios pointe om, at Bavarian ikke har indtænkt at kigge på effekten over 2 år modsat alle de tre andre konkurrenter (Pfizer, GSK, Moderna)? Til gengæld antyder du d. 24.06 kl. 10:47, at BioBio kunne have en anden (onsidet) dagsorden i debatten? Det anser jeg ikke som værende særligt sagligt, beklager.
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