Bavarian Nordic — August 2024
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Jeg vil i øvrigt opfordrer alle BN (og ikke BN) aktionærer til at lytte til Helge's og Per's podkast fra i dag. Det er super interessant det som de dsikutere omkring shorter adfærd op imod små-aktionærer. Dette er også relevant for andre selskaber.
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Team3 - TAK!
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Blomberg nyhed "Bavarian to Reach Top End of Guidhttps://www.bloomberg.com/news/articles/2024-08-21/bavarian-to-reach-top-end-of-guidance-after-european-mpox-order
ance After European Mpox Order" -
OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1203550/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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Overskrift fra Børsen:Bavarian Nordic slår forventninger med længder
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..og endnu vigtigere, 'Indeed, in response to recent events the company plans to ramp-up vaccine manufacturing to ensure the continued equitable access to our mpox vaccine' - som må at snakken med WHO gør dem helt sikre på ordren
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*som må betyde
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på de to mio doser i år
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klart højere ebitda end konsensus..næsten 60%
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Bavarian: Kursstigning efter amerikansk optur https://proinvestor.com/boards/121886
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Bavarian Nordic Announces First Half 2024 Results https://ml-eu.globenewswire.com/Resource/Download/9eabee7f-cca6-4c8d-ab38-b64c8d147413
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..ser fantastisk ud i mine øjne, og opjustering er helt og aldeles uundgåelig herfra.
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..var jo nysgerrig omkring det private salg, og som forventet skriver de, 'Initial JYNNEOS sales have
largely been driven by filling up the supply chain and pull-through
sales have been limited by the fact that doses were still freely
available through public health channels. This availability will end
during the third quarter of 2024, thus further priming the sales
through private channels.' -
7.56 Strøjer, korrekt..står på side 9 under key assumptions..og forventes kapitaliseret i 2025
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..div medier bliver ved at kalde præciseringen igår for opjustering...forholdsvis irriterende, det er det jo ikke, før vi er over det guidede interval.
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Fint not de kalder det en opjustering... Men det skal nok skrive det snart igen
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