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  3. Bavarian Nordic
  4. Bavarian Nordic — September 2024

Bavarian Nordic — September 2024

Planlagt Fastgjort Låst Flyttet Bavarian Nordic
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • K Offline
    K Offline
    kkjoel
    wrote on sidst redigeret af
    #553

    ..Bavarian Nordic is committed to ensuring equitable access to its mpox vaccine, and in response to the current outbreak and the strong demand from governments and organizations, including HERA, Gavi, UNICEF and Africa CDC, the Company has prioritized the production of MVA-BN for the rest of the year to provide up to 2 million doses by year-end. /

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    • K Offline
      K Offline
      kkjoel
      wrote on sidst redigeret af
      #554

      This decision has meant that certain existing orders for 2024 will be pushed out to 2025 to provide greater flexibility to fulfill additional urgent and imminent needs in other markets. While this will defer part of the planned revenue for 2024 into next year, new orders entered in the recent weeks will offset the deferred revenue, and thus the Company’s financial guidance for 2024 remains unchanged. /

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      • K Offline
        K Offline
        kkjoel
        wrote on sidst redigeret af
        #555

        These new supply contracts include multi-year agreements with countries across different continents, including countries who have pledged vaccines for Africa. In addition, Bavarian Nordic has responded to the UNICEF emergency tender, calling for the immediate supply of up to 2 million doses in 2024, and has ongoing discussions with other organizations and individual governments around the globe."

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        • T Offline
          T Offline
          Team3
          wrote on sidst redigeret af
          #556

          Er det et forsøg på at få en masse til trigge stop loss? der sker lige i disse minutter?

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          • K Offline
            K Offline
            kkjoel
            wrote on sidst redigeret af
            #557

            Så der er kommet adskillige kontrrakter i hus på det seneste, adkillige af hvilke er "multi-year agreements"!

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            • S Offline
              S Offline
              Strøjer
              wrote on sidst redigeret af
              #558

              Altså de snakker om at de har identificeret et muligt salg på 50 mio doser i de næste 12-18 mdr..... Det er jo sindsygt.

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              • K Offline
                K Offline
                kkjoel
                wrote on sidst redigeret af
                #559

                Nogle af disse er fra lande der har lovet vacc til Afrika
                , altså fx US, Canada, Tyskland, Frankrig.

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                • K Offline
                  K Offline
                  kkjoel
                  wrote on sidst redigeret af
                  #560

                  Så rigt
                  igt rigtigt godt!!!Q

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                  • S Offline
                    S Offline
                    Strøjer
                    wrote on sidst redigeret af
                    #561

                    Enig KKjoel, folk tigger om en stabil forretning, multi year er stabil forretning. Hvad vil aktionærerne have mere (ja, underskrevne ordre), men et selskab melder jo ikke sådanne noget ud, inden for den gældende lovgivning, hvis der ikke var noget som var kurspåvirkende.

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                    • K Offline
                      K Offline
                      kkjoel
                      wrote on sidst redigeret af
                      #562

                      Så de har fået fyldt ordrebogen yderligere op - og er sikret mpox-vacc omsætning længere ud i fremtiden... til en normal høj pris (det er vestlige lande der køber)!

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                      • exitnuE Offline
                        exitnuE Offline
                        exitnu
                        wrote on sidst redigeret af
                        #563

                        Spændende at se hvordan shorterne løser denne problematik ...

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                        • exitnuE Offline
                          exitnuE Offline
                          exitnu
                          wrote on sidst redigeret af
                          #564

                          ... jeg er klar til at tage noter 🙂

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                          • K Offline
                            K Offline
                            kkjoel
                            wrote on sidst redigeret af
                            #565

                            Samtidig er der stadigvæk UNICEF emergency tender'en + de andre samtaler/-arbejder med GAVI, afrikansk baserede producenter, osv, osv...

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                            • K Offline
                              K Offline
                              kkjoel
                              wrote on sidst redigeret af
                              #566

                              Federe ordrebøger, længere ud i fremtiden ~ mere forudsigelig omsætnig/cash flow ~ (forhåbentlig) mindre volatil kurs ~ større hovedpine for shortere. Hurrrraaaaaaaaaaaa 🙂

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                              • K Offline
                                K Offline
                                kkjoel
                                wrote on sidst redigeret af
                                #567

                                Væk med sig!

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                                • K Offline
                                  K Offline
                                  kkjoel
                                  wrote on sidst redigeret af
                                  #568

                                  Fy fy fy!

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                                  • K Offline
                                    K Offline
                                    kkjoel
                                    wrote on sidst redigeret af
                                    #569

                                    Shorter køter!

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                                    • K Offline
                                      K Offline
                                      kkjoel
                                      wrote on sidst redigeret af
                                      #570

                                      Heraus!

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                                      • K Offline
                                        K Offline
                                        kkjoel
                                        wrote on sidst redigeret af
                                        #571

                                        Skrid og kom ikke tilbage.

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                                        • K Offline
                                          K Offline
                                          kkjoel
                                          wrote on sidst redigeret af
                                          #572

                                          Ingen vil savne jer.

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