Bavarian Nordic — August 2025
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Og hvis de tror vi (og ATP regner jeg med her) bliver møre, så må de tro om.
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Helge (14:52) ØU med adgang : 1) Chikungunya omtales ikke (???) 2) en bestyrelse, der sælger aktier flere gang over 1 år, vil påvirke kursen i negativ retning. Dette giver shorts mulighed for exit uden short squeeze samt en lav sammenligningskurs for kapitalfonde, der har vist interesse gennem længere tid... Synes ØU har skyklapper på...
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ACDC torsdags-briefing med deltagelse af DG Kaseya er netop afsluttet. Fokus var 1 års dag siden mpox PHEIC-udmelidng - hvad er der opnået i perioden. Typisk Kaseya-stil med at fokusere på det positive og Afrikas potentiale. Sædvanlig vaccine-gennemgang. Det blev nævnt, at Uganda vil bl.a. anvende "dose-sharing" 1:5, når de påbegynder vaccinering. LC16 heller ikke nævnt i dag. (NB - Googles LC16 med tidsinterval 1 time - 24 timer eller 1 uge = 0 hits)
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Ang. Ugebrevet, så tænker jeg at overgangen til Freezedried, heller ikke bliver nævnt. Hvis man er villig til at købe en version med 3 års shelf-life, så køber man nok når de er udløbet. i et eller andet omfang. Alle regner med at Mpox er 1,5-2 mia årligt. Jeg må indrømme, at når ledelsen melder det ud (og med den konservatisme, hvor man ikke VIL have nedjusteringer), så er bundniveauet nok højere. Men fair nok, hvis de ikke vil give mere, så har jeg intet problem med at beholde.
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Jobs hos BN på LinkedIn - Jeg abonnerer på disse, og i dag var der 12 jobs. I dag var alle jobs "Genopslået". Normalt har der været mange "genopslået jobs" det seneste års tid, dog ikke alle som i dag. Er det generelt svært i pharma-industrien at rekruttere? https://www.linkedin.com/jobs/search/?alertAction=viewjobs¤tJobId=4271313521&f_TPR=a1755110487-&origin=JOB_ALERT_EMAIL&savedSearchId=3919024585&trk=eml-email_job_alert_digest_01-primary_job_list-0-see_all_jobs_button_3919024585
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Ej at forglemme DAF's arrangement 30. september "København Nord inviterer til virksomhedspræsentation hos Bavarian Nordic" - Tilmelding senest 1. september. https://www.shareholders.dk/lokalforeningsarrangement/koebenhavn-nord-inviterer-til-virksomhedspraesentation-hos-bavarian
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NPR 14/8 “This virus seems like it's no longer a problem. It's still a threat” https://www.npr.org/sections/goats-and-soda/2025/08/14/g-s1-82460/mpox-virus-emergency
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(fort.) “Today – August 14 – marks the one-year anniversary of the World Health Organization declaring mpox a Public Health Emergency of International Concern. This rare distinction indicates the highest level of alert. But critics say the global response has fallen dangerously short, despite the fact that $1.1 billion have been pledged by countries, foundations and international organizations to support mpox control.”
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(fort.) “Mpox can certainly serve as a textbook case study on how a global health crisis unfolds and evolves when you have biological risk colliding with political and economic forces," + “ Mpox researchers and doctors say the lackluster global response portends poorly for mpox's future potential as well as other disease threats.”
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(fort.) “…the world is watching in real time as the virus becomes entrenched in the human population. "The virus will evolve the more opportunities that it is given. So far this mpox emergency the U.S. has been largely spared — but that may not last. "Diseases we ignore abroad can quickly land on our doorstep," "We've been lucky so far. I don't know how long our luck will hold out."”
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Godmorgen
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Godmorgen
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Her er en artikel i Bloomberg vedr. Valneva, som også har en vaccine mod chikungunya. https://www.bloomberg.com/news/articles/2025-08-15/a-vaccine-for-a-mosquito-borne-disease-fuels-valneva-stock-rally
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