Bavarian Nordic — September 2025
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(fort.) Hvorfor skriver jeg om dette – og om så meget andet af det, jeg poster?
Fordi der i øjeblikket sker rigtig meget omkring mpox rundt om i verden – især i Afrika – og det vil uvægerligt få betydning for Bavarian Nordics vacciner. Vi har en tendens til hurtigt at glemme, hvis vi ikke løbende bliver mindet om det. Det samme gælder for Chikungunya... -
25/9 The New York TImes "Mosquito-Borne Illness Rarely Seen in U.S. Is Suspected on Long Island
Chikungunya, which is endemic in parts of South America, Africa and Asia, may be the cause of a woman’s illness." https://archive.md/2025.09.25-185453/https://www.nytimes.com/2025/09/25/nyregion/chikungunya-mosquito-illness-long-island.html#selection-497.0-501.112 -
25/9 Antibes "Panic in France with popular town on high alert after 103 people catch Chikungunya virus" https://www.express.co.uk/news/world/2113208/France-Chikungunya-virus-outbreak-horror
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Apropos dagens ACDC briefing "He also welcomed fresh commitments made on the sidelines of the United Nations General Assembly, where Gavi pledged to support 10 million doses of vaccine for mpox, and UNICEF promised to back key pillars of the continental response plan." https://gazettengr.com/africa-cdc-warns-of-flood-driven-cholera-spread-urges-urgent-wash-interventions/ NB! Må indrømme, at jeg hørte det som 10 mio. vacciner til Kolera. Checker i morgen...
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Det sidste i dag: United Nations General Assembly (UNGA) GAVI "Let countries lead their own health destinies. Stop imposing solutions and start amplifying national priorities." https://www.gavi.org/vaccineswork/un-80-time-new-architecture - Dette hænger fint sammen med Africa CDC's udmelding, at Mpox fremadrettet skal håndteres på landeniveau i Afrika.
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26/9 00:14 af Cupcake - Vi er tilbake på guldklumpen fra i formiddag. Nu kommer de 10 mio altså i spil. Det er et år siden at dette var i fokus og Chaplin omtalt det i interview men nu ser det ud til at ske på trods af USA er ude.
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Jeg tror at her er en klar køreplan hos BN + afrikanske partner. Det var meningen at kapitalfondene ville løbe med den mulighed. Derfor de startet forhandlinger fra et år siden men nu begynder tiden at løbe fra dem.
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Ja, enig, der skal skaleres op, hvis vaccination mod mpox skal indgå i børnevaccinationsprogrammet, samt omfatte gravide kvinder og immunkompromitterede personer. Derfor blev de studier, jeg tidligere omtalte i aften, igangsat... Chaplin nævnte faktisk, at BN var i stand til at levere 40 mio. vacciner https://www.reuters.com/business/healthcare-pharmaceuticals/bavarian-nordic-sees-potential-ramp-up-mpox-vaccine-capacity-2024-09-12/?utm_source=chatgpt.com
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Godmorgen
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Godmorgen
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Trump varsler 100 procents told på flere lægemidler https://proinvestor.com/investornyt/1365456/trump-varsler-100-procents-told-pa-flere-laegemidler
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Ørsted/Bavarian: Fremdrift i emission og Bavarian Nordic - Kun inderkredsen kender tallene https://proinvestor.com/boards/128586
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25/9 23:19 Chikungunya N.Y. mere herom: https://youtu.be/8lsMBfZBZAU?
si=VzwFEn0aeAExedwF -
De som har købt Bavarian aktier over kurs 233, må forventes at have sagt nej til KF. Med mindre KF har en skummel aftale med en sidepartner, som kompenseres for "tabet". Men med 10% hos ATP, med 10% hos DAF og en del handlet over 233, så bliver det ekstremt svært med de 75%.
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