Bavarian Nordic — Februar 2026
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Godmorgen
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Onsdagens internationale avisuddrag med Christine Lagarde, Anthropic og chikungunya https://proinvestor.com/investornyt/1413589/onsdagens-internationale-avisuddrag-med-christine-lagarde-anthropic-og-chikungunya
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Håkon Jørgensen, Danske Bank 17/2: ” The preliminary results released last week emphasised continued good momentum in the Travel Health business. However, we do not see this fully reflected in the guidance for 2026 and could expect an upgrade later this year if the momentum continues, despite clear FX headwinds this year. We raise our 12M TP to DKK280.”
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18/7
Guardian “Excruciating tropical disease can now be transmitted in most of Europe, study finds” “ Shocking’ data shows the climate crisis and invasive mosquitos mean chikungunya could spread in 29 countries “ https://www.theguardian.com/science/2026/feb/18/tropical-disease-chikungunya-transmitted-europe-study -
Bavarian Nordic modtager trecifret millionordre på koppevaccine fra Canada https://proinvestor.com/investornyt/1413597/bavarian-nordic-modtager-trecifret-millionordre-pa-koppevaccine-fra-canada
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Det er værd at bemærke, at ordren kun omfatter bulkproduktion. $ 22,5 mio. afspejler dermed kun drug-substance-delent, mens fill-finish og levering af færdige doser typisk følger senere under PHAC-rammeaftalen. Den fulde økonomiske værdi pr. dosis ligger derfor betydeligt over det annoncerede beløb, hvilket ikke nævnes i PM.
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Også værd at bemærke er, at BN opskalerede bulkproduktionen markant fra efteråret 2024 i forbindelse med mpox-udbruddet i Afrika og meldte dengang kapacitet op til ca. 40 mio. doser årligt, hvis efterspørgslen krævede det - og meldte at de producerede for fuld skrue. De store globale vaccinationsordrer materialiserede sig dog kun delvist (læs næsten ikke), hvilket sandsynligvis har efterladt BN med et højere bulk-niveau i systemet end normalt. Men det hører vi måske mere om snart...
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CNN Denmark’s vaccine lessons for America 12 min. YouTube - Essensen: “Trust” https://youtu.be/EDVTCYz2kKM?si=fxhQEKk-gpyh0VWT
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18/2 StatNews
“ FDA reverses course, agrees to review Moderna’s flu vaccine“ + “Decision comes shortly after rejection sparked major controversy” https://x.com/helenbranswell/status/2024118028334412160 https://www.statnews.com/2026/02/18/fda-moderna-reverse-course-flu-vaccine/ -
“Debilitating virus can spread in cool weather, increasing health risk in Europe” https://www.ceh.ac.uk/press/debilitating-virus-can-spread-cool-weather-increasing-health-risk-europe
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Gavi 19/2 “Six major health threats that could shape 2026: here’s what experts are watching” https://www.gavi.org/vaccineswork/six-major-health-threats-could-shape-2026-heres-what-experts-are-watching
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BN TBE Rørende og informativ video https://www.linkedin.com/posts/bavariannordic_worldencephalitisday-encephalitisawareness-activity-7431232114391674880-mMwJ
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Ugebrev “Analytikerne tror på Bavarian Nordic i 2026” https://ugebrev.dk/formue/analytikerne-tror-paa-bavarian-nordic-i-2026/ https://proinvestor.com/investornyt/1414047/analytikerne-tror-pa-bavarian-nordic-i-2026
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Gavi Mpox stockpile der etableres her i sommeren 2026. https://x.com/gavi/status/2026220690647425421 Det bliver spændende, hvilke vacciner, der skal benyttes. P.t. er over 1 mio. LC16 mpox-vacciner anvendt i DRC, jf. Africa CDC’s seneste torsdags-briefing. PS CEPI understøtter forsøg med LC16 i DRC https://cepi.net/new-mpox-vaccine-study-launch-outbreak-affected-drc
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