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DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER

Hvor blev nyhederne af, Bavarian?


128891 Cupcake 14/10 2025 16:50
9
Oversigt


Africa CDC fortsætter med sine ugentlige briefinger hver torsdag.

Torsdag den 2/10 blev der igen offentliggjort en opdatering over leverede mpox-vacciner.

Som nogle måske husker, havde UNICEF i foråret 500.000 doser liggende hos Bavarian Nordic, men manglede 32 millioner USD i finansiering for at få dem frigivet.

Jeg har tidligere nævnt, at antallet af UNICEF-vacciner hos Bavarian Nordic tilsyneladende er faldet over de seneste måneder - uden at der er kommet nogen officiel udmelding. Africa CDC har også virket mindre transparent i deres præsentationer end før, men ind i mellem dukker en slide op.

Tidligere ville ethvert salg af mpox-vacciner til UNICEF - eller enhver "donation" have udløst en pressemeddelelse fra Bavarian Nordic. Det ville have været en stor nyhed.

Men det, der kunne være fremragende PR for Bavarian Nordic, foregår nu i larmende tavshed.

Man kunne næsten få den tanke, at det er helt bevidst - intet må tilsyneladende påvirke aktiekursen i positiv retning.

Som det fremgår af en slide fra briefingen 2/10, som jeg vil forsøge at uploade nedenfor, blev der i september (runde 7) leveret i alt 150.000 vacciner fra Bavarian Nordic - og ifølge tallene ser det ud til, at der nu kun er 68.000 doser tilbage af de oprindelige 500.000 UNICEF-vacciner.



Africa CDC briefing 2/10 2025 - YouTube - se 22.27 minutter inde i videoen. :







14/10 2025 17:11 Cupcake 5128893



Her er slide om vacciner fra Briefingen ugen før, altså 25/9 2025.

Bemærk, at disse vacciner vedrører runde 5 & 6!

Kilde: Special Briefing on Mpox and other Health Emergencies '' September 25, 2025

24.03 minutter inde i videoen.




14/10 2025 18:29 Cupcake 4128895



Vedrørende denne slide ved minute 24:00, siges der bl.a.:

Citat "Now we move from a time if you remember some few months ago we were having zero dose of vaccine. So now uh we we do speak now 485,000 doses are available available. Yes. But it's important to highlight that 266,000 are still at at the manufacturer and they require some fund to be bought by UNICEF. So they are there in case we need in case we have the fund we they can be made available. On the other side, we have 200,000 that were donated either by the manufacturer MVABN or by UNICEF and then some countries have been considered. "

BEMÆRK: "...On the other side, we have 200,000 that were donated either by the manufacturer MVABN or by UNICEF"



14/10 2025 17:18 EliotSpitzer 6128894



Cupcake - Fantastiske godt set. Det er helt uacceptabelt at de muligvis ikke overholder meldepligten. Lad os nu se hvad der sker de kommende timer men jeg er begyndt at tænke over hvordan dette kan bruges til noget positivt for os.



14/10 2025 18:46 Cupcake 4128896



Der er INGEN separat slide med en oversigt over vacciner fra briefingen for 4 uger siden, nemlig torsdag d. 18/9 2025.

Der er dog en slide "Mpox Summary", hvor der nederst under "Key Highlights" står at "Over 200.000 vaccine doses will be allocated to affected countries, demonstrating increased global solidarity." (ved minute 31:21:00)

OG ikke mindst....

Under Q/A ved 37:28 siges fortælles der, hvor disse vacciner kommer fra:

"Now the issue the question that has been raised on the vaccine availability whether it will reduce the vaccine a availability I just mentioned that uh we are receiving 200,000 212,000 dose of vaccine 100.000 thousand of them will come from Bavarian Nordic and 112,000 will be coming from UNICEF which mean that the mobilization of vaccine will continue the global solidarity will continue. So it's a strong message that we want to carry saying that we don't want to repeat the same mistake that we had in 2023 when the PFEIC were was lifted while the case were continuing in the continent. "

Altså: ..." 100.000 thousand of them will come from Bavarian Nordic and 112,000 will be coming from UNICEF "




14/10 2025 19:44 Cupcake 3128899



PS .... Local manufacturing af Mpox nævnes som "work in progress" i en sidebemærkning med 3-4 mio. vacciner.

Q - 53:01 - "What is the current status of vaccine access and availability for Mpox in Africa and are there any plans for continentwide procurements similar to the COVID 19 model."

A - 56:06 - ....... "How can we actually prevent the population? How can we increase the immunization of those communities? And that will lead to the the question that you you were also asking of the sustainability and the the availability of the vaccine. And then now we move to our local manufacturing agenda. Knowing the dose of vaccine that will be needed for the continent especially in any countries that will provide a significant information on the demand of vaccine that are needed. We need three to four million of vaccine those need to move the tech transfer and to have the local manufacturer and once we have that the vaccine will be available in our environment. So this is a work that is in progress and this is what has been discussed during the interaction review so that we have on one side strategy but also the other side the demand. "



14/10 2025 18:55 Cupcake 4128897



Her er slide fra torsdags Briefing d. Sept. 4, 2025

hvor de ca. "200.000 more vaccines to be received in coming weeks", nævnes første gang.

Se ved min. 33:33




14/10 2025 19:23 Cupcake 3128898




DE OPRINDELIGE 500.000 UNICEF-VACCINER:


Maj 2025 : Unicef: "UNICEF has secured 500,000 doses of mpox vaccines, but additional funding is currently required."

Se side "5" (punkt 3)
Og prisen er US$ 32.500.000 (Se side 6 nederst)

https://www.unicef.org/media/170861/file/UNICEF-Mpox-Funding-Chapeau-2025.pdf


(Ekstra Maj 2025 : Video fra UNICEF (FaceBook) (ved 00:35)

https://www.facebook.com/unicefsupply/videos/976738550949746/ )

--------------------


JULI 2025 : Sidste gang, de 500.000 vacciner og manglende funding omtales er i JULI i år:

"UNICEF needs US $33 million to purchase 500,000 Mpox vaccines for distribution. "Vaccines are available with manufacturers, but funding to acquire them is a problem. That's what we are missing," says a healthcare official."

https://www.trtafrika.com/english/article/168050c1f048


---------------------


Siden JULI i sommers har der ikke længere været nævnt noget om 500.000 vacciner hos Bavarian Nordic, der manglede funding...

Men vacciner er sidenhen i de efterfølgende måneder løbende blevet leveret / doneret til Afrika, jf. slides på Afrika briefing ovenfor.

Og lageret hos Bavarian Nordic synes at skrumpe ind...

-------------------

Jeg har spurgt og rykket Bavarian Nordic for en forklaring, men har ikke modtaget svar. De har jo været "lukket ned" pga. lækkage / overtagelsesforsøg.


Jeg har HVER gang (forgæves) stillet spørgsmål skriftligt til Africa CDC briefinger om Bavarian Nordics vacciner.



19/10 2025 14:15 Cupcake 1129016




SENESTE FRA OG OM AFRIKA



Kontinentet Afrika med 1,5 mia. mennesker, bliver stort, hvad angår vacciner i fremtiden.


The Lancet Nov. 2025: "A landscape analysis of the vaccine ecosystem in Africa: research and development funding, clinical trials, regulation, and manufacturing readiness"

https://www.sciencedirect.com/science/article/pii/S2214109X25003146




18/10 Africa after USAID: who will pay the health bill?

"Africa CDC is creating a platform for pooled procurement and leading efforts to build the continental ecosystem for manufacturing health products. The number of WHO Maturity Level 3 (ML3) national regulatory authorities, essential for a pharmaceutical manufacturing industry, has grown exponentially from just two in 2021, to nine by September 2025.

The African Medicines Agency, formally launched in 2021 and now with its first director general in place, is advancing regulatory harmonization that is essential for building viable regional pharmaceutical production. These institutions represent a continental capacity that did not exist a decade ago."

https://www.almendron.com/tribuna/africa-after-usaid-who-will-pay-the-health-bill/





G20 Leadership Summit 22-23 Nov 2025 Syd Afrika

https://au.int/en/newsevents/20251214/g20-leadership-summit-2025





Africa CDC - seneste torsdag briefing 16/10

I seneste briefing er der ikke foretaget ændring i antal vaccine delivered på slides.

"We are now integrating Mpox vaccination into the African Primary Immunisation (API) framework to ensure continuity and build long-term demand for vaccine production within Africa,"

https://newsverge.com/2025/10/17/africa-cdc-pushes-ebola-vaccines-mpox-system-integration/








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