Bavarian Nordic

	4/7 23:47 af pauly	Det er nok bare at vente på ordrene kommer får det må de jo gøre
	4/7 23:48 af Cupcake	@Strøjer 17:58 - Ja, det prøver jeg også at huske indimellem...
	5/7 07:02 af ProInvestorNEWS	OVERBLIK: Disse selskaber er shortet på det danske aktiemarked (link)
	5/7 15:41 af Cupcake	The Lancet i morgen "African mpox surges show lack of vaccine access" (link) Sidste linie "“The bottleneck is mostly not enough funding to support the Mpox response”, Mbala said."
	5/7 15:49 af Cupcake	Eurosurveillance g.d. (Europe's journal on infectious disease surveillance, epidemiology, prevention and control) "Continued circulation of mpox: an epidemiological and phylogenetic assessment, European Region, 2023 to 2024" (link) Sidst i artiklen er der en kort konklussion....
	8/7 10:17 af Cupcake	“Global Mpox trussel? Vaccineproducenten står over for eksplosion i salget” (link)
	8/7 10:20 af Cupcake	“ En effektiv vaccine er allerede fundet - producenten kan nu gå i et ekstraordinært boom.”
	8/7 10:23 af Match	Det skulle vel ikke være Bavarian Nordic? :-)
	8/7 10:25 af WorkTrader	..linket korrekt?
	8/7 10:31 af WorkTrader	..her er det, (link)
	8/7 10:31 af WorkTrader	...'The spread of the monkeypox form from the Congo beyond the borders of Africa is considered "very likely". The vaccine manufacturer is "currently in talks with countries and organizations" - excellent prospects for the desired sales explosion. Nothing would now stand in the way of a revaluation of the share.'
	8/7 10:33 af WorkTrader	'But even without the potential special economic boom, the vaccine stock has numerous positive reports from the drug pipeline - this vaccine stock is a "must-have" for risk-loving investors, says stock market expert Michel Doepke in the new issue of DER AKTIONÄR .'
	8/7 11:01 af Cupcake	@WorkTrader - tak… - Du er kommet tørskoet i land?… ;-)
	8/7 11:11 af WorkTrader	..njaa :-)
	8/7 13:15 af kkjoel	WorkTrader linkede 10:31 til den indledende omtale af BAVA på deraktionaer.de og pastede et par oversatte citater fra denne teaser indgangsside. Det lykkedes mig efterfølgende at finde 2 nylige kortere artikler/analyser af samme "Börsenexperte" Michel Doepke, hvor han udlægger sit syn på BAVA. Her link til dem, samt en hurtig efterfølgende google-trans.
	8/7 13:15 af kkjoel	28.06 (link)
	8/7 13:16 af kkjoel	05.07 (link)
	8/7 13:17 af kkjoel	28.06: "Bavarian Nordic: That's why the vaccine stock is now a must-have 28.06.2024 ‧ Michel Doepke The spread of monkeypox (now known as Mpox) a good two years ago gave Bavarian Nordic a special boom. Demand for the vaccine specialist's smallpox vaccine then went through the roof. Mpox is now on the rise again in Africa. Mpox is causing increasing concern, especially in the Democratic Republic of Congo. As the Reuters news agency reports, the Congolese regulatory authority has granted..
	8/7 13:17 af kkjoel	emergency approval for both Jynneos from Bavarian Nordic and LC16 from KM Biologics. And the experts are also sounding the alarm: This week, the World Health Organization (WHO) and scientists warned of a new, even more deadly pathogen that is spreading in the South Kivu province of Congo, according to Reuters. Will the vaccine depots be refilled? ------------------------------------ According to the investor relations manager at Bavarian Nordic, it is "very likely" that the new form of..
	8/7 13:18 af kkjoel	monkeypox in the Congo could also spread beyond the borders of Africa. "It has long been established in a number of countries in Africa, and since the new clone can spread easily, it will be very difficult to prevent travel-related spread outside Africa," Rolf Sass Sørensen told AKTIONÄR. In order to be prepared for an emergency, countries and organizations could top up their stocks of smallpox vaccine. In this case, Bavarian Nordic could be the choice - as was often the case two years ago..
	8/7 13:18 af kkjoel	when the share went through a comprehensive revaluation process. "We are currently in discussions with countries and organizations," Sørensen continued. In AKTIONÄR's view, the current risk-reward ratio at Bavarian Nordic is particularly good. The company is in the black and is valued at just 18 times P/E for 2025. The analysts also see considerable upside potential for the stock, regardless of current developments in Africa. Nordea Bank recommends buying with a price target of a whopping..
	8/7 13:18 af kkjoel	331 Danish kroner (44.38 euros). Jesper Ilsoe from the Carnegie Group is the most skeptical. He is the only analyst not to recommend buying. His vote is "hold" with a target price of 176 kroner. Bavarian Nordic's share is currently trading at this level."
	8/7 13:22 af kkjoel	Og nr 2 artikel, 05.07:
	8/7 13:22 af kkjoel	"Bavarian Nordic to reassess? "Increase in Mpox cases expected" 05.07.2024 ‧ Michel Doepke In Africa, authorities and experts are increasingly watching the spread of Mpox (formerly monkeypox) with concern. According to a South African media report, an increase in Mpox cases is expected as the health department is intensifying the search for contact persons. Bavarian Nordic could help solve the problem with its vaccine. Four more Mpox cases have occurred in Gauteng and KwaZulu-Natal, reports..

	8/7 13:23 af kkjoel	the South African news website news24. According to the article, the spokesman for the Ministry of Health, Foster Mohale, said that an increase in cases is to be expected in the coming weeks. According to the Ministry of Health, the number of Mpox cases is expected to rise as the search for people who have come into contact with people who have tested positive is intensified, news24 continues. It is not only in South Africa that Mpox is gradually on the rise again. Several Mpox cases have..
	8/7 13:23 af kkjoel	also recently been reported in the Democratic Republic of Congo. _Bavarian Nordic vaccine in focus_ The European vaccine specialist Bavarian Nordic has the right vaccine in its portfolio with MVA-BN (trade names Jynneos or Imvanex) to get the problem under control. The "monkeypox" was already rampant two years ago, which led to enormous demand for the company's vaccine - and caused Bavarian Nordic to be revalued enormously on the stock market. Bavarian Nordic's share currently offers an..
	8/7 13:23 af kkjoel	attractive risk-reward ratio anyway. The company's travel vaccine portfolio is already benefiting from the global increase in travel enthusiasm. Added to this is the prospect of the company's Chikungunya vaccine being approved. In the short term, the further development of Mpox will of course influence the share price. The AKTIONÄR portfolio is betting on rising prices. If the Mpox situation worsens, the share could quickly jump to a 52-week high. Brave investors are betting on this scenario. "
	8/7 14:07 af WorkTrader	Stærkt @kkjoel - truslen er reel, og nærmest umulig at kontrollere nu, pga strengens større smitsomhed og landets centrale placering, 'The DRC itself reported an increase in the number of cases, with the viral disease now reported in every corner of the country, according to Dr Shungu Lushima, Director of the National Mpox Programme (PNLM) in the DRC.' (link)
	8/7 14:08 af WorkTrader	'While awaiting the launch of large-scale vaccination, DRC officials and the WHO are concerned about new patterns of sexual transmission of the virus, and the WHO is currently conducting a joint mission with the DRC Ministry of Health "to assess the situation". '
	8/7 14:09 af WorkTrader	..MÅ være et spm om kort tid, før vi ser konsekvensen i form af ordrer til Bava. Tror der kommer flere. Først på den 4. eller 5. får vi en opjustering...imho.
	8/7 14:37 af pauly	Ja det skulle man mene. Er kun i minus på 10% nu så det ville være fint efter den lange ventetid
	8/7 14:54 af Strøjer	Jeg fatter ikke denne tilgang til at det er seksuelt overført. Det er overført via sekretet, puds og har intet med om 2 mænd har seksuel omgang. Men mere at de rører ved hinanden. (det kunne være håndtryk)
	8/7 14:59 af WorkTrader	..ja, specielt ved clade 1b, den nye variant, som i lige så høj grad rammer kvinder og børn, med 10% dødelighed i børn under 15! Ved udbruddet i 22, clade II, var det jo fortrinsvis MSM segmentet, som var ramt...90-95% af tilfældene.
	8/7 15:24 af WorkTrader	..men du har stadig ret @Strøjer - husker der i 22, at der var et homopar, som havde smittet deres hund, fordi den sov i deres seng, allegedly. Så det er netop virulensen der er steget i den muterede version.
	8/7 15:25 af Cupcake	Mener det er primært Immunkomprimerede, der bliver hårdt ramt. Der er også en stor del af befolkningen, der har hiv eller er på anden vis svage.. Det farlige nu er, at Mpox er fundet i flytningelejrene på DRC’s østkyst, dvs. truer Rwanda, Burundi og Tanzania, Der delte landegrænse med DRC. Så mpox har allerede spredt ukontrollerede, det er “blot” underrapporteret.
	8/7 15:29 af WorkTrader	..hedder det ikke 'immunkompromitterede'..
	8/7 15:37 af WorkTrader	..genposter lige denne, (link)
	8/7 18:37 af Cupcake	@WorkTrader… jaja… altså… (og tak for genpostning - god artikel.)
	8/7 18:41 af Cupcake	Er PHEIC-erklæring ikke smart på sin plads? “The strength of PHEIC declarations is the ability to rapidly mobilize international coordination, streamline funding and accelerate the advancement of the development of vaccines, therapeutics and diagnostics under emergency use authorization.” (link) Eller skal verdenen virkelig igen vente til udbruddet rammer industrialiserede lande? Altså primært hvide befolkningsgrupper...
	8/7 18:42 af Cupcake	Snart… Er ikke gode venner med ProInvestor på mobilen…
	8/7 20:10 af WorkTrader	…det var nu ment som et spørgsmål, kære @Cupcake :-)
	8/7 20:14 af MCR	Husk der er stadig 4,69% aktier short i Bavarian = 3.663.665 aktier der skal købes tilbage. I dag blev der handlet 332.000 aktier og shortandel faldt med 0.16% = der blev lukket ca. 125.000 aktier. Når/hvis Bavarian melder ud af de fastholder/opjusterer for 2024 kommer kursen til at eksplodere som i 2022. 8 juli var kursen 238,50 - 2. august var den 386. Historien kan komme til at gentage sig - husk 2 bølge rammer altid hårdest, skete både med den spanske syge og Corona.
	8/7 21:42 af 3kilofisk	Der er flere her, der har spået en shortsqueeze end der har stemt ved det franske valg. Lad os tale om den, når den har været
	9/7 00:03 af pauly	Cupcake du kan være sikker på der først sker noget for alvor når smitten rammer vestlige lande, det ville overraske mig meget hvis nogen med budget kærede sig ret meget om afrikanere. Desværre skal det blive meget alvorligt for os før der bliver spyttet i kassen
	9/7 00:04 af pauly	Cupcake du kan være sikker på der først sker noget for alvor når smitten rammer vestlige lande, det ville overraske mig meget hvis nogen med budget kærede sig ret meget om afrikanere. Desværre skal det blive meget alvorligt for os før der bliver spyttet i kassen
	9/7 00:18 af Cupcake	@Zirium - Er det mon muligt at “abonnere” på bava shorts opdatering på Zirium.dk? (link)
	9/7 06:07 af Helge Larsen/PI-redaktør	Godmorgen :-)
	9/7 06:34 af Stroka	God morgen :-)
	9/7 07:09 af ProInvestorNEWS	OVERBLIK: Disse selskaber er shortet på det danske aktiemarked (link)
	9/7 07:40 af LP90	Godmorgen :-)