Bavarian Nordic AS (BVNRY)

[OGINVU]

agree on all counts....nice gains coming down the road but patience will be required while the powers that be get the shares distributed to their benefit .....it's coming.....imho

[roadkilll]

UK Reports 104 More Cases of Monkeypox today
WHO and CDC missed the boat on how easily this one is transmitted.

The US has sent hundreds of thousands of vaccine rounds to Europe and just ordered another 300,000 doses Friday. Nobody is using the ACAM2000 that the US has stockpiled 100 million shots. Does anyone doubt the US will replace their ACAM200 vaccine with Bavarian's vaccine? Then you have the rest of the world with a new focus on eliminating the virus in the 20 African nations where it is endemic.

Looks like a solid investment with new contracts coming as they are now getting approval for their enlarged productions facilities.

[OGINVU]

and down it goes....ARCA pretty aggressively shorting....

[OGINVU]

https://www.nasdaq.com/articles/bavarian-nordic-bags-new-order-from-us-for-500k-smallpox-vaccine-doses-raises-fy22-sales

[OGINVU]

people starting to realize this is the ONLY vaccine countries want to use....

[buckysherm]

Total Case number growth rate continues to slow to just under 10% per day.

[roadkilll]

The addressable market for the prevention indication would be a million X larger
"Emergency Talks"
"The EMA emergency task force is in talks with the market authorization holder to prepare for the submission of data that could support an extension of the indication to include the prevention of monkeypox,"

Talks held yesterday and the fact that this vaccine has been on the market for years should make it a much quicker and easier decision.

[buckysherm]

Growth rates of monkeypox continues to slow a bit but more so for the U.K, who had the first case. This strain will not be anywhere near as widespread as C-19. But 10,000 monkeypox cases total and in a few dozen more countries, absolutely. Viruses normally mutate into more transmissible and less virulent strains like C-19 did. Against this pox I don’t know which is better or worse : less transmissible and more dangerous or more transmissible and less dangerous. Or for that matter, which would produce more revenue for the company ? I’m not gonna think about that.

[roadkilll]

Investors are missing the best play on the pox outbreak.
CDC is sending out Bavarian's Jynneos instead of the ACAM2000 for pox outbreaks. Bavarian has the vaccine of choice and when the Monkeypox news broke:
May 19, 2022 — U.S. government places $119 million order for 13 million freeze-dried Monkeypox vaccines

BARDA has a ((($2 billion))) ten year agreement with EBS to buy the inferior ACAM2000. The US keeps massive amounts of ACAM2000 in stock yet it ordered Jynneos. Europe and others will also be placing big orders now that the post smallpox population is showing pox viruses are a threat. A major effort needs to be made ASAP to inoculate the populations where the much more dangerous Congo variant exists. Think we dodged a bullet that the Nigerian version was first to mutate into what is a much easier to spread variant.

[OGINVU]

Bavarian Nordic Enters Additional Vaccine Contracts with Governments in Response to Monkeypox Outbreak
Bavarian Nordic A/S
Mon, May 30, 2022, 2:04 p.m.·4 min read
Bavarian Nordic A/S
Bavarian Nordic A/S
A number of contracts of varying size have been signed

Deliveries to start immediately aiming to ensure a rapid response to the current monkeypox outbreak

Company upgrades its financial guidance for 2022

COPENHAGEN, Denmark, May 30, 2022 – Bavarian Nordic A/S (OMX: BAVA) announced today the signing of a number of supply contracts with undisclosed countries for the Company’s smallpox vaccine with the aim to ensure sufficient supply to meet the requirements for vaccinating individuals at risk for monkeypox in the short to medium term. The vaccine is approved for use against monkeypox by the U.S. Food and Drug Administration and Health Canada as the only vaccine having obtained regulatory approval for this indication in any territory.

While the terms of the agreements remain undisclosed, the sum of these orders will positively impact the Company’s financial guidance for 2022 as explained below.

Bavarian Nordic is currently in dialogue with additional countries concerning supply of the vaccine to mitigate the current monkeypox outbreak and to explore opportunities for longer term collaboration to build stockpiles for future preparedness. In this unprecedented situation, the Company is making every possible effort to ensure sufficient availability of vaccines to meet the current demand.

Paul Chaplin, President and CEO of Bavarian Nordic said: “The current monkeypox outbreak continues to call for a swift and coordinated response from health authorities, and we are pleased to assist more countries with supply of vaccines while we continue our dialogues with other governments to make vaccines available as fast as possible to mitigate the situation.”

As a consequence of these orders, Bavarian Nordic raises its expectations for the financial results for 2022 with revenue now expected to be between DKK 1,400 and 1,600 million (previously between DKK 1,300 and 1,500 million), EBITDA expectations raised to a loss between DKK 900 and 1,100 million (previously a loss between DKK 1,000 and 1,200 million) and cash and cash equivalents at year-end now between DKK 1,200 and 1,300 million (previously between DKK 1,100 and 1,200 million). The guidance reflects the significant investments in research and development being made in 2022 to advance the Company’s two lead product candidates: a vaccine against respiratory syncytial virus (RSV) and a booster vaccine against COVID-19 into Phase 3 clinical trials.

About the smallpox/monkeypox vaccine
MVA-BN or Modified Vaccinia Ankara-Bavarian Nordic (marketed as IMVANEX® in Europe, JYNNEOS® in the U.S. and IMVAMUNE® in Canada) is a non-replicating smallpox vaccine developed in collaboration with the U.S. government to ensure supply of a smallpox vaccine for the entire population, including immunocompromised individuals who are not recommended vaccination with traditional replicating smallpox vaccines. The vaccine was approved by the European Commission in 2013 for immunization against smallpox in adults aged 18 years and older and has subsequently gained regulatory approvals in Canada and the U.S. where the approval has been extended to include the monkeypox indication as the only vaccine having obtained this to-date.

Bavarian Nordic has ongoing supply contracts with USA and Canada and has delivered the vaccine to a number of undisclosed countries globally as part of their national biological preparedness. In recent years, the vaccine has been supplied in response to sporadic cases of monkeypox.

About Bavarian Nordic
Bavarian Nordic is a fully integrated vaccines company focused on the development, manufacturing and commercialization of life-saving vaccines. We are a global leader in smallpox vaccines and have been a long-term supplier to the U.S. Government of a non-replicating smallpox vaccine, which has been approved by the FDA, also for the protection against monkeypox. The vaccine is also approved for protection against smallpox and monkeypox in Canada, and as a smallpox vaccine in Europe. Our commercial product portfolio furthermore contains market-leading vaccines against rabies and tick-borne encephalitis. Using our live virus vaccine platform technology, MVA-BN®, we have created a diverse portfolio of proprietary and partnered product candidates designed to save and improve lives by unlocking the power of the immune system, including an Ebola vaccine, which is licensed to the Janssen Pharmaceutical Companies of Johnson & Johnson. We are also committed to the development of a next generation COVID-19 vaccine. For more information visit www.bavarian-nordic.com.

Forward-looking statements
This announcement includes forward-looking statements that involve risks, uncertainties and other factors, many of which are outside of our control, that could cause actual results to differ materially from the results discussed in the forward-looking statements. Forward-looking statements include statements concerning our plans, objectives, goals, future events, performance and/or other information that is not historical information. All such forward-looking statements are expressly qualified by these cautionary statements and any other cautionary statements which may accompany the forward-looking statements. We undertake no obligation to publicly update or revise forward-looking statements to reflect subsequent events or circumstances after the date made, except as required by law.

Contacts
Europe: Rolf Sass Sørensen, Vice President Investor Relations, Tel: [phone]
US: Graham Morrell, Paddock Circle Advisors, [e-mail], Tel: [phone]

Company Announcement no. 21 / 2022

Attachment

2022-21-en

https://ca.news.yahoo.com/bavarian-nordic-enters-additional-vaccine-180400029.html

[buckysherm]

I’m surprised worldometers doesn’t have a page for monkeypox. I’m copying Wikipedia figures into a spreadsheet and comparing day to day figures.

[Fasttwitch]

I bought some shares so this stock is now guaranteed to tank and the good news is monkeypox will disappear. Just doing my part.

[buckysherm]

Monkeypox is now in 34 countries with about 600 confirmed now. Cases increasing about 20% per day. That’s about a doubling in 4 days; growth percentage continues to slowly decrease.

[buckysherm]

I wondered about buying SIGA (who has a monkeypox treatment). But the number of cases aren’t growing that fast. However, the share price IS growing fast. Oh well, I picked the wrong one it seems. But 15% so far is sweet.

[MonopolyTrader]

Could get crazy here with fda approved vac

[OGINVU]

Monkeypox virus may persist in the body for 10 weeks, even after the tell-tale rash has disappeared, according to a retrospective study published in the journal Lancet Infectious Diseases.

The finding, led by a team of researchers from Liverpool University Hospitals, is based on an analysis of the UK’s seven previous cases, who were struck down between 2018 and 2021.

According to the research, one of the UK’s seven previous cases – a man in his 40s, who caught monkeypox in Nigeria before being hospitalised in the UK – still tested positive 76 days after first falling ill, Daily Mail reported

The man, who wasn’t identified, was given the all clear and sent home from hospital a few weeks after being struck down with the virus.

Six weeks later, when he had sex for the first time after his illness, his virus came back, the doctors claimed.

The man told doctors how his lymph nodes had swollen in size, researchers wrote in the paper.

This swelling came with pustular skin lesions, characteristic of monkeypox.

Subsequent PCR tests of the lesions and his throat came back positive for the virus. But the man’s relapse was short and he was ‘otherwise clinically well’, the report said.

Although the study reported detection of monkeypox virus in blood and throat swabs, lead author Dr. Hugh Adler from the Hospital said they were “surprised” that the virus could linger in the throat and blood “for that length of time”.

“It remains positive in the throat and blood for the length of the illness and maybe even longer after the rash,” he was quoted as saying.

Traditionally, monkeypox patients are considered infectious while they have the characteristic rash and lesions, which tend to scab over and fall off after a few weeks.

The man did have a second rash, which likely means he was infectious again, the report said.

Other patients tested positive for monkeypox on PCR tests up to four weeks after their rash disappeared. No other patients experienced a relapse.

Dr Adler warned more research was needed to confirm whether the virus could be transmissible after the hallmark rash has disappeared, the report said.

“We don’t, in our paper, see any signal these patients are infectious for longer than the rash persisted. But it is a very notable finding that has not been demonstrated before that changes our understanding of how the disease works,” he added.

Monkeypox has for the first time been widespread in countries, where it is not typically found. The current outbreak has affected nearly 300 people, spread across more than a dozen countries. hile the virus itself is not a sexually transmitted infection, which are generally spread through semen and vaginal fluids, the most recent surge in cases appears to have been spread among men who have sex with other men.

20220526-205202




https://www.canindia.com/monkeypox-may-persist-in-body-for-10-weeks-study/

[OGINVU]

people just need to do a little digging.....there may not be a large breakout of monkey pox but it's still enough for more large orders to be placed as countries realize they are not prepared.....I also own SIGA for the same reason.....

[BeardOfWallSt]

I've got a feeling there will be plenty of trades/swings coming here

[buckysherm]

I don’t believe the case numbers of MonPox are high enough to do that, but governments are placing orders already and a nice spike price (bigger than what we’ve seen in last few days) is probable after earnings come in.

[buckysherm]

I’m thinking this could be a 10 bagger. They make the monkey pox vaccine.