Replies to post #248169 on Biotech Values

[dewophile]

They weren’t targeting the prefusion protein like the other players but the lower efficacy against severe disease is still surprising I think. JNJ dropping out was probably more unexpected but both had seemingly strong phase 2 data
Looks like the pot will be split 3 ways for the foreseeable future

[DewDiligence]

BAVA receives go-private offer at DKK 233/sh—a 21% premium to the “unaffected” share price on 7/23/25:

https://finance.yahoo.com/news/consortium-led-nordic-capital-permira-060800440.html

The nominal deal value is DKK 19B ($2.99B). The stock is currently trading above the buyout price, implying that investors expect a sweetened offer.