Efter aflæggelse af Q3 regnskabet afholdte Bavarian Nordic’s ledelse med analytikerne, deres investorpræsentation som kan ses via dette link. Her har man mulighed for at høre Q&A med analytikerne efter ledelsens indledende præsentation.
Bavarian Nordic indleder præsentationen sådan:
By 2025, we aspire to be one of the largest pure play vaccine companies improving and saving lives by excelling in R&D innovation, manufacturing and commercialization.
Q3: A strong quarter demonstrating successful transition
Commercial transition successfully on track
• TBE market showing signs of rebound from COVID-19. Encepur Q3 revenue growth of 14% vs LY.
• Rabies EU market hit hard by COVID-19. German market down by 92% vs LY.
• Rabies US market more resilient, but still impacted by COVID-19. RabAvert showing strong growth of more than 30% in Q3 in a declining market.
• Resilient smallpox vaccine business with USG.
Maintaining our revenue guidance.
• Upgrading EBITDA and year-end cash position as result of operational savings.
• RSV human challenge trial planned for 2021 to provide important efficacy data before the planned Phase 3, which has been postponed by one year to mitigate impact from COVID-19.
• Licensed COVID-19 vaccine show positive results in NHP study confirming the potential of the VLP platform; continued development is pending external funding.
