Bavarian Nordic boosts 2025 guidance as takeover offer looms

Bavarnic Nordic raised the lower end of its directives to 2025, supported by strong performance in the general travel and highlights of the pharmaceutical maker.

The subject of the acquisition offer by a consortium is estimated at 3 billion dollars, the company has published the total revenue of H1 from DKR3 billion ($ 160 million), which reflects 33 % compared to the same period last year.

The growth of 24 % in the field of travel, which includes a group of vaccines, DKR1.4 billion in the company’s books. Growth is supplied with increased demand for rabies and tick -transformed brain vaccines (TBE).

There were the weakest revenues of the company’s vaccines in cholera and Tivide, which are Vaxchora and Vivotif. Producers’ sales of 36 % and 2 %, respectively, in H1. In a profit call on August 22, financial director Henrik Jawel blaming a deteriorating American market.

Bavarian Nordic’s preparatory work in DKR1.5 billion, with 51 % than H1 2024. The evaluation of growth in this field is more difficult due to the timing of vaccine orders – said Bavarian Nordic said that the quarterly teams of orders paid the increase.

As a result of the strong performance in both the health business of travel and clarity of the preparations for the public for the rest of the year, Bavarian Nordic has increased from the bottom end of its full year’s revenues. The vaccine specialist is now expecting the entire year revenue from DKR6BN to 6.6 billion DKR6.6 billion, compared to the previous group of DKR5.7-DKR6.7 billion.

Bavarian Nordic has strengthened its cash reserves with a sale of $ 160 million for a priority review voucher in June 2025. The company is now included in the total EBITDA margin, which is expected to be 40 % -42 %.

The remainder of the year can make a significant change in the Bavarian north. The company, currently listed on the Copenhagen Stock Exchange, is subject to a consortium acquisition led by Nordic Capital and Permira. The consortium is expected to publish a letter offered by August 26, which in detail shows more conditions, although the giving appreciates the vaccine maker in about DKR19 billion.

The deal, which will take the private company, will not pass unless it is approved by shareholders. The company’s board of directors confirmed that the Nordic Capital and Permira’s acquisition “is an attractive offer for shareholders.”

In reference to the deal in the collective call, Juuel said that the “Comprehensive Display Document” will answer “many of the questions we face.”

Bavarian Nordic 2025 has achieved crowded wins, led by the approval of the Chikungunya Vimkunya vaccine in the United States, Europe and the United Kingdom. Organizational approval provides direct competition for IXCHIQ from Valneva, which, for a period of time, is the only Chikungunya vaccine on the market.