Covid vaccine guidelines, D-Wave, Viking cruises: Trendkicker

00:00 Speaker A

Now time for some training tickets today. We will check ourselves up on shares of vaccinations as well as on D-Wave Quantum and Viking Holdings. First we have moderna, pfizer and other vaccine manufacturers who received an elevator after the Food and Drug Administration gave new regulatory guidelines for covid booster. Future COVID vaccines will restrict to older and endangered Americans and only recommend that the boosters also recommend it in general. There have been concerns that the new rules for vaccineers would be stricter, and that seems to be the reason why they gather in the course of the way.

00:51 Speaker B

Yes. So it sounds like that, okay, that would add a costly requirement, but the recordings would still be available for people with high risk, and that I was a relief because the concern for your point was really a minute, is there a whole wave of restrictions? So some relief there. I saw the Bloomberg analyst that the new FDA instructions could be a silver strip, she said, because Covid vaccines could increase the use of recordings because many people have other health states.

01:36 Speaker A

Right. And basically there is a large part of the feeling that this FDA surrounds with HHS that they will generally not be friendly to vaccination. So we have received some developments, including the Novavax permit, which may cause a certain relief for this type of company.

02:24 Speaker B

In order. Another name here. Today a D-WAVE quantum that increases today by publishing its latest quantum computer system called Advantage 2. UH. Remember that we really spoke about this week last week that Quantum Computing Post spoke about in 2025 with strong dynamics. So if you see some of these names, you will receive a recent elevator.

03:34 Speaker A

Yes, I mean, that's a very short name. We should mention that 21% of his float is sold briefly according to Bloomberg. So you see at least partially a short squeeze, but we know that there is a great interest in this quantum name, and so you are usually quite volatile for headlines like this.

04:12 Speaker B

Incidentally, all six analysts say that it is a purchase. No attitudes, no sales. Interesting. Yes, all line. The stocks of Viking Holdings, the cruise company, also fall in the first quarter despite a strong prize report. The company's booking rate of 2026 is somewhat lower than the same period last year. The company's turnover in the first quarter rose by 25% and stated that he had a strong demand for his European trips. Viking, primarily known as a river cruise company, also has some sea trips. It is said that 37% of its capacity is fully booked for 2026, but it looks like this number is something that investors concentrate on.

05:15 Speaker A

Wow.

05:18 Speaker B

Yes. I my managers who say they know sounds somehow confident. You said, um to see the sustainable demand of sustainable strength. They spoke over 92% of the already booked capacities of 2025 how effectively the year was effectively sold in view of our typical load factor. Jefferies said to her point of view that Wall Street could see Buchungs of 37% as a slight disappointment in 2026, and so it looks back by about 6%.

06:03 Speaker A

And I would also like to mention, remember that this company has just thrown its one -year anniversary as a stock corporation. Came publicly in April last year and acted over 40. So you still see a positive return for your investment when you have entered there.

06:24 Speaker B

Yes.