February 13th, 2025 | 07:10 CET
ACQUISITION?! Renk, BioNTech, and Biotech Highflyer Vidac Pharma
Is Renk about to be taken over? Quite possible. The Company, known for its transmissions for the Leopard tank, has a new major shareholder. And it turns out to be none other than KNDS – the maker of the Leopard 2 tank. The Renk share price reacted with a jump of 10%. Is there more to come? Vidac Pharma is also frequently mentioned as a potential takeover candidate. Like BMW, the Company is working on a "new class". But in this case, it is to save human lives. To this end, last year's biotech highflyer aims to revolutionize cancer treatment. Experts believe that a multiplication of the share price is possible. BioNTech is also fighting cancer. In addition to its own research, the German company is strategically focusing on acquisitions. Another one has just been completed. What is next?
time to read: 3 minutes
|
Author:
Fabian Lorenz
ISIN:
BIONTECH SE SPON. ADRS 1 | US09075V1026 , RENK AG O.N. | DE000RENK730 , VIDAC PHARMA HOLDING PLC | GB00BM9XQ619
Table of contents:
"[...] Defence will continue to develop its Antibody Drug Conjugates "ADC" and its radiopharmaceuticals programs, which are currently two of the hottest products in demand in the pharma industries where significant consolidations and take-overs occurred. [...]" Sébastien Plouffe, CEO, Founder and Director, Defence Therapeutics Inc.
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
Tag cloud
Shares cloud
Vidac Pharma: On the path to multiplication
Will Vidac Pharma continue its rally soon? There is a good chance that the biotech highflyer of the second half of 2024 has ended its consolidation. The Company aims to revolutionize cancer treatment and has attracted much attention within the biotech industry and the capital market with convincing research results. The success story is expected to continue in the current year. It is quite possible that a takeover could take place in 2025, as the takeover merry-go-round in the oncology sector has been turning fast since last year.
A takeover should take place at a share price level quite different from the current one of around EUR 0.60. To achieve this, Vidac is also going full steam ahead operationally in 2025. The share price is being driven by the two oncology and onco-dermatology drug candidates VDA-1275 and VDA-1102. They are based on Vidac's patented approach of reversing the malignant metabolism of cancer cells and restoring normal cell function.
Vidac Pharma has signed an agreement with Centroderm to conduct a second Phase 2B clinical trial in Germany for severe proliferative actinic keratosis (AK). AK is one of the most common skin disorders in this country. If not treated in time, it can develop into a malignant skin tumor. In addition, Vidac's innovative formulation was recently used in a child with a rare brain tumor as part of a "compassionate treatment". After promising results, clinical trials for the treatment of brain tumors are being developed together with a hospital. Tests on tumor organoids showed a sensitivity of 99.6% to the treatment. This surpasses traditional chemotherapy treatments.
Incidentally, analysts at the German company Sphene Capital believe that a multiplication of the Vidac share is possible. Their target price is EUR 4.90.
Renk: Partner steps in
In addition to Vidac, Renk has also been on the takeover carousel this week. The Company, known for its gearboxes for the Leopard tank, has a new major shareholder as of this week. Interestingly, it is KNDS, the manufacturer of the Leopard 2 tank. KNDS has exercised the option to acquire more than 18 million Renk shares from the previous major shareholder, Triton. As a result, the German-French-Dutch defense company now holds a 25.1% stake in Renk. From a shareholding of 30%, a takeover offer must be made to the remaining shareholders.
Renk CEO Dr. Alexander Sagel commented on the transaction: "KNDS's commitment will have a lasting impact on our collaboration and strengthen our role as a leading manufacturer of mission-critical propulsion solutions in various military end markets."
Renk's share price jumped by more than 10% on the news and continued its upward trend. The security is currently trading at just under EUR 25. Analysts have an average price target of around EUR 31.
BioNTech: USD 800 million for oncology partner
Given its shareholder structure, BioNTech is unlikely to be a takeover candidate. The Mainz-based company is known for making targeted acquisitions. Most recently, the completion of the acquisition of Biotheus was announced, with BioNTech paying USD 800 million for the Chinese biotech company. A further USD 150 million will be due if certain milestones are reached. Like Vidac Pharma – which, incidentally, is currently valued at around EUR 30 million – Biotheus conducts research in the field of oncology. The focus is on the discovery and development of antibodies. Even before the acquisition, Biotheus and BioNTech were working together on the product candidate BNT327 and other bispecific antibody candidates. The acquisition gives BioNTech full worldwide rights to BNT327 and all other candidates in Biotheus' pipeline, as well as the Company's proprietary technology platform for the production of antibodies and expertise in the production of bispecific antibody-drug conjugates.
BioNTech's stock is currently lacking positive momentum. Like its competitor Moderna, the stock is suffering under the influence of the new US Secretary of Health, Robert F. Kennedy Jr., who is known for his anti-vaccine stance.
Vidac Pharma will continue to be one of the most promising research-based biotech companies in 2025. There should be further news flow this year. The takeover speculation increases with each advance in the clinical phase. The share appears to be significantly too cheap for that. The new major shareholder has provided a new impetus at Renk – even if a takeover is not likely in the short term. However, this could cause the share price to continue its upward trend. At BioNTech, there is currently no compelling reason to buy the stock. However, numerous news items from the product pipeline are expected as the year progresses. And perhaps one or two further acquisitions will be made.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.
In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
For this reason, there is a concrete conflict of interest.
The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.
Risk notice
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.
The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.
