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April 4th, 2022 | 12:19 CEST

Bayer, Cardiol Therapeutics, Formycon, NanoRepro: Top Biotech Stocks - Delivering!

  • Biotechnology
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Due to various public easing measures, the Corona pandemic is increasingly fading into the background. It has long been a hot ride for the stock market, especially for vaccine producers, but now investors are shifting their focus to other stocks in the biotech segment. After all, there are still many diseases that confront humanity with unresolved mysteries, and the field of human medical research seems endless. We focus on interesting stocks from the sector, which corrected strongly in the wake of the Ukraine downturn but are now trending north again. These trends are still in their infancy.

time to read: 4 minutes | Author: André Will-Laudien

Table of contents:

    David Elsley, CEO, Cardiol Therapeutics Inc.
    "[...] As a company dedicated to developing treatments for rare heart diseases, we see this as an opportune moment to contribute to the fight against heart disease and make meaningful strides in improving heart health worldwide. [...]" David Elsley, CEO, Cardiol Therapeutics Inc.

    Full interview


    Bayer - Leaving the past behind

    Bayer is back! The Company from Leverkusen seems to be slowly leaving the glyphosate crisis behind - now it is investing again. The Company is not spilling the beans but rather making big investments. With investments of around EUR 2 billion, Bayer wants to make its pharmaceuticals division fit for the future again in the next three years. According to management, the money will be spent on new technologies, automation and digitization. In the process, the strategic focus will be redefined. A significant portion of the funds will be used to expand biotechnology capacities, especially in cell and gene therapies, and expand the production site in Berkeley, California.

    Regardless, Germany will remain an important production site. More than EUR 1.4 billion will be invested in technologies, new production facilities and digitization projects at the pharmaceutical sites in Bergkamen, Berlin, Leverkusen, Weimar and Wuppertal. Following the highest loss in its company history in 2020, the agrochemicals and pharmaceuticals group returned to profitability last year, primarily with seeds and medicines. In view of the looming food crisis, Bayer should remain well-positioned. From a chart perspective, the breakout to the upside has begun between EUR 55.5 and EUR 58.5. Get in!

    Cardiol Therapeutics - The cardiovascular expert moves forward

    Cardiol Therapeutics Inc. (CRDL) is a biotechnology company focused on the discovery and clinical development of innovative anti-inflammatory therapies for the treatment of cardiovascular diseases. The share has been listed in Germany since March 2020 and had an exciting up and down year last year.

    CEO David Elsley is taking advantage of the increased attention on his Company to review its significant progress, saying, "In 2021, Cardiol Therapeutics achieved several important goals. We advanced new product development, key basic research initiatives and clinical programs focused on advancing the development of our pharmaceutical-grade cannabidiol formulations for use as an antifibrotic and anti-inflammatory therapy for cardiovascular disease." In total, the Company raised CAD 98 million and also completed a public offering on NASDAQ. Cardiol is now excellently positioned to develop new treatment options to improve patients' health and quality of life with heart disease. This important therapeutic area is currently still underrepresented in the medical world.

    In October 2021, Cardiol expanded the Lancer trial, approved initially to enroll patients at hospital centers in the United States under an FDA-approved IND, to include multiple hospital centers in Brazil and Mexico. The next milestone is now the completion of patient enrollment for the Phase II/III Lancer study. It is designed to evaluate the efficacy and safety of CardiolRx as a cardioprotective therapy to reduce severe cardiovascular and respiratory events in patients hospitalized with COVID-19 who have a history or risk factors for cardiovascular disease. Cardiol also believes it is in a good position to help people with acute myocarditis (heart muscle inflammation). Chronic heart failure affects 26 million people in the developed world. It remains a leading cause of death and hospitalization, with associated annual healthcare costs exceeding USD 30 billion in the United States alone.

    With the latest capital increase in 2021, Cardiol now has the opportunity to approach this billion-dollar heart disease market with the highest level of expertise. As of December 31, 2021, cash and cash equivalents totaled CAD 83.9 million. With 61.9 million shares, the Company is currently valued at CAD 112 million. The risk-reward ratio currently shows very clear opportunities on the buy-side!

    Formycon and NanoRepro - Delivering as promised

    We take another brief look at two protagonists from Germany. Here, too, some companies are making good progress with their pharmaceutical products and are repeatedly attracting the attention of investors.

    Munich-based biosimilar specialist Formycon is re-sorting itself in the Strüngmann universe. Their investment company Athos KG is currently Formycon's largest single shareholder with around 26.6%. Now it is about the biosimilar projects FYB201 and FYB202 from 2013 and 2017, which were previously developed in a collaboration. By reallocating company shares and integrating the long-standing partner Bioeq GmbH entirely, Formycon strengthens its competencies in several areas that are important for the development, approval and commercialization of biosimilars. At the same time, the attributable share of sales for Formycon increases. The Formycon share was valued at an expert-confirmed fair value of EUR 83.41 in the most recent investment transactions. It should be noted that the third biosimilar project (FYB206), which has not yet been announced, was also included in this valuation. The share rejoiced on this news, gaining 50% in just 3 weeks.

    NanoRepro recently reported 2021 numbers, and they were massively impacted by revenue around the COVID pandemic. The Company's revenue climbed from EUR 17 million to EUR 163 million, and operating profit was EUR 38.8 million, up from EUR 2.8 million. From the calculated earnings per share of EUR 2.30, EUR 0.50 is now to be distributed to shareholders. A forecast for 2022 was not provided after the Viromed due diligence was completed. The share price is currently bobbing listlessly back and forth between EUR 4.40 and EUR 5.20. NanoRepro had a strong year. Let's see how the cash is invested and how the pipeline develops.

    The biotech investment sector is highly volatile and strongly dependent on investor sentiment. In the current environment, the shares of Formycon and NanoRepro appear to be worth holding. However, more significant share price dynamics are only likely to be triggered by unexpectedly positive news. An investment in Bayer or Cardiol Therapeutics appears to be promising due to the good prospects.

    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") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
    In this respect, there is a concrete conflict of interest in the reporting on the companies.

    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 also 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.

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    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

    Related comments:

    Commented by Fabian Lorenz on May 16th, 2024 | 08:00 CEST

    Share price shock at Siemens Energy! What are BioNTech and Cardiol Therapeutics doing?

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    The Siemens Energy share has been one of the surprises of recent months. It has more than doubled since the beginning of the year. Is a crash now imminent? Yes, if you believe Bernstein. Their analysts are shocking us with a horror price target. The Cardiol Therapeutics share performed even better than Siemens Energy in 2024. Despite the 150% rally, analysts see upside potential for the cardiovascular disease specialist. Things will get really exciting at the beginning of June when new study results are due. BioNTech, on the other hand, is currently failing to convince analysts. Reactions to the latest quarterly figures were modest.


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    Bayer, Defence Therapeutics, Novavax - Major events

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    Commented by André Will-Laudien on May 9th, 2024 | 07:00 CEST

    Biotech and pharma stocks finally follow suit! Novo Nordisk, Bayer, BioNTech, Vidac Pharma and Evotec on the buy list

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    Things looked very different at the beginning of the year. After a brilliant rally in the Nasdaq Biotech Index at the end of last year, investors thought the upswing could continue in 2024. So far, this hope has not been confirmed. The main focus for the industry is the refinancing conditions. These have gradually deteriorated, as stubborn inflation is keeping central bank interest rates high. And judging by the wording of central bankers, the next interest rate cut does not seem to be penciled in yet. However, if it happens in the summer, things will likely move quickly for the life sciences sector. Then a quick sector rotation is the order of the day! Here is our buy list for the upcoming event.