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07. June 2021 | 09:37 CET

Bayer, Defence Therapeutics, MorphoSys - A paradigm shift in biotechnology

  • Biotechnology
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The search for a vaccine against the Coronavirus brought biotechnology back into the focus of investors last year. Companies such as BioNTech or CureVac were able to multiply in this regard. In 2020, the biotech sector in Germany raised a record sum of EUR 3 billion, and the trend is rising sharply. The fight against incurable diseases and the development of important innovations such as vaccines, cancer therapies, or sustainable products lift the segment into higher realms and offer attractive investment opportunities.

time to read: 4 minutes by Stefan Feulner



Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author

First mover in the fight against cancer

Defence Therapeutics' management sees itself as Canada's scientific pioneer, developing improved ways to treat future generations through biopharmaceutical innovation. With two wholly-owned promising technologies, this plan may well become a reality in the long term. ADC drug development serves as the foundation. Antibody-drug conjugates promise great potential in cancer therapy because they can specifically destroy cancer cells. The therapeutic window of ADCs, i.e. the ratio of efficacy to safety, compares favorably with other forms of treatment. Because the technology is highly specific, acting directly on the cancer cell, side effects can be reduced.

Platform technology with upside potential

ACCUM™ technology, the new generation platform technology, can be combined with approved antibody-drug conjugate (ADC)-based drugs. The ACCUM™ method of accurately delivering ADCs into cells has increased cell penetration 10-fold over other approved ADC solutions.

Building on the ACCUM™ platform and in collaboration with the University of Montréal's academic laboratory, Defence Therapeutics is focusing its second segment on developing vaccines against infectious diseases and viruses, using the ACCUM™ platform as a basis for targeted drug delivery and effective treatments. As a result, enormous economies of scale are expected in the future. Development priorities include a vaccine against COVID-19 and a vaccine against cancer.

Recently, initial successes were achieved in preclinical studies with mice. These were treated with the vaccine AccuVAC-D001 developed by Defence Therapeutics. In the end, 70% of the cases showed a successful cure with already established solid tumors. While there is still a long way to go for regulatory approval, the outstanding results show how this strategy can be successfully adapted to universal cell vaccines.

The scalable platform technology is innovative and holds long-term promise. One thing to keep in mind, however, as with any biotechnology company, is that there is still a tremendous risk as the Company moves through each phase. However, at EUR 120 million market capitalization, Defence Therapeutics is not too expensive at the current stage of development. The stock is traded in Toronto and Frankfurt.

Decision at Bayer

The glyphosate affair continues to put pressure on the Bayer share price. After the competent district court in San Francisco last week rejected a settlement proposal by Bayer in dealing with future lawsuits as "simply unreasonable," the Leverkusen-based Company's stock tipped and ended the week with a loss of 10% at its peak. The settlement would have been worth USD 2 billion to the pharmaceutical giant. This lawsuit was about the drug "Roundup," which can be used against weeds, but the glyphosate could also trigger possible cancer. As a result of the renewed defeat in court, management intends to withdraw from the settlement proceedings and review further sales of the product to private customers in the USA. A five-point plan for dealing with future glyphosate lawsuits was also outlined.

To be prepared for the future, Bayer is continuing to build its oncology business. With the acquisition of US radiotherapy specialist Noria Therapeutics and its subsidiary PSMA, the DAX-listed Company is strengthening its portfolio in applications against prostate cancer. The US company specializes in targeted alpha therapeutics in the field of radiation medicine. The acquisition gives Bayer exclusive rights to a differentiated alpha radionuclide therapy for prostate cancer, the second most commonly diagnosed cancer in men. Xofigo, a targeted alpha therapy already part of Bayer's oncology portfolio and a proprietary drug platform with thorium conjugates, is still being developed.

As a result of the sell-off, the share fell back again to the support area at EUR 52.10 but has been able to hold this successfully. The 200-day line is currently at EUR 51.46. From a trading perspective, a buy at the current level would make sense. The downward trend formed since June 2017 is getting closer and closer in the area around EUR 56.50. If sustainably overcome, a trend reversal in favor of the bulls could set in.

Takeover fever

The stock market week for the biopharmaceutical Company MorphoSys was similar to that of Bayer. Here, too, it went south with a crash after an announcement in the middle of the week. The Company spooked its investors with the announcement of the billion-euro acquisition of Constellation Pharmaceuticals. In total, the Planegg-based Company wants to put USD 1.7 billion on the table. USD 34 was offered for each Constellation share, a bonus of almost 70% on the previous trading day. Despite positive analyst opinions from Deutsche Bank and Barclays, among others, and a statement from MorphoSys CEO Jean-Paul Kress that this acquisition represents a fundamental transformation, the stock plummeted more than 17% to a new four-year low of EUR 60.30.

Possible "paradigm shift"

Positive news on the drug Tafasitamab then provided some relief at the end of the week. In collaboration with Incyte, the Company presented further data from the three-year follow-up period of the ongoing Phase 2 L-MIND study with the drug. In the clinical trial, Tafasitamab was administered in combination with lenalidomide in adult patients with relapsed or refractory diffuse large B-cell lymphoma. Gilles Salles, Lymphoma Service Chief at Memorial Sloan Kettering Cancer Center and principal investigator of the L-MIND trial, sees tremendous potential in the results. "The confirmation of positive patient outcomes in the L-MIND trial are encouraging and suggest that this combination therapy may represent a paradigm shift and long-term control of the disease," Salles said.


Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

18. June 2021 | 12:49 CET | by André Will-Laudien

CureVac, BioNTech, Novavax, XPhyto Therapeutics - The Covid giants and the sellout!

  • Biotechnology

How quickly the tide can turn in the environment of the Corona pandemic can be seen in the vaccine manufacturers and test providers. BioNTech's share price has been rising steadily since the start of the vaccination campaign in Germany, and minor reports of potential side effects are hardly disturbing. In the case of test provider NanoRepro, the bull market of recent months is turning into a total sell-off, with the share losing over 70%. And then there is the Tübingen-based biotech Company CureVac. Delays in approval and a shock on efficacy send the share down by a whole 50% in one day. We take a closer look at the situation.


15. June 2021 | 13:15 CET | by Nico Popp

CureVac, Cardiol Therapeutics, Bayer: Healthcare for the portfolio

  • Biotechnology

Biotechnology and pharmacology offer us great opportunities. For decades, the world has suffered from a few serious diseases: cancer, cardiovascular disease, Alzheimer's, diabetes and others. Where previously only symptoms were treated, there is now the prospect of a cure thanks to new processes. Even if it still takes a little time to reach market maturity: the innovative companies are already on the market, investors can invest.


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CureVac, Cardiol Therapeutics, Formycon, NanoRepro - Pharma stocks with potential!

  • Biotechnology

In Germany, around 231,000 people died as a result of cancer in 2019. As reported by the Federal Statistical Office, cancer was the cause of a quarter of all deaths. This proportion has hardly changed within 20 years, even though the number of cancer deaths has increased by around 10% since 1999. The precise number 1 cause of widespread disease in Germany is cardiovascular disease, such as heart failure, coronary heart disease and myocardial infarction. With 18.2 million deaths, they represented the most common cause of death worldwide in 2019. In Europe, more than 4 million people die each year due to such a disease, 1.4 million of whom are younger than 75. So research continues to be in demand. We look at interesting representatives of the industry.