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October 18th, 2021 | 10:44 CEST

BioNTech, Cardiol Therapeutics, Bayer: Where triple-digit returns beckon

  • Biotechnology
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The pandemic is drawing to a close. Vaccination rates are high, and a new wave is - fortunately - not picking up speed. But in this environment, what is happening to many highly acclaimed pandemic stocks? Are vaccine manufacturers still interesting at the moment? We look at how the industry is faring and where opportunities can still be found.

time to read: 3 minutes | Author: Nico Popp

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


    BioNTech: Why investors should tick off 2020

    The shares of vaccine pioneer BioNTech have had a turbulent few months. In the summer, the share price almost doubled within a few weeks but then gradually fell. On a three-month horizon, the stock is nevertheless up around 20%. However, in terms of price performance, the whole thing looks like a zero-sum game - the price fluctuations were too significant. Such volatility always harbors the risk that market participants will be caught on the wrong foot. Those who entered the market at EUR 300 thought they were successful bargain hunters only for a short time - after all, the share price fell by another third shortly afterward. How should investors deal with BioNTech now?

    Given the continued need for booster vaccinations and the associated cash flows, BioNTech should continue to do good business with the pandemic in the future. However, the market is already looking further ahead. The Company would do well to bring more innovative products based on mRNA technology to market soon. But BioNTech will not be able to move as quickly as it did in the pandemic year 2020. At that time, the support of the US government, among other things, ensured that vaccine manufacturers were able to research and develop in the dark without regard to the costs. BioNTech now lacks this tailwind. While the Company continues to benefit from sales of its Corona vaccine, which is an advantage over other biotech stocks, investors should be prepared that new developments in the biotech sector are long and complex. Disappointment is, therefore, not out of the question for BioNTech. That is a risk given the stock's drop rate.

    Cardiol Therapeutics: Is history repeating itself?

    While BioNTech is valued at around EUR 50 billion, Cardiol Therapeutics is valued at only around EUR 145 million. The Company is researching active ingredients based on cannabidiol for the therapy of inflammatory heart diseases. Positive correlations between the active ingredient and the alleviation of inflammation in the heart have been scientifically proven, and Cardiol Therapeutics is in clinical trials in this regard.

    Cardiol expanded its studies to include Covid-19 patients, testing its compounds under new conditions in the wake of the pandemic. So for the biotech company's research progress, the pandemic was a kind of catalyst. Cardiol Therapeutics has been listed on the US tech exchange Nasdaq for several months now and is thus in the focus of international investors. CEO David Elsley presented at the International Investment Forum (IIF) last week, again emphasizing the attention his Company has received due to its Nasdaq listing. The share of Cardiol Therapeutics has been volatile over the past few weeks but continues to show strong upward momentum. Historical examples, such as GW Pharma, show that the Nasdaq offers excellent potential for companies like Cardiol. Within a very short listing time on Nasdaq, GW Pharma's market capitalization rose from about USD 100 million to more than USD 1 billion. It was acquired by Jazz Pharmaceuticals a few months ago for more than USD 7 billion.

    Bayer is doing well

    While stocks like Cardiol Therapeutics have great momentum, making them more for speculative investors, Bayer scores on other merits: The share is valued low, and Bayer has some hot irons in the fire with its pharmaceuticals and seeds businesses. The Rhinelanders see great potential in cell and genetic engineering and have intensified research in this area. Bayer has also been successful in developing seeds. A new type of corn that requires little water and is ideally suited to climate change is also paying dividends for Bayer's image as a possible inflation beneficiary. At around 3.5%, the dividend yield is respectable. However, Bayer will not be a high-flyer any time soon. But the stock is certainly solid.

    While it is not clear where a fair valuation lies for BioNTech, given the many laudations in recent months, Bayer should continue to score with steady development in the coming months and years. Cardiol Therapeutics, on the other hand, offers the chance for a complete revaluation. If the clinical trials are successful and Cardiol's active ingredient can establish itself, the current valuations should be a thing of the past. However, investors should keep in mind that the flip side of every opportunity is risk.

    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 in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

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    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    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.


    Commented by Stefan Feulner on May 14th, 2024 | 07:30 CEST

    Bayer, Defence Therapeutics, Novavax - Major events

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    The biotechnology sector is still on the move and is currently characterized by a high degree of volatility. For instance, BioNTech, a former star during the pandemic, reported a net loss of EUR 315 million in the first quarter. The Mainz-based biotech now wants to focus more on the development of its cancer drugs due to the slump in demand for COVID-19 vaccines. However, for years, innovative, undiscovered companies have existed in this billion-dollar market that could, with their technologies, become the new high-flyers in the biotech industry.


    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.