Close menu

July 26th, 2021 | 13:55 CEST

BioNTech, Cardiol Therapeutics, CureVac - What is next?

  • Biotechnology
Photo credits:

Are you smiling or shaking your head? Both are easily understandable reactions that investors might have in light of the latest statements from the Deutsches Aktien Institut (DAI). The DAI calls for better conditions for IPOs of growth companies to prevent such companies from migrating to foreign stock exchanges, as happened with BioNTech, among others. "Especially companies with specialized business models and high financing needs are dependent on foreign investors," explained Uta-Bettina von Altenbockum. However, this is not a new phenomenon either. Other countries have been creating better framework conditions for corporations and better tax incentives for investors for a long time. Own goal. What opportunities are there?

time to read: 3 minutes | Author: Carsten Mainitz

Table of contents:

    BIONTECH SE - New all-time high

    The BioNTech share recently reached a new all-time high. The announcement by the US to buy another 200 million doses of the Corona vaccine from manufacturers BioNTech and Pfizer triggered the share price surge. According to the announcement, the US government is preparing for the vaccination of younger children and booster shots for adults. Pfizer said just over half of the doses would be delivered by the end of the year and the rest by April 2022. That brings the total orders to 500 million units.

    The potential vaccination of children and adolescents and booster shots will continue to keep vaccine manufacturers' coffers ringing in the months ahead. In addition, there is a high probability that with the emergence of more and more new covid variants, vaccinations will be with us for a long time to come. The European Medicines Agency (EMA) recently voted to approve a second Corona vaccine for children and adolescents. As a result, after the vaccine from BioNTech, the preparation from Moderna could now also be used. The EU Commission still has to approve the approval, but this is considered a formality.

    With a share price of around USD 282, BioNTech is currently valued at USD 58 billion. We assume that analysts will soon further increase the price targets for the shares; according to the prevailing opinion, the title is now exhausted. However, the latest developments and the resulting potential are probably not yet priced into the investment judgments. Looking at some experts' estimates, which assume earnings this year and next year in the order of USD 7 billion each, the stock is moderately valued with a P/E ratio of 8 to 9. Of course, the question is how sustainable the profits generated are. The bottom line is that the stock offers a good risk-reward ratio.

    CARDIOL THERAPEUTICS INC - Change in the Board of Directors

    Cardiol Therapeutics is breaking new ground in the therapy of inflammatory heart diseases. The Canadians are relying on cannabidiol (CBD) for therapeutic trials. A body of scientific evidence exists that cites the use of cannabidiol as beneficial as an anti-inflammatory agent.

    The Company's lead product, CardiolRx, is a pharmaceutically manufactured oral cannabidiol formulation that is currently being evaluated in a Phase II/III outcomes study in hospitalized patients who tested positive for the Covid-19 virus. This potential pivotal study is designed to assess the efficacy and safety of CardiolRx as a cardioprotective therapeutic to reduce mortality and major cardiovascular events in Covid-19 patients with pre-existing cardiovascular disease or risk factors for cardiovascular disease. The study is also to evaluate the impact of CardiolRx on key markers of inflammatory heart disease.

    Due to age, the Company recently announced a change within the board. Dr. Guillermo Torre-Amione has now been appointed as the new Chairman. Dr. Torre-Amione has served as an independent director of Cardiol since August 2018 and now takes over from Dr. Eldon Smith, who has held the role of Chairman since Cardiol's inception and is now retiring. Dr. Guillermo Torre-Amione is a board-certified specialist in cardiovascular disease and advanced heart failure/transplant cardiology.

    Cardiol filed for listing on NASDAQ in March 2021. Inclusion in the US index is expected to result in a significant valuation boost for the stock. To further develop the Company, the Canadians raised more than CAD 50 million on the capital market in the last 12 months. Currently, a price of CAD 2.72 is being called for the shares, which means that the Company is valued at just under CAD 120 million. If the analysts at GBC are to be believed, the share has an upside potential of up to CAD 15.77!

    CUREVAC NV - What does the future hold?

    Opportunity and risk are two sides of the same coin. While Mainz-based BioNTech and partner Pfizer are writing a breathtaking success story, the Tübingen-based vaccine developer CureVac is on the downside. Some time ago, the Süddeutsche reported that the vaccine's effectiveness was only around 48%. As a result, the German government announced that the CureVac vaccine would no longer be included in the current campaign. Unsurprisingly, Curevac's share price plummeted as a result and has not recovered significantly to date. At a current share price of EUR 46, the Company is valued at around EUR 8 billion. The market will certainly take a while to price in the changed situation. Should the Company fail to launch the vaccine, the current valuation is far too high.

    No opportunity without risk. Investors should keep this in mind, especially with biotech stocks. Biontech certainly offers the best risk-reward ratio. In the case of Cardiol, a reassessment should begin in the event of success. In our opinion, the risks outweigh the rewards for CureVac.

    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author

    Related comments:

    Commented by Fabian Lorenz on November 24th, 2022 | 12:40 CET

    New year, rising prices? BASF, BioNTech and Manuka Resources - Shares in check

    • Mining
    • Commodities
    • Biotechnology
    • chemicals

    As the stock market year 2022 draws to a close, we look ahead to 2023. New year, rising prices? That is what many stock market players are hoping for. The chances are that we will see rising indices again with the end of interest rate hikes in the coming year. Today, we look at three companies likely to attract attention in 2023. At BioNTech, the research pipeline is full to bursting, and there are numerous study results to come. BASF is attractive due to its low valuation and high dividend yield. However, analysts warn of a write-off risk. Manuka Ressources convinces with a profitable core business, and an exciting project in the field of critical raw materials could lead to a revaluation.


    Commented by Stefan Feulner on November 22nd, 2022 | 13:42 CET

    Favorable starting positions for Commerzbank, Desert Gold and BioNTech

    • Mining
    • Gold
    • Investments
    • Biotechnology

    The suspected downward pressure due to uncertainties in the economy and geopolitics has so far failed to materialize. Instead, the most important stock indices, such as DAX or Dow Jones, were able to leave their short-term downward trends and are sending signals for a further upward push. In addition to the stock market, the precious metals sector was also able to turn around. Here, in particular, entry opportunities beckon at a significantly reduced level with the chance of long-term, disproportionate price gains.


    Commented by Nico Popp on November 21st, 2022 | 12:11 CET

    Biotech - Hotter than ever: Catalyst Pharmaceuticals, BioNxt Solutions, Bayer

    • Biotechnology

    Biotechs have been providing answers to humanity's most pressing questions for years. Innovative companies are applying advanced methods to make a medical difference. The example of BioNTech is just one success story among many. While companies in the pharmaceutical sector are finding it increasingly difficult to come up with real innovations, biotechs often put all their eggs in one basket - and win. We present two biotech hopefuls and take a look at Bayer.