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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


03. May 2021 | 07:25 CET

BioNTech, CureVac, Cardiol Therapeutics: In on the next blockbuster from the start

  • Biotech
Photo credits: pixabay.com

The two German companies BioNTech and CureVac, have been causing quite a stir since the outbreak of the pandemic. At first, the biotech newcomers were known only to hard-nosed investors who are used to seizing long-term opportunities and accepting initial uncertainty to do so. Even during the first months of the pandemic, it was far from clear whether BioNTech and CureVac would be successful. Only a few insiders had the right instinct early on thanks to the necessary background knowledge and are pleased with BioNTech's annual performance of 260%. But what characterizes the success of innovative biotech companies? And where are the next opportunities lurking? We outline some exciting investment stories.

time to read: 4 minutes by Nico Popp
ISIN: US09075V1026 , NL0015436031 , CA14161Y2006


David Elsley, CEO, Cardiol Therapeutics
"[...] Since inflammation is a cause of heart failure, and heart failure in turn is one of the leading causes of death in the Western world [...]" David Elsley, CEO, Cardiol Therapeutics

Full interview

 

Author

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


BioNTech: This success is set in stone

By now, almost every investor is familiar with the story of BioNTech. The Company focused on mRNA technology early on and was considered a future investment even in pre-pandemic times. The share price in mid-October 2019? EUR 11.50. Today, one share certificate is worth more than EUR 150. What has happened since then? BioNTech has taken its expertise on the road and translated it into a successful product. Shortly after the outbreak of the pandemic, the Mainz-based Company decided to put its knowledge and expertise to work - and was rewarded. The vaccination success in the USA and Israel is based almost entirely on BioNTech. The vaccine is also popular and in demand in Germany.

Vaccinations in numerous other countries and the necessary boosters will continue to bring money into the coffers of BioNTech and its partner Pfizer. In addition, there is the fantasy that mRNA technology has made a breakthrough and that further diseases can be combated. The stock is very attractive but also already very expensive - every investor has the value on their radar.

CureVac: Does thoroughness pay off?

CureVac is sometimes mentioned as a better alternative. The Tübingen-based Company is also a specialist in mRNA and is about to receive approval for its vaccine. Although the vaccine is late in arriving, the Tübingen-based Company has been exceptionally accurate in its development and testing. Whether this thoroughness will pay off, however, is still unclear. Around the serum from Pfizer/BioNTech, there are reports of heart muscle inflammation in young patients in Israel, which could be connected with the vaccination. While the specific numbers of cases are minimal, the reports should ensure that physicians pay increased attention to these cases around vaccinations. Cerebral venous thrombosis cases linked to AstraZeneca's vaccine also increased after the initial media reports. While the situation should only slightly diminish the success of vaccine manufacturers, it could be a reason for investors to be cautious.

Cardiol Therapeutics: Profiteer from BioNTech's adverse events?

The Canadian Company Cardiol Therapeutics could soon be seen as a profiteer from the cases of heart muscle inflammation following BioNTech vaccinations. The Company develops drugs around the active ingredient cannabidiol, which has been shown to have anti-inflammatory effects. The Company points to studies that have shown the compound can significantly alleviate heart muscle inflammation. Much like the pandemic was a catalyst for rapid progress for companies like BioNTech and CureVac, the recently publicized vaccine complications could also boost Cardiol Therapeutics' business.

The Company reported just a few days ago that it had enrolled its first patients in the Phase II/III trial of hospitalized Covid-19 patients. "There is compelling evidence that inflammation plays a fundamental role in the development and progression of heart disease," said Andrew Hamer, M.D., chief medical officer of Cardiol Therapeutics. "I am excited to see the initiation of the LANCER trial which will provide a unique opportunity to explore the anti-inflammatory and cardioprotective properties of CardiolRx in COVID-19 patients who are at high risk for major cardiovascular complications."

Given that Covid-19 is a disease that all experts worldwide expect to strike us regularly in the future, much like influenza, and also necessitates booster vaccinations, which themselves may carry risks, Cardiol Therapeutics' study is likely to be closely watched by the market. The Company hopes that its work with Covid-19 patients will lead to rapid research successes and advantages in the event of possible approval. After all, solutions in the fight against Covid-19 are in great demand.

Cardiol Therapeutics valued below EUR 100 million before Nasdaq listing

For investors, there is also the fact that Cardiol is focusing on common heart diseases in addition to their study with Covid-19 patients. Cardiovascular problems are among the leading causes of death in the Western world and represent a billion-dollar market for biotech companies. To promote its approach around highly concentrated cannabidiol to the scientific community, Cardiol Therapeutics is working with renowned cardiologists from around the world - including a doctor at Berlin's Charité hospital. The Company is seeking a listing on the US tech exchange Nasdaq and is betting everything on growth. CEO David Elsley is stoically and consistently pursuing the Company's goals read an interview from late March here. Elsley also compares his Company's current standing with stocks such as GW Pharma, whose share price soared after its Nasdaq listing and eventually acquired for USD 7 billion.

Currently, Cardiol Therapeutics is valued at around EUR 94 million. Given the scientifically apparent effects of the active ingredient cannabidiol in heart muscle inflammation in the context of and without Covid-19 and the Company's advanced research, investors should strongly consider taking a closer look at the stock. The planned Nasdaq listing will make the stock accessible to numerous professional market participants, many of whom are not allowed to invest at this stage for regulatory reasons. Resourceful private investors can use this information advantage for themselves. The stock is highly speculative, but the outlook is promising and the timing seems perfect.


Author

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



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:

26. May 2021 | 08:15 CET | by Nico Popp

BioNTech, PsyBio, Bayer: The opportunities of tomorrow

  • Biotech

Even after the pandemic, there will be no "business as usual" in the healthcare system, as shown by a survey conducted a few months ago by the Barmer Institute for Health Research. The scientists surveyed called for far-reaching reforms. In addition to billing and uniform rules, digitization could also be a key to meaningful reforms. Innovative drugs also play a role when it comes to treating Covid-19 and concomitant diseases.

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04. May 2021 | 09:52 CET | by Carsten Mainitz

SYNLAB, PsyBio Therapeutics, BioNTech - A newcomer, an up-and-comer and a high-flyer in the big world of pharmaceuticals

  • Biotech

Last Friday, laboratory services provider SYNLAB made its stock market debut but had difficulty convincing investors of the sustainability of its current order boom. It is not known whether the issue price led to depressive moods among existing shareholders. If it has, they could be helped by the LSD-related psychoactive ingredients of the American biotech pioneer PsyBio, which are expected to expand and improve treatment options for depression, anxiety and drug addiction in the future. For the BioNTech board members, there should be no risk of depression at present. Instead, one can assume that they are thinking about laying a direct line to a champagne producer. It would at least be deserved.

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