Close menu

January 31st, 2022 | 13:31 CET

BioNTech, Defence Therapeutics, Mainz Biomed - After Corona, cancer is the next hype

  • Biotechnology
Photo credits:

The euphoria surrounding vaccine manufacturers has come to an end. The majority of investors believe that the end of the pandemic is near with Omicron. More and more states are abandoning restrictions and slowly returning to normalcy. If that happens, one of the biggest hypes of the last decade will come to an end. The pharmaceutical and biotech industries have earned very well from it. After the hype is before the hype. The next big story is cancer, and there are more and more cancer cases, so fighting the disease is a lucrative business. A lot is happening in this area, so we are looking at three companies today.

time to read: 4 minutes | Author: Armin Schulz

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 - Favorably valued

    Many market participants still perceive BioNTech as a pure-play corona vaccine manufacturer. The Mainz-based Company was the first to deliver a vaccine together with Pfizer, and so the stock shot up like a rocket. Now the share price is falling all the more sharply because investors fear an endemic situation, and perhaps hardly any vaccine is needed. Particularly since the first Corona pills have now also been approved in the EU. The current market movement seems somewhat irrational if you look at the numbers on the one hand and focus on the Company's development pipeline on the other.

    The Company is now only worth around EUR 33 billion, while sales in 2021 are around EUR 17 billion. Business can also be good in 2022, although perhaps not as strong as 2021. When looking at the pipeline, the Omicron vaccine is probably the next drug on the market. Through Comirnaty and the mRNA technology used, the door has been opened for upcoming pharmaceuticals. In addition to developing a flu vaccine, there are several cancer programs, with 5 of 16 already in clinical trials.

    The revenues will ensure further development and research. Currently, the Company should have about EUR 2.5 billion in cash. Investors should take a close look at the annual report and outlook for 2022 on March 30. Since the beginning of the year, the share has lost another 44% at its peak. From EUR 119.70, it went up again to currently EUR 140.90. If further drugs from the Company are approved, the valuation at this level appears too cheap in the long term.

    Defence Therapeutics - On the way to clinical trials

    Defence Therapeutics is based in Canada and specializes in the antibody-drug conjugate (ADC) therapeutic approach. The Company owns a patented biologic drug enhancer platform called Accum. This technology allows the Company to target small molecule drugs into affected cell nuclei, with the precise delivery improving the drug's effect by up to a factor of 10. This approach can also be used in vaccine development. In this case, the immune response can be up to 100 times stronger.

    The Company has already successfully tested a Corona vaccine in animals. On January 10, Eurofins Advinus was contracted to prepare the necessary GLP studies on the cancer drug AccuTOX to initiate the phase 1 trial in breast cancer patients. According to the first tests, the drug can fight 9 different tumor cells, which occur in skin, breast, colon, lymph and lung cancer. Progress on the HPV vaccine was also reported on January 26. Compared to the approved HPV drug Gardasil 9, it elicited a 36-fold higher immune response in animals.

    The Company's major advantage is versatility. Virtually all approved ADCs can significantly increase their efficacy using the Accum platform. Currently, management is looking for suitable active partnerships in the pharmaceutical sector to expand its portfolio. The potential of the markets in which the Company operates is enormous. USD 3.8 billion for HPV vaccines, USD 17.8 billion for breast cancer drugs, and the trend is up everywhere. The stock hit its all-time high of CAD 8.15 on September 10, 2021. Since then, the stock has consolidated and is currently trading at CAD 5.16.

    Mainz Biomed - Capital increase ends rally

    The capital of Rhineland-Palatinate is also home to the biotech company Mainz Biomed BV, which focuses on molecular genetic cancer diagnostics and diagnostics in the field of human genetics. The Company made its debut on Nasdaq on November 5, 2021. The flagship product is a test for the early detection of colorectal cancer, with which the Company wants to shake up the US market. Currently, there is only one approved test, so the market is still large enough.

    This type of cancer is the second most deadly cancer in the US, and early detection significantly increases survival rates. The competitor that has approval is Exact Sciences and has a market capitalization of USD 11.9 billion, whereas Mainz is just USD 186 million. If ColoAlert is approved in the US, this will result in a potential customer base of around 52 million. The test has already been approved in Europe.

    After the share had a furious start on the stock market, rising from USD 7.80 to USD 30, it went down just as steeply. After the high on January 18, the share fell to USD 14.43 by January 26. The reason is an announced capital increase, which will be made at USD 15 and will flush around USD 25.9 million into the coffers. The Company should thus be able to drive the business forward in the coming months.

    Cancer is on the rise. The three featured companies are trying to put a stop to this disease. BioNTech has raised a lot of money from its Corona vaccine and can use it to fund its continued development of cancer programs. Defence Therapeutics has found a way to better transport its drugs and vaccines with its patented platform. There will undoubtedly be exciting news in the future. Mainz Biomed, on the other hand, has dedicated itself to diagnostics. In any case, there is a lot of money in the fight against cancer.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    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 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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

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

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.

    Der Autor

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    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?

    • Biotechnology
    • Pharma
    • renewableenergies

    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

    • Biotechnology
    • Pharma

    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

    • Biotechnology
    • Pharma

    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.