Menu

Recent Interviews

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".


08. July 2021 | 13:18 CET

BioNTech, Defence Therapeutics, Moderna - The wheel keeps turning

  • Biotechnology
Photo credits: pixabay.com

After a hesitant start, Germany is making good progress with vaccinations. Around 47.5 million people, or 57.1% of the total population, have been vaccinated at least once. The number of fully vaccinated people rises to 39.9%. Rosy prospects for the summer in the republic. But now comes the Delta variant. According to initial studies, it is more resistant to the vaccines currently on the market than other variants. Research is continuing, and new manufacturers are entering the market to participate in the billion-dollar business.

time to read: 3 minutes by Stefan Feulner
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , DEFENCE THERAPEUTICS INC | CA24463V1013 , MODERNA INC. DL-_0001 | US60770K1079


 

Author

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


BioNTech - Efficiency unclear

So far, BioNTech has been spared any bad news regarding its vaccine. However, doubts about the efficacy against the Delta variant are now coming from Israel of all places - the model country for vaccinations. According to initial study results from the renowned Hebrew University in Jerusalem, the BioNTech substance is not as effective against the Delta variant of the virus as had been assumed. The vaccine only prevents 64% of new infections. In February, when Delta was not yet so widespread, the Israeli Ministry of Health had still spoken of a rate of 95.8%. However, the vaccine continues to offer excellent protection against severe illness and hospitalization. Here the result is 93%.

So far, 5.7 million of Israel's 9.3 million inhabitants have been vaccinated for the first time, and 5.2 million have been fully vaccinated. Due to the successes, almost all Corona rules have been lifted by the Israeli government. However, for about 14 days, new Corona infections have increased significantly again, with the Delta variant forming the lion's share despite the high vaccination rate. Due to the negative study results, BioNTech's share price corrected from its high in June of USD 252.58 to USD 206.18. Important support is now the mark at around USD 200.

Defence Therapeutics - Highest efficacy at Delta

Canadian biotechnology Company Defence Therapeutics is taking a new approach with a novel method for fighting cancer and developing vaccines against infectious diseases. The focus is on ACCUM technology, which enables the precise transport of vaccine antigens or antibody-drug conjugates in an intact form to the target cells. This is expected to improve efficiency and efficacy against serious diseases like cancer and infectious diseases such as COVID-19. The ACCUM method of accurately delivering ADCs into cells has increased cell penetration by a factor of 10 compared to other approved ADC solutions.

Now, a first milestone has been reported for the AccuVAC-PT001 vaccine developed by Defence Therapeutics. For example, Sera isolated from animals vaccinated with AccuVAC-PT001 showed a cross-reaction with the spike protein of several SARS-CoV-2 variants. Here, the antibodies produced bind the receptor-binding domains responsible for binding with ACE2 receptors in human cells. Most importantly, the induced antibody response showed cross-reactivity to all SARS-COV-2 variants tested. The highest level of efficacy was observed with the Indian Delta variant.

Additional laboratory studies are currently underway to evaluate the neutralizing ability of the generated antibodies against all strain variants. In addition, the Canadians are continuing both the preclinical and clinical COVID programs. They are working on a second-generation booster vaccine formulation capable of stopping both virus transmission and immune evasion. ACCUM technology has enormous potential and can be used as a base in diverse diseases. However, one thing to keep in mind is that the biotech company still has to work its way through the various stages. However, the announcement in research against the different variants of the SARS-COV-2 virus is an outstanding milestone. With a stock market value of EUR 167 million, Defence Therapeutics is not too expensive at the current research stage.

Moderna - Protected from mutation

The US pharmaceutical Company Moderna recently published data showing that the vaccine protects almost as well against the Delta variant as it does against the original virus after two vaccinations. Studies with blood from vaccinated individuals would have confirmed the protection also for the Delta variant. Based on the positive data, the Moderna vaccine has now been fast-tracked for approval in India. Currently, just over 4% of the population in the country has been vaccinated. The positive news regarding efficacy helped Moderna's shares to jump to a new all-time high. However, experts warn that the Company, which has a market capitalization of USD 87.5 billion, is overvalued.


Shares of vaccine manufacturers have multiplied in recent years and are running into overvaluation. The potential for setbacks is enormous, as seen in the case of CureVac. More interesting here are companies like Defence Therapeutics, which are driving second-generation vaccine development. However, one must not ignore the risk in the biotechnology sector.


Author

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:

21. October 2021 | 12:17 CET | by Stefan Feulner

Sartorius, Defence Therapeutics, QIAGEN - Still long potential

  • Biotechnology

Since the outbreak of the Corona pandemic, biotech and pharmaceutical shares have been among the top performers on the stock market. In addition to vaccine producers such as BioNTech and Pfizer, the share price of the US pharmaceutical Company Moderna also multiplied. Other winners included diagnostics companies and laboratory equipment suppliers, process technology specialists and manufacturers of biopharmaceuticals. Biopharmaceuticals promise enormous growth potential even after Corona, especially the market such as gene and cell therapies is growing dynamically at the moment.

Read

20. October 2021 | 11:04 CET | by Armin Schulz

Bayer, Sativa Wellness Group, MorphoSys - Can the pharmaceutical industry benefit from the new German government?

  • Biotechnology

The federal election is over, and the pharmaceutical industry has to adjust to the new political constellation. The industry is facing change. Digitization is an important topic. To not lose even more researchers to foreign countries, approval processes must be accelerated and bureaucracy reduced. If we always acted as decisively as we did during the pandemic, much more could be achieved. The new federal government is flirting with the legalization of cannabis. If this were to happen, the market would probably be huge. The next four years promise to be exciting.

Read

18. October 2021 | 10:44 CET | by Nico Popp

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

  • Biotechnology

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.

Read