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July 8th, 2021 | 13:18 CEST

BioNTech, Defence Therapeutics, Moderna - The wheel keeps turning

  • Biotechnology
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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 | Author: Stefan Feulner

Table of contents:

    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.

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    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

    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

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