Close menu




March 14th, 2022 | 12:47 CET

BioNTech, Defence Therapeutics, MorphoSys - Shares with blockbuster potential!

  • Biotechnology
Photo credits: pixabay.com

Developing a blockbuster drug is the highest achievement in the pharmaceutical industry. A blockbuster is defined as a drug that can generate more than USD 1 billion in revenues per year. According to experts, the vaccine Comirnaty, developed by BioNTech and Pfizer, is likely to have brought in sales of well over USD 30 billion, thus clearly breaking the blockbuster barrier. Outside of vaccine research, there are also numerous companies with high long-term potential.

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , DEFENCE THERAPEUTICS INC | CA24463V1013 , MORPHOSYS AG O.N. | DE0006632003

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

     

    Defence Therapeutics - Comprehensive pipeline

    Canadian company Defence Therapeutics is undoubtedly uniquely positioned with its patented Accum technology. It has blockbuster potential in the long term, but the road to a finished drug is still long.

    Defence Therapeutics' business is divided into two segments. The first segment is immuno-oncology, the second is research into infectious diseases. Here, the young Company is researching vaccines against breast and skin cancer and is pursuing an innovative therapeutic approach in tumor therapy with the antibody-drug conjugate (ADC). In the area of infectious diseases, Defence Therapeutics is researching vaccines against COVID-19 and the human papillomavirus (HPV).

    At the end of 2022 or the beginning of 2023, a phase I study is to start activities against breast and skin cancer. Until then, the necessary preliminary work will be carried out according to the principles of Good Laboratory Practice (GLP). Further data will be collected that will be useful for further approval.

    Recently, the first peer-reviewed efficacy study of AccuVAC-D001L was announced and published in the prestigious journal Cell Reports Medicine. Currently, only one FDA-approved DC vaccine is on the market to treat prostate cancer. However, the vaccine did not achieve the hoped-for clinical effect due to major obstacles related to antigen presentation by dendritic cells (DCs) versus responding T cells. This is where AccumTM technology proves to be an important advantage, as it allows circumventing the main enemy of any antigen, i.e. entrapment in the endosome.

    The market capitalization of the Canadians is currently CAD 145 million. In an in-depth interview, Dr. Moutih Rafei, director and VP of R&D at Defence Therapeutics, highlights the strengths of Accum's platform technology.

    MorphoSys - High depreciation

    The MorphoSys share price knew only one direction last year, down. While the share was still quoted at prices above EUR 100 in 2021, it can currently be bought for EUR 23.60 per share. Last week, the Martinsried-based biotechnology company announced that it would have to take write-downs of around EUR 231 million. These write-downs are necessary following the acquisition of the US cancer specialist Constellation Pharmaceuticals. The write-downs are not cash-effective, but they will negatively impact the Group's operating result in the amount of EUR 231 million.

    Despite the somewhat negative news, the share price reacted with gains. On March 16, the biotech group plans to publish its financial statements for the past fiscal year. After the high write-down on the US acquisition Constellation, Deutsche Bank left its rating for MorphoSys at "Hold", the price target was confirmed at EUR 46. The Company is currently valued at around EUR 800 million.

    BioNTech - At important support

    Vaccine producer BioNTech has also seen a sell-off in recent weeks, with the share price plummeting from USD 464.00 to currently USD 135.64 in recent months. The area around USD 131 is important here. Should this be broken, the next striking support area would be found at USD 105.

    The three founders of the pharmaceutical Company BioNTech had something to celebrate. Ugur Sahin, Özlem Türeci and Christoph Huber were appointed honorary citizens by the city of Mainz. In doing so, Mainz wants to honor the "outstanding achievements of these exceptional scientists in the field of medical research and biotechnology." Operationally, BioNTech continues to expand its partnership with the US biotech company Regeneron to develop cancer therapies. The two partners are planning a joint clinical trial of BioNTech's cancer vaccine BNT116 in combination with Regeneron's cancer drug Libtayo to treat patients with advanced non-small cell lung cancer.


    BioNTech was able to launch a blockbuster with its Comirnaty vaccine. Defence Therapeutics also has the potential to generate annual sales in the billions with its Accum platform. At MorphoSys, on the other hand, there is a need for write-downs.


    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 news.financial. 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

    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 Stefan Feulner on July 17th, 2024 | 06:30 CEST

    BioNTech, Cardiol Therapeutics, Bayer - Prepared for the next wave

    • Biotechnology
    • Biotech
    • Pharma

    The assassination attempt on former and possibly future US President Donald Trump was clearly the dominant topic at the weekend, causing both gold and the largest cryptocurrencies to surge at the start of the week. Still largely unnoticed, however, the COVID-19 figures are rising again, especially in the United States, which could halt the downward spiral for vaccine manufacturers such as BioNTech/Pfizer and Moderna.

    Read

    Commented by Fabian Lorenz on July 11th, 2024 | 06:55 CEST

    Shares with breakthrough potential? Evotec, Varta, and Carbon Done Right Developments

    • Sustainability
    • Pharma
    • Biotechnology
    • renewableenergies
    • CarbonCredits

    Evotec is currently going from strength to strength. Yesterday, a partnership with pharmaceutical giant Pfizer boosted the share price. Will the resistance at EUR 10 now finally fall? There has also been positive news for Varta recently. Is the possible collaboration with Porsche a game changer? Analysts have a clear opinion on this matter. At Carbon Done Right Developments, investors are eagerly awaiting the AIM listing. Once it happens, the share price could explode, as the Company is working on an ecosystem within a billion-dollar market. Should you position yourself now? In any case, all three companies are working towards a breakthrough.

    Read

    Commented by André Will-Laudien on July 11th, 2024 | 06:45 CEST

    Mega rally on the cards - 500% plus is likely too low an estimate! Evotec, Desert Gold, Cogia, VCI Global, and Lufthansa

    • Mining
    • Gold
    • Commodities
    • Biotechnology
    • airline

    The stock market keeps rising and rising - this much is revealed by the ever-new highs of prominent indices such as the NASDAQ 100, S&P 500, or the Nikkei index. However, a closer look reveals some inconsistencies. For example, only 6% of all traded stocks are currently reaching new highs, while over 70% of all listed stocks have fallen since the beginning of the year. In short, global liquidity is aggregated in just a few blockbuster stocks, with the rest being left behind. Such bubbles already occurred in 1999, 2007, and 2015, followed by a 25% to 50% correction. When exactly this will happen, no one knows, but the party is likely to continue for a while due to high liquidity. Gold and silver are in the process of forming interesting breakout formations. Now is the time to pick the cherries!

    Read