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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.

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    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



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