Close menu




January 25th, 2022 | 10:15 CET

BioNTech, Defence Therapeutics, Nordex: Investors must pay attention here!

  • Biotechnology
Photo credits: pixabay.com

"Defying cancer" was the headline of the Frankfurter Allgemeine Zeitung a few days ago. The interview was illustrated with the two leading BioNTech heads, Özlem Türeci and Uğur Şahin. The famous German scientists' statement revolved around further projects for BioNTech and the fight against cancer. At the same time, BioNTech's stock, like many other pandemic winners, dropped. What does this mean for investors now?

time to read: 3 minutes | Author: Nico Popp
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , DEFENCE THERAPEUTICS INC | CA24463V1013 , NORDEX SE O.N. | DE000A0D6554

Table of contents:


    BioNTech: How long will the share continue to fall?

    Since the outbreak of the Omicron variant, the market has been unsettled. In the months before, supply problems caused irritation in the real economy. Since the Omicron crash, the markets are no longer getting back on track: inflation fears alternate with interest rate worries, although both are sides of the same coin. As Omicron increasingly ensures that even triple-vaccinated people are infected, critics of BioNTech and Co. cast doubt on the vaccines per se. But vaccination still protects against severe courses. In addition, a variant of the BioNTech vaccine adapted to Omicron is expected in the next few months. During a pandemic, vaccines can only be a response to rampant viral activity. Viruses, in particular, are prone to mutation. The more infected there are, the higher the likelihood of new variants. Since viruses have their own survival and the best possible spread "in mind", so-called "escape variants," i.e. variants that circumvent vaccination protection, are also likely.

    One such variant is the currently circulating Omicron type. However, since this variant is less severe and the original vaccine also seems to have a positive effect on the course of the disease, there is a growing expectation in the market that BioNTech's products may soon no longer be needed. Even though the share price is currently in a downward trend, investors should not write off the BioNTech share. The Company has made a good name for itself in recent years and is likely to be the first choice even after the pandemic to protect people at risk from infection once a year. There is also the prospect of other vaccines, such as those against cancer.

    Defence Therapeutics: Vaccination against cancer ahead of decisive phase

    The Canadian biotech company Defence Therapeutics is similarly innovative to BioNTech. The Company pursues an innovative platform strategy and delivers vaccines and active ingredients directly into the cell nucleus. Defence Therapeutics will launch a Phase 1 study around its vaccines in the coming weeks. Its goal: the fight against skin and breast cancer. Phase 1 trials will focus on the safety of the active substances. Further studies will focus on their efficacy and suitable doses.

    As the research portal researchanalyst.com wrote a few weeks ago in an article on Defence Therapeutics, analysts from Research and Markets estimate the potential in the field of immuno-oncology at USD 163.1 billion by 2027. Also, antibody-drug conjugates, the area in which Defence has patented its Accum™ technology, is expected to grow by about 25% annually by that time. "In the fight against cancer, Defence Therapeutics has committed itself to one of the most pressing questions facing humanity. If trials with mice succeed, as is already indicated, Defence Therapeutics would have a blockbuster vaccine in its portfolio overnight - parallels with BioNTech would then be hard to deny. The versatile Accum™ technology also offers the prospect of a licensing business that could be extremely lucrative thanks to revenue or profit-sharing - and without tying up additional capacity at Defence Therapeutics," writes researchanalyst.com. With the stock showing relative strength in last week's tech crash, investors should keep the share on their radar. Selling pressure on top dogs such as BioNTech currently appears greater.

    Nordex: Margins under pressure - especially in this market phase

    Nordex, the German wind power hopeful, has also suffered a little recently. Yet the future looks bright for Nordex: Orders are coming in from all over the world, preferably from South America. In Germany, too, the tailwind for the industry is set to get stronger. The new government wants to speed up the approval process. In the medium term, more wind turbines could then also be built in Germany. For Nordex, this gives cause for hope. Recently, however, the Company has suffered from its weak margin. In times when the market is nervous, these are bad omens.


    In order to seize the opportunities of the current market phase, it depends on the risk appetite of investors. Stocks such as BioNTech currently look like the oft-cited "falling knife", but the chances are good that the fall will be slowed sooner or later. Those who want to bet on relative strength in this market phase can also take a closer look at Defence Therapeutics. Important decisions will be made here in the coming months.


    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

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Stefan Feulner on May 23rd, 2022 | 13:01 CEST

    BioNTech, Monkeypox, Defence Therapeutics, Valneva - Is the next threat coming after Corona?

    • Biotechnology
    • Monkeypox

    The Corona pandemic is not over yet, but we should already prepare for future viruses. The next pandemic will come. When it will come is uncertain, and so is which pathogen will we have to deal with. Monkeypox is now spreading globally, and there are already the first cases in Germany. We find out what is known so far, where the dangers lie and what opportunities there are for the biotechnology sector from Dr Moutih Rafei, a renowned pharmacologist and head of research and development at the innovative company Defence Therapeutics Inc.

    Read

    Commented by Fabian Lorenz on May 19th, 2022 | 13:31 CEST

    Booster for the BioNTech share: BASF and Defense Metals with momentum?

    • RareEarths
    • Biotechnology

    The swing market continues to keep investors on their toes. On Tuesday, encouraging economic data and the prospect of an imminent end to the lockdowns in China ensured a good mood and significantly rising prices. The speech by Fed Chairman Powell could not change this. Only one day later, the euphoria has already faded, and the statements of the central bank chief are being interpreted negatively. Powell had reiterated the Fed's determination to fight inflation. Therefore, operational impulses are needed for shares to rise again. BioNTech's stock got a small boost from the FDA's approval of its Corona vaccine as a booster shot for ages 5-11. But analysts are waiting for more. At Defense Metals, investors hope for more from today's CEO presentation after solid drilling results. At BASF, several analysts are reducing price targets at once and see possible additional costs in the billions.

    Read

    Commented by André Will-Laudien on May 18th, 2022 | 12:48 CEST

    Biotech stocks: BioNTech, XPhyto Therapeutics, Novavax, Valneva - Crashing, the choice remains difficult!

    • Biotechnology
    • Covid19

    For pure play vaccine companies, the environment is getting tougher. On the one hand, the winter is over, and on the other, Corona has lost its horrors, especially as the Omicron variant presented like a cold for most infected people. 77.6% of the German population have received at least one vaccination dose so far. 63.1 million people have thus already received basic immunization, and 49.5 million people went for another shot. Only 4.6 million people, or 5.5%, have already received a second booster vaccination. 18.6 million people have not been vaccinated, or 22.4% of the population. With currently only 4,000 vaccinations per day, the many millions of vaccine doses ordered are likely to remain on the shelf. For vaccine manufacturers, future orders will plummet. Which Company has a plan B in place?

    Read