Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)


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)

+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)

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".

08. October 2021 | 10:25 CET

BioNTech, Defence Therapeutics, Valneva, Formycon - Close to the bio-revolution!

  • Biotechnology
Photo credits:

Portugal is one of the countries with the highest vaccination rate, with 86% of the population already vaccinated. Approximately 98% of those eligible for vaccination - including everyone over the age of 12 - have been vaccinated. Germany, with about 64%, is one of the more vaccine-weary nations. What is the secret of the Portuguese? The government relied on an opinion maker from within its ranks, Admiral Gouveia e Melo. An expert in complicated logistical tasks in the military, he was appointed in February as the top leader of the national vaccination campaign. He is never seen without his military combat uniform in numerous public television appearances - and when asked how other countries can move their own vaccination effort forward, the admiral did not hesitate to offer his best advice: "You have to find people who are not politicians." Where are the current opportunities in the vaccination sector?

time to read: 4 minutes by André Will-Laudien



André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author

BioNTech versus Valneva - Who will oust the top dog from the throne?

BioNTech shares have been a clear stock market star since their introduction in August 2019. The placement price was USD 20 - in the summer, the shares reached over USD 450. That made the Marburg-based Company worth over USD 100 billion. Currently, the share price is coming under some pressure due to profit-taking.

Another reason could be the progress in the development of traditional vaccines. The French-Austrian Company Valneva has recently made a name for itself in this area. Unlike the vaccines from AstraZeneca, BioNTech and Johnson & Johnson, which have been approved in Europe and are vector or mRNA vaccines, Valneva is focusing on developing a dead vaccine in the fight against Covid-19. It is essential Valneva obtains all the approval-relevant data for the Covid-19 vaccine candidate VLA2001 quickly. That would provide the Company with access to many people who have so far declined vaccination with the new, under-researched vaccines.

Regardless of how it turns out, the market for COVID preparations will again be filled with new competitors, which will mean a loss of sales for the current suppliers. The stock market is currently processing these potential declines in BioNTech & Co. Should Valneva deliver verified data and obtain approval, the stock will no longer be at the low EUR 12. Those looking for the next vaccine missile could therefore find what they are looking for in this stock. Conclusion: hold BioNTech with a stop at EUR 185; Valneva is binary speculation on red or black.

Defence Therapeutics - The fight against melanoma enters the next phase

Moving on to Canada, and Defence Therapeutics (DTC) is already one step further! The biotech Company from Vancouver is working intensively on therapeutic methods to fight cancer and vaccines against infectious diseases. It is now in the process of completing all the necessary steps to prepare for a pre-IND meeting to initiate a Phase I trial to fight melanoma using its dendritic cell (DC)-based cancer vaccine candidate AccuVAC-D002.

Defence has successfully leveraged its AccumTM technology platform to develop a comprehensive product pipeline in immuno-oncology and infectious diseases. Its lead products include AccuVAC-D002, a DC cancer vaccine for the treatment of melanoma. The AccumTM technology platform is highly efficient in enhancing intracellular delivery of pharmacologically relevant proteins such as antibody-drug conjugates (ADCs) or vaccine antigens.

Defence's scientific team can currently point to further successes. They have recently identified a novel function for the use of free Accum and its newly developed variants as anti-cancer molecules. Based on the synopsis, DTC is working with a large, established contract research organization in the US to determine the physical location for the important Phase I melanoma trial. For two DC cancer vaccines (AccuVAC-D001 and -D002) currently manufactured in clean rooms, Defence is likely to initiate its Phase I trials in the first or second quarter of 2022.

According to a Fortune Business Insights report, the skin cancer treatment market is expected to reach USD 14.6 billion by 2027, with a compound annual growth rate (CAGR) of 7.5%. Defence Therapeutics is active at the forefront and is moving forward innovatively. With each milestone, DTC stock will set off more fireworks. For the large pipeline, the market cap of CAD 228 million is still manageable.

Formycon - The next step for FYB201 is done

Formycon is also able to make further progress. Together with Bioeq, they announced that the US Food and Drug Administration (FDA) has accepted the marketing authorization application for the first drug FYB201, a biosimilar candidate for Lucentis. After 6 years of research, this is now the first submission for the Munich-based biotech Company. Partner Bioeq is a Swiss biopharmaceutical joint venture between Strüngmann Group and Polpharma Biologics Group. It develops, licenses and markets biosimilars.

Following approval, FYB201 (or BQ201 and CHS201) will be actively marketed in the US by Coherus BioSciences, a US biosimilar marketer. Formycon participates in product sales via royalties with a fixed margin. The original drug Lucentis is used to treat wet macular degeneration.

Biosimilars are successor products to biopharmaceutical drugs whose market exclusivity has expired. The approval process in highly regulated markets such as the EU, the USA, Japan, Canada and Australia follows strict regulatory requirements. These are geared to the comparability of the biosimilar with the reference product. For 2020, global sales of biosimilars had been expected to reach over USD 15 billion. By 2030, it could rise to more than USD 60 billion, according to analyst estimates. Formycon stock has significant medium-term potential because of its good position in this market. However, because patience is the order of the day in the biotech market, the stock should only be bought when it is weak.

The biotech companies presented here are in the market with different strengths and weaknesses. News comes in every second, which influences the price formation. If you are looking for volatility, you can find many promising stocks here. Defence Therapeutics is of high interest in the field of cancer research and has a multiple-use platform.


André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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:

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.


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.


14. October 2021 | 11:27 CET | by André Will-Laudien

BioNTech, Cardiol Therapeutics, CureVac: A decade's worth of ideas!

  • Biotechnology

Biotechnology remains a hotly contested industry. In the fight against a wide range of diseases, biopharmaceuticals are the first port of call. It studies the relationship between drugs and excipients' chemical and physical properties and their form of administration in a living organism. By directly applying findings from biology and biochemistry, technically functional elements are identified. The central objectives are to research, improve and develop processes for the production of relevant substances. Often research goes nowhere; we take a look at the sector.