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October 8th, 2021 | 10:25 CEST

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

  • Biotechnology
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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 | Author: André Will-Laudien

Table of contents:

    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.

    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 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

    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

    Related comments:

    Commented by André Will-Laudien on January 30th, 2023 | 09:13 CET

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    Powerful movements in the biotech sector - CureVac, Cardiol Therapeutics, Ambrx Biopharma

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    That the biotech sector stands for high volatility is nothing new. Price jumps of more than 50% in one day after study results are no exception. Last year, the capital-intensive sector of the future suffered from the change in strategy by the central banks with several interest rate hikes. The Nasdaq Biotech Index alone lost around 50% of its value in some cases. In addition, smaller stocks that do not yet have a commercial product on the market experienced massive upheavals. The speed with which a rebound can set in was demonstrated not only by vaccine producer CureVac.


    Commented by Armin Schulz on January 9th, 2023 | 17:35 CET

    BioNTech, Defence Therapeutics, Bayer - Is a Corona tsunami imminent?

    • Biotechnology
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    At the beginning of December, things were quiet concerning Corona. The feared wave failed to materialize, and there were no new variants. On December 7, China announced a relaxation of Corona measures. Now the country is facing a gigantic Corona wave. Many European countries have already imposed mandatory testing for entry from China. Germany has now followed suit. In parallel, the Consumer Electronics Show 2023 ran from the 5th to the 8th in Las Vegas, where all kinds of companies from all over the world presented their latest technology. Chinese companies also exhibited there. Because of the multitude of infections, new deadly mutations could emerge. As a result, pharmaceutical and biotech companies are coming back into focus.