Close menu




September 14th, 2021 | 13:10 CEST

BioNTech, Defence Therapeutics, Valneva: Here, the overall market (almost) does not matter

  • Biotechnology
Photo credits: pixabay.com

Is the crash coming or not? Meanwhile, even Wall Street banks are warning of an imminent crash event. Many commentators are jumping on the bandwagon. The reasons: Delta variation, supply problems and inflation, and an economy that could suffer. But if you compare the crashes of the past years, one thing becomes clear: Only the fewest price setbacks came with notice! We present three stocks that many investors believe can combine growth and security.

time to read: 2 minutes | Author: Nico Popp
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , DEFENCE THERAPEUTICS INC | CA24463V1013 , VALNEVA SE EO -_15 | FR0004056851

Table of contents:


    BioNTech: Where is it headed?

    BioNTech's stock is one of the winners of the pandemic. Just two years ago, mRNA technology was primarily a pipe dream for investors. But then the pandemic unleashed potential and allowed a vaccine to be developed on the fly. The result is clear: the vaccines are more effective than expected and can also be produced cheaply. For the technology as a whole, these empirical results are a positive signal. In the meantime, BioNTech wants to have its vaccine approved for children as young as 5 years old and later plans to have it approved for children as young as 3 years old.

    Recently, there was a bit of bad news from competitor Novovax. Their vaccine had achieved a higher efficacy rate, but this should not be particularly important given BioNTech's already high market penetration. Moreover, studies conducted in different phases of the pandemic are only comparable to a limited extent. BioNTech's stock has also been anything but down in the face of the news. Today, the share is trading around 50% above the level of three months ago. Over a year, the return is a whopping 470%. BioNTech remains a good company, but the share is by no means cheap.

    Defence Therapeutics: Accum™ technology with great potential

    The Defence Therapeutics share was even slightly more successful than BioNTech over a three-month period, with a return of 41%. Defence Therapeutics focuses on targeting specific drugs and vaccines and has developed Accum™ technology to do so. Most recently, Health Europa magazine published a technical article on the technology and located its benefits. In addition to the Accum™ platform for a specific use, Defence Therapeutics also works on vaccines targeting cancer. Initial tests in mice have already shown promising prospects.

    In addition to the work on Accum™ and vaccines, Defence Therapeutics also filed a provisional patent application in the US a few weeks ago around hydrogels. These products can store liquids and can be used in therapeutics but also hygiene products. Defence Therapeutics has now transferred findings around its work with Accum™ to the field of hydrogels and sees this as a potential new business area. With the share valued at only around EUR 180 million, while the Company continues to conquer new potential markets, the stock could be a good choice for growth-oriented investors.

    Valneva: Hopeful stock experiences a damper

    Many investors also saw a good choice in Valneva's stock. The French biotech company was recently hyped up on the stock market and almost tripled in value in the summer. At the time, the reason was that Valneva was working on a classic dead vaccine. The thinking was that this would convince many vaccination skeptics. Now, however, the British government has withdrawn an already closed order. The share of Valneva must now let feathers. Partly it went on Monday by more than 30% downward. However, the approval process is to continue.


    If one evaluates biotech shares against the background of the growing nervousness on the market, then it seems clear that the sector has a life of its own. The unmistakable impression is that those who have the next blockbuster in their portfolio will profit even in times of a crash. However, this is why it is essential to focus on stocks still in their infancy with promising growth - Defence Therapeutics scores with several pillars and a still moderate valuation. The share is still a gamble, but the potential seems great.


    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered 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 André Will-Laudien on June 30th, 2022 | 13:49 CEST

    Biotech blockbusters: BioNTech, XPhyto Therapeutics, Valneva, CureVac - What to expect from these stocks?

    • Biotechnology

    Now that we have arrived in summer, the pandemic is weakening, and the media presence of the flu disease is also declining. That means less attention for pure-play vaccine makers, and now investors are asking how perhaps alternative money can be made. Is the pipeline of the protagonists strong enough to attract further investor capital, or will the whole industry go underground for the time being? We try our hand at being a truffle pig and dig beneath the surface. Which biotech stock has something up its sleeve?

    Read

    Commented by Stefan Feulner on June 27th, 2022 | 12:12 CEST

    BrainChip and Palantir with strong rebound - How does BioNTech react?

    • chips
    • Technology
    • Biotechnology

    The correction on the stock markets has been going on for months. Technology stocks, in particular, have been hit hard. Due to the end of the ultra-loose monetary policy and possible larger interest rate steps, even market leaders lost more than 80% of their ground in some cases. Whether interest rate hikes can be implemented as planned in the coming months, on the other hand, appears more than questionable. After all, the spectre of recession is already hovering over the capital markets. Moreover, the historical debt levels of several countries are likely to rule out further interest rate hikes.

    Read

    Commented by Fabian Lorenz on June 23rd, 2022 | 11:35 CEST

    Takeover fantasy: +50% in Valneva shares, and what are BioNTech and Defence Therapeutics doing?

    • Biotechnology
    • Pharma

    Tension is rising in the biotech sector as the takeover merry-go-round spins faster and has now hit Valneva. Pfizer's entry caused the stock to explode 50% in three trading days. Earlier, Pfizer had announced it would acquire migraine specialist Biohaven for USD 11.6 billion. Other pharmaceutical giants are also active: Halozyme wants to swallow Antares Pharma, a specialist in urology and endocrinology, for USD 960 million. The acquisition of Sierra Oncology is costing GlaxoSmithKline around USD 1.9 billion. Like Valneva, Defence Therapeutics is about to start important trials and could attract a major partner. A takeover of BioNTech is unlikely, but the flagship German biotech should also benefit from improved sentiment in the industry. The coming week should be operationally exciting for shareholders.

    Read