February 22nd, 2022 | 13:05 CET
BioNTech, Moderna, Valneva, Cardiol Therapeutics: The gold rush is over!
The mild progression of the Omicron variant and the associated massive relaxations of the Corona measures in many countries weighs heavily on the prospects of the vaccine manufacturers. That is because the winter is drawing to a close, clinical shortages are not occurring, and vaccination rates do not want to increase despite massive public campaigns. Meanwhile, even those in power realize that enforcing a general vaccination requirement could become a hot legal ride under the current circumstances. For the biotech sector and vaccine producers, in particular, this is a reason for profit-taking for the time being. Here are a few further ideas.
time to read: 3 minutes
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Author:
André Will-Laudien
ISIN:
BIONTECH SE SPON. ADRS 1 | US09075V1026 , MODERNA INC. DL-_0001 | US60770K1079 , VALNEVA SE EO -_15 | FR0004056851 , CARDIOL THERAPEUTICS | CA14161Y2006
Table of contents:
"[...] 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.
Author
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.
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BioNTech and Moderna - A gear down for the market leaders
The market leaders in the vaccine business are currently stuttering in price. Minor recoveries regularly lead to new sell-offs in the formerly popular biotech stocks BioNTech and Moderna. The explanation is not far-fetched: the calendar is heading towards spring, colds including COVID-19 will weaken and probably level off completely towards summer.
In addition, there is a stall in vaccination behavior. Despite all public support, the German rate of basic immunization remains at 75.2% - only 56.3% of whom have had a booster to date. Conversely, 23.8% of the population has not yet been interested in vaccination. According to the latest statistics, Schleswig-Holstein is the vaccination leader, with 65.3% of the population vaccinated three times, while Saxony remains at the bottom of the league with only 45.7%.
The BioNTech and Moderna share prices have been badly hit by the pandemic and vaccination trend over the last 6 months. The top dogs lost a complete 60% off the high. Except for minor recoveries, the share price fell rapidly in just 3 months. BioNTech is now hoping for new cancer medications in 4 to 5 years. At the moment, there is still a little hope of possible special Omicron vaccines, but these will probably come too late. Therefore, investors should expect a weak summer and could again build speculative positions at new levels towards autumn. In the meantime: Take cover!
Cardiol Therapeutics - Update on the second International Investment Forum (IIF)
Cardiol Therapeutics Inc. is a biotechnology company focused on the discovery and clinical development of innovative anti-inflammatory therapies for the treatment of cardiovascular disease (CVD). They are well advanced with their research, and a pivotal study could demonstrate the efficacy and safety of CardiolRx as a cardioprotective therapeutic to reduce mortality.
Last week, CEO David Elsley presented at the second International Investment Forum and provided an update on Cardiol's progress. The Company is currently focused on the indication of heart failure, which is the insufficient performance of the most important organ in humans. Heart failure is the common end route of many heart diseases, with long-standing hypertension and atherosclerotic narrowing of the vessels supplying the heart, i.e. coronary artery disease, being the most common causes.
Cardiol has conducted advanced clinical trials and continues to have a strong research pipeline to generate long-term development pathways. One important finding is that cannabidiol has the chemical property of being able to reverse pre-existing heart failure. Cardiol has thus developed a drug - a pure cannabidiol formulation manufactured to the highest standards of the pharmaceutical industry. In terms of an existing pipeline, this is the most advanced phase two program investigating cardiac inflammation in patients with a positive COVID-19 indication. This drug's cardioprotective, anti-inflammatory properties can be well studied and demonstrated in this setting.
With the final capital increase in 2021, Cardiol now has the opportunity to approach this billion-dollar market of heart disease with the highest level of expertise. With 61 million shares, the Company is currently valued at CAD 120 million. A small takeover steal for a biotech bellwether in the event of positive study results!
Valneva - New research funding helps get it over the hump
Valneva is a French biotech company headquartered in Saint-Herblain. The Company was formed from the merger of France's Vivalis with Austria's Intercell. It develops and markets vaccines against infectious diseases and has production facilities in Austria, Scotland and Sweden.
For many people, Valneva's VLA2001 inactivated vaccine is seen as a beacon of hope in the pandemic, as it allows immunization according to conventional methods. The vaccine developer will receive up to £20 million in additional research and development funding from its collaboration partner Scottish Enterprise. The funding, which consists of two tranches, will benefit further vaccine development and the production site in Livingston. Once again, this is good news for the shaken market.
"This investment strengthens Valneva's long-standing relationship with Scottish Enterprise and our position at the forefront of life sciences and vaccine development in Scotland," said Valneva CEO Thomas Lingelbach. Unfortunately, Valneva shares are currently stuck in the EUR 14.5 to EUR 15.5 trading range. Analytically, the share is not cheap with a capitalization of EUR 1.6 billion and can therefore be described as highly speculative for investors. It currently remains a plaything of the current news situation until the approval in the EU stands and the first large orders are available. Keep watch!
The biotech investment sector is volatile and strongly dependent on investor sentiment. For vaccine manufacturers, this is currently rather negative, and now spring is approaching. Therefore, do not expect too much positivity. An investment in Cardiol Therapeutics is entry into the therapeutic field of "cardiovascular diseases" - it is one of the widespread diseases and urgently needs veritable progress.
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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") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
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