Close menu




May 26th, 2021 | 08:15 CEST

BioNTech, PsyBio, Bayer: The opportunities of tomorrow

  • Biotech
Photo credits: pixabay.com

Even after the pandemic, there will be no "business as usual" in the healthcare system, as shown by a survey conducted a few months ago by the Barmer Institute for Health Research. The scientists surveyed called for far-reaching reforms. In addition to billing and uniform rules, digitization could also be a key to meaningful reforms. Innovative drugs also play a role when it comes to treating Covid-19 and concomitant diseases.

time to read: 3 minutes | Author: Nico Popp
ISIN: US09075V1026 , CA6936971044 , DE000BAY0017

Table of contents:


    BioNTech: Come to stay

    BioNTech's vaccine could be a constant companion for people in the future. Viral variants are constantly emerging and the protection of existing vaccines is gradually declining. So far, BioNTech has shown good protection against viral variants, but early voices already expect that there may be a booster starting in the fall. For BioNTech, this circumstance is good news - after all, the vaccine manufacturer specializing in mRNA technology should continue to receive orders for years to come.

    The discussion about the cancellation of patent protection is also likely to affect BioNTech less than initially thought. The Mainz-based Company does not want to give up patent protection but wants to accommodate poorer countries. This practice could be a compromise that promises BioNTech continued good business. On the stock market, the share is currently moving sideways. However, given the significant increase in the previous months, this is not a disaster. In addition, BioNTech can also score in other areas with its expertise in mRNA technology. The share is expensive, but the Company is good. However, the share price potential is limited.

    PsyBio: Biotech newcomer continues to collect patents

    What mRNA technology was a few years ago is what the active ingredient psilocybin is now. The psychoactive substance from mushrooms is soon to be launched on the market as a drug. The US biotech Company PsyBio researches psilocybin and related active ingredients in close cooperation with universities and research institutes. Thanks to this research work, the Company has succeeded in filing several patents. The Company recently added a new patent around improved methods for the production of psilocybin and by-products. PsyBio focuses on producing active ingredients synthetically using bacteria rather than from mushrooms.

    In doing so, the Company is taking a similar approach to what Bayer did with aspirin many years ago. The formerly herbal active ingredient was synthesized and thus became an effective drug with consistent dose and quality. PsyBio wants to follow a similar path with its active ingredients to combat depression. While classic medications for depression still have a strong impact on patients' bodies, psychoactive substances based around psilocybin have the potential to take effect quickly. Users report formative experiences after just one use. Fears around palliative treatment, for example, could be addressed. The PsyBio share is currently suffering from the market environment. However, investors should note the value. With a market capitalization of only around EUR 20 million, things can move quickly here.

    Bayer: Things are moving forward!

    Bayer is currently showing that companies whose share price has hit rock bottom can be quite promising. Battered by the glyphosate scandal, the share has lost steadily in recent years. The Company is still suffering from pending litigation. But, the stock promises a lot: In addition to a dividend yield of more than 5%, the Company also shines with a high EBITDA margin. Although Bayer is rebuilding itself and has not yet tackled all problem areas, the chemical group's stock has already risen in recent months. The EUR 56 mark could prove to be resistance in the short term.

    Exciting years lie ahead for the pharmaceutical and chemical sectors. Investors could see new technology less as a risk and more as an opportunity after the Corona disaster. On the one hand, this applies to digital solutions but also innovative active ingredients. There are already accelerated approval processes in the wake of the pandemic - the best example being vaccines. In the next step, biotech companies could also benefit from the realization that things can be done faster. While stocks such as BioNTech are already the talk of the town, the much more speculative PsyBio is still completely unknown. Opportunity-oriented investors can take a closer look at this stock.


    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 Carsten Mainitz on May 4th, 2021 | 09:52 CEST

    SYNLAB, PsyBio Therapeutics, BioNTech - A newcomer, an up-and-comer and a high-flyer in the big world of pharmaceuticals

    • Biotech

    Last Friday, laboratory services provider SYNLAB made its stock market debut but had difficulty convincing investors of the sustainability of its current order boom. It is not known whether the issue price led to depressive moods among existing shareholders. If it has, they could be helped by the LSD-related psychoactive ingredients of the American biotech pioneer PsyBio, which are expected to expand and improve treatment options for depression, anxiety and drug addiction in the future. For the BioNTech board members, there should be no risk of depression at present. Instead, one can assume that they are thinking about laying a direct line to a champagne producer. It would at least be deserved.

    Read

    Commented by Nico Popp on May 3rd, 2021 | 07:25 CEST

    BioNTech, CureVac, Cardiol Therapeutics: In on the next blockbuster from the start

    • Biotech

    The two German companies BioNTech and CureVac, have been causing quite a stir since the outbreak of the pandemic. At first, the biotech newcomers were known only to hard-nosed investors who are used to seizing long-term opportunities and accepting initial uncertainty to do so. Even during the first months of the pandemic, it was far from clear whether BioNTech and CureVac would be successful. Only a few insiders had the right instinct early on thanks to the necessary background knowledge and are pleased with BioNTech's annual performance of 260%. But what characterizes the success of innovative biotech companies? And where are the next opportunities lurking? We outline some exciting investment stories.

    Read