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July 27th, 2021 | 13:01 CEST

BioNTech, XPhyto Therapeutics, MorphoSys - Here we go again

  • Biotechnology
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The numbers of new SARS-CoV-2 infections in Germany are rising again, albeit still at a relatively low level. Due to the spread of the Delta variant, Health Minister Jens Spahn warns of incidences beyond the 800 mark as early as this fall. In addition to masking and spacing, the issues surrounding vaccines against the various mutations and regular, reliable testing are returning to the front pages of the news pages.

time to read: 3 minutes | Author: Stefan Feulner

Table of contents:

    David Elsley, CEO, Cardiol Therapeutics Inc.
    "[...] 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.

    Full interview


    XPhyto - Enormous pace

    Last year, after the initial lockdown, people were still hoping for a quick end to the pandemic and a return to a free life as they knew it before Corona. Now, more than a year later, it should be clear to everyone that we have to live with the virus, in whatever variant it currently prevails. The profiteers, as morbid as it may sound, are not only the vaccine producers but also the developers of rapid tests and diagnostics. According to one study, the global market for rapid tests is expected to grow by around 9% annually to a total volume of almost USD 40 billion by 2023.

    Well-positioned in this highly competitive market is life science accelerator XPhyto, whose focus is on investing in next-generation drug delivery, diagnostics, and new active pharmaceutical ingredients. In terms of Covid testing, in collaboration with a German partner, sales of the Covid-19 RT-PCR test system "Covid-ID Lab" began in Germany at the end of May. The advantage of the test offered is that Covid-ID Lab requires only a 20-minute PCR run time without prior RNA extraction as part of sample preparation. The product is intended to bridge the gap between single-use antigen tests and centralized, automated PCR systems. Target customers include airports, cruise ships, pharmacies and medical care facilities, and industrial and educational sites where a rapid result is required.

    Last week, XPhyto announced a strategically important acquisition for the future. With 3a-diagnostics GmbH, the Company acquired an essential piece of the puzzle for developing diagnostics for a purchase price of EUR 3.7 million. The two companies have been cooperating on a wide range of research topics since the beginning of last year. The focus is on the joint development and commercialization of cost-effective and easy-to-use biosensor screening tests and the associated development platforms for rapidly detecting infectious diseases. The Frickenhausen-based Company was also part of the research on the newly marketed 25-minute PCR test Covid-ID Lab.

    XPhyto stands on several pillars and is growing both organically and through targeted acquisitions. The market capitalization is EUR 78.6 million. Due to many projects, the Canadians are an exciting player in the diagnostics market in the long term.

    MorphoSys - Thumbs down

    Things are not looking good for the chart of the biotech Company MorphoSys. After breaking the critical support line at EUR 55, the share price plummeted with a loss of more than 6% to EUR 51.20, which represents a three-year low. The next stop would be the mark around EUR 50. Should this prominent support be torn, a slide to EUR 40 is quite likely.

    The reason for the sell-off was a dramatic reduction in sales targets for the full year 2021, after management already announced in the first quarter that sales could be halved due to very volatile production sales, and MorphoSys could once again post losses. Lower production sales of the cancer drug Monjuvi, which MorphoSys co-markets with Incyte in the US, is now forcing the Company to slash revenues. Sales are expected to reach EUR 155 million to EUR 180 million in 2021, down from previous estimates of up to EUR 200 million.

    Furthermore, costs grew more than expected in areas such as research and development and sales. In addition, the high expenses generated by the acquisition of Constellation Pharmaceuticals contributed to the weaker result. Operating expenses would now be EUR 435 million to EUR 465 million, down from a previous estimate of EUR 385 million. Our advice: Hands off!

    BioNTech - Good business

    At the moment, both the business and the share price of the German vaccine manufacturer BioNTech are developing much more positively. After a new all-time high, the share continues to run without signs of weakness, driven by the news. If you are invested, we recommend stopping under the gap opened last week at around USD 260 and letting the profits run.

    Further major orders came from the US last week. Because the government is preparing to vaccinate younger children and possibly necessary booster shots for adults, 200 million doses of BioNTech and Pfizer's Corona vaccine were ordered again, with half to be delivered by the end of the year. That brings the total number to be delivered to the US government by the two companies based on the existing supply agreement to 500 million doses of vaccine, according to BioNTech.

    The Coronavirus will be with us for a long time. As different variants form, more vaccines will be developed in the coming years, promising billions more in revenue. In addition to vaccine manufacturers such as BioNTech or Moderna, diagnostics producers or providers of rapid tests such as XPhyto will also profit.

    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

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author

    Related comments:

    Commented by André Will-Laudien on February 20th, 2024 | 07:30 CET

    Takeover fever in the biotech sector! Will MorphoSys now be followed by Defence Therapeutics, Evotec and Bayer?

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    It has happened: Novartis is bidding for MorphoSys. Once again, a long-lasting and persistent rumour mill eventually confirms itself. Those who remained loyal to MorphoSys despite heavy selling last fall have now made a profit of over 300%. If we turn the analytical magnifying glass on the sector, we can see that the speculative biotech stock market segment has started to move again since the challenging year 2023. Hopes of falling interest rates in the near future, along with several other M&A hopes, have led to steady inflows into listed bio-ETFs, resulting in fund managers having recently adjusted their weightings upwards. We analyze which stocks are currently making the loudest noise.


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    MorphoSys and Cardiol Therapeutics in upward mode, while Bayer and Pfizer are in slow mode

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    The biotech sector has made a very differentiated start to the new year. While the old favorites are barely moving, the second-line stocks MorphoSys and Cardiol Therapeutics are making a real splash. At Bayer, the bad news just won't go away, and despite a successful major takeover, Pfizer has not yet found its forward gear. After a rally of almost 15% in December, the Nasdaq Biotechnology Index (NBI) has taken a pause in the current year. Now, everyone is waiting for the first interest rate cut by central banks. Inflation is already falling, and the negative economic data for the Eurozone is increasing. The ECB would normally be in demand. What should investors urgently keep an eye on?


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    Biotech ETFs have been on the rise since the end of October 2023. German biotech companies were able to raise more funds again last year. There are increasing signs that the tough times for investors in biotech and pharmaceutical companies are over. There is also growing activity on the takeover side. Most recently, the takeover bid from Novartis shifted the focus to companies in the healthcare sector. The Swiss pharmaceutical company wants to acquire MorphoSys for EUR 2.7 billion and thus fill up its oncology pipeline. We have selected three companies from the biotech and pharma sectors and examined their current situation.