Close menu

August 16th, 2021 | 13:27 CEST

BioNTech, XPhyto Therapeutics, Siemens Healthineers - Corona has triggered a boom

  • Biotechnology
Photo credits:

While many companies have suffered greatly from the Corona pandemic, there are also a number of winners. First and foremost, vaccine manufacturers but also diagnostics companies experienced substantial growth rates in sales. Irrespective of Corona, it is increasingly crucial for the healthcare sector to push ahead with digitization, especially in diagnostics. Here, digitization offers the opportunity to significantly increase the quality and speed of diagnoses through artificial intelligence. Time, in particular, is an important factor here. Today, we take a closer look at three beneficiaries of the Corona Crisis.

time to read: 3 minutes | Author: Armin Schulz

Table of contents:

    BioNTech - With strong figures

    BioNTech's second-quarter figures, published on August 9, were very impressive. Compared to the previous year, sales were up by more than 13,000%, or EUR 5.3 billion, and the quarterly profit of EUR 2.8 billion was also huge. In total, more than 1 billion vaccine doses were delivered. This number exceeded all analysts' forecasts. Due to the Delta variant, some vaccines will probably have to be refreshed, so sales should remain high for the time being.

    The bubbling profits have already financed research and development work in new areas of application such as malaria and, above all, cancer. The new mRNA technology fires the imagination and fuels hopes that new cures will soon be found in these areas. According to Company CEO Uğur Şahin, BioNTech can now work on several projects simultaneously. The vaccine against malaria is to be tested in a clinical trial by the end of 2022.

    The Company's share price resembled a flagpole until August 10, when the price went up to EUR 395. Then there was news that the EMA (European Medicines Agency) was investigating various suspected side effects of BioNTech's vaccine. As a result, the share price dropped to EUR 303.60. Last Friday, an inside day formed. Above EUR 332, it looks bullish - below EUR 303 bearish.

    XPhyto Therapeutics - Fast PCR test sale started

    The Canadian Company XPhyto Therapeutics is a biotechnology company that focuses on the German and European markets. Its three main business areas are diagnostics, drug delivery and drug development. The Company acquires other companies with therapeutic and diagnostic products in late-stage development and then develops them to market.

    The Company's primary product is a Corona PCR test developed in collaboration with 3a-diagnostics GmbH. The unique selling point of the product is the speed with which the result is available. As removing RNA from the sample is no longer necessary, the result is available within 20 minutes. The product has already been approved throughout the EU, and sales started at the end of May. On July 20, the Company announced that it has the opportunity to acquire 3a-diagnostics GmbH completely. The diagnostics development pipeline still includes real-time biosensors for infectious diseases.

    In drug delivery, the Company owns a platform technology to deliver generic and active pharmaceutical ingredients to patients via patch or orally. Drug development owns four neurological therapeutics that are in late-stage clinical development. In addition, there are two psychedelic drugs in development.

    Following the announcement of the acquisition agreement with 3a-diagnostics, XPhyto's stock has exited its downtrend. The upcoming quarterly figures can be expected with excitement, as it will then be possible to see how well the market receives the Corona PCR test. If the start is successful, there is a lot of upside potential here. The share belongs on the watch list.

    Siemens Healthineers - Another forecast increase

    On July 30, Siemens Healthineers presented its figures for the last quarter and raised its full-year guidance again. Compared to the previous year, sales increased by 38.9%. The main revenue driver was the Covid-19 antigen rapid test, with sales up 103.4%. Adjusted EBIT doubled to EUR 945 million, as did free cash flow to EUR 852 million. Based on the figures, management raised its expectations for sales and earnings.

    This increase is a bit surprising, as CFO Schmitz believes that sales of rapid antigen tests have seen their high, as demand is likely to decline with the discontinuation of free citizen testing in October. But with business in imaging diagnostics now higher than before Corona and the expectation the trend will continue, targets are likely to be met.

    The numbers have given the stock a boost, with one all-time high following the next. The prospect of inclusion in the new DAX index provides additional fantasy. The Company is also currently carrying out its share buyback program, and the share price continues to rise. Analysts are also very optimistic. JPMorgan, Deutsche Bank, Credit Suisse and others see further potential in the share.

    Biotech and pharmaceutical companies have profited significantly from the Corona pandemic. Unfortunately, since further mutations cannot be ruled out and are even likely, the market will continue to perform strongly. BioNTech is hot for the time being, and one should wait for the federal government's plans. XPhyto is currently by far the most favorably valued stock. Here, one should keep an eye on the upcoming quarterly figures. Siemens Healthineers is well positioned even without Corona, as it is the Company that best covers the field of imaging diagnostics.

    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 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

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author

    Related comments:

    Commented by Nico Popp on September 27th, 2023 | 07:10 CEST

    Rich as a Sheikh? Here is what's happening: Schott Pharma, BioNTech, Cardiol Therapeutics

    • Biotechnology
    • Pharma

    High-tech or add-on? When Schott Pharma's shares go public in Frankfurt on Thursday, investors are likely to have a clear opinion. The manufacturer of pharmaceutical packaging may be attracting significant interest precisely because its business model is clearly defined. But what sets Schott apart, and which companies in the pharmaceutical and biotech industry might also become interesting? We provide insights and deliver answers!


    Commented by Juliane Zielonka on September 22nd, 2023 | 06:50 CEST

    Cardiol Therapeutics, BioNTech, BYD - At top speed to new markets

    • Biotechnology
    • Pharma
    • Electromobility

    Cardiol Therapeutics is enjoying a remarkable development. The biotech company is now rolling out its ARCHER patient recruitment trial internationally at 35 participating centers. This accelerates research in the development of their therapy to combat myocarditis, a heart inflammation which has been associated with COVID-19 vaccination. For Cardiol Therapeutics, this represents an opportunity to get its therapy approved as an orphan drug. Approval is also at stake for BioNTech. With a multimillion-dollar funding boost, the Company is working on accelerated approval for a vaccine against a virus that caused quite a stir last year. The shortened development time is likely to impress investors. While business nations agree on fighting viruses, they disagree on commodities for the road. The EU would prefer to restrict BYD's successful sales on domestic roads - by imposing tariffs. BYD, meanwhile, is tapping into a completely different market.


    Commented by André Will-Laudien on September 18th, 2023 | 06:30 CEST

    Unbelievable! Hands off AI, biotech in rebound! Bayer, Defence Therapeutics, Morphosys

    • AI
    • Biotechnology
    • Investments

    The big fall decline is now over. It is always a difficult time, but the so-called "Triple Witching" went relatively smoothly this time. The European Central Bank (ECB), in its first interest rate meeting after the summer break, decided to raise key rates by another quarter point to 4.00%, up from the previous 3.75% in July. At the same time, it lowered its inflation forecast for 2025 and the outlook for economic growth in the Eurozone for the years 2023 to 2025. Economic risks are increasing, but inflation remains the determining factor for interest rates. Expectations that the US Federal Reserve (FED) will announce an interest rate pause at its next meeting on Wednesday have boosted confidence. Last week's big losers were the recently favoured AI stocks Nvidia, Microsoft and However, the biotech sector has recently started to climb again. Where are the opportunities for investors?