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May 5th, 2022 | 11:52 CEST

Biotech-Investments also work conservatively: BioNTech, XPhyto, Valneva

  • Biotechnology
  • Pharma
  • Covid19
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Biotech stocks are often seen as all-or-nothing investments - either a bet works out, or the companies disappear into oblivion. But innovative companies in the pharmaceutical and biotech sectors do not always operate in just one area. They are not always spectacular projects that are dependent on approval procedures. We outline the investment opportunities around three well-known biotech stocks.

time to read: 3 minutes | Author: Nico Popp
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , XPHYTO THERAPEUTICS | CA98421R1055 , VALNEVA SE EO -_15 | FR0004056851

Table of contents:

    BioNTech: Much ahead, much behind

    BioNTech's stock is clearly a Corona beneficiary. The manufacturer was the pioneer apart from Russia's Sputnik V vaccine and is still the top choice alongside Moderna when it comes to COVID-19 vaccines. But what else does BioNTech have to offer? Thanks to its flexible mRNA technology, the Mainz-based company has a wide range of options. At the end of last year, BioNTech announced a commitment to vaccines against influenza, tuberculosis, HIV and malaria. BioNTech is also repeatedly associated with the fight against cancer.

    After BioNTech's share price more than halved since the vaccine announcements in December, investors can focus on the share once again. The value seems to have stabilized above EUR 100. Since the pandemic does not seem to be over yet and new rounds of vaccination are becoming more and more likely, the wheels should continue to roll at BioNTech. The Company remains well-positioned and has a real cash cow in its portfolio with the covid vaccine.

    XPhyto: Hopeful biosensors

    The up-and-coming Canadian biotech company XPhyto has so far lacked a cash cow. However, the Canadians with good contacts in Germany are well-positioned in some niches. In particular, the biosensor business, which XPhyto uses to detect oral diseases such as periodontitis, peri-implantitis and stomatitis, in addition to covid infections, influenza and scarlet fever, could offer opportunities in the future. Just a few months ago, XPhyto acquired 3a-diagnostics GmbH, with which it had already cooperated, in its entirety. The goal at the time was to leverage synergies, create growth and commercialize the biosensors as quickly as possible. Five months after the takeover of 3a-diagnostics GmbH, investors can look forward to initial successes.

    In addition to the biosensor business, XPhyto also focuses on alternative dosage forms, such as patches or thin films that are placed under the tongue. With the help of innovative dosage forms, certain active ingredients can be used more effectively and thus at a lower cost. Especially around generics, where business is driven almost exclusively by price, cost advantages can quickly mean more market share. In addition to the two rather conservative pillars of biosensors and innovative dosage forms, XPhyto also offers research on psychedelic substances. This approach is socially acceptable, especially in North America, and is said to help treat depression, among other things. The XPhyto share has been languishing below the EUR 1 mark for months. If the rather down-to-earth business takes off, this could lead to a revaluation.

    Valneva: Hope thanks to Lyme disease vaccine

    The Valneva share shows that it can make sense to stand on several legs. Long hailed as a COVID-19 alternative, the Company recently suffered a setback in connection with the approval of the pandemic vaccine. By contrast, there was good news in connection with the planned Lyme disease vaccine. Especially now, in the summertime, the topic is coming back into focus. Lyme disease is transmitted by ticks and, along with meningococci, against which there is already a vaccine, is considered the more harmless consequence of tick bites. The disease can usually be treated well with antibiotics. The tricky thing is that Lyme disease symptoms vary and are often not recognized. So a vaccine would be beneficial and could effectively prevent complications around the nervous system, joints or even the heart that often accompany Lyme disease. Valneva's stock is currently at a crossroads. The value is still in an upward trend. Below EUR 10, however, the air is getting thin...

    Biotech companies do well to have several irons in the fire. While the development of drugs or vaccines is lengthy, expensive and risky, the bread-and-butter business around pharma and biotech also offers opportunities. XPhyto is well positioned around biosensors and alternative dosage forms and aims to be marketable in 2022. If it succeeds, the stock will stand in a new light.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    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 Stefan Feulner on March 20th, 2023 | 09:37 CET

    Evotec, Defence Therapeutics, Morphosys - Movement in the biotech sector

    • Biotechnology
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    Is a new wave of takeovers starting in the biotech sector? Already last year, acquisitions by Big Pharma were expected to increase, but these largely failed to materialize. However, this could accelerate in the current year. On the one hand, pharmaceutical companies, such as vaccine manufacturer Pfizer, have deep pockets and need new innovations for their product portfolio; on the other hand, second-tier stocks are attractive targets due to the strong correction.


    Commented by Fabian Lorenz on March 16th, 2023 | 11:51 CET

    Takeover speculation at Defence Therapeutics! What are BioNTech, Morphosys, and Evotec doing?

    • Biotechnology
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    Defence Therapeutics is one of the biotech high flyers of the past months. The share has more than doubled since October. And this could be just the beginning. Operationally, things are going well, a strong partner has been acquired, and experts are speculating about a takeover. And what are the German biotechs doing? At BioNTech, it will be exciting at the end of March, because the Mainz-based company needs new blockbusters. At Morphosys, analysts recently saw further downside potential. Will a new management board bring about a turnaround? Evotec also had little positive to report. However, an AI investment in the hype surrounding ChatGPT is making headlines.


    Commented by André Will-Laudien on March 15th, 2023 | 17:38 CET

    Bayer, BioNxt, BioNTech - Biotech is on the rise again, bring on the blockbusters!

    • Biotechnology
    • vaccine
    • Covid19

    The time of the vaccine producers is over because the willingness to vaccinate is declining worldwide. As a result, the entire biotech sector has entered a strong correction phase since the pandemic mode for COVID-19 ended. In the process, sector leader BioNTech suffered a loss of over 70% from its high. Complicating matters for companies is the significant increase in interest rates for long-term financing of their pipelines. When refinancing costs rise, this often leads to lower valuations. However, some companies are impressing with their innovations and have recently shown significant outperformance to the market. We evaluate the opportunities of some well-known biotech protagonists!