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August 29th, 2022 | 12:25 CEST

Biotech stocks - The way it has to go! BioNTech, Defence Therapeutics, Bavarian Nordic

  • Biotechnology
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The pharmaceutical and biotech sectors are synonymous with a gold-rush atmosphere. As in the commodities sector, just one discovery can change everything for companies. The best example is BioNTech. Until the pandemic outbreak, the Company was, at best, a household name to biotech nerds. Today, the Palatinate-based company is on top and paying so many taxes that the treasurers of Mainz could pop the corks. We outline three biotech gems and do the future check. We start with BioNTech.

time to read: 3 minutes | Author: Nico Popp

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


    BioNTech: Wave of lawsuits causes irritation

    The Mainz-based company recently announced its intention to come up with a vaccine adapted to Omicron as early as the beginning of September. The vaccine against variant BA.1 could soon be approved. Also in the running is a product developed based on the current Omicron variants BA.4 and BA.5. According to BioNTech, the difference between the two vaccines is not very great. Based on the older Corona subtype, the vaccine is also said to offer good protection against current virus variants. In the future, BioNTech wants to react even faster to new virus variants and counteract them with new vaccines. This is to be helped by an early warning system based on artificial intelligence, which recognizes virus variants "with potential".

    The joy over a new wave of vaccines is nevertheless clouded: On Friday, it became known that main competitor Moderna has filed lawsuits against Pfizer and BioNTech for patent infringements in the development of Corona vaccines. The cases were filed in both the US and Germany. Previously, the Tübingen-based company CureVac had filed a suit against BioNTech. In addition, further lawsuits by other companies are pending. Pfizer and BioNTech announced their intention to defend their patents "vigorously". Although BioNTech's share price gave cause for hope at times, it is now bobbing sideways again. The prospect of legal disputes is likely to deter investors. Caution is advised for this share!

    Defence Therapeutics: 3 approval processes around the fight against cancer

    Like BioNTech more than two years ago, cancer specialist Defence Therapeutics appears current. The Company is planning several Phase 1 trials for cancer vaccines starting next year. Defence Therapeutics is choosing a route in which tumor cells are not only destroyed, but a long-term memory response of the immune system is also to be created. Preparations are currently underway to begin the approval process. Specifically, the Company is working on vaccine candidates against skin and cervical cancer. Defence Therapeutics' central technology is Accum™, its patented antibody-drug conjugate (ADC) platform. This type of drug enhancer can target active ingredients in the cell nucleus, thereby increasing its efficacy. Just a few weeks ago, it was confirmed that the technology, used on its own, is also capable of damaging cancer cells so that they die. The process, known as AccuTOX™, is also to be investigated in greater detail as part of a Phase 1 study.

    Defence Therapeutics plans to launch three Phase 1 studies starting next year. These will serve to test the safety of active substances. After that, the other studies will focus on efficacy and dosage. The share has recently come under pressure again after being in a recovery phase. In the medium term, the Company will likely seek further financing rounds. Nevertheless, investors with foresight should take a detailed look at Defence Therapeutics. Detailed analysis and subsequent updates can be found at Being prepared in this way, investors can react better should the stock pick up speed. Given the various projects and the promising field of application, there is certainly potential.

    Bavarian Nordic: Volatility is part of the game!

    The Bavarian Nordic share shows that even an old donkey can become a racehorse overnight in the pharmaceutical and biotech sector. The German-Danish company has a smallpox vaccine in its portfolio that is also approved against monkeypox. The latter is becoming more widespread around the world. Although monkeypox was initially dismissed as posing little danger, there is high demand for vaccination. Official agencies are also now taking the virus seriously. Bavarian Nordic has received a steady stream of new orders for its vaccine in recent months, which has boosted the share price considerably. However, the share price has been bobbing along for several weeks and recently corrected. The reason for this was positive news from competitor Pfizer, which reported good Phase 3 data for a vaccine against respiratory syncytial virus (RSV). Bavarian Nordic is also working on a RSV vaccine at a similar stage.

    Following dynamic upward movements, such as that of Bavarian Nordic, investors must always expect profit-taking. Even BioNTech is now trading well off its previous highs. This shows that volatility is simply part and parcel of the biotech sector. Investors who adjust their position sizes accordingly and invest anticyclically as soon as they are convinced of a technology can exploit advantages. Defence Therapeutics, which is still comparatively unknown, is a good candidate for a "deep dive" for risk-conscious investors.

    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 Fabian Lorenz on May 16th, 2024 | 08:00 CEST

    Share price shock at Siemens Energy! What are BioNTech and Cardiol Therapeutics doing?

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    The Siemens Energy share has been one of the surprises of recent months. It has more than doubled since the beginning of the year. Is a crash now imminent? Yes, if you believe Bernstein. Their analysts are shocking us with a horror price target. The Cardiol Therapeutics share performed even better than Siemens Energy in 2024. Despite the 150% rally, analysts see upside potential for the cardiovascular disease specialist. Things will get really exciting at the beginning of June when new study results are due. BioNTech, on the other hand, is currently failing to convince analysts. Reactions to the latest quarterly figures were modest.


    Commented by Stefan Feulner on May 14th, 2024 | 07:30 CEST

    Bayer, Defence Therapeutics, Novavax - Major events

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    The biotechnology sector is still on the move and is currently characterized by a high degree of volatility. For instance, BioNTech, a former star during the pandemic, reported a net loss of EUR 315 million in the first quarter. The Mainz-based biotech now wants to focus more on the development of its cancer drugs due to the slump in demand for COVID-19 vaccines. However, for years, innovative, undiscovered companies have existed in this billion-dollar market that could, with their technologies, become the new high-flyers in the biotech industry.


    Commented by André Will-Laudien on May 9th, 2024 | 07:00 CEST

    Biotech and pharma stocks finally follow suit! Novo Nordisk, Bayer, BioNTech, Vidac Pharma and Evotec on the buy list

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    Things looked very different at the beginning of the year. After a brilliant rally in the Nasdaq Biotech Index at the end of last year, investors thought the upswing could continue in 2024. So far, this hope has not been confirmed. The main focus for the industry is the refinancing conditions. These have gradually deteriorated, as stubborn inflation is keeping central bank interest rates high. And judging by the wording of central bankers, the next interest rate cut does not seem to be penciled in yet. However, if it happens in the summer, things will likely move quickly for the life sciences sector. Then a quick sector rotation is the order of the day! Here is our buy list for the upcoming event.