Close menu

February 2nd, 2023 | 18:04 CET

Bulging pipeline at BioNTech, Cardiol Therapeutics - what is the problem at Aurora Cannabis?

  • Biotechnology
  • Cannabis
  • Cancer
Photo credits:

He who heals is right. It is not quite that simple with active ingredients that are about to be approved. Drugs and vaccines must undergo extensive studies and, last but not least, have to prevail against the existing competition. We look at the pipelines of three hot stocks and venture a forecast: Where is the greatest potential for investors?

time to read: 3 minutes | Author: Nico Popp

Table of contents:

    BioNTech: Bulging pipeline, strong cash

    BioNTech is known to us all as a problem solver during the Corona pandemic. The vaccines from Mainz conquered the whole world and still bring the Company rich cash flows today. However, BioNTech has long since focused on new projects. At the center of its commitment: anti-cancer agents. With a modular multi-platform approach, BioNTech wants to exploit synergies and advance several projects simultaneously. A look at the details reveals a promising picture: Eight projects are in the preclinical phase, another 19 are in Phase I, five are in Phase II, and one is in Phase III. In addition to further developments of the Corona vaccines, BioNTech now has many cancer-related projects in its portfolio: From skin cancer to prostate cancer to cancers of the head or even growths on the pancreas - BioNTech covers many different diseases.

    BioNTech is advancing projects on its own account or in collaborations. In addition to Pfizer, these include universities and other pharmaceutical companies such as Genentech, Fosun Pharma and Sanofi. Despite the promising pipeline, the share has only been moving sideways in recent months. The current level could be a solid entry point for the long term - BioNTech has many projects and generates substantial cash thanks to the Corona vaccines. This also gives plenty of room to buy suitable biotech companies if necessary.

    Cardiol Therapeutics: Rare diseases as sales guarantor

    One company that is currently more at the level that BioNTech was a few years ago is Cardiol Therapeutics. The Canadian biotech has developed a cannabidiol-based compound designed to cure inflammation of the heart. Just recently, Cardiol Therapeutics enrolled its first patient in a Phase II trial for pericarditis (inflammation of the heart sac). The research portal took a close look at the market for existing drugs and stated that the existing ARCALYST™ solution is costly at around USD 6,000 per application, of which up to four applications are typically required. Pericarditis usually occurs after viral infections and often leaves scarring that can be considered permanent damage.

    Because pericarditis is considered rare, Cardiol could benefit from special market protection if approved. So-called orphan drugs typically receive ten-year patent protection to encourage investment against rare diseases. Furthermore, Cardiol Therapeutics is working on a study around myocarditis and advancing a subcutaneously administered active formulation against heart failure. Thanks to a financing round of about USD 50 million closed more than a year ago, the Company is adequately funded and can move forward with its projects. However, the numerous new shares from the financing have not done the share price any good - the share is currently at the bottom. Investors looking for comeback opportunities and who find the projects promising can take initial speculative positions. On February 15, the Company will participate in the 6th International Investment Forum (IIF). Registration for the live event is free.

    Aurora Cannabis: Market saturated

    The Aurora Cannabis share has also experienced a weak development. This is mainly due to overcapacity: At Aurora Cannabis, the plants are just sprouting. Although the cannabis market in North America continues to grow, companies like Aurora are in the red. Other industry players are feeling the same way. The growing supply of medical and lifestyle cannabis in North America is creating pressure in the industry. Companies that merely grow cannabis, but do little processing or refining, are paying the price. The outlook for Aurora Cannabis is rather negative.

    Even though cannabis is taking on a growing role as a medicinal herb, investors need to look closely. In its natural form, cannabis is largely interchangeable. In the form of CardiolRx™, as Cardiol Therapeutics calls its active ingredient, value creation should not be a problem if drug regulators approve. While companies such as BioNTech must almost be considered conservative investments due to their cash flows and broad product pipeline, investors tend to take a more opportunity-oriented approach to Cardiol Therapeutics. However, investors should keep the associated risks on their radar.

    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided 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 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 Armin Schulz on September 20th, 2023 | 08:25 CEST

    Canopy Growth, Cantourage Group, Aurora Cannabis - Will the price fireworks come after legalization?

    • Cannabis

    For a long time, there was little reason for cannabis investors to rejoice. However, since Bloomberg reported that the US Department of Health and Human Services has asked the DEA to downgrade cannabis from Schedule 1 to Schedule 3, hopes for legalization are reviving. This downgrade would mean that cannabis would no longer be on par with heroin or other hard drugs. Democrats also want to give businesses in this sector legal access to bank accounts. In Germany, the traffic lights have approved Health Minister Lauterbach's plans to legalize cannabis. We, therefore, look at three companies that are betting on cannabis.