Close menu




September 28th, 2021 | 11:19 CEST

Cardiol Therapeutics, BioNTech, Valneva - Volatility offers good opportunities!

  • Biotechnology
Photo credits: pixabay.com

The share prices of the Corona vaccine manufacturers are not growing sky-high after all. Most recently, developments at France's Valneva caused uncertainty. The French Company wanted to bring a Corona vaccine to market by the end of 2021 and had already received an order from the British government for 100 million units. This contract has now been canceled. Where does the industry go from here?

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: CARDIOL THERAPEUTICS | CA14161Y2006 , BIONTECH SE SPON. ADRS 1 | US09075V1026 , VALNEVA SE EO -_15 | FR0004056851

Table of contents:


    CARDIOL THERAPEUTICS INC - The first stage has ignited

    Cardiol Therapeutics is breaking new ground in the therapy of inflammatory heart disease. The Canadians are relying on cannabidiol (CBD) for therapeutic trials. A body of scientific evidence exists that cites the use of cannabidiol as beneficial as an anti-inflammatory agent.

    The Company's lead product, CardiolRx, is a pharmaceutically manufactured oral cannabidiol formulation that is currently being evaluated in a Phase II/III outcomes study in hospitalized patients who tested positive for the COVID-19 virus. This potentially pivotal study is designed to assess the efficacy and safety of CardiolRx as a cardioprotective therapeutic to reduce mortality and major cardiovascular events in COVID-19 patients with pre-existing cardiovascular disease or risk factors for cardiovascular disease.

    Cardiol has received FDA approval for its investigational new drug application for an international Phase II study. It will evaluate the anti-inflammatory and anti-fibrotic properties of CardiolRx in patients with acute myocarditis, which remains the leading cause of sudden cardiac death in people under the age of 35. In addition, Cardiol is developing a subcutaneous formulation of CardiolRx and other anti-inflammatory therapies to treat chronic heart failure - a leading cause of death and hospitalization in North America.

    The Company's shares have been listed on NASDAQ since August 10. Inclusion in the US index has led to a significant surge in the share price. Since the start of trading, the stock has doubled to around CAD 5.70. The Company is thus worth CAD 244 million. According to the analysts at GBC, the share still has significant room for improvement. The experts formulate a target price of CAD 17.49.

    BIONTECH SE - EMA decision expected

    The share has corrected by about a quarter since mid-August. Operationally, everything is in order; trend-setting decisions have been made in the USA, which are expected shortly in Europe. In terms of valuation, the stock is also in the green zone. In the future, the mRNA technology on which the Corona vaccine was developed could be extended to other areas of application, such as cancer. For the moment, however, the negative sector sentiment is outweighed by developments at France's Valneva.

    The US Food and Drug Administration (FDA) recently approved booster vaccinations with BioNTech/Pfizer's Corona vaccine for the elderly and high-risk groups. It applies to people 65 years of age and older and people between 50 and 64 years of age who belong to risk groups. The booster vaccines are to be administered at least six months after the first two vaccinations. Case-based testing will also allow people 18 and older who belong to at-risk groups to receive booster vaccinations.

    A few days ago, the Germans applied to the European regulatory authority EMA to consider a so-called blanket booster vaccination. The idea is to provide a third vaccination for fully vaccinated people over the age of 16. The EMA plans to issue its recommendation in early October. If the EMA decision is favorable and booster vaccinations increase worldwide, the share price should soon rise again.

    With a share price of around USD 320, BioNTech is currently valued at USD 80 billion. Analysts forecast earnings in the range of USD 11 billion each this year and next, making the stock moderately valued with a P/E ratio of 8.

    VALNEVA SE - Where do we go from here?

    In mid-September, Valneva shareholders received a massive shock. The British government canceled the supply contract in the volume of 100 million doses of the Corona vaccine, which is still in development. The British accuse the French of breaching the contract, which the latter vehemently deny. According to the Company, the vaccine is currently in Phase 3 trials. Further clinical trial data is expected to be published in Q4, and initial approval of the vaccine is possible by the end of 2021.

    The news comes as a surprise also because the vaccine is well tolerated and has few, at least known, side effects, which generally underline the advantages of a classic inactivated vaccine over mRNA gene therapeutics. Now that the share price has corrected significantly and the valuation has melted down to EUR 1.3 billion, the negative information should have been processed in the share price.


    After CureVac, Valneva now shocked the markets. Industry sentiment is depressed. Declining prices at BioNTech offer opportunities. Valneva's share price should have found its bottom. Cardiol has excellent potential with its innovative solutions, and the listing on NASDAQ has already had a positive impact.


    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 news.financial. 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

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author



    Related comments:

    Commented by Stefan Feulner on June 6th, 2023 | 07:15 CEST

    MediGene, BioNTech, BioNxt Solutions - New opportunities after the correction

    • Biotechnology
    • Pharma
    • Cancer

    Acquisitions by big pharma were increasingly expected in the biotechnology sector last year, but these largely failed to materialize. However, this trend could accelerate in the current year. On the one hand, pharmaceutical companies, such as the 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.

    Read

    Commented by Juliane Zielonka on June 1st, 2023 | 09:30 CEST

    BioNxt Solutions, Bayer, Palantir - AI is dominating the market at breathtaking speed and ensuring high returns

    • Biotechnology
    • Pharma
    • AI

    Tech investors have suffered heavy losses over the past year. But tech in pharma and security in defence enables entirely new future scenarios whose precise developments are worth examining more closely. For example, gentler and more effective new ways that benefit patients are emerging in the drug delivery market. At the forefront is the Company BioNxt Solutions, which specializes in innovative transdermal patches whose active ingredients literally go under the skin. In Germany, the biotech company cooperates with a German pharmaceutical partner. New times are now dawning for Bayer as well. Under the new reign of CEO Bill Anderson, digital health seems to have finally found its positioning in the Consumer Health division. There, the Company is to cooperate with exciting start-ups that collect and analyze consumer data. When it comes to networking and interpreting data using AI, one company in particular stands out at the moment. Palantir is moving out to "dominate the entire market." How? Find out in the comments below.

    Read

    Commented by Fabian Lorenz on June 1st, 2023 | 08:45 CEST

    JinkoSolar, BioNTech and First Phosphate with important updates: This is what moves the shares

    • Mining
    • phosphate
    • photovoltaics
    • Biotechnology

    The energy transition is moving forward. In Germany, the traffic light government seems to have agreed on a new heating law. In the US, the agreement between Democrats and Republicans on the debt ceiling is a good sign for the industry because the promotion of environmentally friendly technologies depends on it. JinkoSolar and First Phosphate, among others, should benefit from this. Both companies have published important updates. There is also important news at BioNTech. However, these are not so positive. When will there be new impulses for the share?

    Read