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Lewis Black, CEO, Almonty Industries

Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

+1 (647) 438-9766

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Nick Luksha
President | Prospect Ridge Resources
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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
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Trettaustr.32, 21107 Hamburg (DE)


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03. November 2021 | 13:26 CET

CureVac, Ayurcann, Novavax, NanoRepro: Things are going through the roof here!

  • Biotechnology
Photo credits:

Healing and well-being are the focus of many biotech and pharmaceutical companies. In many cases, long research is carried out in order to get corresponding active substances on the way. After many clinical test series, the laborious approval process with the corresponding health authorities then begins. Some companies have provided themselves with good growth capital thanks to the high liquidity on the stock markets and are at the cutting edge with their products. We take a closer look at the industry.

time to read: 5 minutes by André Will-Laudien
ISIN: CUREVAC N.V. O.N. | NL0015436031 , AYURCANN HOLDINGS CORP | CA05476A1012 , NOVAVAX INC. DL-_01 | US6700024010 , NANOREPRO AG | DE0006577109



André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author

CureVac - Dietmar Hopp believes in success

Over the past few months, disappointment has predominated at Covid-19 vaccine developer CureVac. In the public eye, the Company has now gone from hopeful to laggard. The share price has weakened from over EUR 100 at mid-year to now EUR 34. Is there still hope for the Tübingen-based Company?

Dietmar Hopp, the Company's main investor, is sticking by the Company; he holds a good 44% stake through his investment company Dievini and a direct investment. Without the 81-year-old, who built up his billion-dollar fortune as co-founder of the SAP software group, CureVac might no longer exist today. At the end of 2004, he invested around EUR 20 million via Dievini in the startup founded in 2000. Still, no one wanted to follow him until later, when the Bill & Melinda Gates Foundation co-invested.

Suddenly, in the early 2020s, after the first Corona lockdowns, the previously little-known Tübingen-based Company was seen as one of the biggest hopefuls in the fight against the pandemic. Like BioNTech, it was one of the pioneers of mRNA technology, but it never successfully launched a vaccine. Problem: Because of the delay in CureVac's trial, its vaccine candidate had already encountered more than a dozen Corona variants, and its efficacy as a broad-spectrum weapon could no longer be demonstrated.

Ultimately, CureVac decided a few weeks ago to withdraw its first-generation vaccine candidate from the ongoing regulatory process, destroy pre-produced vaccines, and focus on its second-generation vaccine program. According to the Company, this second-generation can treat several Covid-19 variants and other diseases with a combined vaccine. From this perspective, it is worth doing as Dietmar Hopp did and looking at CureVac from time to time - because a revival with new propositions is possible.

Ayurcann Holdings - From crop to product

In another market segment, namely the broad-based cannabis industry, we meet Ayurcann Holdings. The Company is a leading provider of so-called post-harvest solutions, specializing in the provision and development of customized processes. The focus is on pharmaceutical and beneficial products made from the hemp plant for adults. Primarily, the Company has focused on B2B business in the field of medical applications. The strategic focus is to partner exclusively with leading Canadian cannabis brands by offering proprietary services such as ethanol extraction, proprietary formulations, product development and custom manufacturing processes.

Ayurcann is committed to the gradual opening of markets, some of which are heavily regulated, and certainly sees opportunities for the political climate in Europe to prevail in favor of hemp medicinal approaches. Currently, Ayurcann already has many international customers who dock onto the product portfolio via white label solutions. The jumping point in the business strategy is the necessary know-how in the scaling of manufacturing processes and the guarantee to customers to deliver stable pharmaceutical quality continuously. Israeli and US customers in particular already swear by Ayurcann's services, and the subsequent expansion steps are now being considered in Europe.

Looking at the cannabis market as a stock market segment, the blockbuster companies have had a strong sell-off. The still young Ayurcann Holdings can take advantage of the current subdued mood to approach the big players with a good set-up, which have taken on too much ballast in the general euphoria of 2018 to 2020 and have become inflexible in their orientation. In terms of sales, Ayurcann was able to convince as of the third quarter. The operating result is also already shining quite green with a gross margin of 60%. With around 100 million shares, the Company is valued in the CAD 20 million range, which is a bargain compared to the big players in the industry.

Novavax - Further deals in Asia

Another short update on Novavax. The Maryland-based Company has now finalized a supply agreement with the Serum Institute of India for the COVID-19 vaccine NVX-CoV2373. The US biotech company had previously granted the Indian vaccine giant a license to manufacture and use the drug substance. Novavax did not provide financial details of the deal or the planned scope of agreed production volumes in the SEC filing released earlier this week. In an interview with Bloomberg, CEO Stanley Erck spoke of shipping about 150 million vaccine doses per month starting in December. The agreement is expected to last 2-3 years.

The stock market celebrated Novavax's renewed success with a 20% peak premium after the Company also earlier reported approval of the vaccine in Indonesia. The signs point to a storm again, but despite the euphoria, the all-time high is still a good 20% away. With a price/sales ratio of 4, the valuation is still justifiable within the highly valued sector.

NanoRepro - Another EUR 100 million contract

The partnership with Viromed seems to be paying off for the Marburg-based self-test specialist NanoRepro, as a joint distribution agreement has now been concluded in Austria. The contractual partner is an unnamed customer from Austria, which mainly supplies government and official institutions. The contract is for the delivery of the VitaLab PCR test device, and the alpine partner is to market the device and the associated tests exclusively in Austria. The contract volume is in the three-digit million range; how much of this will ultimately remain with NanoRepro was not disclosed.

The NanoRepro share price is currently trading in a very narrow range of between EUR 7.50-8.70. The stock market probably does not want to pay more for the hopeful Viromed partnership. At the height of the Corona test euphoria, the price of the Marburger rose to over EUR 20. These times are probably over at present; one is waiting for a sustainable strategic orientation for the future. Keep the value on the watch list for possible surprises - after all, a flu winter is just around the corner, and the German Corona policy can also change again.

The investment in biotech and pharmaceutical stocks is subject to high fluctuations. Good news often promises rapid price gains in the first minute, but prices also fall extraordinarily when the momentum later wears off. Thus, strong nerves and consistency are required. With Ayurcann Holdings, medium-term oriented investors can take hold without stress because the first major operational successes are likely in 2022.


André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

25. November 2021 | 12:44 CET | by Fabian Lorenz

BioNTech, Valneva, Cardiol Therapeutics: Vaccination boosters also share boosters?

  • Biotechnology

The Corona pandemic has been with us all for a good 18 months now, and there is no end in sight. While the industrialized countries are boosting their vaccines, large parts of the world's population have still not been vaccinated for the first time. That means that shares of manufacturers of vaccines or drugs against COVID-19 will continue to be the focus of investors. Driven by the booster and mandatory vaccination discussions, BioNTech has left the correction behind, and the share is marching towards EUR 300. Drug developer Cardiol Therapeutics should now pick up again after the successful capital increase. In any event, analysts see price potential. Vaccine developer Valneva benefits from the EU order but has not yet recovered from Tuesday's "flash crash".


24. November 2021 | 12:41 CET | by Nico Popp

BioNTech, Defence Therapeutics, Novavax: Another step towards vaccination against cancer

  • Biotechnology

In Portugal and Spain, vaccination rates are higher than in Germany. There are various discussions about the reasons for this. One argument is the fact that infant mortality was high in both countries for a long time. Those who still vividly remember the stories of dead or lifelong damaged infants are less likely to think twice when the doctor calls for vaccination. The recent experience with BioNTech and other vaccines could also give a new boost to the willingness to vaccinate. It is, therefore, quite fitting that vaccines against many different diseases are now emerging on the market.


19. November 2021 | 11:21 CET | by Armin Schulz

Valneva, Cardiol Therapeutics, Novavax - Is the Corona emergency brake coming?

  • Biotechnology

Today, the Robert Koch Institute reported 65,371 new infections, a new sad record. In Berlin, politicians are currently discussing how to proceed. Abolishing the free tests to increase the pressure on the unvaccinated has proven wrong in retrospect. The fact that booster vaccinations might be necessary was also not considered when the vaccination centers were closed. Now the first state is discussing the next lockdown. If the numbers continue to rise, the emergency brake will be pulled in Berlin sooner or later. In parts of Austria, it is already a reality. We take a look at three possible winners of a lockdown.