Close menu

November 3rd, 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 | Author: André Will-Laudien
ISIN: CUREVAC N.V. O.N. | NL0015436031 , AYURCANN HOLDINGS CORP | CA05476A1012 , NOVAVAX INC. DL-_01 | US6700024010 , NANOREPRO AG | DE0006577109

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


    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.

    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 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

    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

    Related comments:

    Commented by Stefan Feulner on July 17th, 2024 | 06:30 CEST

    BioNTech, Cardiol Therapeutics, Bayer - Prepared for the next wave

    • Biotechnology
    • Biotech
    • Pharma

    The assassination attempt on former and possibly future US President Donald Trump was clearly the dominant topic at the weekend, causing both gold and the largest cryptocurrencies to surge at the start of the week. Still largely unnoticed, however, the COVID-19 figures are rising again, especially in the United States, which could halt the downward spiral for vaccine manufacturers such as BioNTech/Pfizer and Moderna.


    Commented by Fabian Lorenz on July 11th, 2024 | 06:55 CEST

    Shares with breakthrough potential? Evotec, Varta, and Carbon Done Right Developments

    • Sustainability
    • Pharma
    • Biotechnology
    • renewableenergies
    • CarbonCredits

    Evotec is currently going from strength to strength. Yesterday, a partnership with pharmaceutical giant Pfizer boosted the share price. Will the resistance at EUR 10 now finally fall? There has also been positive news for Varta recently. Is the possible collaboration with Porsche a game changer? Analysts have a clear opinion on this matter. At Carbon Done Right Developments, investors are eagerly awaiting the AIM listing. Once it happens, the share price could explode, as the Company is working on an ecosystem within a billion-dollar market. Should you position yourself now? In any case, all three companies are working towards a breakthrough.


    Commented by André Will-Laudien on July 11th, 2024 | 06:45 CEST

    Mega rally on the cards - 500% plus is likely too low an estimate! Evotec, Desert Gold, Cogia, VCI Global, and Lufthansa

    • Mining
    • Gold
    • Commodities
    • Biotechnology
    • airline

    The stock market keeps rising and rising - this much is revealed by the ever-new highs of prominent indices such as the NASDAQ 100, S&P 500, or the Nikkei index. However, a closer look reveals some inconsistencies. For example, only 6% of all traded stocks are currently reaching new highs, while over 70% of all listed stocks have fallen since the beginning of the year. In short, global liquidity is aggregated in just a few blockbuster stocks, with the rest being left behind. Such bubbles already occurred in 1999, 2007, and 2015, followed by a 25% to 50% correction. When exactly this will happen, no one knows, but the party is likely to continue for a while due to high liquidity. Gold and silver are in the process of forming interesting breakout formations. Now is the time to pick the cherries!