April 20th, 2021 | 06:50 CEST
CureVac, BioNTech, PsyBio: Yesterday's game changers - and tomorrow's?
Table of contents:
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.
CureVac: From slow-moving Company to beacon of hope
The Tübingen-based vaccine manufacturer CureVac was long overshadowed by BioNTech, its competitor from Mainz. The reason: the Mainz-based Company was quicker to market and was one of the first vaccines to be used worldwide. But the image problem surrounding AstraZeneca and the difficulties with the similarly designed vector vaccine from Johnson & Johnson are now giving CureVac's Tübingen-based Company a boost. Even in regulation-loyal Germany, calls are being heard for special approval.
Even if this step does not succeed, CureVac has been on the home stretch since the cooperation with Bayer, which concluded in December. The Company set its sights on perfection early on, putting the goal of being among the first on the back burner. While the vaccine business is already largely over in countries such as the UK, Israel and the US, CureVac's advanced mRNA vaccine could come at the right time for Europe. The share is already preparing to regain past performance highs. In addition to the EU, other countries that had increasingly hoped for Johnson & Johnson could also switch to CureVac. It is already certain that demand for the Tübingen-based vaccine exceeds supply. The share could still become a winner on the final stretch of the pandemic.
BioNTech: What is still to come?
BioNTech is already a winner - the share is currently trading at an all-time high around EUR 127. The fact that the Company is promising was also evident after the approval in the USA, Europe and many other countries. Some market participants had expected BioNTech to run out of steam after the successful market launch, but it is now clear that, firstly, further booster vaccinations are needed and, secondly, that BioNTech is a leader in mRNA technology. In the future, the focus will also shift to preparations that help against diseases such as cancer. The Company and the share remain promising. However, investors should bear in mind that BioNTech has already priced in a lot of fantasy.
PsyBio Therapeutics: A paradigm shift in the fight against depression
The US company PsyBio Therapeutics is at the very beginning of their journey. The Company is using research widely conducted in the US around the active ingredient psilocybin to develop drugs to combat depression. Psilocybin is found, among other things, in so-called magic mushrooms and is known as a hallucinogen. More and more scientists believe that the active ingredient, in precise doses and supported by therapeutic measures, can be very effective against depression. Even when the active ingredient is no longer detected in humans, the psychological effects remain. Since people often have overwhelming metaphysical experiences under the influence of these agents, drugs based on them are a potential game-changer.
PsyBio works closely with the University of Miami and enjoys several advantages thanks to its close relationship with the scientific community, such as working with and combining multiple compounds. PsyBio CEO Evan Levine points out in an interview, "We have a unique relationship with a major research university that gives us access to services and talent that many other companies do not have. Our collaboration with both the engineering and psychology departments at the University of Miami provides us with an unprecedented opportunity to explore novel combinations that competitors would have to queue up commercial service providers for."
Low valuation meets potential billion-dollar market
While competitors, such as Compass Pathways, are already valued at more than USD 1 billion, PsyBio Therapeutics is currently worth only about USD 33 million on the stock market. Further, the Company has tens of millions in cash on hand. PsyBio Therapeutics, along with anchor shareholders who hold about 40% of the Company, sees itself on a long-term mission to continue researching psychoactive compounds to treat depression. "Psilocybin and related research offer a paradigm shift in the way mental illness and other disorders are treated by 'rewiring' the brain and changing the mind. Moreover, this new class of compounds is neither addictive nor lethal and has no negative side effect profile," Levine said optimistically. With the stock trending sideways for weeks, the current level could be a good time for far-sighted investors - it is still early days for PsyBio.
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.
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.