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Bill Guy
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David Mason
Managing Director, CEO | NewPeak Metals Ltd.
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07. June 2021 | 08:32 CET

CureVac, Cardiol Therapeutics, Formycon, NanoRepro - Pharma stocks with potential!

  • Biotechnology
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In Germany, around 231,000 people died as a result of cancer in 2019. As reported by the Federal Statistical Office, cancer was the cause of a quarter of all deaths. This proportion has hardly changed within 20 years, even though the number of cancer deaths has increased by around 10% since 1999. The precise number 1 cause of widespread disease in Germany is cardiovascular disease, such as heart failure, coronary heart disease and myocardial infarction. With 18.2 million deaths, they represented the most common cause of death worldwide in 2019. In Europe, more than 4 million people die each year due to such a disease, 1.4 million of whom are younger than 75. So research continues to be in demand. We look at interesting representatives of the industry.

time to read: 5 minutes by André Will-Laudien



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

Cardiol Therapeutics - Milestones in cardiac research

The causes of cardiovascular disease are manifold and can be divided into influenceable and non-influenceable risk factors. The natural parameters include, for example, age, gender and genetic predisposition. The other influences inevitably result from the determinants of our present-day life, including lack of exercise and an excess of food intake. The resulting negative factors on our health are high blood pressure, diabetes and obesity. Smoking and regular alcohol consumption is the icing on the cake for this dangerous trend.

The Canadian biotechnology Company Cardiol Therapeutics focuses on researching and developing anti-inflammatory therapies to treat cardiovascular diseases. Its main product is a pharmaceutically produced ultra-pure, highly concentrated cannabidiol oral formulation called CardiolRx™️. The product is being targeted at reducing inflammation and fibrosis in the heart, specifically acute myocarditis and diastolic heart failure.

An unfortunate combination occurs when simple flu-like infections and stress-related factors result in severe heart muscle inflammation because viral infections cause most inflammatory diseases of the heart. However, because many heart conditions do not manifest themselves until late in life, serious symptoms are often underestimated as age-related and ignored. Cardiol Therapeutics wants to set milestones in research here and is already in clinical phase II/III with its studies.

The Company was recently able to raise another CAD 22 million, which means that the current research pipeline is fully financed. If successful, this could lead to a multiplication of the current market capitalization of CAD 130 million.

CureVac - No safety concerns with new CVnCoV vaccine

While several vaccines have now been available for several months, data continues to be collected for the approval of the vaccine from the Tuebingen-based biotech Company CureVac. It is still expected that the data will be available in June so that the rolling approval process with the European Medicines Agency (EMA) can be finalized.

The reason for the long tests is the increasing changes in the currently known forms of the virus. A few months ago, the Coronavirus in its original form was dominant; however, the pandemic is now dominated by the much more dangerous mutations. CureVac's vaccine is thus naturally also being tested for its efficacy against precisely these mutations.

But an initial interim result gives cause for optimism that CureVac will now receive approval in the near future. As the independent DSMB review board has now confirmed, there are no safety concerns about the active ingredient CVnCoV. Only the amount of data is still too small to make significant statements and thus prevents approval by the EMA.

After the sharp rise of 190% in November 2020, the share is currently undergoing a correction. The high from December 2020 at EUR 120 has not yet been reached again. If the share price continues to move sideways, it will soon meet the short-term upward trend from March 2021. If the upward trend breaks, trouble threatens because the share will then head for the support at around EUR 73.

Formycon - High expenditure on research and development

The balance sheet of the Munich-based biotech Company Formycon still includes a lot of money for research and development. For 2020, the Company achieved sales of EUR 34.3 million, compared to EUR 33.2 million the year before. The operating loss increased from EUR 2.3 million to EUR 5.7 million in the process. The bottom line was a loss for the year of EUR 5.9 million, but this is within the Company's target range. Cash and cash equivalents are estimated at more than EUR 49 million.

The Martinsried-based biotech Company is well aware that major advances in the fight against modern diseases do not fall from the sky but involve long testing and development phases. Formycon invested heavily in developing its own pipeline in the 2020 financial year in line with its growth strategy. In addition to the promising COVID-19 drug, FYB207, this primarily involved advancing the as yet unpublished and unpartnered biosimilar candidate FYB206.

In vitro neutralization of SARS-CoV-2 variants by FYB207 shows that the drug is even more potent against the B.1.1.7 variant of the virus, which is considered to be particularly infectious, than against earlier variants. That is excellent news in the fight against the pandemic. The Formycon share has gone through a long consolidation at the EUR 60 mark. The price behavior of the last few days looks as if a new breakout is now imminent. The previous high of EUR 79.8 dates back to February 2021.

NanoRepro - The air is out for now

NanoRepro AG has made incredible progress since the pandemic emerged. A year ago, the share price was still between EUR 1 and EUR 3; in the meantime, the price hyped up to EUR 22.4. The euphoria resulted from large orders for COVID-19 tests that NanoRepro was able to land in quick succession. Initially, demand was so great that the Company could not adjust its logistics quickly enough to the incoming business.

However, the tide has turned in the self-testing market. Currently, supermarkets are dominated by a price drop that is visible to all, and large chains even offer the tests free with your purchase. At the beginning of March, these tests were already out of stock when they were put on the shelves.

Based on previous plans for B2B corona antigen rapid tests and the partnership with Viromed, NanoRepro expects sales of at least EUR 250 million this year but is making this dependent on the pandemic's political situation. The Company is currently working at full speed with a renowned German research institute on developing an antibody test that checks immunity after a Corona vaccination because the conventional antibody test cannot generally provide any information about the success of the vaccination.

In recent interviews, CEO Lisa Jüngst leaves no doubt that the Company will continue to operate just as successfully without Corona. However, the current trend of the share shows a different picture. Strong profit-taking and high turnover pushed the share price down by a further 50% in the last 6 weeks alone, and it is currently already 75% off the top. However, if management's expectations materialize, NanoRepro is far too cheap with a P/E ratio of 2 to 3.


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:

18. June 2021 | 12:49 CET | by André Will-Laudien

CureVac, BioNTech, Novavax, XPhyto Therapeutics - The Covid giants and the sellout!

  • Biotechnology

How quickly the tide can turn in the environment of the Corona pandemic can be seen in the vaccine manufacturers and test providers. BioNTech's share price has been rising steadily since the start of the vaccination campaign in Germany, and minor reports of potential side effects are hardly disturbing. In the case of test provider NanoRepro, the bull market of recent months is turning into a total sell-off, with the share losing over 70%. And then there is the Tübingen-based biotech Company CureVac. Delays in approval and a shock on efficacy send the share down by a whole 50% in one day. We take a closer look at the situation.


15. June 2021 | 13:15 CET | by Nico Popp

CureVac, Cardiol Therapeutics, Bayer: Healthcare for the portfolio

  • Biotechnology

Biotechnology and pharmacology offer us great opportunities. For decades, the world has suffered from a few serious diseases: cancer, cardiovascular disease, Alzheimer's, diabetes and others. Where previously only symptoms were treated, there is now the prospect of a cure thanks to new processes. Even if it still takes a little time to reach market maturity: the innovative companies are already on the market, investors can invest.


07. June 2021 | 09:37 CET | by Stefan Feulner

Bayer, Defence Therapeutics, MorphoSys - A paradigm shift in biotechnology

  • Biotechnology

The search for a vaccine against the Coronavirus brought biotechnology back into the focus of investors last year. Companies such as BioNTech or CureVac were able to multiply in this regard. In 2020, the biotech sector in Germany raised a record sum of EUR 3 billion, and the trend is rising sharply. The fight against incurable diseases and the development of important innovations such as vaccines, cancer therapies, or sustainable products lift the segment into higher realms and offer attractive investment opportunities.