Close menu




January 12th, 2021 | 10:28 CET

CureVac, Q&M Dental, Moderna - What you didn't know - really exciting!

  • Healthcare
Photo credits: pixabay.com

The World Health Organization (WHO) recorded more than 235 Covid-19 vaccine projects worldwide since January 2020, but few projects make it across the finish line. Timing is a critical factor, and early entrants will divide the huge market among themselves. These include BioNTech/Pfizer, Moderna and AstraZeneca. Still in the "test phase" is Tübingen-based CureVac, which recently entered into a sales cooperation with Bayer. Information published yesterday is positive and suggests approval of the preparation by the beginning of the second quarter of 2021 at the latest. Away from vaccine manufacturers, other Corona profiteers exist with which investors can earn handsomely. Q&M Dental from Singapore is little known. Its subsidiary is one of nine government-approved Corona testing facilities. Also, Q&M supplies Asian neighboring countries with millions of its Corona testing. We inform you about the news and potentials of known and unknown players.

time to read: 2 minutes | Author: Carsten Mainitz
ISIN: SG2E73981531 , NL0015436031 , US60770K1079

Table of contents:


    CUREVAC NV - Approval expected by the beginning of the second quarter

    While vaccines from BioNTech and Moderna are now being administered in Germany, Tübingen-based CureVac takes further necessary steps towards the product's approval. Yesterday, CureVac reported that preclinical data from the Covid-19 vaccine candidate CVnCoV confirmed the induction of a distinct immune response in non-human primates. In the study, the vaccine was tested in rhesus macaques with two vaccinations within 28 days.

    "The complete protection of the lungs of vaccinated animals demonstrates the potential of CVnCoV to protect humans from the devastating effects of the virus. We are very encouraged that CVnCoV is effective at a low dose. The amount is even lower than the dose we are currently testing with in the pivotal clinical trial," stated Dr. Mariola Fotin-Mleczek, Chief Technology Officer of the Company.

    The Company plans to complete the final Phase 3 in the first quarter and expects approval no later than the second quarter's beginning. The advantage of the CureVac vaccine is that it can be stored at refrigerator temperature for three months. With the products currently available, these are only a few days or weeks. The Tübingen-based Company plans to sell 300 million doses of the vaccine in 2021. The EU has already ordered 225 million doses.

    At a current share price of around USD 103, the Company is valued at EUR 14 billion market capitalization. Analyst estimates are that the Group will generate EUR 1.5 billion in sales in the current year and EUR 2.5 billion in 2022. If analysts are to be believed, the share is currently too expensive. On average, the experts' target price is USD 72. Stock exchange trades the future. We are curious.

    Q&M DENTAL GROUP - facing a revaluation

    Singapore-based Q&M Dental Group is a leading private dental provider in Asia. The Group owns the largest network of 114 practices in the island nation and operates in Malaysia and China. Q&M was founded in 1996 and has established itself as a renowned, high-quality brand.

    In addition to this bread-and-butter business, Q&M is building a new division that should lead to the Company's revaluation. In September, it was announced that the Ministry of Health licensed its 51% subsidiary, Acumen Diagnostics Pte, to offer clinical laboratory testing for SARS CoV-2 RNA. Q&M expects strong growth with very high margins. Another new revenue stream is the sale of a proprietary Corona test. It has already been sold to Malaysia and Indonesia. We estimate each order to be worth 5 million units or more. More countries will likely turn to Q&M's products.

    When converted, the profitable Company is valued at EUR 280 million. Given the considerable potential in the "Corona business," a revaluation of the Company should occur soon.

    MODERNA INC - Vaccine available in Germany since yesterday

    A second Corona vaccine has been available in Germany since yesterday. The US manufacturer Moderna delivered 63,600 vaccine doses to a central depot in the district of Osnabrück. Moderna has long focused on the discovery and development of messenger RNA (mRNA) based drugs.

    While BioNTech's vaccine must be stored and transported at minus 70 degrees, Moderna's vaccine doses can be stored at just minus 20 degrees and have a much longer shelf life at refrigerator temperatures than its competitor.

    At the current USD 118 per share, the Massachusetts-based biotechnology Company is valued at USD 45 billion. The average price target of analysts following the stock is USD 135.


    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 Juliane Zielonka on November 23rd, 2023 | 07:20 CET

    Saturn Oil + Gas, Rheinmetall, Bayer - Energy, Defense, Healthcare: Where short-term returns await

    • Mining
    • Oil
    • defense
    • Healthcare

    In Germany, the federal government put its spending on hold, a day after the Federal Constitutional Court ruled that the reallocation of EUR 60 billion of unused debt from the pandemic era to the Energy and Climate Fund was unlawful. Europe's largest economy is shrinking due to rising energy prices and trade tensions. At the same time, North America, with stable oil companies such as Saturn Oil & Gas, presents an attractive investment opportunity for investors. Rheinmetall is experiencing a target price high of EUR 370 and flirting with long-term prospects in the US. At the same time, Bayer grapples with legal challenges and the failure of the blood thinner 'asundexian'. We look at where an investment may be worthwhile now.

    Read

    Commented by Juliane Zielonka on November 10th, 2023 | 09:15 CET

    Healthcare and Logistics in Focus with Amazon, First Hydrogen, Bayer - Where growth is created

    • Hydrogen
    • greenhydrogen
    • Logistics
    • Healthcare
    • Technology

    Telemedicine is a blessing for anyone lying in bed with a fever and in need of a doctor or medication. Now, 167 million Americans can benefit from it. Amazon rolled out the telemedicine service to all Prime members in the States this week. To ensure that deliveries arrive on time and with as few emissions as possible, First Hydrogen has developed a van that has already successfully passed its test phase in the UK. A range of 630 km can be covered on one hydrogen charge. But that is not all; the Company is planning much more in the field of hydrogen. After sobering figures, Bayer AG is focusing on drastic measures instead of innovations, but these will benefit those who truly do their job. We take a glance at the details.

    Read

    Commented by Juliane Zielonka on October 6th, 2023 | 08:00 CEST

    Cantourage Group SE, Amazon, British American Tobacco: Stockpiling between medical innovation and dividend history

    • Cannabis
    • Healthcare
    • AI

    The Berlin-based company Cantourage, which specializes in the distribution of medical cannabis, is experiencing promising growth in the booming medical cannabis market. The global market for the plant's medical use is expected to have reached around USD 12.92 billion since 2021 and is projected to grow to USD 23.97 billion by 2028 at an average CAGR of 13.16%. Cantourage continues to expand its strong international distribution network with its innovative Fast Track Access platform. The Company even has a chance to win in the "Most Innovative Business Strategy" category at the 2023 European Small and Midcap Awards in November. Unlike other medical cannabis producers, Cantourage does not grow its own plants. Just as Uber doesn't own cars and AirBnB doesn't own hotels, Cantourage relies on strong distribution power in Healthcare. Healthcare is also attractive to Amazon again. Through mergers and acquisitions involving an online pharmacy and a thriving network of doctors, the US company is now investing in generative AI beyond ChatGPT. Meanwhile, historic dividend king British American Tobacco faces decline and bans.

    Read