January 12th, 2021 | 10:28 CET
CureVac, Q&M Dental, Moderna - What you didn't know - really exciting!
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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.
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.
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