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July 13th, 2023 | 07:40 CEST

Defence Therapeutics, Bayer AG, Rheinmetall: Patents, price jump and billions of euros

  • Biotechnology
  • Pharma
  • armaments
Photo credits: pixabay.com

The global biotechnology market is estimated to grow at a CAGR of 12.8% from 2023 to 2030. This has prompted Defence Therapeutics to secure numerous patents for their innovative platform technology ACCUM™. The platform is the linchpin for therapies in the fight against globally prevalent cancers such as lung, breast, and pancreatic cancer. Defence Therapeutics focuses on strengthening the body's immune system to defend against evil invaders. Cancer is also a topic at Bayer AG. The share price jumps as rumors circulate that the Group intends to divest its agricultural division - including Monsanto and the weedkiller suspected of causing cancer. Rheinmetall can report a further plus. Both the German and Dutch armies are ordering airborne vehicles worth billions. Whether these orders are intended solely for Ukraine will become clearer as the latest news unfolds regarding NATO's activities.

time to read: 5 minutes | Author: Juliane Zielonka
ISIN: RHEINMETALL AG | DE0007030009 , DEFENCE THERAPEUTICS INC | CA24463V1013 , BAYER AG NA O.N. | DE000BAY0017

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

     

    Defence Therapeutics secures innovative patents in platform and mRNA technology

    The global market for mRNA vaccines and therapeutics is valued at EUR 33.1 billion in 2022 and is expected to reach an expected value of EUR 53.4 billion by 2031. This represents a compound annual growth rate of 13.3% over the forecast period (2023 - 2031).

    Investors have been familiar with mRNA vaccines since the COVID-19 pandemic. The abbreviation mRNA stands for messenger ribonucleic acid, also known as messenger RNA. With the help of an mRNA vaccine, the body is fooled into believing it has an infection, against which it produces its own antibodies.

    **Defence Therapeutics is a publicly traded biotechnology company working to develop next-generation vaccines and other products using its proprietary digital platform. Its breakthrough Accum™ and AccuTOX™ technologies are at the heart of Defence Therapeutics' platform.

    Through Accum™ Technology, Defence Therapeutics is achieving improvements in the delivery of protein, RNA, and DNA into the cytoplasm, which is the cellular content within human cells. The primary role of the cytoplasm is to ensure the transport of substances and the delivery of mRNA therapeutics for various therapeutic approaches such as cancer immunotherapy and vaccines.

    Cancer types such as melanoma, breast cancer, lung cancer and pancreatic cancer are on the research list of the innovative biotech company. Investors will be pleased to know that Defence Therapeutics has secured numerous patents around its platform technology, illustrating that Accum™ technology successfully delivers functional CRISPR/Cas9 and guide RNA-ribonucleoprotein complexes into the cell nucleus, leading to exciting commercial opportunities in the field of genome editing.

    Sebastien Plouffe, President and CEO of Defence Therapeutics, explains that Defence's innovative approach to securing patent protection for all aspects of its technologies aims to maximize commercialization potential and increase the Company's intrinsic value. And intrinsic value is something value investors particularly love.

    Bayer AG - Possible Monsanto spin-off boosts share price

    Traders on the Frankfurt Stock Exchange rewarded the news of Bayer CEO Bill Anderson, who wants to spin off the agricultural division from the Bayer Group and bring it to the stock exchange as a separate company, with a plus of 2.9%. Apparently, lobbyists at the European Food Safety Authority (EFSA) have done a great job: A revised risk assessment of glyphosate released by the organization on Tuesday says EFSA's evaluation of the substance's potential risk to humans, animals and the environment found no areas of concern. EFSA risk assessment director Guilhem de Seze said, "They are based on the analysis of many thousands of studies and scientific articles."

    Now, pharmaceutical companies are known to publish numerous studies into the thousands in order to dilute possible contraindications. But even in the US, where lawsuits against the weedkiller RoundUp once flared up, things have recently been going well for Bayer. The Leverkusen-based company's lawyers have so far won seven lawsuits in a row in the United States. This is due to a change in strategy. Bayer's lawyers have settled the difficult cases out of court. They now only enter into lawsuits in which they could win.

    For example, the case of a gardener who used RoundUp for 15 years and now has non-Hodgkin's lymphoma. A Missouri district court jury has ruled against her. Bayer had started the lawsuit, it said, because the woman was overweight, which poses a risk for cancer, and the relevant court ruled more conservatively. Bayer justifies the success of the lawsuits it won by saying that 96% of cases of malignant non-Hodgkin's lymphoma cancer are caused by random cell mutations. This again demonstrates the safety of glyphosate use.

    Despite all this, the Monsanto takeover has caused great resentment among shareholders and has permanently weakened the long-established brand. The move to list the agricultural unit as a separate company protects conservative investors and offers a new trading opportunity for traders who care more about returns than morals.

    Billion-euro armaments order for Rheinmetall

    Several thousand airborne vehicles have been ordered from Rheinmetall by the armies of Germany and the Netherlands.** On Monday, the defence group and automotive supplier announced that the order is worth EUR 1.9 billion. The first 3058 units will be delivered in Q1/2024.

    The "Caracal" all-wheel-drive vehicle is based on the Mercedes-Benz G-Class and has four wheels. Other military vehicles have six or eight wheels. The Bundeswehr is contributing to this order from its special assets worth EUR 100 billion. Rheinmetall first unveiled the vehicle last year, describing it as a response to the coming requirements of airborne vehicles in Germany and various armies worldwide.

    The expansion news for Rheinmetall is not slowing down. Last week, the Company announced it would build a new plant in Germany to begin manufacturing parts for the main body of Lockheed Martin's F-35A Lightning II fighter jet, a sign of greater military cooperation among NATO allies. Rheinmetall described this as a significant project in the cooperation between Germany and the US in the field of armaments.

    Meanwhile, Ukraine President Zelenskyy has to accept disappointment. He looked slightly lost at the NATO summit in Vilnius. NATO is being vague about when Ukraine will join the alliance, but the conditions are clear. However, according to the statement, there will be a formal invitation only "when allies agree, and conditions are met." Accordingly, the NATO states are attaching an invitation to join to conditions such as "additional necessary reforms in the area of democracy and the security sector." Until then, Rheinmetall has produced enough defence equipment and can continue to grow.


    Defence is the investor theme of the hour. Be it by strengthening the body's immune defences thanks to Defence Therapeutics, strengthening Bayer AG's brand perception through a possible spin-off of the black sheep of its agricultural division, or defending land and property as at Rheinmetall. All three corporations are focusing on defence. Defence Therapeutics is at the forefront of the fight against numerous types of cancer with innovative biotechnology. For investors, it is valuable to know that entire patent families are increasingly increasing the Company's intrinsic value. Bayer could break away from its agricultural division to grow into an A1 life science company while the CropScience part goes public on its own. Rheinmetall, on the other hand, is known for its defence weapons, which are used to repel enemy invaders and protect borders.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author



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