Close menu




October 12th, 2021 | 12:32 CEST

Defence Therapeutics, BioNTech, Valneva - When will things pick up again?

  • Biotechnology
Photo credits: pixabay.com

Biotechnology companies can experience a significant, sometimes even exponential, increase in value virtually overnight with a new, successful active ingredient. BioNTech is a prime example of this. But not every research effort leads to success, and CureVac shareholders can tell you a thing or two about that. Canada's Defence Therapeutics and Valneva have innovative research pipelines. Where should investors consider investing now?

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: DEFENCE THERAPEUTICS INC | CA24463V1013 , BIONTECH SE SPON. ADRS 1 | US09075V1026 , VALNEVA SE EO -_15 | FR0004056851

Table of contents:


    Defence Therapeutics - Further significant progress

    Biotechnology Company Defence Therapeutics focuses on therapeutic methods to fight cancer and the development of vaccines against infectious diseases. The Canadians are pursuing an innovative approach based on the proprietary Accum platform. ADC (Antibody Drug Conjugates) preparations are currently being used to develop the next generation of vaccines. This approach is particularly promising for cancer therapy, as it could shorten treatment duration and reduce side effects while increasing efficacy.

    The Company has made significant progress in recent months. The developed vaccine, AccuVAC-PT001, showed serum cross-reactivity with the spike protein of several SARS-CoV2 variants in laboratory tests in isolated vaccinated animals. In addition, it showed the highest efficacy with the Delta variant. To strategically optimize clinical trials, the biotechnology Company recently brought on board Biopharma Excellence, a subsidiary of Pharmalex GmbH, a global pharmaceutical consulting firm.

    Recently, the Canadians announced completing all necessary steps to prepare for a pre-IND meeting to initiate a Phase I melanoma trial using the Company's dendritic cell (DC)-based cancer vaccine candidate, AccuVAC-D002. According to a Fortune Business Insights report, the skin cancer treatment market is expected to reach approximately USD 15 billion by 2027. If Defence Therapeutics' innovative approach becomes established, the stock has room to run. The market capitalization is currently at CAD 223 million.

    BioNTech - Bottoming out?

    BioNTech has written an impressive success story in recent months. Alongside the US Company Moderna, the Company has established itself as one of the world's two leading Corona vaccine manufacturers based on so-called mRNA (messenger RNA, ribonucleic acid). In this approach, only a messenger molecule is administered instead of a molecular active ingredient. The messenger challenges the body's immune system to build up an effective defense.

    The share price sprinted to a good USD 450 and is currently trading just below the USD 250 mark. The Company is thus valued at around USD 60 billion. Based on average analyst estimates for this and the next fiscal year, the stock is extremely moderately valued with a P/E ratio of about 6 in each case. In our opinion, it is only a matter of time before the share price rises significantly again. The story is intact, and the pandemic will continue to accompany us for some time to come, making regular booster shots necessary. Thus, the current price weakness offers an excellent risk-reward ratio.

    Valneva - Theory and practice

    In contrast to Moderna and BioNTech, the French-based Company takes an entirely different approach to develop a corona vaccine. Valneva resorts to the method of so-called dead viruses, which has been established for many years. This vaccination method has long been used successfully against hepatitis B, polio, tetanus and diphtheria. The final studies are currently underway, and Valneva expects to receive emergency approval for the vaccine this year. A few weeks ago, the share price came under significant pressure because the British government unexpectedly canceled a previously placed major order. In perspective, the approach with dead viruses has a legitimate chance of success.

    Furthermore, vaccination critics who reject the Corona vaccine due to a lack of long-term experience could perhaps be swayed to change their minds in this way. The Company is currently valued at EUR 1.3 billion. Analysts believe in its success and forecast black figures for the next fiscal year, which would give the stock a single-digit P/E ratio at the current price level of around EUR 12.


    The biotech stocks presented offer a favorable risk-reward ratio. Whether it is the high flyer BioNTech, whose shares are currently correcting, the turnaround stock Valneva or the innovative Defence Therapeutics is ultimately a matter of taste. If the Canadians make further progress, this should be reflected positively in the share price.


    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 Stefan Feulner on June 6th, 2023 | 07:15 CEST

    MediGene, BioNTech, BioNxt Solutions - New opportunities after the correction

    • Biotechnology
    • Pharma
    • Cancer

    Acquisitions by big pharma were increasingly expected in the biotechnology sector last year, but these largely failed to materialize. However, this trend could accelerate in the current year. On the one hand, pharmaceutical companies, such as the vaccine manufacturer Pfizer, have deep pockets and need new innovations for their product portfolio. On the other hand, second-tier stocks are attractive targets due to the strong correction.

    Read

    Commented by Juliane Zielonka on June 1st, 2023 | 09:30 CEST

    BioNxt Solutions, Bayer, Palantir - AI is dominating the market at breathtaking speed and ensuring high returns

    • Biotechnology
    • Pharma
    • AI

    Tech investors have suffered heavy losses over the past year. But tech in pharma and security in defence enables entirely new future scenarios whose precise developments are worth examining more closely. For example, gentler and more effective new ways that benefit patients are emerging in the drug delivery market. At the forefront is the Company BioNxt Solutions, which specializes in innovative transdermal patches whose active ingredients literally go under the skin. In Germany, the biotech company cooperates with a German pharmaceutical partner. New times are now dawning for Bayer as well. Under the new reign of CEO Bill Anderson, digital health seems to have finally found its positioning in the Consumer Health division. There, the Company is to cooperate with exciting start-ups that collect and analyze consumer data. When it comes to networking and interpreting data using AI, one company in particular stands out at the moment. Palantir is moving out to "dominate the entire market." How? Find out in the comments below.

    Read

    Commented by Fabian Lorenz on June 1st, 2023 | 08:45 CEST

    JinkoSolar, BioNTech and First Phosphate with important updates: This is what moves the shares

    • Mining
    • phosphate
    • photovoltaics
    • Biotechnology

    The energy transition is moving forward. In Germany, the traffic light government seems to have agreed on a new heating law. In the US, the agreement between Democrats and Republicans on the debt ceiling is a good sign for the industry because the promotion of environmentally friendly technologies depends on it. JinkoSolar and First Phosphate, among others, should benefit from this. Both companies have published important updates. There is also important news at BioNTech. However, these are not so positive. When will there be new impulses for the share?

    Read