Close menu

August 10th, 2021 | 11:57 CEST

Hot autumn for BioNTech, NanoRepro and XPhyto: Nothing works without testing and vaccination

  • Biotechnology
Photo credits:

Shares of Corona vaccine and test manufacturers are in for a hot fall. Summer is drawing to a close, and the Delta variant is hard to stop. Calls for stricter measures are growing. Politicians are calling for vaccination premiums and mandatory testing for travelers returning home. The 1st FC Cologne recently announced that it would only allow vaccinated people into the stadium. BioNTech, NanoRepro and XPhyto are among the beneficiaries of this development. The latter Company could also benefit from demands from politicians. SPD health expert Karl Lauterbach called for mandatory "PCR" testing for unvaccinated people before visiting restaurants.

time to read: 4 minutes | Author: Fabian Lorenz

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


    XPhyto with the gold standard - PCR test in just 20 to 25 minutes

    Virtually worldwide, PCR testing is at the center of containment strategies around the Covid-19 pandemic. The reason: their better sensitivity enables significantly higher accuracy relative to antigen tests. As a biotech incubator, Canada-based XPhyto Therapeutics is driving new research approaches, particularly in the areas of diagnostics, advanced drug delivery, and new pharmaceutical agents.

    Since last year, together with 3a-diagnostics GmbH from Stuttgart, Germany, they have developed a universally applicable PCR test and received approval to sell the Covid-19 RT-PCR test system "Covid-ID Lab" in Germany at the end of May 2021. The advantage is that the Covid-ID test delivers results after only 20 to 25 minutes because prior RNA extraction is not required as part of sample preparation. XPhyto thus closes the gap between inaccurate antigen tests and conventional PCR solutions, which take up to 24 hours to test. The XPhyto test can be considered the gold standard of corona testing. The universe of applications is huge. It spans all locations with reduced clearance and restricted access areas, such as hospitality, events, border crossings, airports, cruise ships, medical care facilities, and the workplace.

    XPhyto Therapeutics has since acquired Stuttgart-based partners, 3a-diagnostics. With the acquisition, the Canadians have secured another exciting technology with excellent revenue potential. Thus, XPhyto is growing organically and through targeted acquisitions. The portfolio includes, among other things, clinical validation for cannabis in Europe. In this growth market, XPhyto is developing drugs that offer test kits and solutions to enable the human body to better absorb medical agents, such as patches and is developing drugs. In addition to a neurological drug, the Canadians are also working in the field of psychedelic agents - another future market. XPhyto's market capitalization is currently around EUR 88 million. Due to the large number of projects from exciting areas, such as PCR testing, cannabis and psychedelic agents, the valuation seems attractive.

    BioNTech - Highflyer unstoppable

    BioNTech is currently unstoppable. Not only the share price but also the operating performance of the Company is presently more than reasonable. The Covid-19 vaccine should continue to bring billions into the Company's coffers for the foreseeable future. Discussions are gathering pace in the USA and Europe about potential booster vaccines to combat the more aggressive Delta variant. It is expected that older people and those with a weakened immune system will receive a booster vaccination starting in the fall. In addition, it is often ignored that in many parts of the world, vaccination rates are still well below 10%. BioNTech is using the high revenues to expand its portfolio. Last week, the Marburg-based Company announced the completion of the acquisition of Kite's neoantigen T-cell receptor (TCR), a development platform for solid tumors, and the production facilities for clinical product candidates, including lease agreements for the production facility in Gaithersburg, USA. The acquisition expands BioNTech's manufacturing capabilities in North America and aims to accelerate research and development programs for individualized neoantigen TCR cell therapies for solid tumors. Research into further vaccines based on mRNA technology is also progressing, for example, against the dangerous tropical disease malaria. A clinical trial will be launched by the end of 2022: the EU Commission and the WHO support the project.

    Driven by the necessary booster vaccinations and, in the longer term, vaccines against malaria or tuberculosis, Berenberg Bank has raised its price target for BioNTech shares from USD 235 to USD 400. The founders and investors have also benefited massively from the recent share price rally. The two biotech investors Andreas and Thomas Strüngmann, hold around half of the BioNTech shares and are thus now among the top 5 wealthiest Germans.

    Can NanoRepro also profit in the fall?

    Even though the advantages of PCR over antigen tests are now clear, rapid test providers could also benefit from rising infection figures in the fall. NanoRepro is one of them. After reaching its all-time high of over EUR 22 in spring 2021, the share has corrected sharply and hovered around EUR 6 for several weeks. The Marburg-based Company recently reported that it had received final approval for two SARS-CoV-2 antigen rapid tests for the general public. Both the rapid antigen test and the home test can be marketed throughout Europe with the CE mark. Stefan Pieh, CFO of NanoRepro AG, said, "Based on the B2B Corona rapid antigen tests to date and the partnership with Viromed, we expect sales of at least EUR 250 million this year in the context of current macroeconomic and political developments. Possible larger orders from abroad or also orders in the area of the currently not yet approved saliva test for the end customer sector are only included to a small extent in this scenario. Overall, we consider a sales volume of EUR 400 million to be entirely possible." NanoRepro needs the cash flow from test sales to build up its product portfolio. Whether this will succeed remains to be seen.

    It could be a hot fall for all three companies shown here. BioNTech is a Corona vaccination leader and uses billions from revenues to expand its product portfolio. XPhyto, with its 20-minute PCR test, could benefit massively from calls for greater use starting in the fall, and NanoRepro, with its rapid test, should not be written off either.

    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 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

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author

    Related comments:

    Commented by Fabian Lorenz on May 16th, 2024 | 08:00 CEST

    Share price shock at Siemens Energy! What are BioNTech and Cardiol Therapeutics doing?

    • Biotechnology
    • Pharma
    • renewableenergies

    The Siemens Energy share has been one of the surprises of recent months. It has more than doubled since the beginning of the year. Is a crash now imminent? Yes, if you believe Bernstein. Their analysts are shocking us with a horror price target. The Cardiol Therapeutics share performed even better than Siemens Energy in 2024. Despite the 150% rally, analysts see upside potential for the cardiovascular disease specialist. Things will get really exciting at the beginning of June when new study results are due. BioNTech, on the other hand, is currently failing to convince analysts. Reactions to the latest quarterly figures were modest.


    Commented by Stefan Feulner on May 14th, 2024 | 07:30 CEST

    Bayer, Defence Therapeutics, Novavax - Major events

    • Biotechnology
    • Pharma

    The biotechnology sector is still on the move and is currently characterized by a high degree of volatility. For instance, BioNTech, a former star during the pandemic, reported a net loss of EUR 315 million in the first quarter. The Mainz-based biotech now wants to focus more on the development of its cancer drugs due to the slump in demand for COVID-19 vaccines. However, for years, innovative, undiscovered companies have existed in this billion-dollar market that could, with their technologies, become the new high-flyers in the biotech industry.


    Commented by André Will-Laudien on May 9th, 2024 | 07:00 CEST

    Biotech and pharma stocks finally follow suit! Novo Nordisk, Bayer, BioNTech, Vidac Pharma and Evotec on the buy list

    • Biotechnology
    • Pharma

    Things looked very different at the beginning of the year. After a brilliant rally in the Nasdaq Biotech Index at the end of last year, investors thought the upswing could continue in 2024. So far, this hope has not been confirmed. The main focus for the industry is the refinancing conditions. These have gradually deteriorated, as stubborn inflation is keeping central bank interest rates high. And judging by the wording of central bankers, the next interest rate cut does not seem to be penciled in yet. However, if it happens in the summer, things will likely move quickly for the life sciences sector. Then a quick sector rotation is the order of the day! Here is our buy list for the upcoming event.