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04. September 2020 | 09:48 CET

Moderna, Evotec or Valeo Pharma: Who has the game changer?

  • Covid-19

The pandemic is driving the markets. But sometimes investors either come too late or bet on the wrong horse. In the analysis, three stocks for which investors hope for the game changer. The fact that the search for a cure for Covid-19 is making high waves on the stock market is shown by stocks like Moderna. Despite the current price correction, the biotech company from the USA achieves an annual performance of a massive 280%. The reason for this soaring performance is easy to find: Moderna is researching a Corona vaccine and has already reported promising interim results. Among other things, the EU has already secured several million vaccine doses in the event of a successful clinical approval procedure.

time to read: 2 minutes by Nico Popp


Established biotech players between hype and passivity

However, with a market capitalization of more than EUR 21 billion, the market has already given a lot of advance praise. It is considered certain that the one vaccine against Corona will not be available, but Moderna shareholders must ask themselves whether the level in the share price has not become too high given the hype of recent months. Whereas BioNTech was previously considered Moderna's main competitor, AstraZeneca has now also caught up with a similar approach and is in a test series with 30,000 volunteers in the USA.

Evotec's shares are significantly more conservative than Moderna's. The Hamburg-based company is focused on the research and development of new active ingredients and cooperates with Bayer, Genentech, Roche and AstraZeneca, among others. At the end of July, Evotec announced that a subsidiary in the USA will cooperate with the US Department of Defense in the search for measures against Covid-19.

On the stock market, this news left most investors unimpressed: While Moderna had a one-year run, Evotec's share price has only increased moderately by 16%. Why is this? Unlike pure Covid-19 plays, Evotec is about research into drugs for all diseases. These include diabetes, cancer and cardiovascular diseases. Evotec is valued at EUR 3.4 billion on the stock market - despite the pandemic, the share price has not changed that much so far.

Approval for Hesperco™ - Product before sales start

A completely different share is the Canadian company Valeo Pharma. The manufacturer of special pharmaceuticals is currently valued at only about 43 million EUR and is thus a very small company compared to Moderna or Evotec. But for this very reason investors should take a close look at the possible perspective of an investment. Valeo Pharma distributes Hesperco™, an antioxidant that is supposed to support the immune system.

In the opinion of Pierre Laurin, President and CEO of Ingenew, a research company with which Valeo Pharma collaborates, the active ingredient is suitable for fighting the consequences of symptoms associated with Corona viruses. Yesterday, the Canadian Ministry of Health Canada granted Valeo Pharma the natural product license, authorizing the sale of Hesperco™. As the company also announced, sales are scheduled to begin as early as the end of September 2020.

Speculative investors should think outside the box

While the use of antioxidants in the context of serious diseases can only be a supporting measure and should be discussed with treating physicians, investors should not ignore Valeo Pharma's recent success. In view of the current threat, the proven positive effect of Hesperco™ on the immune system could result in sales opportunities for Valeo Pharma.

While new medical products or research projects are less important for companies such as Evotec in terms of share price, a success of Hesperco™ could be a game changer for Valeo Pharma. At a time when many of the well-known "vaccine stocks" are already ambitiously valued and also highly volatile, it may be a good time for speculative investors to think outside the box.

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

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23. September 2020 | 09:05 CET

BioNTech, CureVac, or Valeo Pharma: who brings the highest return to shareholders?

  • Covid-19

When the Corona Pandemic started in November 2019 in Wuhan, China, nobody could have guessed the extent of the disease. Socially, economically and politically, Covid-19 has turned the world upside down. With increasing knowledge in dealing with the coronavirus, people around the globe are trying to come to terms with the new state of affairs - as best they can. On the stock market, there are numerous opportunities for investors to participate in further development in the fight against serious diseases.


18. September 2020 | 06:00 CET

BioNTech, CureVac, EXMceuticals - reaching their goal with government support

  • Covid-19

In the fight against the spread of the Corona Pandemic, a great deal of commitment is required from companies. This situation also offers the opportunity to rethink and change existing work processes and procedures. Product ranges are being expanded and new possibilities and active ingredients are being sought to combat Covid-19. Above all, the common good of all is the primary focus of political institutions and for this reason they are not letting research-based companies down and are attracting them with special permits and subsidies. Ultimately, everyone around the world will likely benefit from this.


11. September 2020 | 09:59 CET

BioNTech, CureVac, Valeo Pharma - Growth after capital injection

  • Covid-19

Anyone working in the medical sector knows that the development of therapies and products usually costs a lot of time and especially a lot of money. In the race against the spread of the current Corona pandemic, there are major changes in the industry, because whoever comes to the market with a product first is de facto guaranteed high sales and profits. However, there is not much time left for the development of a vaccine against Covid-19 and to reduce the economic damage, researching companies have virtually unlimited amounts of money available. Whoever finds a solution against Covid-19 will certainly have the right team in the starting blocks in the fight against the subsequent Corona viruses.