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Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


04. September 2020 | 09:48 CET

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

  • Covid-19
Photo credits: pixabay.com

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


 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


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.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author



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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