Close menu




August 4th, 2021 | 11:23 CEST

MorphoSys, Defence Therapeutics, BioNTech, Pfizer - The next biotech explosion!

  • Biotechnology
Photo credits: pixabay.com

Infectious diseases are diseases transmitted by pathogens such as bacteria, viruses or fungi. Depending on which organs and body parts they affect, they can cause very different symptoms. In Covid-19, we are dealing with a problematic initial situation because not every infected person has apparent symptoms at all. Moreover, the virus can also be transmitted from vaccinated individuals to the next host without any problems. That shows the high relevance of testing, despite increasing vaccination rates. On the one hand, the biotech sector is concerned with diagnostic procedures and, on the other hand, with suitable vaccinations to best prepare our immune system for the fight. In the current pandemic, the coming winter will also indicate the overall effectiveness of vaccines.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: MORPHOSYS AG O.N. | DE0006632003 , DEFENCE THERAPEUTICS INC | CA24463V1013 , BIONTECH SE SPON. ADRS 1 | US09075V1026 , PFIZER INC. DL-_05 | US7170811035

Table of contents:


    MorphoSys - After the sell-off, the spirits are divided

    A good mood is different! After the sell-off of a full 65% from the high of around EUR 125 exactly one year ago, the tide just will not turn. For investors, it is disappointing that a recovery movement starts at EUR 44 and seems to end already near EUR 47. Systematica Investments Limited, a hedge fund founded by Leda Braga in 2015, slightly increased its short position from 0.60% to 0.70% of MorphoSys AG shares on Aug. 02, 2021. All reported net short positions currently add up to 4.64% of the outstanding capital.

    At the end of July, MorphoSys published its financial figures for the past quarter. Earnings per share of EUR 0.590 were reported, compared to a loss of EUR 1.62 in the same quarter of the previous year. Sales increased by 108% year-on-year to EUR 38.2 million. Based on the unaudited consolidated results for the first six months, consolidated sales are now expected to be in the range of EUR 155 to 180 million; previously, the range was EUR 150 to 200 million.

    The updated sales forecast primarily reflects the reduced planning for Monjuvi product sales. In mid-July, the acquisition of Constellation was completed. For this, MorphoSys is putting USD 1.7 billion on the table. The analysts at Independent Research have doubts about the strategic and financial sense of the transaction. One gives up secure cash inflows and buys a pipeline with high development needs. The experts expect a loss per share of EUR 8.76 in 2021 and a loss per share of EUR 6.50 in 2022.

    The EUR 48.5 mark offers itself as a short-term trading stop-buy for a price recovery from a chart perspective. However, we do not expect more than 10-20% upside here.

    Defence Therapeutics - Cancer research with good prospects

    To improve the treatment of people with cancer, numerous scientists and research groups are working on finding starting points for new treatment options. Thanks to the efforts of cancer experts, many discoveries have been made in cancer research in recent years. Innovative strategies from basic research have thus been transferred into clinical practice. However, progress in cancer research is fought for with many small steps. Every piece of the puzzle, no matter how small that contributes to the understanding of cancer, is a success.

    Defence Therapeutics is a young biotechnology company based in Canada driving the development of next-generation vaccines and ADC compounds based on its proprietary Accum platform. Since BioNTech/Pfizer and Moderna vaccines have been used as recognized protection against infections, mRNA technology has also increased worldwide. Defence's ADC preparations are similar in their dosed use of messenger molecules, and this knowledge can now be applied to cancer therapy.

    Defence's new anti-cancer formula hides behind the acronym AccuVAC-D001. With the help of adapted antigens, Accuvac can activate the body's immune system in a more targeted manner and increase the migration of T cells towards the cancerous tumor. Tests to date have shown that the growth of cancerous tumors has stopped entirely. This process has been subjected to a triple check, resulting in sustained 100% protection against further tumor growth. Defence Therapeutics has now turned its attention to the therapeutic area of breast cancer, where the active ingredient Accum-T-DM1 is being used.

    With the help of the Accum technology, the scientists were able to find tremendous approaches in cancer therapy and initiate the development of a specific protein-based vaccine against Covid-19. The vaccine proved to be highly immunogenic in rodent testing, which always precedes testing in human patients. Antibodies were still detectable after 16 weeks and were even sufficient to neutralize re-injected Covid-19 viruses. These tests initiated preclinical development and prepared the Phase 1 trial for the vaccine.

    Defence Therapeutics is a stock with outsized potential for many observers if the clinical trials confirm previous observations. After its initial listing in May 2021, the Company can already look back on an excellent share price performance, approving its promising pipeline in immunotherapy. Should AccuVac pass clinical trials with flying colors, there will be a run on the DTC stock which can still be bought today at CAD 6.30.

    BioNTech and Pfizer - Together to Vaccine Heaven

    Shares of the world's largest 19 vaccine maker continue to climb. If one would have expected a slowdown in the increase rates, BioNTech has taken the cake with a rally of 60% in just 4 weeks. The reasons for BioNTech's ever-rising share prices are manifold: the prospect of booster vaccinations starting soon, soon also for children and adolescents, and the prospect that the mRNA technology could also become marketable for other areas of application. Currently, the vaccination of adolescents is being discussed in Germany, and other countries for the start of school after the summer vacations, and approval from the European Medicines Agency (EMA) has already been obtained.

    The Corona vaccination, marketed jointly with the German Company BioNTech, makes Pfizer's coffers ring louder than originally thought. The US pharmaceutical company recently raised its sales forecasts to present its quarterly balance sheet and raised its annual targets once again. According to the latest calculations, the Company now expects revenues from the vaccine of around USD 33.5 billion, up from USD 26 billion a few weeks ago.

    The Mainz-based Company BioNTech now has a market capitalization of the equivalent of around EUR 67 billion, while its US partner Pfizer now weighs in at over USD 200 billion. Both shares are flying upwards with the tailwind of increasing vaccination needs and seem to know no limit. A stock market adage says, "The Trend is your Friend". According to this rule, one should stay invested and let the profits run with a 10% trailing stop.


    MorphoSys is stumbling with its expansion strategy and is currently destroying a lot of shareholder capital. Vaccine specialists BioNTech and Pfizer are a different story, with new highs daily being the order of the day. At Defence Therapeutics, we encounter a highly interesting pipeline and a lot of imagination in the fight against cancer.


    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

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author



    Related comments:

    Commented by Juliane Zielonka on September 29th, 2023 | 07:00 CEST

    Defence Therapeutics, Schott Pharma, Allianz Group: Focus on Innovation, Growth and Portfolio Optimization

    • Biotechnology
    • Pharma
    • Investments

    According to a recent study, biotech company Defence Therapeutics achieves twice the immune response of conventional mRNA therapies with its Accum® mRNA technology. That translates to fewer side effects and a more effective treatment. According to Precedence Research, the market size for mRNA therapeutics is projected to reach approximately USD 137.59 billion by 2032. It is expected to grow at a CAGR of 13.2% from 2023 to 2032. In order to inject these active ingredients, precision-fit medical vials are required, and Schott Pharma is ensuring this with their IPO launched on the German stock exchange this week, which could bring a valuation of around EUR 4 billion. The Allianz Group, on the other hand, is focusing on consolidation, selling its business in the Middle East and thus flushing around EUR 210 million cash into its coffers.

    Read

    Commented by Nico Popp on September 27th, 2023 | 07:10 CEST

    Rich as a Sheikh? Here is what's happening: Schott Pharma, BioNTech, Cardiol Therapeutics

    • Biotechnology
    • Pharma

    High-tech or add-on? When Schott Pharma's shares go public in Frankfurt on Thursday, investors are likely to have a clear opinion. The manufacturer of pharmaceutical packaging may be attracting significant interest precisely because its business model is clearly defined. But what sets Schott apart, and which companies in the pharmaceutical and biotech industry might also become interesting? We provide insights and deliver answers!

    Read

    Commented by Juliane Zielonka on September 22nd, 2023 | 06:50 CEST

    Cardiol Therapeutics, BioNTech, BYD - At top speed to new markets

    • Biotechnology
    • Pharma
    • Electromobility

    Cardiol Therapeutics is enjoying a remarkable development. The biotech company is now rolling out its ARCHER patient recruitment trial internationally at 35 participating centers. This accelerates research in the development of their therapy to combat myocarditis, a heart inflammation which has been associated with COVID-19 vaccination. For Cardiol Therapeutics, this represents an opportunity to get its therapy approved as an orphan drug. Approval is also at stake for BioNTech. With a multimillion-dollar funding boost, the Company is working on accelerated approval for a vaccine against a virus that caused quite a stir last year. The shortened development time is likely to impress investors. While business nations agree on fighting viruses, they disagree on commodities for the road. The EU would prefer to restrict BYD's successful sales on domestic roads - by imposing tariffs. BYD, meanwhile, is tapping into a completely different market.

    Read