Menu

Recent Interviews

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


04. August 2021 | 11:23 CET

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


 

Author

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


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.


Author

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



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.


Related comments:

15. September 2021 | 12:17 CET | by Nico Popp

Valneva, Cardiol Therapeutics, Sartorius: Healthy returns in every market phase

  • Biotechnology

The pandemic has given the healthcare sector a boost. If people were still somewhat hesitant to talk about the digitization of the healthcare system in 2019, the epidemic has clearly revealed where the weaknesses are. New drugs and procedures could also be tested under the new framework conditions. If nothing else, the industry is getting renewed attention as a result. We outline three companies and explain whether the shares have prospects or not.

Read

14. September 2021 | 13:10 CET | by Nico Popp

BioNTech, Defence Therapeutics, Valneva: Here, the overall market (almost) does not matter

  • Biotechnology

Is the crash coming or not? Meanwhile, even Wall Street banks are warning of an imminent crash event. Many commentators are jumping on the bandwagon. The reasons: Delta variation, supply problems and inflation, and an economy that could suffer. But if you compare the crashes of the past years, one thing becomes clear: Only the fewest price setbacks came with notice! We present three stocks that many investors believe can combine growth and security.

Read

10. September 2021 | 12:43 CET | by André Will-Laudien

NanoRepro, XPhyto Therapeutics, BioNTech, Valneva - The next biotech wave is rolling!

  • Biotechnology

So far, vaccine manufacturers can maintain their high valuation because the next wave of new infections is rolling in. In Germany, tests will be subject to fees starting in October, making public life more expensive for those who want to participate. In surveys, most German citizens have expressed support for fee-based testing; probably, the populations here should be separated into "vaccinated" and "unvaccinated" to indicate general opinion accurately. Four interesting values benefit from the current situation.

Read