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September 3rd, 2021 | 13:27 CEST

MorphoSys, Defence Therapeutics, CureVac, BioNTech - Dramatic need

  • Biotechnology
Photo credits: pixabay.com

While in Germany, 50.4 million citizens, or 60.7% of the population, are already fully vaccinated, and there is already discussion about booster vaccinations, the global average is just one in four. Thus, there is still an enormous demand for vaccines from various manufacturers. In addition to the French pharmaceutical Company Sanofi, a German vaccine producer could also celebrate a stock market comeback due to its second-generation vaccine.

time to read: 2 minutes | Author: Stefan Feulner
ISIN: MORPHOSYS AG O.N. | DE0006632003 , DEFENCE THERAPEUTICS INC | CA24463V1013 , CUREVAC N.V. O.N. | NL0015436031

Table of contents:


    CureVac - On the road to approval

    The disappointment at the final evaluation of the last clinical study was great at the Tübingen vaccine manufacturer CureVac. Vaccine protection of only 48% does not meet the statistical success criteria of at least 50% set by the WHO. Despite the sobering data, the Company wants to bring CVnCoV to approval. It is in "close contact with the European Medicines Agency (EMA) to seek regulatory approval to make the vaccine available to the large population for which it has been shown to be highly protective," CureVac informs. For investors, investing remains a gamble. From a technical perspective, the stock failed to continue its recovery and turned negative again. A drop below the EUR 55.40 mark would mean further pressure on the share. Thus, there is currently no reason to buy the stock.

    Defence Therapeutics - Innovative technology

    While BioNTech with EUR 67 billion and Moderna with no less than EUR 134 billion already have extreme valuations, the biotech Company Defence Therapeutics with just under EUR 183 million still has significant potential. The Canadian Company shines with a new method for fighting cancer and developing vaccines against infectious diseases.

    The focus is on ACCUM technology, which enables the precise transport of vaccine antigens or antibody-drug conjugates in the intact form to the target cells. The aim is to achieve better efficiency and efficacy against serious diseases like cancer and infectious diseases such as COVID-19. Using the ACCUM method to deliver the ADCs into the cell accurately, cell penetration could be increased 10-fold compared to other approved ADC solutions.

    A provisional US patent application was recently filed for acid-based hydrogels based on Accum technology, expanding the product portfolio. Hydrogels are linked polymer networks that can store a significant amount of water within their structure. They are used in various industries and have a broad range of applications in pharmaceuticals, therapeutics and hygiene products. According to a report by Expert Market Research, the global hydrogel market represents a dynamically growing sector with revenues of USD 23.6 billion in 2020, expected to reach USD 35.5 billion in 2026 with an expected compound annual growth rate of 7.0% over the next five years.

    Defence Therapeutics already has a broad product portfolio around its promising Accum platform technology. In addition, the product pipeline remains well filled.

    MorphoSys - Decisive brand

    After the sell-off in recent weeks and a low of EUR 43.28, the biotech Company MorphoSys stabilized. Currently, the share price is struggling with the EUR 50 mark, which would complete the bottoming phase if it were to be broken through sustainably. Meanwhile, fewer positive assessments came from the United Kingdom. Here, the investment bank Barclays significantly lowered the price target of MorphoSys from EUR 90 to EUR 47. The rating was left at "equal weight".


    The broad product range of Defence Therapeutics, based on Accum technology, offers high potential, but investment is also associated with risks at the current stage. An investment in the vaccine manufacturer CureVac is currently also a risk. In contrast, MorphoSys offers a good trading opportunity after exceeding the EUR 50 mark.


    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.

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    Der Autor

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author



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