October 15th, 2021 | 10:10 CEST
MorphoSys, Sativa Wellness Group, CureVac: Healthcare investments of tomorrow
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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.
MorphoSys: Here's how investors can act
When it comes to innovative treatment methods, many private investors think of MorphoSys. The Company has been accompanying German investors for years. Above all, MorphoSys impresses with its antibody library, which is the largest of its kind in the world. In addition to cancer, the Martinsried-based Company also focuses on Alzheimer's disease and rheumatism. MorphoSys caused a stir with lower revenues and a loss of just over EUR 20 million in the first half of the year. Despite - or perhaps because of - the weak figures, the Company decided to acquire in the summer: With Constellation Pharmaceuticals, the Company is strengthening its pipeline of potential cancer drugs.
Having good cards in hand is vital for MorphoSys. The share price lost almost 60% last year, and over the previous three months alone, it fell by around 37%. Since the big breakthroughs have failed to materialize in recent months, one or the other investor may have switched to the new listed competitor of BioNTech. Although these shares are also volatile, there is always an upward trend in between the turbulence. MorphoSys lacks this dynamism completely. The stock is currently of little interest.
Sativa Wellness Group: Turnaround stock stands on strong legs
Sativa Wellness Group is more active in the field of self-therapy and wellness. The Company is built on the three pillars of cannabidiol (CBD), laboratory services related to the active ingredient from the hemp plant, and other wellness products. Studies by the Brightfield Group state that the British market for CBD products can grow at double-digit rates in the coming years. Since Sativa Wellness is already positioned in the market and scores with good quality at fair prices, the Company could secure a share of this market.
The latest figures also show that Sativa Wellness is well received by customers. The first quarter was the best in terms of sales. In the second quarter, the Company even went one better and scored with a positive cash flow. This cash flow is intended to enable the Company to seize inorganic growth opportunities in the future. Most recently, Sativa Wellness announced plans to offer telemedicine consulting services through its wellness division. This area could also be promising given the growing awareness of health. The stock has been trading sideways for months, eking out an existence as a penny stock. However, speculative investors should put the stock on the watch list given the encouraging figures and the expansion into new business areas.
A bitter pill for CureVac
The fact that new active ingredients and processes in the biotech sector always carry a speculative element is demonstrated by the CureVac share. After failing to bring a vaccine against Covid-19 to market, the stock began to sell-off. Even the hope of future success is currently not priced in by the market. The share is currently trading around 18% lower than a year ago. The three short-term excursions above the EUR 100 mark are a warning to investors who expect too much from the share. Currently, the air is out, and even lower prices are possible below EUR 40.
The fate of CureVac and the long dry spell of MorphoSys show that the development of new active substances is anything but easy. On the other hand, Sativa Wellness is well positioned with its CBD products and the mainstay of having one of the leading laboratories around the active ingredient in its portfolio. While the companies are hardly comparable, the recent turnaround at Sativa could soon appeal to more investors.
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