Close menu

February 3rd, 2022 | 13:55 CET

Novavax, XPhyto Therapeutics, BioNTech, Valneva - The vaccine blockbusters are on the move again!

  • Biotechnology
Photo credits:

It is on again with the vaccine producers. Experts consider the pandemic to be over by the summer of 2022, but vaccination rates are still low, and infection figures are rushing from record to record. Meanwhile, mandatory vaccination by law is also a daily topic of discussion, dividing society into at least two camps. According to the thinking of those currently taking action, the right to freedom of bodily integrity probably ceases when third parties could suffer a disadvantage as a result of one's own decision. It's so easy to knit laws under the postulate of "protection & general welfare," and the individual right to liberty under the Basic Law is thus unceremoniously nullified. After all, members of parliament are supposed to be able to vote without factional coercion. We evaluate the chances of the well-known biotech protagonists!

time to read: 4 minutes | Author: André Will-Laudien
ISIN: NOVAVAX INC. DL-_01 | US6700024010 , XPHYTO THERAPEUTICS | CA98421R1055 , BIONTECH SE SPON. ADRS 1 | US09075V1026 , VALNEVA SE EO -_15 | FR0004056851

Table of contents:

    Novavax - Fast-track application for approval in the USA

    Now Novavax is slowly getting off the ground. Its proprietary Corona vaccine is now available in many countries worldwide as a protein-based vaccine in the fight against the pandemic. In Israel, too, the alternative to mRNA and vector vaccines with the trade name Nuvaxovid is meeting with great interest. According to government sources, Israel intends to order 5 million doses of the Corona vaccine, subject to official approval. Although this has not yet been granted for Novavax in Israel, it has been granted in many other countries, namely India, Indonesia and the EU. In the US, the Company has summarily filed for emergency approval of NVX-CoV2373. Along with the data, the results of two large pivotal clinical trials were submitted. These had shown the vaccine to be about 90% effective.

    News of the application for FDA approval of the vaccine was well received by Novavax investors. The stock was in dire need of an improvement in sentiment, as the stock had lost a full 70% in 2021. From the low of EUR 59.90, the share price rose quickly to over EUR 80. That is already a big gulp from the bottle. Feel free to take profits here.

    XPhyto Therapeutics - The Covid-ID Lab in European roll-out

    Finally, XPhyto Therapeutics is moving forward with PCR testing. The recently announced launch of its 25-minute COVID-19 PCR test "COVID-ID Lab" was successful. Now the Company is moving into the field by signing distribution agreements with both DigitaL lifeCare Corona test centers and a group of pharmacies in Bamberg, Germany. For investors, this step is a long-awaited success on the product side. The now successful marketing shows the potential of the XPhyto product range under the German label 3a-Diagnostics.

    The partner DigitalLife operates five coronavirus testing centers south of Stuttgart, serving a catchment area of about 75,000 inhabitants. Staff training and equipment setup were completed last week, and the first order of test kits was delivered. In addition to testing for the public, DigitalLife will also provide Covid-ID-Lab PCR testing to businesses in the region.

    Since hiring Roland Spleiss, the sales side has begun to show signs of success. The new sales division is reviewing several European and global distribution agreements, and the pipeline is richly filled. XPhyto expects to close more sales deals and will provide more details as they become available.

    As it stands, prices below EUR 0.80 are finally history. By overcoming the resistance at EUR 0.90, we believe that the share price will now head north. Looking at the historic highs above EUR 2, there is plenty of room to move upwards again. Buy!

    BioNTech - Low valuation and a lot of imagination

    After an extended consolidation, the vaccination giant BioNTech is rising again. The share price was pushed down to below EUR 125 in January, and then it was over. Any short hunters had to bite the bullet and buy shares. Many investors have recognized that, in addition to the Corona vaccines, many other research approaches are also being pursued. There is enough money in the coffers, which gives hope for quick success from the rich pipeline.

    Now the price has jumped by 30% in just 2 weeks to over EUR 160, but the price targets of the experts are still on average EUR 258. Due to the high earnings per share from 2021 of approx. EUR 36, a P/E ratio of approx. 4.5 is in the room, and the profit is only expected to decline to EUR 32.8 in 2022. In addition, there is the fantasy of new achievements. BioNTech thus remains on the preferred list of many investors, arguably also because of the rolling wave of vaccinations for children. The ratios are currently very tempting, but so is the sector's volatility. Only act with limitations and a tight stop at EUR 147!

    Valneva - Still no breakthrough noticeable!

    The share of the French-Austrian biotech Company Valneva SE has become one of the best vaccine stocks in 2021, although no major market launch has taken place yet. Over the year, the value climbed by 100% from EUR 12 to EUR 24. But now, in 2022, disillusionment is setting in because approval is taking longer than expected. However, Valneva still expects news on its COVID-19 inactivated vaccine VLA2001 in the first quarter. After all, the production chains for manufacturing are already in place, and some supply agreements have already been concluded.

    Meanwhile, another Valneva product is about to be launched. It bears the abbreviation VLA1553 and protects young people against chikungunya fever. The French biotechnology company has announced that Phase 3 trials for the new vaccine candidate are beginning. Chikungunya is a mosquito-borne viral disease widespread in Africa and Southeast Asia, among other places; it could be ready for the market soon.

    With this news, the share price has at least recovered quickly from the lows, around EUR 12.50. The share price is now at a level of around EUR 12.50. Nevertheless, this is still not enough to overcome the strong resistance zone at around EUR 16. The volatility is currently unpredictable, but keep Valneva on the watchlist in case it takes off at some point.

    The biotech companies discussed here are in different research and product launch stages. Generally, these companies are not valued analytically until there is a marketable product. Before that, there is a lot of imagination, but usually also a corresponding overvaluation. BioNTech is analytically favorable. XPhyto is just getting started - the excitement remains high for the entire sector.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided 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 December 7th, 2023 | 07:00 CET

    New developments in the healthcare market: Cardiol Therapeutics, Amazon and Bayer shares in focus

    • Biotechnology
    • Pharma
    • Healthcare

    Cardiol Therapeutics, a clinical-stage life sciences company focusing on therapies for heart inflammation, has secured a renowned clinic to advance its Phase II MAvERIC-Pilot study. This study, focused on combating recurrent pericarditis, promises to provide sound approaches to improve the quality of life of affected patients. Amazon has been dabbling in the healthcare sector since 2015 and is gradually conquering the telemedicine market. The path to telemedicine for Prime members, through the acquisition of companies such as "One Medical" and "PillPack", poses challenges. In contrast, Bayer is once again caught in the crossfire of legal disputes. The recent glyphosate trial loss before a jury in Philadelphia calls for a strategic realignment. At the same time, Bayer is attempting to provide new impetus in the area of women's health through a partnership in the field of hormonal contraception. Find out which development holds promise here.


    Commented by Fabian Lorenz on November 30th, 2023 | 07:10 CET

    Biotech Alert! Morphosys, Bayer, BioNTech and Defence Therapeutics

    • Biotechnology
    • Pharma

    Morphosys is not for the faint-hearted. After unclear study results, the stock gave up its annual gains within a few days. Analysts are also divided on what the future holds. On December 10, the study details will be released, hopefully shedding light on the situation. Bayer shareholders are currently seeing dark clouds. The stock plummeted from EUR 40 to EUR 30 in a short time. Is the dividend now at risk, or is the entire company in jeopardy? There is a slew of positive news for Defence Therapeutics. Can the stock break out of its sideways trend? A potential partner for the Canadians could be BioNTech. The German biotech favourite is working with full coffers on cancer vaccines. However, analysts remain cautious.


    Commented by Armin Schulz on November 29th, 2023 | 06:30 CET

    MorphoSys, Cardiol Therapeutics, Bayer - Where will the rebound start first?

    • Biotechnology
    • Pharma

    2023 was a challenging year for pharmaceutical and biotech companies. After the boom years of the Corona pandemic, many companies went into a tailspin. But not just vaccine manufacturers were hit; others were dragged down too. The markets are currently volatile. MorphoSys has seen a peak gain of 145% since the beginning of the year - but is currently only up 35%. Cardiol Therapeutics has also gained over 140% and has recently consolidated. The share is currently up 74% since the beginning of the year. Only Bayer's performance curve is pointing downwards. The share is currently worth 34% less than on January 2. We look at where the rebound will start first after the consolidations.