Close menu

December 8th, 2021 | 12:53 CET

Pfizer, Defence Therapeutics, Novavax - Who will benefit from Omicron?

  • Biotechnology
Photo credits:

The world is trembling before the new Corona variant Omicron. Stock exchanges are going down, panic reigns in the crypto markets and politicians are outbidding each other with calls for tighter lockdown regulations. However, some experienced epidemiologists already see the emergence of Omicron as an indication of an imminent change from pandemic to endemic, in which we will live with the Coronavirus as if it were the flu. However, everyone agrees on one thing: we will still need vaccination. Who is this good news for?

time to read: 5 minutes | Author: Carsten Mainitz
ISIN: PFIZER INC. DL-_05 | US7170811035 , DEFENCE THERAPEUTICS INC | CA24463V1013 , NOVAVAX INC. DL-_01 | US6700024010

Table of contents:

    David Elsley, CEO, Cardiol Therapeutics Inc.
    "[...] As a company dedicated to developing treatments for rare heart diseases, we see this as an opportune moment to contribute to the fight against heart disease and make meaningful strides in improving heart health worldwide. [...]" David Elsley, CEO, Cardiol Therapeutics Inc.

    Full interview


    Pfizer - The big BioNTech partner still has a lot of potential

    Together with Germany's BioNTech, Pfizer was the first to develop and get approval for an effective vaccine against the SARS-CoV-2 virus with its Comirnaty mRNA vaccine based on the active ingredient tozinameran. While the share price of the German partner has since then more than quadrupled, the Pfizer share price has only increased by a good 70% to date. And this, even though Comirnaty's sales account for more than 50% of Pfizer's total sales (Q3/2021: total sales USD 24.1 billion, of which USD 13 billion with Comirnaty). According to the group's management expectations, this percentage will increase even further in the following quarters as more and more countries rely on booster vaccinations.

    Pfizer is also counting on being able to use the vaccine in children aged 5-11 in the future. In the US, Pfizer has already received emergency approval from the FDA (Food and Drug Administration, a federal agency for the protection of public health). It has launched the vaccination campaign directly after the official recommendation by the CDC (Centers for Disease Control and Prevention, similar to the German Robert Koch Institute). In Europe, BioNTech/Pfizer has also filed for approval in this age group with the EMA (European Medicines Agency) and expects approval before Christmas.

    But even without that approval, Pfizer expects fourth-quarter sales of about USD 31 billion, which would be a whopping 210% increase over the corresponding quarter last year. But Pfizer is not relying on Comirnaty alone. In addition, the Company has an antiviral drug in the pipeline, Paxlovid, which reduced the risk of hospitalization and fatality from Covid-19 disease by 89% in a study of 1,219 PCR-positive-tested individuals. The compound, which is administered in tablet form, thus has the potential to be a new blockbuster drug.

    Defence Therapeutics - Many arrows in the quiver

    The Canadian biotechnology company Defence Therapeutics is also researching vaccines against the SARS-CoV-2 virus and recently completed its preclinical activities in this area. With its proprietary Accum™ platform, the Company uses a system not dissimilar to the mRNA process. The first vaccine candidate (DTC-PT001) is an injectable delivery form fortified with an FDA-approved adjuvant that provokes sustained high production of IgG (immunoglobulin G) antibodies.

    The second vaccine formulation (DTC-IN003) is an intranasal vaccine that blocks transmission to stop infection. In addition to producing IgA (immunoglobulin A) antibodies on the mucosal surface, this vaccine elicits systemic immunity. A Good Laboratory Practice (GLP) challenge study is currently being conducted on this candidate, with results expected by the end of December 2021.

    In addition to the Corona vaccines, the Canadians also have two human papillomavirus (HPV) vaccines in development. AccuVAC-PT009 uses a mixture of L1 proteins from different HPV strains. It is expected to be comparable in efficacy to MSD's (Merck Sharp and Dohme) Gardasil-9 vaccine already on the market.

    The second candidate, AccuVAC-PT0067, is being developed specifically against cervical cancer. In addition to vaccine development, cancer therapy is a major area of focus. Using the Accum™ platform, ADC preparations (ADC = Antibody Drug Conjugates, i.e. the antibody-drug combination in a "piggyback" process) are being developed, which enable targeted and precisely dosed drug delivery to tumor cells without harming healthy tissue in the process. Defence Therapeutics succeeded in applying for four new patents last year.

    The cancer therapy candidate AccuVAC-D001 increased the therapeutic effect of the vaccine by adding Accum™-bound antigens to allogeneic DCs (dendritic cells), and a survival rate of 70-80% was achieved (other currently experimentally tested DC-based therapies: 0-20%). The Company has now signed an agreement with a cleanroom provider in Canada to conduct test runs with its DC vaccine. The goal is to complete all required GLP studies by the first quarter of 2022 and conduct a Phase I trial for melanoma therapy in the UK by mid-2022. Currently, the Company is valued at approximately CAD 200 million.

    Novavax - Is the group finally cashing in now?

    USD 1.6 billion - Novavax collected more than any other manufacturer from the US government to develop a vaccine against the SARS-CoV-2 virus and build up vaccine production - with a market capitalization of just USD 4.6 billion at the time. Zero units of the vaccine Nuvaxovid, which was developed based on a protein vaccine, have been administered. The development and, above all, the production of the product, which many in the media incorrectly refer to as a "dead vaccine," proved to be more difficult than expected.

    Especially for a relatively small company compared to its competitors. Time and again, successes were announced, and they had to be postponed time and again. Now, finally, the time seems to have come. Novavax has applied for approval in Europe, Great Britain, Canada and Australia, and the application to the FDA is to be submitted before the end of this year. Emergency approval has already been granted in Indonesia and the Philippines. CEO Stanley Erck expects to deliver up to 2 billion vaccine doses in 2022.

    Novavax hopes to make up for its shortfall against the top dogs by ensuring that the vaccine has a similarly high efficacy to modern mRNA agents but is more tolerable. In addition, work is already underway to adapt the vaccine to the newly emerged omicron variant. The vaccine is expected to get an additional boost by combining it with seasonal flu vaccines, which could then be vaccinated together. It seems that the stock market does not trust the announcements made by Erck, who has often overshot the mark in the past. After all, Nuvaxovid would be the group's first completed development since it was founded 34 years ago.

    There are two sides to everything. Even if Corona should keep its dignified grip on us for some time, it is still possible to capitalize on this. Pfizer is undoubtedly a relatively safe bet here. Novavax also seems to have finally arrived, with approval likely imminent in key markets. That will certainly give the share a boost. However, it remains to be seen whether the Company will succeed in catching up. The stock of Defence Therapeutics is attractive for investors who are willing to take risks. It is not just about the SARS-CoV-2 virus, but above all about cancer, a scourge of humanity that promises unbroken potential.

    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 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

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author

    Related comments:

    Commented by Stefan Feulner on April 16th, 2024 | 07:40 CEST

    Formycon, Defence Therapeutics, Morphosys - Significant movement in the biotech sector

    • Biotechnology
    • Pharma
    • Cancer

    At the moment, investors are focusing on gold and Bitcoin in addition to the most important indices, like the DAX and Dow Jones. Meanwhile, the biotechnology sector is barely mentioned in the local newspapers. However, the market is on the move, and the wave of takeovers continues unabated. Recently, the Danish pharmaceutical company Genmab announced it was acquiring the private biotech company ProfoundBio for USD 1.8 billion in cash. The acquisition is intended to help deepen the cancer pipeline with next-generation antibody-drug conjugate therapies. Big Pharma is likely to make further acquisitions in this area in the near future.


    Commented by Juliane Zielonka on April 12th, 2024 | 07:00 CEST

    AI in healthcare with Evotec, Defence Therapeutics, Bayer: Revolutionary advances and medical breakthroughs

    • Biotechnology
    • Pharma
    • AI

    Artificial intelligence (AI) is gaining momentum in the healthcare sector. AI-based systems can use medical databases to save valuable time in research, enabling companies like Defence Therapeutics to go to market faster than others. In oncology research, the Canadian company has just achieved a breakthrough that gives hope to many cancer patients. AI-assisted diagnoses allow diseases to be detected earlier and treated more effectively, leading to improved quality of life for patients. Precision medicine in strong partnership networks is Evotec's focus. The share is particularly popular with hedge fund managers. Analyzing medical images and data in real-time and detecting even the smallest deviations or anomalies is the top priority for Bayer AG in collaboration with Google Cloud. Which companies are convincing investors the most?


    Commented by Fabian Lorenz on April 10th, 2024 | 07:00 CEST

    BASF and Cardiol Therapeutics recommended to buy! TUI share with momentum!

    • Biotechnology
    • Cancer
    • travel
    • chemicals

    BASF shares have gained over 30% within six months. But is the rally in BASF shares slowly running out of steam? The fact that the share did not rise sharply yesterday despite a significant price target increase suggests this is the case. Many experts see little potential for further price increases. The situation is different for the biotech company Cardiol Therapeutics. The analysts at Canaccord believe that the shares of the specialist in cardiovascular diseases could perform by around 200%. Financing is secured until 2026, and important study data is due in the current quarter. The TUI share has been on a roll for several months now. Will the share continue to rise with the increase in temperatures? Management is certainly optimistic about the future.