PRICE SURGE or SELL-OFF: Buy BioNTech? Is Evotec on the verge of a slump? BioNxt Solutions share on the brink of a breakout?

BioNxt Solutions: 150% to this year's high!

A price opportunity at BioNxt! If the innovative biotech stock breaks out of its sideways movement since September, a path to EUR 0.30 would be clear, and a quick 50% price gain would be possible. Reaching this year's January high would mean a 150% increase. While it is uncertain when the stock might hit EUR 0.50, if the positive operational developments of recent months continue, it is likely just a matter of time.

BioNxt is developing proprietary systems for next-generation sublingual (orodispersible film), transdermal (skin patch) and oral (enteric-coated tablet) drug delivery. The Company aims to use these to improve the therapeutic results of a wide range of active ingredients. The lead drug development program in BioNxt's portfolio for autoimmune neurodegenerative diseases is a proprietary sublingual alternative for the already approved multiple sclerosis (MS) treatment, Cladribine.

But it does not stop there. Earlier this week, BioNxt provided an overview of the expansion of its product pipeline for innovative drug delivery systems for various autoimmune diseases and a fascinating initiative in the growth market for life-prolonging products. Among other things, the Company is working on repurposing the sublingual formulation of Cladribine (oral thin film or film-or-fuse) for use in myasthenia gravis – a market that is expected to grow to USD 6.7 billion by 2032 (source: Clinical Trials Arena). In the case of this chronic neuromuscular disease, which causes muscle weakness and exhaustion, patients often have difficulty swallowing. BioNxt is also working on a new administration method for the market for rheumatoid arthritis, which is expected to be worth USD 27 billion by 2033. This widespread autoimmune disease causes joint pain, swelling and limited mobility.

This makes the BioNxt share a compelling entry opportunity at the moment.

Evotec: Slide to EUR 4?

Should I buy or sell Evotec? This is a question many investors are currently asking themselves. The German biotech stock has been on a rollercoaster ride and is not for the faint-hearted. Last week, the surprising takeover bid from Halozyme Therapeutics caused a stir. The company, relatively unknown in Germany, wanted to pay EUR 11 per Evotec share. However, the management of the Hamburg-based biotech company was displeased because there had been no contact prior to the offer. As a result, Evotec's management rejected the offer.

Halozyme Therapeutics did not want it to come to a takeover battle and withdrew the offer. And so the share price fell rapidly again from EUR 10.50 to EUR 8.50 at the end of last week. Analysts at Deutsche Bank had already warned that, in their opinion, the fair value of Evotec shares is closer to EUR 4. This week, the stock has stopped the crash and is trading above EUR 9. Due to the ongoing restructuring, investors can hardly expect positive operational news in the coming months. Only further simmering takeover rumors are likely to cause price jumps in the foreseeable future.

Buy BioNTech now?

A takeover of BioNTech is certainly unrealistic. However, the share price has potential due to the operating performance. Similar to the discussed BioNxt, BioNTech also holds promise. At the Mainz-based biotech company, interest is currently focused on BNT327. The study data for this breast cancer candidate are promising. Due to positive analyst comments, the stock was able to avert a slide below the EUR 100 mark in the past few days and is again trading above EUR 110.

Yesterday, Deutsche Bank reiterated its "Buy" recommendation for BioNTech shares - the analysts of the major German bank rate the data on BNT327 as "Minimally" positive. The target price remains at USD 150, a fair value also identified by the experts at Jefferies. They also rate BioNTech shares as a "Buy".

There is a lot to suggest that BioNxt's share price will continue to rise: The stock is poised to break out, the operating performance is promising, and the market capitalization is anything but high. By contrast, the Evotec share is currently only being driven by takeover speculation. Given the ongoing restructuring, the current fair value is likely to be below the current price. BioNTech continues to be well positioned. The cash register is full, and so is the pipeline.