Close menu




August 3rd, 2021 | 12:22 CEST

Siemens Healthineers, Cardiol Therapeutics, BioNTech - Tomorrow's blockbusters

  • Biotechnology
Photo credits: pixabay.com

The fight against the coronavirus and the possible return to everyday life promises companies in the biotechnology sector billions in profits. At the forefront, vaccine producers such as BioNTech with its pharmaceutical partner Pfizer or Moderna are the primary beneficiaries of the pandemic. In addition, start-ups are emerging from the diagnostics and therapy sectors, whose formulations have blockbuster potential and could follow a similar path to the vaccine manufacturers in the coming years.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: SIEMENS HEALTH.AG NA O.N. | DE000SHL1006 , CARDIOL THERAPEUTICS | CA14161Y2006 , BIONTECH SE SPON. ADRS 1 | US09075V1026

Table of contents:


    Cardiol Therapeutics - Blockbusters for the heart

    An infection with the SARS-CoV-2 coronavirus can affect the heart and, in some cases, even lead to myocarditis. There has also been recent discussion that inflammation of the myocardium and pericardium may also occur following Covid-19 vaccination, particularly with a so-called mRNA vaccine such as BioNTech or Moderna. Cardiol Therapeutics is researching this problem in its novel therapy, focusing on the production of pharmaceutical cannabidiol (CBD) products and the development of innovative therapies for heart disease, including acute myocarditis and other causes of heart failure.

    The study on the most promising product, CardiolRx, is being tested in hospitalized cardiovascular patients with positive Covid-19 viral tests. The phase 1 trial has already been completed without side effects. On the contrary, a significant improvement of endothelial dysfunction was observed. Currently, the compound is already in the Phase II/III outcome study with 422 high-risk patients hospitalized in association with Covid-19.

    The Company has already raised more than CAD 50 million from the capital markets to fund its research efforts. The last capital round alone, with gross proceeds of CAD 22 million, was several times oversubscribed. Cardiol Therapeutics, which already applied for its Nasdaq listing in the first quarter, is rated "buy" by analysts at GBC Research with a price target of CAD 15.77. The share, which is also traded in Frankfurt, is currently quoted at CAD 2.83.

    BioNTech - The sky is the limit

    On August 9, the Mainz-based immunotherapy company will publish its eagerly awaited figures for the second quarter. In the run-up, the share is jumping from high to high. Currently, one share certificate is quoted at around USD 343. BioNTech's stock market value is a staggering EUR 66 billion. However, given the incredible pace of business development and the forecast profits, the stock does not appear overpriced compared to its peer group.

    Having already posted net profits of around EUR 1.1 billion in the first three months of the year on sales of EUR 2 billion and a margin of 55%, analysts are forecasting sales of EUR 12 billion and profits of EUR 6.5 billion for the year as a whole. A new boost could also come from the booster vaccinations for at-risk groups currently being discussed by politicians, which would generate regular recurring revenue for the Company.

    BioNTech also plans to apply its expertise in mRNA technology outside Corona. Funded by the WHO and the European Commission, BioNTech intends to produce a study by the end of 2022 to combat the dangerous tropical disease malaria. In 2019, there were 229 million cases and 400,000 victims who died from malaria. Despite decades of research, there is still no suitable vaccine against the deadly disease.

    BioNTech remains the benchmark in the industry alongside Moderna. Take advantage of the current momentum and tighten your stop prices.

    Siemens Healthineers - Forecast increased

    Pressure is mounting on the Republic's unvaccinated citizens. Although according to politicians, there is to be no compulsory vaccination, vaccinated persons are to be granted far more freedom in the future. The debate on the abolition of free rapid tests from the autumn is also currently enjoying top priority. The CFO of Siemens Healthineers, Jochen Schmitz, already noted at an analysts' conference that the market for rapid antigen tests has probably peaked and that a significant slowdown is to be expected in the fourth quarter.

    The Siemens subsidiary was able to turn over EUR 600 million from its Corona rapid test business alone in the second quarter, for a total of EUR 920 million. Although the test business is declining, forecasts for the full year have been raised for the third time. Sales excluding acquisitions and divestments are now expected to grow by 17% to 19%. With Corona's rapid tests, the Company aims to break the billion-euro revenue barrier instead of the forecasted EUR 750 million. Adjusted earnings per share are expected to be in the range of EUR 1.95 to EUR 2.05.


    Business around the coronavirus is a multi-billion dollar market. In addition to vaccine manufacturers such as BioNTech, young start-up companies developing drugs or therapeutics could benefit. Cardiol Therapeutics is in a promising position in the heart disease market, though the Company is still doing early-stage research and is attractive to speculative investors. On the other hand, after the potential high in rapid tests and the positive numbers, we are more inclined to profit-take from Siemens Healthineers.


    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 news.financial. 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

    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



    Related comments:

    Commented by Stefan Feulner on June 27th, 2022 | 12:12 CEST

    BrainChip and Palantir with strong rebound - How does BioNTech react?

    • chips
    • Technology
    • Biotechnology

    The correction on the stock markets has been going on for months. Technology stocks, in particular, have been hit hard. Due to the end of the ultra-loose monetary policy and possible larger interest rate steps, even market leaders lost more than 80% of their ground in some cases. Whether interest rate hikes can be implemented as planned in the coming months, on the other hand, appears more than questionable. After all, the spectre of recession is already hovering over the capital markets. Moreover, the historical debt levels of several countries are likely to rule out further interest rate hikes.

    Read

    Commented by Fabian Lorenz on June 23rd, 2022 | 11:35 CEST

    Takeover fantasy: +50% in Valneva shares, and what are BioNTech and Defence Therapeutics doing?

    • Biotechnology
    • Pharma

    Tension is rising in the biotech sector as the takeover merry-go-round spins faster and has now hit Valneva. Pfizer's entry caused the stock to explode 50% in three trading days. Earlier, Pfizer had announced it would acquire migraine specialist Biohaven for USD 11.6 billion. Other pharmaceutical giants are also active: Halozyme wants to swallow Antares Pharma, a specialist in urology and endocrinology, for USD 960 million. The acquisition of Sierra Oncology is costing GlaxoSmithKline around USD 1.9 billion. Like Valneva, Defence Therapeutics is about to start important trials and could attract a major partner. A takeover of BioNTech is unlikely, but the flagship German biotech should also benefit from improved sentiment in the industry. The coming week should be operationally exciting for shareholders.

    Read

    Commented by Nico Popp on June 22nd, 2022 | 13:01 CEST

    Crisis investments? Pharmaceutical stocks in check: Bayer, XPhyto, Pfizer

    • Biotechnology
    • Pharma

    Many investors want solid foundations for their portfolios when the market is in turmoil. Pharmaceutical stocks have always been considered largely detached from the overall market - after all, our health is not subject to market cycles. We explain whether this assumption is correct and how investors can now invest in stocks from the sector, using three shares as examples.

    Read