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May 3rd, 2023 | 07:30 CEST

Starting signal for a share price rally? BioNTech, Bayer, and BioNxt Solutions ahead of important dates

  • Biotechnology
  • Pharma
  • Innovations
Photo credits: Bayer AG

Things can move fast in the biotech sector. The share price of Prometheus Biosciences shot up by a good 75% practically overnight. The reason: US pharmaceutical group Merck & Co wants to buy the Company specializing in treating immune diseases, thus strengthening its own product portfolio. Thanks to clever takeovers, Sartorius has also grown strongly in recent years, become a success story on the German stock market and risen to the DAX. The latest acquisition of the laboratory supplier is Polyplus. The French company develops DNA and RNA components for cell and gene therapies. Is BioNxt, also active in Germany, the next takeover candidate? In any case, the Company is taking big steps towards commercialization. Investors are also hoping for new impetus from Bayer and BioNTech. Both companies have important dates coming up. But analysts are skeptical.

time to read: 4 minutes | Author: Fabian Lorenz
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , BAYER AG NA O.N. | DE000BAY0017 , Bionxt Solutions Inc. | CA0909741062

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.

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    BioNxt: Strong Newsflow and CEO to speak soon

    BioNxt Solutions has gone from strength to strength in recent weeks. The Canadian-German biotech company is making progress in commercializing its products and establishing itself as a contract manufacturer for large pharmaceutical companies. The share price has gained a good 20% since the beginning of the year but still has much room for improvement. The market capitalization is only CAD 60 million.

    What is going on at BioNxt? First, a technology for enteric coating of tablets was acquired, and the first prototypes of the coated tablets have already been produced. Then BioNxt's German subsidiary Vektor Pharma TF GmbH in Baden-Württemberg bought modern coating and cutting equipment for commercial mass production. BioNxt is thus on its way to opening up a huge market. This is because administering drugs in the form of tablets reduces costs for the pharmaceutical industry. The interest in BioNxt technology seems to be there: a few days ago, the Canadian-German biotech company reported a new customer. Vektor Pharma TF is to produce an orally soluble product for an international pharmaceutical company. The contract was signed, and the down payment was made.

    BioNxt CEO Hugh Rogers said, "The expansion of commercial manufacturing capacity is intended to complement the Company's in-house drug development programmes and provide additional high-quality services to third-party customers preparing for commercialization. The contract signed today is the second such agreement in the past 12 months. We generally view this type of contracting activity as a significant business opportunity with high growth potential."

    And BioNxt Solutions has even more hot irons in the fire. The Company has its own active ingredient patch, including the proven active ingredient rotigotine. Its commercialization in the critical US market could be imminent. A US appeals court has confirmed an earlier ruling that the so-called '589 patent for the well-known Parkinson's patch Neupro is invalid. This could be the starting signal for BioNxt's generic patch.

    Anyone now curious or already invested should register for the International Investment Forum - IIF - virtual investor conference on May 10 (link, where BioNxt CEO Hugh Rogers will present the Company.

    BioNTech: Deutsche Bank reduces price target

    Next week it will be exciting again for BioNTech. On May 8, the German biotech pearl will publish quarterly figures. The share could do with new impetus in order not to slip below the EUR 100 mark. While there is little hope for a positive surprise in sales and profits due to the COVID-19 vaccine, investors are hoping for news about the product pipeline. Last year, BioNTech had predicted a brisk newsflow for 2023, but there has been little of that so far. Analysts are correspondingly cautious at the moment. Goldman Sachs has left its rating on BioNTech shares at "Neutral". The price target is USD 140. The analysts see possible positive clinical data on the cancer vaccines currently in development as a price driver. The colleagues at Deutsche Bank are also waiting for this. They rate the BioNTech share as "Hold". The price target was reduced from USD 160 to USD 135 in the last research update.

    Bayer: Spin-off, development offensive or takeovers?

    A spin-off, development offensive or takeovers? Investors had hoped for answers to this question at last Friday's annual general meeting. But they were disappointed. Although Werner Baumann was not satisfied with the share price either, the outgoing Chairman of the Board of Management did not give any concrete answers. Although Bayer had done comparatively well in the hostile stock market environment of the past year, the stock market value was still well below the Company's actual value, Baumann said. For Baumann, however, one thing is certain: "Bayer has excellent prospects for the future, and I am very sure that this outstanding company still has its best days ahead of it." For at the interface of biology, chemistry and modern data science, new solutions for the problems of our time are emerging.

    JPMorgan was also disappointed by the event. Their analysts confirmed their "Neutral" rating yesterday. The price target is EUR 60 and thus the current level of Bayer shares.

    The future prospects of Bayer will likely not become more concrete on May 11 either. Then Bayer will report on the first quarter. Werner Baumann, however, will not retire until the end of May after 35 years of service. Then Bill Anderson will take the helm at Bayer. At the Annual General Meeting, the Chairman of the Supervisory Board, Winkeljohann, welcomed the designated Chairman of the Board of Management, who has been a member of the Board since the beginning of the month. He pledged the Supervisory Board's support to Anderson in "unleashing Bayer's full potential and creating sustainable value for our shareholders, farmers, patients, consumers, employees and all company stakeholders". Anderson described the opportunities as immense. He said it was about "translating potential into products, maximizing value with investment and turning vision into value." After Baumann's departure, Anderson can hopefully talk business.

    All three companies discussed have important dates coming up. The newsflow at BioNxt is promising, and hopefully, there will be further interesting insights on May 10. Two days before that, things will get exciting at BioNTech. If there is no news on the cancer pipeline, the share threatens to slide below EUR 100. Details on Bayer's future strategy will likely not be available until June, when the old CEO is off the board.

    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.

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    Der Autor

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author

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