Close menu

August 2nd, 2022 | 10:57 CEST

These sources of return concern us all: Fresenius, Defence Therapeutics, BioNTech

  • Biotechnology
Photo credits:

When people receive an unexpected diagnosis or a loved one suddenly dies, our health suddenly becomes very important. Even though there is often no room for such topics in the daily lives of investors, it is worthwhile to deal with health for several reasons. On the one hand, preventive care brings the most important of all returns; on the other hand, this rather unpleasant topic in everyday life also holds opportunities if we focus on health risks and look at possible solutions. We present three stocks from the healthcare sector that deserve attention.

time to read: 3 minutes | Author: Nico Popp

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


    Fresenius: What is going on?

    The current share price of dialysis specialist Fresenius is a tragedy: In the past ten years, the share price has not been as low as it is today. If a stock split is also considered, the share is valued much lower today than it was back then. The weaker result at the beginning of the year was due to burdens in the wake of the pandemic. Fresenius is currently doing particularly well with the Helios hospital chain, which has significantly increased its sales in recent months. Investors in Fresenius always benefit indirectly from the business of its subsidiary Fresenius Medical Care - here, sales rose by 8% at the beginning of the year. But why is the Fresenius share not getting off the ground?

    The debt ratio at Fresenius is currently around 60% - and rising. In times of rising interest rates, investors are therefore becoming cautious. Although the Company wants to become significantly more profitable by the end of next year and save around EUR 150 million annually, this information has been known on the market for some time now, without investors having bought into it when the share price was falling. With another pandemic fall looming, Fresenius' "covid-sensitive" stock does not appear to be a good choice. However, the stable dividend, which currently offers a yield of more than 3%, is a positive factor.

    Defence Therapeutics: Renowned institutes pave the way for approval procedures starting in 2023

    Defence Therapeutics does not pay a dividend. However, a payout is the last thing investors expect from the Canadian biotech company. Defence Therapeutics has several mainstays and works, among other things, on vaccines against cancer, such as skin or breast cancer. The Company's own patented drug enhancer Accum™ has potential as an active ingredient in addition to its intrinsic property, as it is highly toxic and is said to offer potential in tumors when applied in a targeted manner. A few weeks ago, the Company announced plans to further research the technology in collaboration with internationally renowned institutes such as the Curie Institute, the Institut de Recherche en Cancérologie de Montpellier and the HUS Comprehensive Cancer Center from Finland. These collaborations with different foci and experts could yield important insights for Defence.

    In early 2023, Defence Therapeutics plans to launch as many as three Phase 1 trials to drive regulatory approval of its technology. "Defence's Accum™ platform was primarily developed and tested in vitro and in vivo to improve intranuclear drug delivery for several FDA-approved antibody conjugates or novel conjugates in development. We strongly believe that all these important results achieved this year related to Accum™ ADCs will further demonstrate the efficacy of our Accum™ technology and take Defence to a new level," said Sebastien Plouffe, CEO of Defence Therapeutics. After falling significantly in recent weeks, the stock could become interesting again as we head into winter. In June, Canadian analyst firm Canaccord Genuity published detailed research on the Company. Defence Therapeutics should therefore be on several watch lists.

    BioNTech: Legal dispute leaves the market cold

    With fall approaching, BioNTech's stock is also worth a look. The Corona vaccine pioneer is currently working on improved versions of its vaccine for the fall. At the same time, the patent dispute with Tübingen-based rival CureVac entered a new round. BioNTech has defended itself in the US with a declaratory judgment action and assumes that it has not infringed any patents held by the Swabians. Even though legal disputes never go down well on the market, as a rule, the share has recently freed itself and is now at the upper end of the sideways trend that has been intact since the turn of the year. If new impulses follow, BioNTech can quickly head back toward EUR 200. However, investors should be aware that new highs are rather unlikely for BioNTech.

    If you consciously leave everyday life behind and focus on health risks, you will quickly realize how important innovative companies from the pharmaceutical and biotech sectors are. While the Fresenius share offers little perspective for the reasons mentioned, BioNTech appears to be on the rise despite being a dividend aristocrat. Defence Therapeutics could also offer great opportunities due to its low valuation and the numerous prospects surrounding its patented Accum™ technology.

    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

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author

    Related comments:

    Commented by André Will-Laudien on February 20th, 2024 | 07:30 CET

    Takeover fever in the biotech sector! Will MorphoSys now be followed by Defence Therapeutics, Evotec and Bayer?

    • Biotechnology
    • Pharma
    • Innovations

    It has happened: Novartis is bidding for MorphoSys. Once again, a long-lasting and persistent rumour mill eventually confirms itself. Those who remained loyal to MorphoSys despite heavy selling last fall have now made a profit of over 300%. If we turn the analytical magnifying glass on the sector, we can see that the speculative biotech stock market segment has started to move again since the challenging year 2023. Hopes of falling interest rates in the near future, along with several other M&A hopes, have led to steady inflows into listed bio-ETFs, resulting in fund managers having recently adjusted their weightings upwards. We analyze which stocks are currently making the loudest noise.


    Commented by André Will-Laudien on February 16th, 2024 | 07:00 CET

    MorphoSys and Cardiol Therapeutics in upward mode, while Bayer and Pfizer are in slow mode

    • Biotechnology
    • Pharma

    The biotech sector has made a very differentiated start to the new year. While the old favorites are barely moving, the second-line stocks MorphoSys and Cardiol Therapeutics are making a real splash. At Bayer, the bad news just won't go away, and despite a successful major takeover, Pfizer has not yet found its forward gear. After a rally of almost 15% in December, the Nasdaq Biotechnology Index (NBI) has taken a pause in the current year. Now, everyone is waiting for the first interest rate cut by central banks. Inflation is already falling, and the negative economic data for the Eurozone is increasing. The ECB would normally be in demand. What should investors urgently keep an eye on?


    Commented by Armin Schulz on February 12th, 2024 | 07:00 CET

    MorphoSys, Defence Therapeutics, Bayer - Biotech and Pharma suddenly back in focus

    • Biotechnology
    • Pharma

    Biotech ETFs have been on the rise since the end of October 2023. German biotech companies were able to raise more funds again last year. There are increasing signs that the tough times for investors in biotech and pharmaceutical companies are over. There is also growing activity on the takeover side. Most recently, the takeover bid from Novartis shifted the focus to companies in the healthcare sector. The Swiss pharmaceutical company wants to acquire MorphoSys for EUR 2.7 billion and thus fill up its oncology pipeline. We have selected three companies from the biotech and pharma sectors and examined their current situation.