Close menu




December 9th, 2021 | 13:24 CET

Tilray, Sativa Wellness, NanoRepro, Valneva - The 2022 health winners

  • Cannabis
Photo credits: pixabay.com

The topic of cannabis ran through all the gazettes in 2018 and 2019. The Netherlands, Canada and 9 US states were the well-known pioneers in cannabis legalization at the time. It is now also to come in Germany - at least that is what the coalition agreement of the government parties says. The debate about the legalization of cannabis has been going on worldwide for several years. For Germany, the traffic light coalition wants to legalize the controlled distribution to adults for consumption purposes. In this way, they say, licensing the sale of cannabis would also ensure the protection of minors and prevent the spread of contaminated substances. The industry briefly cheered with share price increases but then returned to normal. We take a look at key industry players.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: TILRAY INC. CL.2 DL-_0001 | US88688T1007 , SATIVA WELLNESS GROUP INC | CA80403E1043 , NANOREPRO AG | DE0006577109 , VALNEVA SE EO -_15 | FR0004056851

Table of contents:


    Tilray - A EUR 4 billion market awaits opening

    Tilray is currently the German market leader in the sale of medical cannabis extracts. One may assume that the Company will also dominate the region's adult-use recreational cannabis market. The traffic light coalition recently announced its plans to legalize the recreational use of cannabis for adults.

    In response, investors pounced on the few German publicly traded cannabis companies, causing their valuations to rise between 60% and 100%. However, in addition to SynBiotic and Cannovum, two somewhat narrower values, investors should also focus on the major stocks in the industry, such as Tilray and Aurora, as they are leaders in the German medical cannabis market. Aurora is number one in dried cannabis sales, while Tilray leads the cannabis extract market. Overall, it looks like investors have not yet fully priced in the enormous market opportunity. Within 3 to 5 years, a new billion-dollar market should emerge here.

    The legal side seems promising because the key point is that Germany has a lot of weight within the European legislation in Brussels - some believe in faster legalization procedures if Germany steps on the gas with a new government. Shares of Tilray now have just a 24% gain on the clock in 2021, compared to over 500% in between. Overall, cannabis stocks could shine again from a regulatory perspective in 2022.

    Sativa Wellness Group and NanoRepro - High demand for COVID testing

    Sativa Wellness Group is a UK-based provider of various cannabis-related services. From self-therapy to wellness, they focus on cannabidiol (CBD), laboratory services, and other wellness products derived from the hemp plant. Like other players in the market, Sativa Wellness naturally hopes for the complete legalization of the products and is already ensuring a suitable positioning.

    Currently, the strategic positioning is already well underway. The established trading company, Goodbody Botanicals, has made profits throughout 2021 to date after losses in previous years. There is more good news about the current number of bookings in the affiliated wellness clinics. Record sales were achieved in the fall, bringing revenue to more than GBP 13.8 million after 11 months.

    The Goodbody network now includes more than 140 clinics, including establishments supported by Superdrug. Goodbody clinics offer COVID blood tests on a large scale, and the uncertainty surrounding Omicron is playing into the Company's hands. That is because all travelers must now undergo PCR testing two days after returning to the United Kingdom, which can be booked at Sativa's affiliated clinics.

    Marburg, Germany-based NanoRepro AG also reported that the rapid antigen tests it sells can reliably detect SARS-CoV-2 infection, even with the new Omicron virus variant. NanoRepro's rapid tests provide a necessary tool for the free testing centers, which are bustling because of 3G and 2G+ regulations in the workplace and public transportation. Sales could explode to EUR 250-400 million in 2021.

    Both Sativa Wellness and NanoRepro are in a class position in the current pandemic environment. While NanoRepro is still struggling to overcome the EUR 10 mark on the chart, Sativa Wellness has several ideas for the cannabis market opening in 2022, in addition to its test offerings. With EUR 16.4 million market cap, Sativa is also much cheaper.

    Valneva - When is the inactivated vaccine coming to Europe?

    The Valneva share is currently riding a roller coaster of the highest order. A month ago, the share price was below EUR 20, then it shot up to EUR 30.50 and is now back in the region of EUR 23. Where does the volatility come from? First, there was the rumor that the Valneva vaccine would not help against the Omicron variant, but then the announcement that the EMA wants to review the vaccine in a fast-track procedure spurred on, and now some calm has returned.

    Meanwhile, the inactivated vaccine developer has inked a new pre-contract for its VLA2001 corona vaccine. Bahrain is the first country outside Europe to express interest in the Company's alternative vaccine. The Middle Eastern kingdom plans to purchase one million doses of VLA2001. Valneva has reportedly initiated a rolling approval process with the Bahraini National Health Authority (NHRA).

    If company officials are to be believed, shipments are already on track for the first quarter of 2022. Additional supply agreements with larger countries could bring music back into the title. Likewise, a result of the EMA approval can penetrate the market at any time, but the price could react erratically in both directions. For those with the nerve for a favorable scenario, a few Valneva plays will bring good diversification to the speculative COVID long portfolio. After all, the topic will remain for several years to come.


    The cannabis sector and pandemic-related stocks will be good choices again in 2022, as there are prospects for growth and some surprise potential. If the pandemic lasts longer than expected, there will also be months of testing ahead. Sativa Wellness Group offers solutions in both areas. Much remains speculation, of course - but that is what makes the stock market exciting.


    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

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author



    Related comments:

    Commented by Carsten Mainitz on January 18th, 2022 | 13:07 CET

    Ayurcann, Novavax, Covestro - The stragglers are coming!

    • Cannabis

    Humanity continues to find itself in the clutches of the Corona pandemic, the infection figures are rising, and the demand from politicians for mandatory vaccination is becoming louder and louder. While BioNTech and Pfizer vaccines and Moderna have dominated to date, new vaccine manufacturers are entering the market in the next wave. The situation is similar in the cannabis industry. After a boom about 3 years ago, the market leaders have since lost up to 80% of their value. Legalization and the rise of Cannabis 3.0. will pave the way for new companies.

    Read

    Commented by Stefan Feulner on January 12th, 2022 | 12:54 CET

    Tilray, Ayurcann, Aurora Cannabis - When will the boom 2.0 come?

    • Cannabis

    About five years ago, the boom of cannabis stocks started. Companies like Aurora Cannabis, Canopy Growth and Tilray were able to multiply within a few months. However, the boom was followed by a quick end on the stock market. With corrections of 90% in some cases, the exaggerations were harshly corrected. However, the cannabis market is still in a strong growth phase. The legalization in many countries and the cannabis 3.0 wave promise the companies enormous growth leaps in the next few years. Thus, the steep rise seen at the time could be repeated, at least to some extent.

    Read

    Commented by Stefan Feulner on December 28th, 2021 | 07:10 CET

    Upcoming hydrogen and cannabis boom - Nel ASA, Ayurcann, Canopy Growth

    • Cannabis

    These two completely different sectors have one thing in common. After both cannabis stocks and hydrogen sector companies multiplied in the past, a significant correction set in during the stock market year soon ending. This correction is likely to continue into the new year 2022. In the long term, however, there are outstanding opportunities both for cannabis, through legalization in various European countries, and for hydrogen, urgently needed for the energy transition. It is time to position yourself.

    Read