Close menu

January 12th, 2022 | 11:03 CET

Valneva, Cardiol Therapeutics, Novavax: Hitting the nail on the head!

  • Biotechnology
Photo credits:

What is the correlation between the development of drugs or vaccines and the price of the company in question on the stock market? Difficult to answer because there is an almost infinite number of research areas in the field of biotechnology. Not all of them are at the center of media interest, while some topics, in contrast, experience true hype phases. COVID-19 is a viral disease that is to be overcome with all available research resources, and the attention on the capital markets is correspondingly high. Those who can demonstrate success in this area achieve high prices and valuations. But who will deliver the ultimate vaccine or a revolutionary drug to treat infected people? Lots of speculation, risks and opportunities in equal measure. We take a look at some interesting companies.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: VALNEVA SE EO -_15 | FR0004056851 , CARDIOL THERAPEUTICS | CA14161Y2006 , NOVAVAX INC. DL-_01 | US6700024010

Table of contents:

    Valneva - No one can use an announcement like this

    Valneva is a French biotech company headquartered in Saint-Herblain. The Company was formed by the merger of France's Vivalis with Austria's Intercell. It develops and markets vaccines against infectious diseases and has manufacturing facilities in Austria, Scotland and Sweden, and subsidiaries in France, Canada and the United States.

    Valneva, with its VLA2001 inactivated vaccine, is certainly seen by many as a beacon of hope in the pandemic. It contains the complete Sars-CoV-2 virus in an inactivated form. As a classical inactivated vaccine, it differs significantly from the widely used mRNA vaccines. Unfortunately, studies in China have failed to demonstrate much efficacy of the inactivated vaccines. The stock market punished all the dead vaccine developers. Valneva itself does not comment on these publications.

    Last week, the European vaccine developer at least reconfirmed its timelines as far as clinical trials and regulatory filings for the VLA2001 vaccine are concerned. According to the statement, Valneva is targeting regulatory approval in the first quarter of 2022. The Company has started submitting applications for initial approval and aims for a green light in the EU, UK and Bahrain.

    The share came under extreme pressure due to the rumors from China and lost a full 40% at the start of the year to around EUR 16. Yesterday, the value started a recovery attempt, but it is likely to remain turbulent until the approval stands. The result will be digital: Make or Break?

    Cardiol Therapeutics - With full cash into Phase II

    COVID-19 is much more serious for people with cardiovascular disease (CVD) than those without CVD. It is estimated that 30% to 40% of patients who die from COVID-19 respiratory disease have been exposed to cardiovascular complications. A strategy to prevent or limit the severity of these cardiovascular complications should significantly improve outcomes in curing this disease.

    In September 2020, life sciences company Cardiol Therapeutics (CRDL) received approval from the US Food and Drug Administration (FDA) for its investigational new drug application to begin a double-blind, placebo-controlled Phase II/III clinical trial. The study will evaluate the efficacy and safety of its lead product, CardiolRx™, in hospitalized COVID-19 patients with a history of or risk factors for CVD. CardiolRx™ is an oral cannabidiol formulation that is pharmaceutically manufactured under CGMP regulations. Patients with COVID-19 primarily present with respiratory symptoms that can progress to bilateral pneumonia and serious pulmonary complications. It is now known that the effects of COVID-19 are not limited to the lungs, however.

    Cardiol Therapeutics conducted two major capital raises in 2021, most recently raising CAD 52.4 million, with cash on hand growing to CAD 85.7 million in November. This will allow the Company to easily handle the higher costs associated with expanding recruitment for the LANCER trial in Brazil, Mexico, and Canada and continue its research and development on other products. The CRDL share rose to over EUR 4 in 2021 and is currently trading at EUR 1.52. With a market capitalization of only CAD 170 million, a sharp rebound can occur at any time on positive news.

    Novavax - Approval for Covovax finally granted

    Vaccination remains critical in the fight against the Corona pandemic for many countries. In the Omicron outbreak country of South Africa, Novavax has submitted an urgent application to the relevant authorities to grant emergency approval for its Corona vaccine. The Company made the application in conjunction with the Serum Institute of India, a prominent vaccine manufacturer.

    If the vaccine is approved, it could be marketed and manufactured in Cape Town under the Covovax name. That would be an opportunity for the people of South Africa, as the vaccination rate is currently only about 32%. Novavax's vaccine has already received approval in more than 170 countries. In the European Union, the protein-based vaccine was recently approved as another vaccine that could convince some "vaccination skeptics" in particular - or so the government hopes in Germany as well.

    According to the Rheinische Post, the vaccine from the US company should arrive in North Rhine-Westphalia as early as the beginning of February, the daily newspaper quotes a spokesperson for the NRW Ministry of Health. Shortly before Christmas, it was announced at a federal press conference that Health Minister Karl Lauterbach had ordered four million doses of the Novavax vaccine. Novavax's stock had moved down almost 50% in December 2021 due to the constant delays and falling sales estimates. Chart-wise, the EUR 112 to EUR 122 zone has become an important support area. The concluded supply contracts are probably not enough to boost the share price again.

    With the Omicron variant, the virus leaves no doubt that the pandemic will rage for several more months. Stock prices of biotech stocks oscillate with incidence figures, yet the time of astronomical valuations seems to be over. The still young company Cardiol Therapeutics is already in the clinical test phase, and now things are getting really 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") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
    In this respect, there is a concrete conflict of interest in the reporting on the companies.

    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 also 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

    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 Nico Popp on September 27th, 2023 | 07:10 CEST

    Rich as a Sheikh? Here is what's happening: Schott Pharma, BioNTech, Cardiol Therapeutics

    • Biotechnology
    • Pharma

    High-tech or add-on? When Schott Pharma's shares go public in Frankfurt on Thursday, investors are likely to have a clear opinion. The manufacturer of pharmaceutical packaging may be attracting significant interest precisely because its business model is clearly defined. But what sets Schott apart, and which companies in the pharmaceutical and biotech industry might also become interesting? We provide insights and deliver answers!


    Commented by Juliane Zielonka on September 22nd, 2023 | 06:50 CEST

    Cardiol Therapeutics, BioNTech, BYD - At top speed to new markets

    • Biotechnology
    • Pharma
    • Electromobility

    Cardiol Therapeutics is enjoying a remarkable development. The biotech company is now rolling out its ARCHER patient recruitment trial internationally at 35 participating centers. This accelerates research in the development of their therapy to combat myocarditis, a heart inflammation which has been associated with COVID-19 vaccination. For Cardiol Therapeutics, this represents an opportunity to get its therapy approved as an orphan drug. Approval is also at stake for BioNTech. With a multimillion-dollar funding boost, the Company is working on accelerated approval for a vaccine against a virus that caused quite a stir last year. The shortened development time is likely to impress investors. While business nations agree on fighting viruses, they disagree on commodities for the road. The EU would prefer to restrict BYD's successful sales on domestic roads - by imposing tariffs. BYD, meanwhile, is tapping into a completely different market.


    Commented by André Will-Laudien on September 18th, 2023 | 06:30 CEST

    Unbelievable! Hands off AI, biotech in rebound! Bayer, Defence Therapeutics, Morphosys

    • AI
    • Biotechnology
    • Investments

    The big fall decline is now over. It is always a difficult time, but the so-called "Triple Witching" went relatively smoothly this time. The European Central Bank (ECB), in its first interest rate meeting after the summer break, decided to raise key rates by another quarter point to 4.00%, up from the previous 3.75% in July. At the same time, it lowered its inflation forecast for 2025 and the outlook for economic growth in the Eurozone for the years 2023 to 2025. Economic risks are increasing, but inflation remains the determining factor for interest rates. Expectations that the US Federal Reserve (FED) will announce an interest rate pause at its next meeting on Wednesday have boosted confidence. Last week's big losers were the recently favoured AI stocks Nvidia, Microsoft and However, the biotech sector has recently started to climb again. Where are the opportunities for investors?