Close menu




January 26th, 2022 | 13:34 CET

Valneva, Perimeter Medical Imaging AI, MorphoSys - This is where it gets exciting!

  • Pharma
  • Biotech
  • Innovations
Photo credits: pixabay.com

The Corona pandemic still has the world firmly in its grip. The number of new infections is skyrocketing. Nevertheless, the chances are good that the pandemic can be brought under control by means of numerous vaccines. But Corona is not the only scourge. Numerous research efforts are focused on diagnosing, treating and curing cancer. Here, innovative AI-based technologies are increasingly being used to help save lives and significantly reduce costs for the healthcare system.

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: PERIMETER MED.IMAG.AI | CA71385D1078 , VALNEVA SE EO -_15 | FR0004056851 , MORPHOSYS AG O.N. | DE0006632003

Table of contents:


    Valneva - Omicron variant under control

    The share of the specialty vaccine manufacturer has shown a wide range of fluctuation in recent weeks. The latest results on the vaccine's efficacy against the Omicron variant were encouraging. It was proven that with the administration of three doses of the vaccine VLA2001, the Omicron variant of COVID-19 could be neutralized. Share prices responded positively. Analysts also continue to see potential, with experts at Kepler Cheuvreux issuing a price target for the stock of EUR 24, an upside of over 60%.

    Valneva focuses on the development and marketing of prophylactic vaccines against infectious diseases with a high unmet medical need. Prophylactic vaccines activate the immune system to protect against infectious diseases. The Company's inactivated corona vaccines are the focus of media interest. Application for approval has recently been made to the European Medicines Agency (EMA), and initial orders have been received. Inactivated vaccines have been used in medicine for a long time, e.g. against tetanus, whooping cough, diphtheria or as influenza vaccines, and are regarded as established. However, as yet, no inactivated vaccines have been approved as corona vaccines in the EU.

    Perimeter Medical Imaging AI - Disruptive potential

    Around 10 million people die of cancer worldwide each year. The fight against this insidious disease also costs over USD 1 trillion annually. Founded in Canada in 2013, Perimeter Medical Imaging AI delivers an effective and innovative approach to fighting cancer.

    The medical technology company aims to transform cancer surgery with ultra-high resolution, real-time advanced imaging tools to address unmet medical needs. The Canadians' solutions enable examinations of tissue microstructures during surgical procedures using real-time, software-based visualization. This technology thus provides surgeons, radiologists and pathologists with important results during the examination that would otherwise take several days using traditional examination methods. It leads to improved results for patients, while representing potential savings for the healthcare sector.

    To stem further growth, the Canadians conducted a capital increase of CAD 43.4 million in mid-December. Also, late last year, Perimeter announced the first commercial installation of its Perimeter S-Series high-resolution, real-time OCT imaging system at a North Texas hospital. With solid funding and great disruptive potential, the Company's current market cap of CAD 155 million makes it an exciting story.

    MorphoSys - Money Cruncher

    Three quarters! That is how much MorphoSys shareholders have lost in the last 12 months. The stock market value of the biotech company has thus dipped below the EUR 1 billion mark. At the beginning of the year, the stock was dealt a further blow in view of a disappointing revenue outlook and high planned expenditure on research and development. Even though many analysts believe the stock has significant upside potential, the experts are continuing to slash their price targets.

    The South German company is in the process of reinventing itself and is currently undergoing a transformation from a contract researcher for the pharmaceutical industry to a developer of its own drugs. In this context, the Company completed the multi-billion dollar acquisition of US epigenetics specialist Constellation Pharma last summer. Royalty Pharma subscribed for shares with an equivalent value of EUR 100 million and will receive various royalties in the future.

    MorphoSys is thus betting on the future and taking high risks in the coming years. According to management, the Company will not be back in the black until 2026, as milestone payments will be low, whereas research and development expenses will increase significantly, with EUR 300 to 325 million budgeted for 2022.

    However, the sales expectation of the first proprietary cancer drug Monjuvi of USD 135 million in the current year, which was announced in January, disappointed many market participants. CFO Lee is nevertheless unabashedly optimistic and recently announced plans to launch two proprietary cancer drugs in 2025.


    The healthcare market remains huge. The companies mentioned are targeting different areas. Corona is the topic of the hour, so vaccine manufacturers like Valneva are still in focus. Cancer detection and cure is a field with a high addressable market volume. MorphoSys should be treated with caution for the time being in the course of the transformation process. Major disruptive potential is offered by the solutions of Perimeter Medical Imaging AI.


    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 news.financial. 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

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author



    Related comments:

    Commented by Armin Schulz on February 1st, 2023 | 20:22 CET

    Altech Advanced Materials, Mercedes-Benz Group, NIO - Electric mobility on the verge of a revolution

    • Innovations
    • Technology
    • Electromobility

    Electric cars are becoming increasingly popular as a sustainable mode of transportation. As technology improves, this type of vehicle is becoming more attractive to investors looking for an environmentally friendly option. However, some important issues still need to be addressed before electric cars become a natural alternative for most people. Chief issues are battery charging times, limited range, and safety. Today, we look at Altech Advanced Materials, a company that has developed a solution to the problems, and look at the current status of two automakers.

    Read

    Commented by Nico Popp on January 31st, 2023 | 14:33 CET

    This new project changes everything: Deutsche Bank, Aspermont, Alibaba

    • Digitization
    • Innovations
    • Technology
    • Investments

    When processes go digital, great opportunities arise: automation and scaling can ensure growth and turn established business models into high-flyers. But which companies should investors actively support in their transformation? Where is there real potential for investors, and where are companies just spreading buzzwords? We highlight three stocks for you.

    Read

    Commented by Nico Popp on January 25th, 2023 | 13:56 CET

    JinkoSolar, Volkswagen, Meta Materials: The growth stock that has it all

    • metamaterials
    • Innovations
    • Technology

    The media success of the AI tool ChatGPT has once again shown that innovations move people. The future is also in demand again on the stock market: growth companies are making significant gains and developing their own momentum. We present a company that can drive both innovative Greetech companies and long-established industrial stocks with its technology. The Company, listed on the Nasdaq, has nothing less than a revolution on offer. We will explain exactly what it is all about in three minutes.

    Read