Close menu




January 27th, 2022 | 10:13 CET

Valneva, XPhyto, Peloton Interactive: What is next for pandemic stocks?

  • Biotechnology
Photo credits: pixabay.com

The pandemic is entering a new phase. Although incidences are rising towards the 1,000 mark, the population is largely relaxing. In the meantime, almost everyone knows someone who has fallen ill; as a rule, the scare is over quickly for those who have been vaccinated. In this article, we look at what this means for the stock market.

time to read: 3 minutes | Author: Nico Popp
ISIN: VALNEVA SE EO -_15 | FR0004056851 , XPHYTO THERAPEUTICS | CA98421R1055 , PELOTON INTE.A DL-_000025 | US70614W1009

Table of contents:


    Valneva: What is the outlook for the hopeful Company?

    The Valneva share has recently lost ground. The European inactivated vaccine was eagerly awaited by many market participants in recent months. In the meantime, however, the air around the hopeful vaccine of many vaccination critics is out. The approval process for the French manufacturer's vaccine is currently underway within the EU. The vaccine may be approved before the end of the first quarter. Participants in the ongoing Phase III trial are already receiving the vaccine as a booster, but these data will no longer be included in the approval process in the short term. However, the data are not lost and could play a role in further approval procedures.

    A few days ago, it became known that Valneva's vaccine candidate probably also helps against the Omicron variant. However, the Company will not put its PS on the road until it is also approved. Since the proportion of unvaccinated people in Germany is still high, there is still sales potential for Valneva. In a market phase in which Corona profiteers are being punished across the board, the shares of the vaccine laggard are not the first choice.

    XPhyto: PCR-quality rapid tests gain in importance

    Another laggard is the share of the biotech XPhyto - at least as far as the share price is concerned, the value has hardly profited recently. Yet XPhyto offers precisely what could help in the current phase of the pandemic: Rapid PCR tests that promise laboratory-quality results within 25 minutes - and completely independent of location. In addition, XPhyto's Diagnostics business offers products to combat oral diseases and is researching innovative dosage forms. In this business area, the aim is to enable certain active ingredients to be better absorbed by the body if they are administered in the form of patches instead of tablets, for example. These approaches can, for example, ensure that the overall dose can be increased, which can, for example, reduce susceptibility to side effects. As a third pillar, XPhyto offers psychedelics for use against mental illness. Research of this kind is quite normal in the US but is viewed critically in Europe because some of the active ingredients are also considered narcotics.

    The share has lost ground in recent weeks, probably because PCR tests are now to be rationed in Germany. However, it remains to be seen to what extent these requirements can be implemented in practice. Since rapid tests are still considered unreliable, and experts warn of new virus variants, the pandemic is not yet over on the stock market. XPhyto's stock remains interesting, above all, because there are also countries where PCR tests have long been the gold standard, such as Austria. The research portal researchanalyst.com took a closer look at XPhyto a few months ago.

    Peloton: Now this too!

    A pandemic stock of the first hour is Peloton Interactive. When the epidemic was still comparatively young, Corona felt like a big "challenge" to many people. Resign and get fat or get through it was the name of the game. Many self-optimizers learned languages, an instrument or swung onto a spinning bike in the first few weeks. Peloton offers such a bike, including motivation from experienced trainers via stream. But recently, the stock dropped like a stone. Peloton's existing users also appear pandemic-weary. To make matters worse, a series character from "Sex and the City" has now "died" after a Peloton workout - purely fictitiously, of course. But this example shows that product placement can backfire. Peloton's stock is not very interesting at the moment. Spring is just around the corner in the northern hemisphere. Those who want to do sports will soon be doing so outside again. Incidence or not.


    While Peloton may have seen its highs, XPhyto and Valneva could go up again. The pandemic is not over yet, but it is changing its face. Speculative XPhyto, in particular, could react dynamically to new orders.


    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

    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 Stefan Feulner on May 23rd, 2022 | 13:01 CEST

    BioNTech, Monkeypox, Defence Therapeutics, Valneva - Is the next threat coming after Corona?

    • Biotechnology
    • Monkeypox

    The Corona pandemic is not over yet, but we should already prepare for future viruses. The next pandemic will come. When it will come is uncertain, and so is which pathogen will we have to deal with. Monkeypox is now spreading globally, and there are already the first cases in Germany. We find out what is known so far, where the dangers lie and what opportunities there are for the biotechnology sector from Dr Moutih Rafei, a renowned pharmacologist and head of research and development at the innovative company Defence Therapeutics Inc.

    Read

    Commented by Fabian Lorenz on May 19th, 2022 | 13:31 CEST

    Booster for the BioNTech share: BASF and Defense Metals with momentum?

    • RareEarths
    • Biotechnology

    The swing market continues to keep investors on their toes. On Tuesday, encouraging economic data and the prospect of an imminent end to the lockdowns in China ensured a good mood and significantly rising prices. The speech by Fed Chairman Powell could not change this. Only one day later, the euphoria has already faded, and the statements of the central bank chief are being interpreted negatively. Powell had reiterated the Fed's determination to fight inflation. Therefore, operational impulses are needed for shares to rise again. BioNTech's stock got a small boost from the FDA's approval of its Corona vaccine as a booster shot for ages 5-11. But analysts are waiting for more. At Defense Metals, investors hope for more from today's CEO presentation after solid drilling results. At BASF, several analysts are reducing price targets at once and see possible additional costs in the billions.

    Read

    Commented by André Will-Laudien on May 18th, 2022 | 12:48 CEST

    Biotech stocks: BioNTech, XPhyto Therapeutics, Novavax, Valneva - Crashing, the choice remains difficult!

    • Biotechnology
    • Covid19

    For pure play vaccine companies, the environment is getting tougher. On the one hand, the winter is over, and on the other, Corona has lost its horrors, especially as the Omicron variant presented like a cold for most infected people. 77.6% of the German population have received at least one vaccination dose so far. 63.1 million people have thus already received basic immunization, and 49.5 million people went for another shot. Only 4.6 million people, or 5.5%, have already received a second booster vaccination. 18.6 million people have not been vaccinated, or 22.4% of the population. With currently only 4,000 vaccinations per day, the many millions of vaccine doses ordered are likely to remain on the shelf. For vaccine manufacturers, future orders will plummet. Which Company has a plan B in place?

    Read