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April 27th, 2022 | 11:54 CEST

Where the sentiment is right: BioNTech, Defence Therapeutics, Amazon

  • Biotechnology
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If you want to sell air mattresses in November, you will not succeed even with huge discounts. It is a similar story when selecting stocks. In order to reap returns, investors need to assess the market and bet on the stocks that will be in demand in the near future. In the case of vaccine stocks, the air seemed to be out recently. But now, there are growing indications that more vaccine doses may be needed. We take a look at the sentiment of three stocks.

time to read: 4 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


    BioNTech: What is still to come?

    On a one-year horizon, the BioNTech share has a return of only 1%. This is all the more remarkable because the share price has risen by more than 100% during this period. Recently, more and more people have been saying that the pandemic has run its course and that demand for vaccines would therefore decline. Although the new relaxed attitude is making itself felt in supermarkets and at other events in Germany these days, there are also new warning signals. A Pfizer-funded study shows that the current BioNTech vaccine's protective efficacy against hospitalizations is 85% within the first three months but drops to 55% after that. The findings could lead to more younger people reaching for the fourth vaccination.

    It was recently revealed that some vaccine doses were at risk of expiring this summer. Therefore, the new study situation is unlikely to generate additional sales for BioNTech. Looking ahead to the fall, however, demand could pick up again. An updated vaccine is expected then. Against the background of the then beginning cold season, the fourth prick would again be close at hand for many people. BioNTech's stock represents more than just a provider of Corona vaccines - mRNA technology is powerful and could also lead to breakthroughs in cancer. If so, BioNTech would finally have arrived in the biotech Olympus. Even if you ignore the price excesses of the past two years, the value remains in an upward trend. However, investors are not getting a bargain with the BioNTech share.

    Defence Therapeutics: Patented drug enhancer as a multi-tool

    Defence Therapeutics, on the other hand, is a different story. The biotech Company from Canada is also pursuing a platform approach and has several irons in the fire. The Company is working on antibody-drug conjugates (ADCs) and has presented impressive results. These ADCs are capable of amplifying active substances and delivering them directly into an affected cell. Defence Therapeutics' patented Accum™ technology is being used around vaccines against COVID-19 and HPV, as well as breast and skin cancer. Several Phase 1 studies are planned for this in the coming months. The conditions for a successful outcome appear favorable. "Such studies cost money. Given our encouraging results to date and the versatility of our technology, we are finding receptive ears in discussions with potential funders," said Dr. Moutih Rafei, Director and VP of Research and Development, Defence Therapeutics, in an interview.

    Even without agents associated with Accum™, the technology appears potent: "Accum™ is very toxic. We found that cancer cells die when we inject the drug directly into tumors. At the same time, Accum™ provides synergistic effects with other existing therapies. Specifically, this means that Accum™ is effective against cancer cells on the one hand but also supports other known active ingredients on the other. Possible application areas include breast cancer and previously incurable brain tumors, so-called glioblastomas. The only important thing is that Accum™ can be injected directly into the tumors. There are already experts who can use active substances in such a targeted manner. However, we are still a long way from a concrete application of Accum™ in this way," says Rafei. Initially, however, Defence Therapeutics intends to focus on patients with breast and skin cancer. Collaborations with clinics are already in place for this purpose. Most recently, the Company also obtained another patent that provides additional protection for the use of Accum™ around vaccines. This should also reduce the risk of competitors copying the approach and increase the likelihood that the Company will find cooperation partners around individual areas of application or license its technology. The stock has come back in a similar fashion to BioNTech but is still in solid charting waters. Due to the Company's relative unfamiliarity and the fact that it has not yet reached market maturity, the risk-reward profile is much more pronounced.

    Amazon: This success is timeless

    When it comes to buying stocks that are booming right now, the Amazon share cannot be missed. While some pandemic stocks, such as Peloton or even Netflix, have recently gone under the wheels, Amazon has held comparatively steady. The reason: the business model works even after the pandemic. More and more people were already shopping online in 2019, and the pandemic has only strengthened the trend. Part of the pandemic exaggeration has been relieved by Amazon, which is now hovering between USD 2,500 and USD 3,000. The lower end of this range could offer interesting opportunities. There are many reasons for the stock: in addition to the timeless business model, the weakness of competitor Netflix could also be an argument for Amazon.

    Whether biotech or retail, both sectors have a future, as long as entry into the respective shares is not too expensive. Timing always becomes a challenge when share prices are already pricing in a rosy future. That is most likely the case with BioNTech. As a market leader, Amazon is, of course, not cheap either. On the other hand, investors can seize opportunities in second-tier stocks that the market has not yet given an advance. One example of such a company is Defence Therapeutics.

    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.

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    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 Juliane Zielonka on April 12th, 2024 | 07:00 CEST

    AI in healthcare with Evotec, Defence Therapeutics, Bayer: Revolutionary advances and medical breakthroughs

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    Artificial intelligence (AI) is gaining momentum in the healthcare sector. AI-based systems can use medical databases to save valuable time in research, enabling companies like Defence Therapeutics to go to market faster than others. In oncology research, the Canadian company has just achieved a breakthrough that gives hope to many cancer patients. AI-assisted diagnoses allow diseases to be detected earlier and treated more effectively, leading to improved quality of life for patients. Precision medicine in strong partnership networks is Evotec's focus. The share is particularly popular with hedge fund managers. Analyzing medical images and data in real-time and detecting even the smallest deviations or anomalies is the top priority for Bayer AG in collaboration with Google Cloud. Which companies are convincing investors the most?


    Commented by Fabian Lorenz on April 10th, 2024 | 07:00 CEST

    BASF and Cardiol Therapeutics recommended to buy! TUI share with momentum!

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    BASF shares have gained over 30% within six months. But is the rally in BASF shares slowly running out of steam? The fact that the share did not rise sharply yesterday despite a significant price target increase suggests this is the case. Many experts see little potential for further price increases. The situation is different for the biotech company Cardiol Therapeutics. The analysts at Canaccord believe that the shares of the specialist in cardiovascular diseases could perform by around 200%. Financing is secured until 2026, and important study data is due in the current quarter. The TUI share has been on a roll for several months now. Will the share continue to rise with the increase in temperatures? Management is certainly optimistic about the future.


    Commented by André Will-Laudien on April 10th, 2024 | 06:45 CEST

    Attention: Biotech takeovers, after MorphoSys, now Bayer, Vidac Pharma, BioNTech and Pfizer are on the radar

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    Since the onset of the COVID-19 pandemic, there has been little movement in the biotech sector. However, after a challenging year in 2023, the sector was at least able to start the new year on a solid footing. The surprising takeover of MorphoSys recently got hearts beating again, as Novartis put a whopping EUR 2.7 billion on the table for the cancer specialist from Munich. Only months before, MorphoSys had been traded on the stock exchange at just EUR 700 million. The special market situation in this case was also characterized by the high short ratio, which led to an exorbitant rise in the share price of almost 400% in the final phase. Speculative investors are now keeping a wary eye on potential takeover candidates as the sector is once again attracting considerable attention. We are taking a closer look and searching for the next pearl.