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June 7th, 2022 | 11:32 CEST

XPhyto, BioNTech, MorphoSys - The next price wave is coming!

  • Biotechnology
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In recent years, Corona has been the most urgent topic that has moved the world and the stock markets. Health care is and remains a megatrend. It is in the nature of things that the focus changes over time. Innovative approaches or forms of drug delivery, on the other hand, remain perennial favorites. There is also a lot of progress in research against cancer. These companies will play a major role in the future.

time to read: 2 minutes | Author: Carsten Mainitz

Table of contents:

    XPhyto Therapeutics - Huge addressable market

    This German-Canadian bioscience accelerator focuses on next-generation drug delivery, diagnostics, and new active pharmaceutical ingredients. This diversified approach includes precision transdermal and orally dissolvable drug formulations, rapid and cost-effective testing for infectious diseases, and standardization of new pharmaceutical agents for neurological applications, including psychedelic compounds and cannabinoids. XPhyto has research and development sites in North America and Europe, with an operational focus in Germany, and is currently focused on regulatory approval and commercialization of medical products in Europe.

    Operationally, the business segments are represented by the two wholly-owned subsidiaries, Vektor Pharma, 3a-diagnostics and XPhyto Laboratories. Following the approval of a PCR rapid test method in December 2021, XPhyto had, in the meantime, strongly concentrated its sales activities given the market potential here.

    Current research is in the areas of transdermal and orally dissolvable drug formulations. Most recently, the results of a human bioavailability study conducted in Europe for the rotigotine TDS product were reported. The rotigotine patch is based on the TDS platform technology developed by the German subsidiary Vektor Pharma. According to expert estimates, the volume of the skin patch market is expected to grow to around USD 20 billion by 2028. Following the slide in the share price over the past 12 months, the stock has nearly tripled in value and currently has a market capitalization of only CAD 61 million.

    BioNTech - Bulging coffers secure lead

    In a few weeks, the Mainz-based company will publish the results of ongoing clinical trials on the efficacy and safety of various Corona vaccine candidates adapted to the Omicron variant. Following that, the relevant authorities would determine the procedure for the approval process based on these data, the Company said. CEO Sahin said the Company had an order backlog of about 2.4 billion doses as of the end of April. Its 2022 sales guidance is EUR 13 billion to EUR 17 billion. The federal government has ordered a vaccine adapted to the Omicron variant from BioNTech but also from Moderna for the fall.

    The Mainz-based company is in a comfortable position thanks to last year's windfall, with profits of around EUR 10 billion generated, and its positioning as an expert in mRNA technology. Further development of the existing COVID-19 vaccine and the development of "next-generation" vaccines remain central to the strategy. However, the Mainz-based company wants to push mRNA technology-based research concerning autoimmune diseases, cardiovascular diseases, and regenerative medicine.

    MorphoSys - Investors need to be patient

    The biotech company is focused on the development of drugs acquired in last year's takeover of Constellation Pharmaceuticals. That was reflected in a Q1 loss of around EUR 123 million, almost triple the figure of the same period last year.

    In addition, the Company's own drug Monjuvi is of great importance. At the moment, the Southern Germans are conducting three approval-relevant test series with Monjuvi as well as with Pelabresib. The Company plans to report on current data in the next few days. The drugs mentioned address forms of blood cancer that are difficult to treat. Investors who invested in the stock a year ago are sitting on losses of around 70%. Patience is an investor virtue.

    Health care stocks have excelled as suitable investments over more extended periods. The pioneer of mRNA technology, BioNTech, has the potential in the medium term to use its know-how in fields such as cancer treatment. MorphoSys is also betting on the cancer therapy field. However, given high investments and losses, time is working against the Southern Germans. XPhyto has many arrows in its quiver and is worth a closer look due to its diversified portfolio and the Company's valuation of around CAD 60 million.

    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

    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

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