N°4 as an internship pilot: BioNTech, Moderna, Novavax & Co: which vaccine stocks are becoming interesting again | news


by Julia Gross, Euro am Sonntag

Dhe fourth dose seems to be slowly becoming a reality in more and more developed countries, at least for part of the population. BioNTech/Pfizer and Moderna have applied for approval in the US, BioNTech/Pfizer for those over 65, Moderna even for all adults.

With new orders (for example from Switzerland, which has ordered seven million doses from Moderna for 2023) and the growing number of cases in Europe, this has given the shares of the two market leaders a boost. Moderna also tagged along with other product pipeline news (see Investor Info). BioNTech might be able to follow suit with some good news in the coming week: the Mainz-based company will present its balance sheet on Wednesday next week. In addition, the first results of studies on an adapted omicron vaccine are expected soon.

The uptrend at Novavax looks a bit more bumpy. But the price development of the American company is also pointing upwards. Novavax, along with its partner Serum Institute of India, has received emergency use authorization to vaccinate adolescents aged 12-18 in India. Adjuvant maker Dynavax, like Curevac, took advantage of the generally more positive environment for Covid vaccine makers.


An opinion: Conflicts of interest: The majority owner of the sole shareholder of Finanzen Verlag GmbH, Mr. Bernd Förtsch, has taken direct and indirect positions in the following financial instruments mentioned in the publication or related derivatives which could benefit from any developments prices resulting from the publication: BioNTech, Curevac, GlaxoSmithKline, Novavax, Pfizer, Valneva.

INVESTOR INFORMATION

As of next week, the company wants to apply for the approval of the Covid vaccination for children under six years old – ahead of BioNTech and Pfizer. Separately, the Americans announced the start of clinical studies of a combined vaccination against SARS-CoV-2, influenza and RSV and vaccination against the four common human corona viruses except SARS- CoV-2. The latter sounds like the preparation of a so-called pan-coronavirus vaccine that protects against many pathogens with pandemic potential. More details may become available on Thursday during Moderna’s Vaccine Day, which took place after this issue went to press.

The Swiss investment firm got involved in Moderna early on, and with a share of around ten percent, the shares currently make up the largest position in the portfolio of just over 30 promising biotech stocks. The management team, which has often demonstrated its good instincts in the past, sees potential in Moderna far beyond the Covid vaccine. Other heavyweights in the portfolio include Ionis Pharmaceuticals, another RNA company, as well as the world leader in cystic fibrosis drugs, Vertex, and Argenx, a specialist in antibody therapies for autoimmune diseases.

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