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BioNTech, CureVac, Valeo Pharma - the license to print money

Mario Hose Mario Hose, Apaton
2 Comments| August 24, 2020

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Those who solve problems or create desires can usually earn a lot of money. One of the most important requirements is that the solution is scalable and can be sold in large quantities. The solutions around the Corona pandemic are a particularly lucrative business, because there is enormous pressure to act from all sides. The sooner vaccines or other products are available, the sooner it will be possible to return to normal everyday life. While two German pharmaceutical companies are investing a lot of money in researching a vaccine, a Canadian competitor is taking an equally exciting and less risky route.


The springboard to Canada

Valeo Pharma (CSE: VPH) is a Canadian pharmaceutical company specializing in the licensing, approval and distribution of drugs. Small and medium-sized biotech companies involved in research often have the problem of having to arrange for commercialization once the drug is finished. This is exactly where Valeo Pharma's strength is, because the company is not involved in research and focuses on sales with attractive margins. This eliminates the high costs and risks associated with research and allows management to focus on products that have already been successfully tested. First and foremost, the Canadian home market is the main sales market. Access to physicians is particularly important because they usually prescribe the drugs to patients.

The company already has eight different products in its portfolio and six more in the pipeline. Last week, Valeo Pharma announced that it will increase its equity by CAD 6.00 million as part of a financing deal. If demand is high, the consortium accompanying the measure may increase the volume to up to CAD 6.90 million. In times of the Corona pandemic, a well-filled bank account is helpful to be able to increase, train and equip the staff accordingly.

Valeo Pharma announced today that it has applied for a natural product license from Health Canada for its unique bioflavonoid formulation Hesperco. The company's news indicates that there is a strong scientific and medical rationale for the use of Hesperco capsules to support the immune system and possibly combat symptoms associated with corona viruses such as the one causing COVID-19. Valeo Pharma's market capitalization on Friday was just CAD 70.3 million and has corresponding potential due to this comparatively low base.


Research is progressing

BioNTech (NASDAQ: BNTX) has already been keeping investors busy for several months. Since the company has joined forces with Pfizer to develop a vaccine against Covid-19, the share price has increased significantly. The company is now valued at more than USD 17.3 billion on the stock exchange. In the past, the experts focused on individual cancer therapies and are now leading the field internationally in the fight against the Corona Pandemic together with several other teams of experts.

In a test involving 30,000 patients, 11,000 people have already received a dose of a drug with a high chance of success. The expectations are already high that a vaccine will be available from BioNTech in the foreseeable future. Nobody can estimate how much potential the stock still has in the short term and what valuation level can be maintained.


Highflyer with chances of success

CureVac (NASDAQ: CVAC) is a newcomer to the stock market and already has a market capitalisation of almost USD 12 billion. The German company also belongs to the global elite in research and received financial support from the German government in the race against the pandemic. The EU is already negotiating with CureVac on the possible availability of 225 million vaccine doses. Against this background, high expectations are now included in the company valuation.

The coming days, weeks and months will be exciting. Supplying several billion people with appropriate vaccine doses will be a gigantic task for the industry. In addition, the distribution of vaccine doses is of great economic and political importance. It is therefore not surprising that the company's shares are currently trading heavily.


CONFLICT OF INTEREST & RISK NOTE
We would like to point out that Apaton Finance GmbH, the owner of news.financial, as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our ´Conflict of Interest & Risk Disclosure´.



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