No. 4 as course conductor: BioNTech, Moderna, Novavax & Co: Which vaccine stocks are now interesting again? news

by Julia Gross, Euro am Sonntag

DThe fourth dose seems to be gradually becoming a reality in increasingly developed countries, at least for part of the population. Both BioNTech/Pfizer and Moderna have applied for approval in the US, BioNTech/Pfizer for 65+, Moderna even for all adults.

Together with more orders (for example, from Switzerland, which ordered 7 million Moderna doses by 2023) and the growing number of cases in Europe, this has given a boost to the shares of the two market leaders. Moderna also scored with more product portfolio news (see Investor Information). BioNTech may do the same with good news next 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 shortly.

The uptrend on Novavax looks a bit more bumpy. But the evolution of prices in the American company also points to the rise. Novavax, with its partner Serum Institute of India, has received an emergency use authorization to vaccinate adolescents aged 12 to 18 years in India. Adjuvant maker Dynavax, like Curevac, benefited from the generally more positive environment for Covid vaccine makers.

A new: 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 that may benefit from any price developments resulting from the Publication: BioNTech, Curevac, GlaxoSmithKline, Novavax, Pfizer, Valneva.


Next week, the company wants to request the approval of the covid vaccine for children under six years of age, before BioNTech and Pfizer. In addition, the Americans announced the start of clinical studies of a combined vaccine against SARS-CoV-2, influenza and RSV and a vaccine against the four common human coronaviruses, except SARS-CoV-2. The latter sounds like the preparation of a so-called pan-coronavirus vaccine that protects against numerous pathogens with pandemic potential. More details may be available Thursday at Moderna’s Vaccine Day, which took place after this issue went to press.

The Swiss investment company was involved with Moderna early on, and with a stake of around 10 percent, the shares are currently the largest holding in the portfolio of just over 30 promising biotech stocks. The management team, who have often shown their good instincts in the past, see potential in Moderna far beyond the Covid vaccine. Other portfolio heavyweights 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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Image sources: Marco Lazzarini /, Ascannio /, Finanzen Verlag

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