Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

Equity Bottom-Up

Moderna may announce its first interim results of the late-stage trial of its COVID-19 vaccine mRNA-1273 as soon as this month. Pfizer and BioNTech confirmed its mRNA-based vaccine candidate against SARS-CoV-2 has already achieved success in first interim analysis from Phase 3 study. With 90%+ efficacy and study enrolled 43,538 participants Pfizer and BioNTech believe that a vaccine may effectively prevent COVID-19. BioNTech used mRNA-based approach and its vaccine candidate BNT162b2 consists of messenger RNA, that provides instructions for human cell to make immunogen, which activates the body’s immune response.Therefore, we see that unproven mRNA approach shows first promising results and this platform technology may also target solid tumors and many forms of cancer. Looks like leading mRNA-based vaccine producers (Moderna, Pfizer/BioNTech, CureVac) are going to win the race leaving behind adenovirus-based COVID-19 vaccine producers (J&amp;J, AstraZeneca, CanSino Biologics). Shares of BioNTech rose 19% in November while shares of Moderna and CureVac jumped 30% and 43% respectively this month. We believe that positive data from Moderna’s late stage study may drive stocks of mRNA-based vaccine producers to new highs.

Moderna may announce its first interim results of the late-stage trial of its COVID-19 vaccine mRNA-1273 as soon as this month. Pfizer and BioNTech confirmed its mRNA-based vaccine candidate against SARS-CoV-2 has already achieved success in first interim analysis from Phase 3 study. With 90%+ efficacy and study enrolled 43,538 participants Pfizer and BioNTech believe that a vaccine may effectively prevent COVID-19. BioNTech used mRNA-based approach and its vaccine candidate BNT162b2 consists of messenger RNA, that provides instructions for human cell to make immunogen, which activates the body’s immune response.Therefore, we see that unproven mRNA approach shows first promising results and this platform technology may also target solid tumors and many forms of cancer. Looks like leading mRNA-based vaccine producers (Moderna, Pfizer/BioNTech, CureVac) are going to win the race leaving behind adenovirus-based COVID-19 vaccine producers (J&amp;J, AstraZeneca, CanSino Biologics). Shares of BioNTech rose 19% in November while shares of Moderna and CureVac jumped 30% and 43% respectively this month. We believe that positive data from Moderna’s late stage study may drive stocks of mRNA-based vaccine producers to new highs.   

Success of Moderna’s COVID-19 Vaccine May Give a Boost to Stocks of Messenger RNA Companies

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Thematic (Sector/Industry)

Less than a year since the news hit that the Chinese outbreak spread to the world, <a href="https://www.smartkarma.com/entities/pfizer-inc" target="_blank" data-smartkarma-citation="entities:1131:1" rel="noopener">Pfizer Inc (PFE US)</a> has announced its vaccine with more than 90% effective in preventing Covid-19 among those without evidence of prior infection. Similar to <a href="https://www.smartkarma.com/insights/china-outbreak-theme-winners-and-losers" target="_blank" data-smartkarma-citation="insights:35971" rel="noopener">China Outbreak Theme: Winners and Losers</a> , this insight will discuss the potential winners and losers from the announcement of the vaccine. Travel-related names such as airlines, airport operators, tour operators, the duty-free operators are the clear beneficiaries of this news while auto dealership will also benefit from the potential lower unemployment later on. Instant noodle makers, pc makers that benefit from the work-from-home rush, as well as glove makers will no longer enjoy the same growth rate in 1H, and in the case of the glove makers, both ASP and volumes may see a decline.

Less than a year since the news hit that the Chinese outbreak spread to the world, Pfizer Inc (PFE US) has announced its vaccine with more than 90% effective in preventing Covid-19 among those without evidence of prior infection. Similar to China Outbreak Theme: Winners and Losers , this insight will discuss the potential winners and losers from the announcement of the vaccine. Travel-related names such as airlines, airport operators, tour operators, the duty-free operators are the clear beneficiaries of this news while auto dealership will also benefit from the potential lower unemployment later on. Instant noodle makers, pc makers that benefit from the work-from-home rush, as well as glove makers will no longer enjoy the same growth rate in 1H, and in the case of the glove makers, both ASP and volumes may see a decline. 

CureVac shares have been under selling pressure and fell ~20% in September. For the same period shares of key rivals Moderna and BioNTech rose 7% and ~9% respectively. Moderna and Johnson &amp; Johnson began Phase 3 clinical trials of COVID-19 vaccine candidates this month. The global race for coronavirus vaccine is entering the final stage and leaders are Moderna, Pfizer/BioNTech, AstraZeneca and Johnson &amp; Johnson. All these companies have already initiated larger scale clinical trials (phase 3) for a COVID-19 vaccine. However, management of CureVac is confident larger phase 2/3 study will be launched till the end of the year. In our insight we will focus on approaches, used by biotech companies to develop coronavirus vaccines, and find out how CureVac positions itself as one of the leaders with the fast and disruptive mRNA technology.

CureVac shares have been under selling pressure and fell ~20% in September. For the same period shares of key rivals Moderna and BioNTech rose 7% and ~9% respectively. Moderna and Johnson &amp; Johnson began Phase 3 clinical trials of COVID-19 vaccine candidates this month. The global race for coronavirus vaccine is entering the final stage and leaders are Moderna, Pfizer/BioNTech, AstraZeneca and Johnson &amp; Johnson. All these companies have already initiated larger scale clinical trials (phase 3) for a COVID-19 vaccine. However, management of CureVac is confident larger phase 2/3 study will be launched till the end of the year. In our insight we will focus on approaches, used by biotech companies to develop coronavirus vaccines, and find out how CureVac positions itself as one of the leaders with the fast and disruptive mRNA technology.

Expecting First Results From Phase 1 Clinical Trials Of COVID-19 Vaccine In October

Germany

Biotest AG is a provider of plasma proteins and biological drugs. The Company has specialized primarily in the areas of clinical immunology, haematology and intensive medicine with a focus on treating diseases of the immune and haematopoietic systems. Biotest AG has production operations mainly in Europe and the US, and sells its products worldwide.

Formycon AG is a biopharmaceutical company with more than twelve years experience in product development. The company's activities focus on developing and marketing "biosimilars" - biopharmaceuticals which are similar to existing drugs for which patent protection is expiring - as well as the provision of contract services  to other biotechnology and pharmaceutical companies.

Heidelberg Pharma AG operates as a biopharmaceutical company. The Company focuses on development and commercialization of novel cancer therapies. Heidelberg Pharma offers pharmacology, drug metabolism, pharmacokinetics analysis, and molecular biology in the fields of oncology and inflammatory diseases. Heidelberg Pharma serves customers in Germany.

Bayer AG produces and markets healthcare and agricultural products. The Company manufactures products that include aspirin, antibiotics, anti-infectives, cardiovascular, oncology, central nervous system drugs, over-the-counter medications, diagnostics, and animal health products, as well as crop protection products, plastics, and polyurethanes.

Gerresheimer AG develops and produces specialty products made of glass and plastic.  The Company produces containers for a variety of substances and medicines.

MorphoSys AG operates as a biopharmaceutical company. The Company discovers and develops differentiated therapies and medicines for the patients suffering from cancer, inflammations, and autoimmune diseases. MorphoSys serves customers in Germany.

Evotec AG offers drug research, development, and manufacturing services.  The Company offers assay development and screening and compound optimization services to pharmaceutical companies.  Evotec also develops drugs on its own for out-licensing.

Affimed NV is a clinical-stage biopharmaceutical company focused on discovering and developing targeted cancer immunotherapies.

4SC AG operates as a biotechnology company. The Company focuses on the development of novel small molecule drugs for cancer treatment. 4SC serves the healthcare sector in Germany.

Fresenius Medical Care AG & Co. KGaA offers kidney dialysis services and manufactures and distributes equipment and products used in the treatment of dialysis patients. The Company also offers clinical laboratory testing and diagnostic testing services and provides home infusion, respiratory therapy, ultrasound, and echo-cardiography. Fresenius operates worldwide.

BioMarin Pharmaceutical Inc. develops and commercializes therapeutic enzyme products.  The Company has applied its proprietary enzyme technology to develop products for lysosomal storage diseases and for the treatment of serious burns. BioMarin's subsidiary provides analytical and diagnostic products and services in the area of carbohydrate biology.

Celltrion Inc. produces and sells biosimilar products and also provides consignm ent processing service for other companies.  The Company's main product is Abata cept which is for arthritis treatment

Insmed, Inc. is a biopharmaceutical company focused on developing and commercializing novel, targeted inhaled therapies for patients with high unmet need battling serious orphan lung diseases.

United Therapeutics Corporation develops pharmaceuticals to treat vascular diseases such as pulmonary hypertension and peripheral vascular disease.  The Company's lead products are stable synthetic forms of prostacyclin and are delivered orally or subcutaneously.

Natera, Inc. operates as a diagnostics company. The Company provides preconception and prenatal genetic testing services. Natera also offers pre-implantation genetic diagnosis, aneuploidy screening, translocation, and single gene testing services.

Neurocrine Biosciences, Inc. is focused on the discovery and development of therapeutics for neuropsychiatric, neuroinflammatory, and neurodegenerative diseases and disorders.  The Company is developing therapeutic interventions for anxiety, depression, Alzheimer's disease, insomnia, stroke, malignant brain tumors, multiple sclerosis, obesity, and diabetes.

Sarepta Therapeutics, Inc. is a biopharmaceutical company focused on the discovery and development of unique RNA-based therapeutics for the treatment of both rare and infectious diseases. The Company offers its products to the medical industry in countries around the world.

Incyte Corp is a biopharmaceutical company. The Company discovers, develops and commercializes proprietary small molecule drugs, primarily used in oncology.

Genmab A/S operates as a biotechnology company. The Company creates and develops human antibody products for the treatment of life threatening and debilitating diseases. Genmab focuses on products to treat cancer, rheumatoid arthritis and other inflammatory conditions, and psoriasis. The Company develops new products through partnerships. Genmab operates in Europe and the United States.

BeiGene, Ltd. operates as a commercial stage biopharmaceutical company. The Company focuses on discovery, development, and commercialization of molecularly targeted and immuno-oncology drugs for the treatment of cancer. BeiGene serves patients worldwide.

BioNTech SE provides biotechnological solutions. The Company develops various types of treatments for cancer patients' tumors. BioNTech serves customers worldwide.

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BioNTech (BNTX US)

Success of Moderna’s COVID-19 Vaccine May Give a Boost to Stocks of Messenger RNA Companies

mRNA-based COVID-19 vaccine producers made a big step forward to defeat coronavirus and prevent future pandemics around the world

Andrei Zakharov

Pfizer Vaccine: Winners and Losers

Similar to China Outbreak Theme: Winners and Losers , this insight will discuss the potential winners and losers from the announcement of the vaccine.

Henry Soediarko

Expecting First Results From Phase 1 Clinical Trials Of COVID-19 Vaccine In October

CureVac shares have been under selling pressure and fell ~20% in September. For the same period shares of key rivals Moderna and BioNTech rose 7%...

Andrei Zakharov

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