NASDAQ title CureVac shares lower again after record low: Evercore analyst sees good basis for appeal in BioNTech legal dispute

After the previous day’s record low, CureVac’s shares attempted to stabilize on Wednesday.

At a time of 4.2997 euros, the vaccine manufacturer’s papers in NASDAQ trading broke away from the record low on Tuesday afternoon. Most recently, CureVac shares lost 1.22 percent again to $4.05.

The reason for the price collapse the day before: The Federal Patent Court had declared a basic corona vaccine patent from Tübingen invalid, thus upholding a lawsuit from Mainz competitor BioNTech.

From the perspective of analyst Umer Raffat from Evercore ISI, this is a serious blow, especially after initially positive signals from the court. But it was the first of several decisions, he emphasized. According to CureVac information, proceedings are currently underway regarding seven other CureVac intellectual property rights in Germany, which concern both basic and COVID-19-specific mRNA innovations.

CureVac had already announced an appeal, for which Raffat sees a fairly good basis given the judges’ initial opinion. In addition, the significance for the other proceedings is “moderate at best”, and for the case in the USA it is probably only minimal, as US courts generally pay little attention to decisions made by European courts. Raffat initially sees the biggest problem as the uncertainty factor, as the other decisions in the coming year will be a long time coming.

The day before, analyst Eliana Merle from the major Swiss bank UBS had already emphasized that the patent that had been declared invalid was just one of many patents. The long-term value of CureVac’s mRNA platform is not adequately appreciated at current price levels.

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FRANKFURT (dpa-AFX)

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