Quantum Wealth Summary
- The pharmaceutical industry offers fast potential growth and defensive characteristics.
- Healthcare sector stocks in the US have grown 47% over the last three years — and there could be more to come.
- We see tailwinds for this industry in developed markets with ageing populations. Pharmaceuticals can offer high margins and an abnormal return on capital.
- In this report, we compare two companies with unique propositions. Could breakthroughs in research and development speed up growth?
- As a bonus: we also reveal our Weekly Top 5 Quantum Trends. These are the most impactful global opportunities that we are currently watching this week.
Had you bought BioNTech [NASDAQ:BNTX] stock before the pandemic, you’d have done rather well.
In early March 2020, when Covid-19 was spreading around the world and travel was being suspended, BioNTech’s share price sat at around US $30.
By August 2021, when the Pfizer/BioNTech vaccine had established itself as one of the most widely used vaccines, the BioNTech share price hit $389.
A 1,300% return in just over a year.
This demonstrates the power of an emerging pharmaceutical business. When R&D leads to a product that meets a need. And gets approval.
Patents on such products may serve to protect that intellectual property for up to 20 years.
I covered BioNTech’s story and potential future back in April. You can access that in our Exclusive Members Area.
Simon is the Chief Executive Officer and Publisher at Wealth Morning. He has been investing in the markets since he was 17. He recently spent a couple of years working in the hedge-fund industry in Europe. Before this, he owned an award-winning professional-services business and online-learning company in Auckland for 20 years. He has completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK), has written a bestselling book, and manages global share portfolios.