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Commented by Juliane Zielonka on March 13th, 2025 | 07:00 CET
Big Pharma's billion-dollar markets under pressure – NetraMark as the key for Bayer and Novo Nordisk?
In 2025, the pharmaceutical market faces significant challenges, including rising costs and regulatory hurdles. In this environment, companies like NetraMark, Bayer, and Novo Nordisk could make a significant difference through innovative solutions and strategic partnerships. NetraMark, a Canadian HealthTech company, is revolutionizing clinical trials with AI technology, which could be particularly beneficial in the areas of research into active ingredients for the central nervous system and in oncology. These are currently the biggest dropouts in industry. NetraMark's technology could increase the efficiency of drug development and open up new opportunities for investors. Bayer is focusing on targeted therapies in precision oncology and has a promising drug in development that specifically targets an overarching mutation in various cancers. Novo Nordisk is cementing its reputation as an innovator in the fight against chronic obesity, particularly with its successor to the obesity drug CagriSema. The Phase III REDEFINE 2 study achieved its primary objective, although the results fell short of high expectations. A closer look is now warranted.
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Commented by André Will-Laudien on March 13th, 2025 | 06:55 CET
NASDAQ crash, inflation, and price shocks – Gold protects! Golden Cariboo, TUI, Lufthansa, and Carnival
Just three weeks ago, euphoria reigned on the markets, with the DAX, NASDAQ and EURO STOXX reaching new heights – now the tech rally seems to be over for the time being. Germany has voted, and a grand coalition must now take charge of the current issues. However, the challenges remain formidable, and exploratory talks are proving correspondingly tricky. It remains to be seen whether a new government will be formed soon. Donald Trump is taking a unique path in the US and is alienating all former allies. He has boldly taken up the cause of resolving the Ukraine conflict – but so far nothing has happened! China is reporting a slump in exports, while in Europe, the debt ceiling is to be relaxed in order to overcome the tough transformation of the modern age. Infrastructure has been neglected for too long, digitization is in its infancy, and now there is a dramatic need for rearmament. This smells like more debt, higher prices, and further currency devaluation - a fertile ground for gold investments, as the precious metal recently reached a new high of USD 2,950 while everything else is falling. What happens next?
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Commented by Armin Schulz on March 12th, 2025 | 07:00 CET
Nel ASA, First Hydrogen, Volkswagen – The EU and Germany are pumping billions into hydrogen – who is cashing in?
As the global search for alternatives to oil and gas gathers pace, hydrogen could become the secret star of the energy transition. Green hydrogen could become a game changer not only for factories but also in the transport sector. The EU has now launched a multi-billion funding program – in Austria alone, 112,000 tons of green hydrogen are to be produced with it, and in Lithuania, 13,000 tons. One thing is clear: from 2027, it will be noticeably more expensive at the gas station. Experts expect price jumps of between 38 cents and 1 euro per liter. Suddenly, many are looking again more closely at emission-free drives. Innovative companies are driving this technology forward and positioning themselves as pioneers of an emission-free era. Opportunities are opening up for investors. Those who invest in hydrogen players early on could benefit from the upheaval in the energy and automotive industries. But which companies are setting the trends?
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Commented by Juliane Zielonka on March 12th, 2025 | 06:55 CET
Eutelsat, MiMedia, Xiaomi – The infrastructure for the networking markets of the future, worth billions
Millions of people in emerging markets are gaining access to digital markets – a potential of great importance to investors. The French satellite communications company Eutelsat is realizing this with its satellites such as EUTELSAT KONNECT, which bring broadband internet to remote regions of Africa and the Middle East, opening up billion-dollar markets. Eutelsat is particularly active in Europe, Africa, the Middle East, and Asia. The software company MiMedia is profiting from this connectivity by providing its cloud platform on Android smartphones. The software is the small tile for your users' pictures on the smartphone, preinstalled upon activation. MiMedia achieves this implementation through partnerships such as with América Móvil, one of the largest telecommunications providers in LATAM. MiMedia, with roots in New York City, is already expanding in Africa, reaching millions of users. The Chinese tech company Xiaomi complements this with affordable hardware: With 43.1 million smartphones shipped in Q3 2024 and the new Xiaomi 15 series, it is tapping into global markets, seamlessly integrated into cloud and satellite networks. Together, they are creating an infrastructure that generates billions of dollars in revenue in high-growth regions.
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Commented by Fabian Lorenz on March 12th, 2025 | 06:50 CET
AGAINST THE SELLOFF: Renk "reloading", Barrick Gold positive, Desert Gold share set to multiply?
Safe havens like gold and armaments? Although the gold price was initially unable to benefit from Monday's selloff, buy recommendations are piling up in the sector. Analysts believe that Desert Gold's share price could multiply. Currently, the stock is still valued using a worst-case scenario, even though the reality in West Africa has improved significantly. Barrick Gold is also benefiting from this, with UBS recommending buying and expecting gold production to increase. Could an acquisition of Desert Gold play a part in this? Despite the massive price increases in recent weeks, defense stocks are holding up well in the selloff. For Renk, analysts are raising the price target, suggesting that the stock could rise further.
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Commented by André Will-Laudien on March 11th, 2025 | 07:45 CET
Artificial Intelligence – Fabulous profits with Xiaomi, Credissential, D-Wave, and Palantir
It is incredible how politics can sometimes drive markets. US President Donald Trump had broken away from Ukraine aid due to a dispute with Volodymyr Zelenskyy, and the alarm bells were immediately ringing in Europe. Defense stocks went through the roof, and EU governments scrambled to come up with new special packages to rearm NATO countries, totaling up to EUR 800 billion. The flustered chaos must have amused Vladimir Putin. However, a correction is also currently taking place in the long-hyped AI stocks. Some of the losses here are quite painful. The stock market seems to have discarded its "one-way street decree". Accumulated profits should be secured as quickly as possible. We delve deeper into the context.
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Commented by Stefan Feulner on March 11th, 2025 | 07:30 CET
Bayer, BioNxt Solutions, Novo Nordisk – The pressure is on
The biotech sector has started the new year with momentum, and the acquisition wave is heating up, as confirmed by Johnson & Johnson's acquisition of Intra-Cellular Therapies for USD 15 billion. The trend will likely continue as major pharmaceutical companies are under massive pressure to strengthen their portfolios. After all, drug patents worth over USD 200 billion will expire by the end of the decade. This will force the giants to make strategic acquisitions.
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Commented by Fabian Lorenz on March 11th, 2025 | 07:20 CET
Is a 100% rally on the horizon? Evotec, D-Wave, and AI pearl NetraMark
The sell-off in the tech sector continues at the beginning of the week. If sentiment changes, a 100% rally could start. At least, that is what analysts at D-Wave expect. Overall, analysts take a positive view of last year's quantum star. The development of the AI pearl NetraMark is also positive. With its NetraAI platform, the Company aims to revolutionize the development of drugs. The first customers are in place, and the latest study data is promising. Even in the current sell-off, the stock wants to go up. The positive news is currently evaporating at Evotec. The stock is threatening to fall below EUR 6. Are there further write-offs?
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Commented by André Will-Laudien on March 11th, 2025 | 07:10 CET
Olalla! And here comes the consolidation! Are these already buying opportunities for SMCI, Benton Resources, Palantir, and Meta?
Whenever investors use the term "one-way street", the market tends to correct. This time, several factors were at play, such as failed peace efforts, rising debt, increasing interest rates, and the threat of tariffs from the Trump administration. All four points have a long-term recessive effect, as they weaken consumer sentiment and purchasing power due to higher interest rates and product payments. In the short term, they also weigh on overheated growth portfolios. It is, therefore, worthwhile to take a closer look at the well-known protagonists. After all, buying opportunities arise time and again – timing is key!
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Commented by Armin Schulz on March 11th, 2025 | 07:00 CET
Renk Group, Almonty Industries, Hensoldt – NATO calls for an arms race!
In a world where geopolitical fires are shaking the global security architecture, an industrial arms race is forming behind the scenes. While NATO Secretary General Mark Rutte this week once again emphasized the "urgent need" for accelerated arms production – from drones to satellites – European states are setting record sums in motion: Germany is loosening its debt brake for a EUR 500-billion special fund, and the EU is planning military loans of 150 billion. But who will benefit if Europe wants to reduce not only its defense budgets but also its dependence on US arms deliveries? Three companies are in the spotlight whose stocks have long been surfing in the wake of the arms race. Where is it worth getting in?
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