+36% in Just a Few Weeks! TeamViewer Impresses Mercedes Formula 1 Team! Will X Corp and BioNxt Solutions Follow?

BioNxt Solutions: When Will the Breakthrough Happen?

Since biotech companies are currently overshadowed by the AI boom, buying opportunities keep arising. At the very latest, following the recent flurry of news, BioNxt is a hot buy—and perhaps even a takeover candidate.

The Canadian-German biotech company specializes in developing innovative drug delivery systems for already approved blockbuster active ingredients. Thanks to its proprietary sublingual thin-film technology, drugs can be developed to market-readiness within a few years at significantly lower cost and with significantly reduced research risk.

In the past four weeks alone, BioNxt has provided several reasons to add the stock to the portfolio. The company has completed GMP-compliant manufacturing of its clinical-grade sublingual cladribine thin film. Production took place at a German contract manufacturer in Munich and serves as the basis for the planned clinical bioavailability study in humans. The BNT23001 program is aimed at treating relapsing-remitting multiple sclerosis and other neurodegenerative autoimmune diseases. With the manufacture of the investigational product, the company considers itself prepared for the transition to the clinical phase. Among other things, sublingual administration is intended to enable an alternative method of drug delivery without traditional oral tablets.

The company also aims to compete in the billion-dollar market for weight-loss products. To this end, BioNxt has initiated the development phase of its orally soluble semaglutide film for Ozempic. In collaboration with the German company Gen-Plus GmbH, the company is developing a sublingual thin-film formulation of the GLP-1 active ingredient for the treatment of obesity and type 2 diabetes. The initial development phase focuses on formulation work, analytical testing, and proof-of-concept studies. BioNxt aims to expand its existing thin-film technology into the growing market for GLP-1 therapies, relying on a patient-friendly administration method that does not require needles or tablets.

And another billion-dollar market is currently being targeted. Accordingly, BioNxt Solutions is exploring the use of its proprietary drug delivery technologies in the field of psychedelic therapeutics. This follows increasing regulatory and clinical activity in North America and Europe regarding research into psychedelic compounds for mental health conditions such as depression or PTSD (post-traumatic stress disorder). The company points to its existing expertise in developing psychedelic active ingredients and its own library of relevant compounds. The strategy focuses on sublingual thin-film and transdermal systems intended to enable more precise, patient-friendly administration. BioNxt sees potential for scalable applications in modern therapies for central nervous system disorders.

The stock market is currently showing little appreciation for this potential. The share is trading at around EUR 0.26, having lost nearly 40% of its value this year. The market capitalization stands at approximately CAD 51 million.

TeamViewer: From AI Loser to Winner?

TeamViewer is currently showing what a comeback for BioNxt shares might look like. The German software company's stock has risen by about 36% over the past six weeks. However, at a price of EUR 5.75, it is still a good distance from its 52-week high, which stands at over EUR 10. In 2021, the stock even traded at around EUR 50. The current rally is driven by the hope that the company will not be among the big AI losers. Perhaps it is even an AI winner?

Just ahead of the Formula 1 Grand Prix in Miami, TeamViewer announced that the Mercedes-AMG PETRONAS F1 Team uses TeamViewer ONE behind the scenes. The Autonomous Endpoint Management (AEM) platform is designed to provide the team with real-time visibility and control over thousands of IT and OT endpoints, from the main factory in Brackley to the pit lane. With the help of AI, TeamViewer ONE is intended to detect and resolve even the smallest IT glitches in real time.

Toto Wolff, Team Principal of the Mercedes-AMG PETRONAS F1 Team comments: "During the race, I rely on dozens of data streams, from telemetry to weather to radio. The technology behind it must run with absolute reliability. In Formula 1, there are no favours; every technology partner earns its place. TeamViewer delivers exactly where we make no compromises: reliability and performance."

In Formula 1, there is virtually zero margin for IT glitches. Problems such as a laptop in the pit freezing up or a radio signal cutting out in the middle of the race must be resolved immediately. TeamViewer ONE makes exactly that possible. Since the platform also runs locally on devices, IT operations at the racetrack do not come to a standstill even if the network goes down. TeamViewer ONE uses a self-learning system that detects anomalies, applies appropriate solutions, and thus resolves IT issues before users even notice them. TeamViewer notes that the platform has already handled well over a million AI support sessions—300,000 of them in March alone—and is thus improving steadily.

In addition, the software provider unveiled a new feature for its AI agent Tia at the Gartner Digital Workplace Summit in London. The solution can learn from a company's support history and convert resolved IT issues into automated workflows using AI-generated scripts. This is intended to enable IT teams to standardize on proven solutions and automatically apply them to devices or groups of devices in the future. The feature is part of the TeamViewer ONE platform and is designed to support the transition to largely autonomous IT operations.

TUI: Winner of Peace?

TUI is also a potential comeback candidate. Driven by falling oil prices and the possibility of peace in the Middle East, the stock surged by over 5% yesterday. However, the share has still lost around 25% of its value so far this year. At present, the tourism group's stock is trading at around EUR 6.85, a level it already reached back in April 2023.

Barclays, however, sees upside potential in the share price and recommends buying TUI shares. Due to the previous profit warning, the second-quarter figures came as no surprise. Analysts also see some positive developments in the key metrics. In their view, TUI shares should be among the big winners if the US and Iran reach a stable peace agreement and the Strait of Hormuz is once again fully navigable. They see the fair value of TUI AG STOCK at EUR 9.

Just a few days earlier, Deutsche Bank analysts had expressed even greater optimism. They even believe the TUI share price could reach EUR 10.50. According to marketscreener.com, 9 out of 13 analysts recommend buying the tourism group's stock. There is currently no "Sell" recommendation.

Conclusion

Anyone investing in TUI must be aware of the many external factors influencing the company's performance, such as the economic cycle and geopolitical conflicts. However, it may still be worth a trade. TeamViewer is also more of a speculative play. Too often, the company has disappointed investors. For BioNxt Solutions, the share price performance has been disappointing. The numerous positive announcements have had virtually no impact on the stock market. Yet this also presents a potential buying opportunity. In any case, there are solid reasons to expect a possible comeback for the stock.